Cambridge Healthtech Institute’s 5th Annual

Resource Management and Capacity Planning for Clinical Trials

Metrics and Strategies for Efficient Resource Forecasting and Management

February 9-10, 2022


I am pleased to announce CHI’s 5th Annual Resource Management and Capacity Planning for Clinical Trials being held February 9-10, 2022, at Rosen Shingle Creek in Orlando, FL. The gathering will be part of the 13th Annual Summit for Clinical Trials Operations Executives (SCOPE), a four-day cluster of events taking place February 7-10 that attracts more than 2,200 leaders in clinical innovation, operations and research. Topics to be discussed at the Resource Management and Capacity Planning for Clinical Trials conference include: 

  • 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
  • The impact of decentralized trials and remote monitoring on resource management and outsourcing models
  • 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
  • Strategies surrounding staff turnover and capacity planning
  • 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
  • Balancing cost savings with high performers and finding your company’s financial tolerance
  • Quantitative and qualitative factors for outsourcing versus using internal resources
  • 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


*Also, please check out the Participant Engagement Award in honor of Gerald “Jerry” Matczak 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.


The deadline for priority consideration is July 23, 2021.


All proposals are subject to review by session chairpersons and/or the Scientific Advisory Committee to ensure the overall quality of the conference program. Additionally, as per Cambridge Healthtech Institute’s 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) 781-976-5894



For partnering and sponsorship information, please contact:

Companies A-K

Ilana Quigley

Sr. Manager, Business Development

Cambridge Healthtech Institute

Phone: (+1) 781-972-5457



Companies L-Z

Patty Rose

Sr. Business Development Manager

Cambridge Healthtech Institute

Phone: (+1) 781-972-1349


Submit a Speaker Proposal