Clinical Trial Strategy Template

Plan & execute your clinical trial strategy with ease - get measurable results & improved outcomes.
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Clinical Trial Strategy Template

What is a Clinical Trial Strategy?

A clinical trial strategy is an organized plan for the management and execution of a clinical trial. It involves setting objectives, defining focus areas, setting measurable targets (KPIs), and implementing related projects in order to achieve the desired results. This strategy should be tailored to the specific needs of the clinical trial and its associated stakeholders.

What's included in this Clinical Trial Strategy template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Clinical Trial Strategy template for?

This clinical trial strategy template is designed to help clinical trial professionals and teams plan, manage, and execute their clinical trial strategy. It provides a clear framework to define focus areas, objectives, and related projects, as well as set measurable targets (KPIs) which can be used to track progress and assess the success of the trial.

1. Define clear examples of your focus areas

Focus areas are the broad topics or themes that the trial strategy should address. Examples of focus areas for a clinical trial strategy may include optimizing recruitment, streamlining clinical trial management, and improving clinical trial infrastructure. Defining clear focus areas will help to define the overall purpose of the strategy and set goals for the trial.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that are designed to help achieve the focus area. For example, under the focus area of optimizing recruitment, objectives could include increasing patient participation and improving patient retention. By defining objectives, you can hone in on the key areas of the clinical trial that need to be improved or addressed.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are metrics that can be used to measure progress towards objectives. For example, under the objective of increasing patient participation, a KPI could be the number of patients who engage with recruitment materials. By setting measurable targets, you can track progress and assess the success of the trial.

4. Implement related projects to achieve the KPIs

Projects (or actions) are specific activities that are designed to help achieve the KPIs. For example, under the KPI of increasing the number of patients who engage with recruitment materials, a related project could be to increase patient awareness through advertising campaigns. By implementing specific projects, you can ensure that the trial is on track to meet its goals.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform iallows you to easily plan, manage, and execute your clinical trial strategy. It provides a comprehensive suite of features that enable you to track progress, measure impact, and optimize your strategy. With Cascade, you can ensure that your clinical trial is on track to meet its goals and achieve faster results.

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Clinical Trial Strategy Template
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