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Management Forum

Metrics and Earned Value in Clinical Research Projects Training Course

This workshop will focus on the effective use of metrics to monitor the real progress of your clinical research project. A valuable master class for anyone involved in clinical research.

27 September 2023
from £299

Need help?  Enrol or reserve

  • Format: Live online
  • CPD: 3 hours for your records
  • Certificate of completion


“[Companies]…measure too much or too little, or the wrong things, and they don’t use their metrics effectively.” Michael Hammer Founder of Business Process Reengineering

The above quotation from Michael Hammer is as valid today as it was when he first said it. This workshop is about the effective use of metrics to monitor the real progress of your clinical research project. There are two types of metrics ‘Leading’ and ‘Lagging’. The former provides the project manager with information on the status of a project and allows him or her to forecast outcomes. The second type of metric, the lag metric, provides information on what has happened and is more of a historical record. Leading metrics are few and far between and are the most useful for a project manager. We cannot talk about metrics without discussing Key Performance Indicators (KPI) – the clue is in the name, they must be important (Key), they must be a measure of performance, and they must be indicators that allow you to forecast, so by definition these are leading metrics. The session will also look at deliverables and the important part that they play in the calculation of the Earned Value (EV), which is the ultimate leading metric and KPI for project progress. The session will include a demonstration on how you can use EV to monitor progress in clinical research projects.

Benefits of Attending

  • Understand the difference between leading and lagging metrics and how they can be used in clinical research projects
  • Learn the definitions of a Key Performance Indicator (KPI) and a Deliverable
  • Gain an understanding of the process of monitoring progress with Earned Value (EV), with a demonstration and access to the EV EXCEL spreadsheet used

Who Should Attend

This session will be beneficial to anybody who is involved in clinical research. It is applicable to Pharma, Clinical Research Organisations (CROs) and Investigator sites.

  • Vice President (VP) of Project Management
  • Senior Directors
  • All levels of Project Managers
  • All levels of Clinical Research Associates (CRAs)
  • All levels of Clinical Trial Administrators (CTAs)
  • Procurement and Outsourcing Personnel
  • Project Finance Personnel

Enrol or reserve

The Metrics and Earned Value in Clinical Research Projects course will cover:

  • Leading and Lag Metrics
  • Discussion on the Merits of the Various Metrics Commonly Used
  • Discussion on the Use of Behavioural Metrics
  • Defining a List of Deliverables
  • Earned Value Theory
  • Earned Value - A Practical Demonstration
  • Q & A and Key Take Aways

Enrol or reserve

Roger Joby

Roger Joby:  Director 1to1to1 Project Management Consultancy and Visiting Research Fellow Liverpool JM University

An international pharmaceutical project management consultant and educator with over 40 years’ experience, principally for Clinical Research Organisations in both clinical operations and bids, and contract departments.

Roger is a Board member of the Institute of Clinical Research and is a visiting Research Fellow at Liverpool JM University. He is involved in academic research and has published papers and written articles on the application of Earned Value Management in Clinical Research with colleagues at Liverpool JM University. Roger specialises in customising project management tools like EVM, Risk Analysis, etc to suit client-specific needs in the highly uncertain world of drug development.

Roger has worked as an independent consultant since the year 2000, but prior to this he worked in both sponsor and supplier companies in clinical research latterly in senior management positions.

More details

Book Metrics and Earned Value in Clinical Research Projects Live online training

NEW higher discounts for multiple bookings - bring your colleagues to make your training budget go further:

  • 30% off the 2nd delegate*
  • 40% off the 3rd delegate*
  • 50% off the 4th delegate*

Please contact us for pricing if you are interested in booking 5 or more delegates

27 September 2023

Live online

13:00-17:00 UK (London) (UTC+01)
14:00-18:00 Paris (UTC+02)
08:00-12:00 New York (UTC-04)
Course code 12873

  • GBP 299 349
  • EUR 429 499
  • USD 501 579

Until 23 Aug

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* Early booking discounts may not be combined with other discounts or offers. As such, the discounts for 2nd/3rd/4th delegates are based on the full price.

Multiple colleagues? See above for details of our discounts for 2, 3, or 4 delegates. For more, talk to one of our training experts to discuss how to:

Run this course conveniently and cost-effectively in-house for your staff and colleagues

Aleksandra Beer

Aleksandra BEER
Training expert

Yesim Nurko

Training expert

+44 (0)20 7749 4749