Page 459 - eBook Version 8 Book 1 of 2 JUL 2022

STANDARD OPERATING PROCEDURE Research Administration SOP No: R-Com-100
SOP Title: Coordinating an Introduction with the PI
5.2 Making the Introductions
Successful integration of the newly assigned team member onto the research study or portfolio is carried out by executing the onboarding plan. Making the introductions of the newly assigned team member with their assigned PI is an important step in this integration:
1. Establish an outlook invitation to secure the introduction meeting with the PI for all stakeholders.
2. Prior to the introductory meeting, provide the team member(s) with the study status, the protocol and regulatory documents, and a brief background of the PI.
3. Follow AIDET, in order introduce the CRC/A(s) and the PI providing them both with each other’s background and experience.
4. Discuss the status of the study and the study details.
5. Discuss the next steps needed to move the study forward.
6. Provide the opportunity for the PI to define their expectations for the study time- course, enrolment, and the logistics of how they would like the study communication to be managed.
6. STANDARDS/FORMS/TEMPLATES TO BE USED
AIDET Tool (see attached)
7. PROCESS
Coordinating Introduction with PI
Preparation of the Orientation
Making the Introductions
Schedule a preparatory meeting in Outlook with the clinical manager, team leads, educator, and administrator
Prepare a meeting agenda
Forward Outlook invitation upon new employee’s arrival
Provide new employee with study status, protocol and regulatory documents, and brief background of PI
Follow AIDET in order to introduce new member and the PI
Discuss the status of the study and the study details
Discuss the next steps needed to move the study forward
Provide the opportunity for the PI to define their expectations for the study and corresponding factors
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Research Staff