Table 1.

Contextualizing Kaplan-Norton terms for clinical research partnerships.

Kaplan-Norton Terms	Adapted Clinical Research Partnership Terms
Mission, Vision, Values (MVV) Strategy Analysis & Formulation	Purpose, intended outcomes, social impact and “fit” as represented in the partnership strategic plan
Strategy Map/Themes, Measures/Targets	Research goals and objectives, studies, processes, standards, and resource allocations
Business & Support Units, Employees	Research sites, coordinating/data center, laboratories, financial management, human resources
Key process improvement, Sales planning, Resource capacity plan	Process improvement (e.g., study development, data/safety reporting, monitoring), and resource projections
Strategy Reviews, Operating Reviews	Monitor and adjust research objectives, address operational problems, and implement improvement programs
Profitability Analysis, Strategy Correlations, Emerging Strategies	Assess progress on the research plan, impact of recent changes (e.g., new findings), re-evaluate and modify strategy

Table 1. Contextualizing Kaplan-Norton Terms for Clinical Research Partnerships. Adaptation and rephrasing of K–N strategy management terms for use in the DCR clinical research partnership environment.