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Course Details

Course Title

Effective Accompanied Site Visits

Course Format

One or two day classroom course with a mix of presentations and workshop sessions

Learning Objectives

There are many aspects to performing accompanied site visits. This course looks at these aspects and provides a framework that will enable participants to be able to prepare, plan, participate and review such visits from both the assessor and trainee perspective. Following this course participants will be able to:

  • Implement a framework for the conduct of effective accompanied site visits
  • Assess CRA performance and provide constructive feedback
  • Transfer their knowledge to inexperienced CRAs
Who is it for?

This course is suitable for those who conduct Accompanied Site Visits or will be doing so in the near future, for example:

  • Senior CRAs
  • Lead CRAs
  • CRA Managers
  • Project Managers
  • Clinical Team Leaders
Course Content


  • Background, objectives and agenda.

Purpose of visits 

  • Discussion of the reasons why accompanied site visits are conducted and the benefits

Before The Visit 

  • Preparation for the visit.
  • What does the CRA need to do to prepare for the visit?
  • What does the trainer/mentor/manager need to do to prepare for the visit?
  • The Site Visit as a learning opportunity
  • The Site Visit as an assessment tool
  • Getting the job done

During The Visit 

  • Opening the site visit.
  • Conducting the visit
  • Observation skills

After The Visit 

  • Giving and receiving feedback

Follow up of visit 

  • Writing up the visit
  • Action plans and development plans
  • Ongoing review


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