PharmaSchool: Effective Accompanied Site Visits

Please contact Jo Burmester at to find out more about in-house courses and discuss your specific needs.

Course Code: CTC004

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Duration: 1 or 2 Days


There are many aspects to performing accompanied site visits. This course looks at these aspects and provides a framework that will enable participants to be able to prepare, plan, participate and review such visits from both the assessor and trainee perspective. The course will:

provide a framework for the conduct of effective accompanied site visits
provide all staff, both new CRAs and trainers/mentors/managers, with information on what is expected of them
equip trainers/mentors with tools and techniques to transfer their knowledge to inexperienced CRAs
equip inexperienced CRAs with ideas for enhancing their own learning
provide ideas for assessment of CRAs with a view to their preparation for conducting site visits alone

Example Content


Background, objectives and agenda.

Purpose of visits

Discussion of the reasons why accompanied site visits are conducted and the benefits

Before The Visit

Preparation for the visit.
What does the CRA need to do to prepare for the visit?
What does the trainer/mentor/manager need to do to prepare for the visit?
The Site Visit as a learning opportunity
The Site Visit as an assessment tool
Getting the job done

During The Visit

Opening the site visit.
Conducting the visit

After The Visit


Follow up of visit

Writing up the visit
Action plans and development plans
Ongoing review

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to train a group of your employees at a location of your choice.
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