Meetings are a crucial part of any business and study. This platform allows managers and team leaders to communicate and inform the rest of the team on critical issues and other essential research factors. Companies can use the time to receive information and issues from the staff members, providing the company with key areas to focus on.

There are a variety of formats for investigator meeting types. An investigator meeting, however, aims to identify critical issues and problems that occur regularly and disrupt the team’s ability to complete tasks or finish before set deadlines. The managers, company leaders, and employees must attend the investigator meeting to ensure that the most benefit will be added to the company.

There are many ways to run an investigator meeting, and the aim of these meetings will differ from time to time. The company should identify the goals for the session beforehand, providing the forum with a clear direction. The board will evaluate and examine the clinical trials to ensure that the team is on the best trajectory for the meeting. 

The Importance of Effective Investigator Meetings

The investigative corporate event will benefit the company if the entire site team runs them effectively. A successful investigator meeting can be achieved by completing key aspects before or throughout the session.

The first step of effective investigator meeting planning is to identify clear and specific goals. These goals will give the forum direction, and the team will know what to prepare for the meeting. The plans can identify key problem areas or find creative solutions that will solve the current issues the team is facing.

Any international meeting requires engagement from the team. Before the engagement can be increased, the team must identify a platform to host the meeting. Hybrid meetings, online events, or in-person conferences will be accessible for the investigative meeting. Virtual meetings need a platform for the team to join and engage through interactive meeting technology. If the company prefers an in-person meeting, the team must identify a venue that will provide them with the necessary space, equipment, and location outside the company premises.

An effective meeting will allow the team to share their opinions, concerns, and solutions. The meeting will be deemed effective once an action plan is identified and placed within the current systems. The effectiveness will be determined by the goals the managers and leaders set as the team completes and reaches every goal.

Event planners must adjust their strategies to fit the pharmaceutical investigator meeting. The event planner will have a set time frame that will allow the planner to create a perfect event that meets the meeting objectives. 

Engaging and Impactful Investigator Meetings

An engaging meeting is only of the few methods that companies can use to increase the success rate and impact of the investigator meeting. Engagement at investigator meetings requires the team to raise their voices and opinions, improving the solutions and the quality of ideas throughout the meeting.

There are various ways that leaders and managers can set in place to increase the engagement of the meeting. The leader can start with an ice-breaker to ensure the entire team is at ease and relaxed for the meeting. Another strategy is to share the goals and documents beforehand. This will provide the members with enough time to prepare for the meeting. They will have the time to build and formalize their ideas and problems as well as innovative methods of solutions. 

Active participation is of crucial importance to an effective investigator meeting. Managers and company leaders need to have the necessary information about the occurrences and problems the team faces within the company. These meetings will give the team a foundation to share the issues and potential solutions the leaders miss.

Check Out The Future of Investigator Meetings:

Our Proven Investigator Meeting Planner Process

Every company has its strategy and process for investigator meetings. The end goal of the meeting is the same; the road, however, differs between companies. The aim should be to host and create a meeting that results in a successful meeting.

Before the meeting can start, the company must identify clear goals for the meeting. In other words, the company or team leaders must identify solutions, objectives, or conversations that must be dealt with within the meeting. After identifying and stating clear goals, the team can move forward.

The team leaders must identify key role players and stakeholders that must be present in the meeting. The attendees must have an impact on the meeting. Key role players are team leaders, employees who work with the issue daily, managers, company leaders, and industry leaders or knowledgeable individuals who know how to deal with these problems.

The team must create a set agenda to provide the members with a clear flow and direction of the meeting. This will include specific topics, issues, and the timing of the entire meeting. The aim is to provide the team with a set structure that will inform them on what problems will be dealt with and where their knowledge will be needed.

The perfect process will give the meeting members adequate time, date, and agenda. The attendees can create and build specific problems, solutions, or ideas, allowing for a more engaging meeting.

The leader of the meeting will be responsible for leading the entire session. The chairperson(leader) must provide the team a foundation to share and hear each member’s story or information. The appointment must be used to listen to every member’s opinion. This will create a broader image and solution for the problem at hand.

If annual sales are the problem, the team must all identify what the problem is. The meeting will allow every individual to share their opinion about the issue. The focus is to create as many potential problems as possible, allowing the entire board to see the problem holistically. The investigator meetings solely focus on identifying problem areas or underperforming sectors.

Ensuring Compliance and Documentation

Compliance with the law within an investigator meeting is essential. This will provide the team with the correct documentation and regulation to keep the company in line. As the conference aims to find the problems and issues of their study or the sector, the documentation and law will provide clear guidance on what the law expects or accepts according to the solutions. 

The compliance challenges will train the team to increase the key protocol requirements. The protocol training will build big improvements over time that will make the team successful. The training will bridge the team’s knowledge gap and build their clinical trial process to increase their effectiveness. 

The documentation will provide the study protocols that the team will use. The meeting will deal with the safety issues or costly mistakes the team might make. The meeting leaders will provide essential information to the clinical site staff on moving forward and passing the content list of issues. 

The law is an external source that assures customers and clients that the processes and products are safely produced and will not harm any employees or customers. Thus creating learning challenges that confirm the issues and problems with the correct documentation will allow the team to use the lawful procedures to fix and solve the current issues.

What Can Conference Source Do For Your Investigator Meetings?

Conference Source is a business that takes pride in its ability to plan and host an event. The team will create the entire meeting according to the company’s desire. The investigator meeting planning will include a meeting venue and multiple other factors to ensure the meeting is a success. 

The team has the experience and knowledge to create a meeting that will fulfill every goal and dream of the company. Contacting the necessary industry leaders and important role players that will provide the trial with accurate feedback. Any company can make use of Conference source investigator meeting planning.  A meeting that will provide the team with the benefits and structure. 


How Should an Investigator Meeting be Organized?

The aim should be to inform all the necessary key role players of the meeting. Their presence will be essential for the success of the meeting. An agenda must be created to provide every member with a clear meeting outline. The team must prepare and create a slide show the panel will observe. The aim is to find a suitable venue, develop clear expectations and set a date and time that will allow the entire team to prepare and be present on the day.

What Exactly is an Investigator Meeting?

An investigator meeting provides a team that does research with a platform to inform a company or receive valuable information from a knowledgeable team. The conference allows the team to state and clarify their problems and issues. And while identifying it is essential, the team can provide precise solutions that the team can use to solve the recurring problems.

Who Are The Attendees of An Investigator Meeting?

The attendees include employees needing help with certain aspects of the business or study. Another group of attendees will be stakeholders and company leaders. And lastly, internal staff will consist of industry leaders, informants, and knowledgeable individuals or teams that can provide accurate input for the team’s problems and issues.

Final Thoughts

An investigator meeting can significantly impact the current study and condition of the company. A board can raise concerns and inform the team of new solutions to recurring problems and scenarios.

The team will be able to obtain valuable information that can shift or change the direction of the study and the business. This will be accompanied by laws, rules, and new documentation that provide legal guidelines to the entire team. The investigator meeting can increase a team’s success in launching, creating, or improving their study or business.

Sabine Ghali

Kelly Murphy


Certified Meeting planner with 20+ years of event management experience, founder of ConferenceSource, expert in meeting facility sourcing & contracting in North America, Europe, South America and Asia. Kelly will manage your budget as if they were her own, negotiating the best possible rate and hotel contract to benefit and protect every client and exceed all expectations for all planning aspects for sales meetings, educational meetings, product launches, incentive trips down to a small board of directors meeting. We make meetings easy understanding your meeting objectives and delivering meeting matched components.