Cambridge Healthtech Institute’s 4th Annual

Resource Management and Capacity Planning for Clinical Trials

Metrics and Strategies for Efficient Resource Forecasting and Management

March 3-4, 2021


I am pleased to announce CHI’s 4th Annual Resource Management and Capacity Planning for Clinical Trials being held March 3-4, 2021 at Rosen Shingle Creek in Orlando, FL. The gathering will be part of the 12th Annual Summit for Clinical Trials Operations Executives (SCOPE), a four-day cluster of events that attracted 2,200 leaders in clinical innovation, operations and research in 2020. Topics to be discussed at the Resource Management and Capacity Planning for Clinical Trials conference include:


  • Quantitative and qualitative factors for outsourcing versus using internal resources
  • Balancing cost savings with high performers and finding your company’s financial tolerance
  • Working with the finance department on budgets and financial forecasting and with operations teams to ensure proper staffing
  • Resource management for virtual trials and lessons learned in responding to COVID-19
  • Developing in-house or using commercial resourcing tools
  • Utilizing technology to track resource efficiency and to inform capacity planning
  • Assessing the impact of outsourcing model on resources and budgets
  • Maximizing efficiency of current and future clinical trials
  • Building algorithms for assessing the total number of staff and hours needed
  • Measuring business risk for poorly optimized resources
  • Best practices for prioritization, what-if analysis, and identifying bottlenecks
  • Strategies to manage variance from changes and delays
  • Different considerations and metrics for sponsors, CROs, and sites for capacity planning
  • Developing transparent relationships among all partners to increase efficiency and effective resource management
  • Time and motion studies for determining work effort
  • Strategies surrounding staff turnover and capacity planning


Also, please check out the Participant Engagement Award in honor of Gerald “Jerry” Matczak, the SCOPE Scientific Symposium (SSS), and the Masters in Clinical Research Golf Tournament


If you would like to submit a proposal to give a presentation at this meeting, please click here.


All proposals are subject to review by session chairmen and/or the Scientific Advisory Committee to ensure the overall quality of the conference program. Additionally, as per Cambridge Healthtech Institute policy, a select number of vendors and consultants who provide products and services will be offered opportunities for podium presentation slots based on a variety of Corporate Sponsorships.


For more details on the conference, please contact:

Kaitlin Searfoss Kelleher

Senior Conference Director

Cambridge Healthtech Institute

Phone: (+1) 781.972.5498 Email:


For partnering and sponsorship information, please contact:

Companies A-O

Ilana Quigley

Senior Manager, Business Development

Cambridge Healthtech Institute (CHI)

Phone: (+1) 781.972.5457



Companies P-Z

Patty Rose Senior Manager, Business Development

Cambridge Healthtech Institute (CHI)

Phone: (+1) 781.972.1349 Email: 




Tuesday Evening, Wednesday Morning and Thursday Afternoon Plenary Keynotes Featuring:

SCOPE’s 2020 Participant Engagement Award, in Memory of Jerry Matczak
Patient Perspectives as an Input to Feasibility and Clinical Trial Design
Digital Trends that Are Changing Clinical Research
Health Literacy Throughout Drug Development – Why It Matters to Pharma and to Patients
Implementing an Innovation Methodology to Accelerate Clinical Trial Innovation within Your Organization

For more details on the Plenary Keynotes:
For more details on the Participant Engagement Award:


Concurrent breakout discussion groups are interactive, guided discussions hosted by a facilitator or set of co-facilitators to discuss some of the key issues presented earlier in the day’s sessions. Delegates will join a table of interest and become an active part of the discussion at hand. Bring your pharma, biotech, CRO, site, hospital or patient perspective to each of the discussions below. To get the most out of this interactive session and format please come prepared to share examples from your work, vet some ideas with your peers, be a part of group interrogation and problem solving, and, most importantly, participate in active idea sharing: