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The Guide to Efficient Trial Management
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The Guide:

The UKTMN Guide to Efficient Trial Management was developed to help provide pragmatic advice to those involved in the management of non-commercial academic initiated trials. This Guide describes the process of managing clinical trials and gives an overview of the trial management framework, both legal and operational, providing hints, tips and references to external resources.

 The Guide can be downloaded as a pdf (print version) and viewed here.

It has been written primarily for those new to trial management, who will find the Guide an essential reference tool. In addition, more experienced and senior trial managers may also benefit from the Guide as an aide memoire as well as using it as an induction tool for less experienced staff.

The Editorial Board welcome suggestions and constructive criticism of the Guide to ensure constant improvement in subsequent editions of the Guide. Comments will be incorporated in next editions or as appendices if appropriate. Your comments can be submitted from the Feedback Form below.

*UPDATE*: The sixth edition of the Guide, as available below, is due for updating (2020). However, due to the rapidly changing landscape of trials due to COVID-19 and Brexit, the Editorial Board have made the decision to postpone the review and update process. However, we would like to ask for your feedback regarding areas or topics which you know to need updates. If you have feedback that will help with our review process, please use the form below. Further information and updates will be posted as soon as possible. 


The Cancer Supplement:

The NCRI Cancer CTU Training Subgroup have produced a supplement as a resource to use alongside the main guide, for those working in cancer trials.

The Cancer Supplement is now available to download as a pdf (print version) and viewed here. 

The supplement covers the same sections as the main UKTMN guide and there is information about the changing methodology in cancer trials, the UK cancer infrastructure, cancer specific issues in trial planning (pre-funding review, standard of care, cancer PPI groups etc). Also included are several appendices which include useful information on specialists involved in cancer care, staging systems, disease and treatment terms and cancer specific resources. One section that may be relevant to other disease areas is sample processing.

If you do download the guide, please send feedback to The supplement will be reviewed and updated alongside the main guide.

Please be aware, the Efficient Guide to Trial Management and the Cancer Supplement are both the property of the UK Trial Managers' Network and copyright has been applied to each document. These documents are not available for editing and can only be accessed by the links above. When using the Guides in practice, please acknowledge that the information given is advice and guidance only. If using the Guides for teaching or training purposes, please inform the UKTMN Manager via email (


Details of the members of the Editorial Board for each guide can be found here. 

Feedback for the Guide