Checklist

Clinical Data Warehouse Implementation & Handoff Checklist

An interactive, savable checklist to guide planning, build, validation, and operational handoff of a clinical data warehouse (CDW). Includes owners, notes, acceptance, and an overall readiness score.

Interactive Tool

Clinical Data Warehouse Implementation & Handoff Checklist

Use this checklist to guide planning, build, validation, and handoff of a clinical data warehouse (CDW). Mark each item when complete, record owners and notes, and save progress so teams can track readiness and acceptance.

This interactive form captures binary completion items, owner/contact details, an overall readiness rating, and free-text notes so teams can export, share, or iterate on the implementation status.

CDW project or initiative name (e.g., 'Enterprise CDW Phase 1').
Name and role of the primary sponsor or owner.
Brief description of scope, primary use cases, and target users.
Comprehensive list of source systems, extract frequency, owners, and access method.
Legal, privacy, and technical approvals (e.g., DSA, PHI access, API keys, VPN).
Batch or streaming frequency, time windows, and SLA for refreshes.
Field mappings, business logic, and handling of PII and PHI.
Ability to trace each field from source to destination and view applied transformations.
Decision on CDM (OMOP, FHIR, custom) and documented canonical definitions.
Patient IDs, provider identifiers, code lists, and reference data governance.
Who needs read vs. write access, analytical vs. operational access, and tooling (BI, SQL, APIs).
Encryption, access controls, auditing, de-identification, and consent where required.
Row counts, reconciliations, data quality rules, and anomaly detection tests.
Results recorded, issues tracked, and fixes verified.
Operational, clinical, and executive reports with owners and refresh cadence.
Stakeholder sign-off on report accuracy and usefulness.
Operational runbooks, data dictionary, ETL specs, and troubleshooting guides.
Training sessions, materials, and support contacts for analysts and operations.
Data freshness checks, job failure alerts, and data quality dashboards.
Operational SLAs, on-call roster, and incident response process.
Who accepted the handoff and date of acceptance.
Open issues, dependencies, and recommended next steps.
Subjective overall readiness rating from the team.
1.0 10.0
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