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Integrated study startup plan

Combines WBS, schedule, dependencies, readiness criteria, and governance into one startup operating plan.

When to open it

Before site activation and first participant in.

How to run it

Use the Integrated study startup plan when before site activation and first participant in. Confirm the purpose of the review, populate the required fields, test the evidence with the accountable functional owner, document the decision or next action, and assign a review date before the forum closes.

Same day

Clarify the signal, owner, evidence source, and decision deadline. Create or update the tool before the meeting ends.

One week

Review whether actions moved, risks changed, vendors or sites responded, and whether the output has become decision-ready.

Escalation

Escalate the Integrated study startup plan when evidence shows unresolved ownership, participant-protection risk, CTQ or endpoint impact, critical-path pressure, budget or vendor-scope change, inspection-readiness gap, or a decision beyond study-team authority.

Expected output

A completed Integrated study startup plan record that turns combines wbs, schedule, dependencies, readiness criteria, and governance into one startup operating plan into named owners, evidence, timing, decision logic, follow-up actions, and closure proof.

Closure evidence

Closed when the accountable owner accepts the evidence, downstream handoffs are updated, and the next review date or closure rationale is recorded.

Paid beta preview

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