Toolbox
2. Pre-Award Documents
2.1 Introduction
2.2 Budgeting & Proposal Development
- Client Interview Form
- Ballpark Transmittal Memo
- Formal Transmittal Memo
- Budget Justification
- “Values” Budget Spreadsheet
- ISR Facilities and Capabilities
2.3 Approval Process
2.4 Setting Up SRO Accounts
3. Project Management Documents
3.1 Introduction
3.2 Project Initiation
- SRO Project Charter Template
- SRO IRB Research Process Guidelines
- SRC Human Research Website
- eResearch Website
- eResearch Training Website
- PEERRS Training & Certification Website
- Health and Behavioral Science IRB Application and Procedures and Templates
- Medical School IRB Standard Operating Procedures
- Financial Services Flowcharts
3.3 Project Planning
- Project Management Review Meeting Schedule
- Project Management Review Summary
- Cost Reporting Manual
- Cost Reporting System
- Monthly Project Report System
- Project Management Plan
- Project Schedule Template
- Project Timeline Example
- Resource Management Plan
- Technical Leader Description
- Communication Management Plan
- Risk Management Plan
- Procurement Management Plan
- NIH Certificate of Confidentiality Kiosk
3.4 Project Implementation
- Project Kickoff Meeting Template
- SRO Meeting Process Recommendations
- Project Management Plan or Work Scope Change Request
- Cost Reporting Manual
- Cost Reporting System Template
- Financial Services Flowcharts
- Project Management Review Summary Template
- Project Management Review Meeting Schedule
- Monthly Project Report System
- Monthly Client Report Example
- Health and Behavioral Science IRB Application and Procedures and Templates
- Medical School IRB Standard Operating Procedures
- SRO IRB Research Process Guidelines
3.5 Project Closeout