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Managing Human Subjects Research Projects: A Tool Kit for Project Managers



Managing Human Subjects Research Projects: A Tool Kit for Project Managers was written by seasoned project managers from more than eight institutions nationwide. The authors came together to document their experiences operationalizing multidisciplinary research programs in order to assist other project managers involved in nationwide research initiatives focused on reducing health disparities. The authors' institutions and research projects differ with respect to research emphasis, organization and structure. In addition authors are from diverse educational, cultural, and ethnic backgrounds and represent professionals with varying years of experience in both academic and community settings. Managers pooled their resources, individual practices and guiding principles, critically analyzed the resulting data and selected overarching practices common to the coordination and management of research at any large academic institution. The resulting document is a work in progress which has proven to be an invaluable (and not often available) learning opportunity for participating research-based administrative personnel.


This tool kit was designed for project managers of all levels of experience to guide the coordination and management of research projects at academic institutions. The tool kit provides practical tips for project managers, spanning the research process from beginning to end to enhance effective functioning both within and external to the university and promote maximum collaboration among all. This resource is focused on research involving in-person and telephone interviews with human subjects and outlines useful ways to involve community organizations, recruit research participants and staff from minority and underserved populations.

How to Use the Toolkit

This toolkit is available in three different formats, HTML, Word, and PDF. Choose the format with which you are most comfortable using. In the HTML format, you can navigate the document by clicking on the section link to which you need to refer. Use the PDF format if you are most comfortable printing the entire document, then perusing to find the sections that you are in need of or to read the whole document. Use the Word format to save it to your hard drive and make notes in the document itself. This tool kit contains generalized information, so the Word format may be especially useful if you want to make the information provided more specific to your needs.

It is also important to note that the authors' intent is for this toolkit to be a "living" document to which others can contribute. If, as you are using the toolkit, you find that you can contribute personal experiences to use as examples in certain sections, please complete the suggestion form. Links to the suggestion form can be found throughout the document. Also, please complete an evaluation form so that we can make improvements where needed.

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