Managing Vendor/CRO/CMO Oversight

Learn how to prepare a Request for Proposal (RFP), evaluate and select the right CRO and establish procedures for vendor oversight for R&D projects you need to outsource

3-4 Oct 2019

& 27-28 Apr 2020 , 8-9 Oct 2020

GBP 1,499 1,299 *
EUR 2,099 1,819 *
USD 2,338 2,026 *
* When you book before 23 Aug

Book now

Course overview

With regulatory inspectors increasingly finding issues with vendor oversight by sponsor organisations, it is becoming even more important for the pharmaceutical industry to employ efficient and accurate strategies for managing outsourced activities. A company’s ability to identify and select the right CRO/ vendor for the right project and manage them efficiently and effectively will help to ensure compliance with the regulator’s expectations.

On this course you will learn how to prepare a Request for Proposal (RFP), evaluate and select the right CRO and establish procedures for vendor oversight for R&D projects you need to outsource. You will also cover the techniques for successfully managing CROs/ vendors and the shared responsibilities required by the sponsor and the service provider. Managing CRO performance issues will also be discussed.

The course is equally useful to CROs/other vendors and consultants to understand how to work effectively with sponsor organisations.

Benefits of attending:

  • Understand how to effectively manage CROs/vendors used in the pharma industry
  • Build an understanding of your responsibilities as the sponsor and identify the right level of management and oversight
  • Discuss how to put in place a robust CRO/vendor selection process
  • Discover tools and processes to manage CROs and other vendors
  • Measure CRO performance including metrics and key performance indicators

Who should attend

This course is designed for personnel involved in CRO/vendor oversight in the pharmaceutical, biotechnology, animal health and medical device industries including those working in clinical research, regulatory affairs, pharmacovigilance, manufacturing, clinical outsourcing, contracts, quality, clinical operations, vendor management and global QA/compliance. It will also be relevant for outsourcing, purchasing, finance and contract management staff who participate in the RFP process who will find this course a valuable introduction or refresher course focusing on best practice.

This course will also help CRO/vendor personnel to work more successfully with pharmaceutical, biotechnology and medical device companies through gaining a much clearer understanding of their needs when outsourcing.


Background to the CRO industry and meeting regulatory expectations

  • Outsourcing today for the pharma industry
  • Different models of outsourcing in the pharma industry
  • The potential benefits and drivers of outsourcing
  • Examine EU and FDA expectations for outsourcing in the pharma industry

Effective oversight: how CROs and sponsors can work successfully on R&D projects

  • Challenges of working with CROs to ensure effective management and oversight

Vendor/CRO selection – an overview of selection and bidding processes including assessing the competency of the CRO/vendor

  • All or none – what should you outsource?
  • Sponsor responsibilities for the clinical study vs the CRO
  • Writing the RFP
  • Evaluating responses to the RFP
  • Pre-qualification of vendors and vendor audits
  • Contracts, negotiations and partnering with CROs

Managing vendor/CRO project set-up

  • Building an effective relationship with the CRO while providing sponsor oversight and a working escalation of issues
  • How to set the stage so the CRO focuses on quality – the quality/oversight plan
  • Briefing the CRO to be able to work successfully in the pharma industry
  • Clarity of roles and responsibilities

Oversight preparation, planning and clarity of roles and responsibilities

  • Project set-up, planning and initiation with CROs for R&D projects
  • Training CROs
  • Which SOPs should CROs use?
  • Clarity and communications with CROs
  • Risk assessment tools
  • Tools and techniques for managing CRO performance – understand the KPIs/ dashboards/report processes that can be set up in order to manage regular meetings with CROs/vendors

Ongoing oversight and management

  • Tracking and measuring CRO progress and performance
  • Ongoing training and integrating new CRO staff
  • Auditing CROs
  • Maintaining effective communication with your CRO
  • Progress and update meetings/TCs with CROs

** Agendas for meetings with CROs to include update reports
** Discussion of billing issues with CROs
** Deliverables and analysing performance trends
** Troubleshooting problems with CROs – common problems and possible solutions

