Clinical Research Patient Recruitment Campaign Retrospective

Optimize Your Clinical Trial Recruitment with Data-Driven Retrospectives

Clinical research patient recruitment is one of the most challenging aspects of running successful trials. Nearly 80% of clinical trials fail to meet enrollment timelines, and understanding what worked—and what didn't—is essential for improving future campaigns.

This Clinical Research Patient Recruitment Campaign Retrospective template helps research coordinators, clinical operations teams, and principal investigators conduct thorough post-campaign analyses. Capture detailed enrollment metrics, analyze screen failure patterns, evaluate recruitment channel effectiveness, and identify actionable lessons learned to optimize your next patient recruitment effort.

Built for Clinical Research Teams

Whether you're working at a clinical research organization (CRO), academic medical center, pharmaceutical company, or site management organization (SMO), this template is designed to help you:

• Track key enrollment metrics including screening rates, enrollment rates, conversion ratios, and time-to-enrollment
• Analyze screen failure patterns to identify common disqualification reasons and protocol barriers
• Evaluate recruitment channel ROI across physician referrals, patient registries, digital advertising, community outreach, and other sources
• Document lessons learned from what worked well to what should be improved
• Generate insights for future campaigns with structured feedback from your recruitment team

Seamlessly Integrate with Your Research Workflow

Paperform makes it easy to collect structured retrospective data without complex spreadsheets or disconnected tools. The form uses conditional logic to show relevant follow-up questions based on your campaign type and outcomes, ensuring you capture the right level of detail without overwhelming respondents.

Once submitted, you can automatically route retrospective insights to your project management tools, sync data to your CRM or research management system via Stepper workflows, and generate summary reports using AI Insights to identify patterns across multiple campaigns.

For research teams managing multiple trials or sites, Agency+ plans allow you to customize this template for different protocols while maintaining consistent retrospective practices across your organization.

HIPAA Considerations

Please note that Paperform is not HIPAA compliant. This retrospective form is designed to collect aggregated campaign metrics and operational insights only—never include patient names, medical record numbers, dates of birth, or any other protected health information (PHI) in your submissions.

Start Improving Your Recruitment Outcomes Today

With SOC 2 Type II compliance, enterprise-grade security, and trusted by research organizations worldwide, Paperform gives you a professional, flexible solution for conducting clinical trial recruitment retrospectives that drive continuous improvement.