What is it? Why is it important?

Staff needed for study planning and conduct is different from staff requirements used to run a clinic.


Depending on study design and complexity:

  • Additional study management expertise and know-how are required
  • Investment in trainings and further education of existing staff is needed
  • Additional infrastructure able to accommodate study staff must be organized
  • In the event of outsourced services, qualified partners must be evaluated and recruited


Additional study staff needed for your study might include a:

  • Project manager who maintains ongoing study oversight and communication with involved parties
  • Data manager who sets up the study database and defines the data management plan
  • Statistician who calculates the required study sample size and defines the statistical analysis plan
  • Monitor who controls study protocol compliance, safety management, and quality and completeness of study data
  • Study coordinator/nurse responsible for the management of study participants and the coordination of study visits
  • Site-INV responsible for study oversight at a given study site including the delegation of applicable study tasks

What do I need to do?

As a Sp-INV, evaluate staff resources based on:

  • Availability: Does staff have sufficient disposable free time to invest in study tasks?
  • Know-how: Does staff have the required qualification based on education, training, and experience?
  • Feasibility: What resources are not covered and must be outsourced?


Remember to adapt the budget according to additionally required staff and its management. This includes potential outsourced services (e.g. partners).


When planning a study, various fields of expertise are required, such as:


Depending on study type (e.g. ClinO, ClinO-MD, Other clinical studies, HRO) and activities involved (e.g. study design), other players might also be important, such as biobanking experts, lawyers, patient organisations, cohort manager, etc.

Where can I get help?

Your local CTU can support you with experienced staff regarding this topic

External Links

Swissethics – see in particular

  • Staff List


ICH GCP E6(R2) – see in particular guidelines

  • 4 Site-INV qualification
  • 4.2 Adequate resources
  • 5. SP-INV responsibilities
  • 5.6 Site-INV selection

ISO 14155:2020 Medical devices (access liable to costs) – see in particular sections

  • 9 Responsibilities of the sponsor (SP-INV)
  • 9.2.1 Investigator selection (Site-INV)
  • 10 Responsibilities of the principal investigator (Site-INV)
  • 10.3 Qualification of investigation site
  • ClinO – Clinical Trials Ordinance
  • ClinO-MD – Ordinance on Clinical Trials with Medical Devices
  • CTU – Clinical Trials Unit
  • HRO – Human Research Ordinance
  • ICH-GCP – International Council for Harmonisation - Good Clinical Practice
  • ISO – International Organization for Standardization
  • Site-INV – Site Investigator
  • SP-INV – Sponsor-Investigator
Concept ↦ Management ↦ Resources ↦ Study Staff

Provides some background knowledge and basic definitions

Basic Monitoring
Basic Drug or Device

Starts with a study idea

Ends after having assessed and evaluated study feasibility

Concept Drug or Device

Starts with confidence that the study is feasible

Ends after having received ethics and regulatory approval

Development Drug or Device

Starts with ethics and regulatory approval

Ends after successful study initiation

Set-Up Ethics and Laws
Set-Up Quality and Risk
Set-Up Drug or Device

Starts with participant recruitment

Ends after the last participant has completed the last study visit

Conduct Drug or Device

Starts with last study visit completed

Ends after study publication and archiving

Completion Statistics
Completion Drug or Device
Current Path (click to copy): Concept ↦ Management ↦ Resources ↦ Study Staff

Please note: the Easy-GCS tool is currently under construction.