End of project oversight: reviewing CROs during and at the end of the project

  • Review meetings
  • Feedback and learnings for using the CRO in the future


Laura Brown

Dr Laura Brown MBA, BSc (Biochemistry), BSc (Psychology), PhD, is a Pharmaceutical QA and Training Consultant, Course Director for the MSc in Clinical Research, School of Pharmacy at the University of Cardiff. She has more than 20 years’ experience of quality assurance and regulatory requirements in clinical trials in the pharmaceutical industry. She has worked in senior positions for several companies, including GlaxoWellcome, Hoechst Marion Roussel, Farmitalia and Phoenix International. She has a particular expertise in quality systems including data protection and data integrity in clinical trials. She was Chairman of the ACRPI GCP Forum for six years. She regularly writes on pharmaceutical regulatory issues in clinical trials

Book now

3-4 Oct 2019
3-4 Oct 2019 Rembrandt Hotel, London GBP 1,499.00
EUR 2,099.00
USD 2,338.00
+ VAT @ 20.00%
GBP 1,299.00
EUR 1,819.00
USD 2,026.00
Until 23 Aug*
Enrol now
27-28 Apr 2020
27-28 Apr 2020 Rembrandt Hotel, London GBP 1,499.00
EUR 2,099.00
USD 2,338.00
+ VAT @ 20.00%
Enrol now
8-9 Oct 2020
8-9 Oct 2020 Venue not yet confirmed
+ VAT @ 20.00%
Online registration unavailable: this date is nearing full capacity; please call us on 020 7749 4730 to register.

* Note the early booking discount cannot be combined with any other offers or promotional code

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Previous customers include...

  • Accounts Payable
  • Aspen Pharmacare Holdings Limited
  • AstraZeneca
  • Bluebird Bio
  • Boehringer Ingelheim Vetmedica GmbH
  • Cipla Ltd
  • CSL Behring
  • Duke Clinical Research Institute
  • GW Pharmaceuticals
  • Hansa Medical AB
  • Institut De Recherches Internationales Servier Iris
  • Ipsen Biopharm Ltd
  • Jazz Pharmaceuticals
  • Lundbeck Austria GmbH
  • Management Revisions Limited
  • Merck
  • Mundipharma Research Limited
  • Mundipharma Research Ltd
  • Novo Nordisk
  • Novo Nordisk A/S Denmark
  • ObsEva Sa
  • Panacea Pharma Projects
  • PPD
  • Procter & Gamble Technical Centres Limited
  • Research and Markets
  • Takeda
  • Takeda Development Centre Europe Ltd
  • UCB Pharma S.A.
  • UCB Pharma SA
  • Vectura Ltd

It was very good course. There are too many good points to list! The course was very relevant to my job and will help me in most aspects of my work. Laura was very clear and knowledgeable. She empowers participants for discussion and welcomed feedback from all participants.

Kaushik Patel, Category Manager, BTG PLC

Laura was very clear, encouraged active participation and welcomed feedback from all participants. I thought the two days were very well spent. I learned a lot, Laura obviously knows the content very well and it was a great opportunity to network with people from other companies, sometimes struggling with similar issues.

Wendy Fiander, Director Clinical Operations, Orchard Therapeutics

A very good course with a lot of good information. Speaker was very knowledgeable! A bit to much time spent on the role play during start of day 2. Time would have been better invested in ongoing oversight and end of Project oversight.

Jenny Dahlberg, Clinical Research Coordinator, Hansa Medical AB

It was nice but very dependent on the other participants and where they come from including experience.

Louise Hickman, Event Adjudication Adviser, Novo Nordisk A/S

This is a great opportunity to identify whether your system for vendor management is in line with the current expectation and what improvement can be made.

Maria Calvo Subirats, GCP&GVP Responsible (QA Unit), Ferrer Internacional

Everything was really nice

Arnaud Delforge, , UCB Pharma S.A.

Very good course, a nice balance of lecture and open group discussions. Being a small group of attendees, everyone had the chance to share their thoughts/learnings.

Shaun Pope, Manager of Product Development and Operations, Mundipharma Research Ltd