Medical Affairs Operational Plan and Dashboard

Summary

Assisting a midsize biotech company seeking to realize operational excellence in medical affairs, our team developed a medical affairs operational plan and user-friendly dashboard with activity-tracking functionality and performance metrics.

Situation

With a wide-ranging and complex portfolio spanning a multitude of diseases and therapeutic areas, the client company’s medical affairs group was large and had a broad diversity of target customers. The leadership team identified the need to streamline medical affairs operations and establish key performance indicators (KPIs) for monitoring the group’s performance to more effectively provide transparency to functional peers and company leaders in support of medical affairs operational excellence. 

SciVida’s Approach

We began by conducting individual working sessions with each functional leader within the medical affairs unit to gain insight into their existing three-year strategy and supporting operational plan to lay the groundwork for the new plan. Taking all input into account and collaborating with the client, we developed a storyboard for the plan and outlined initial plan content.

We then worked closely with medical affairs stakeholders to develop plans for each functional group. Upon completion of all function-specific plans, we reviewed the overall plan with the medical affairs leadership team and finalized it, with their input, for the next phase.

Leveraging the new operational plan, we then worked with the client to define, align on, and prioritize key inputs and metrics to track performance, and then we identified and collected appropriate data sources for the metrics. In the next step, we developed an easy-to-use, intuitive dashboard. Lastly, we established a quality assurance procedure to test the functionality and usability of the dashboard prior to rollout.

In the final phase of the engagement, we established the rollout plan requirements and helped the client prepare for implementation of the new medical affairs operational plan and metric-tracking tool. Specifically, we confirmed the tool was finalized and ready for rollout, defined implementation timing, established the update frequency and plan, and identified accountable parties within each medical affairs function for updates and questions.

Key Deliverables

  1. Assessment of current situation
  2. Recommendations and plans for realizing operational excellence
  3. Key performance indicators
  4. Executive dashboard
  5. Blueprint for implementation