Sexual Orientation and Gender Identity (SOGI) Data Collection Checklist

Tool

Published on: June 11, 2024 and updated on May 30, 2025

Abstract: All study participants should be able to see themselves in the research data. However, standard demographic variables of sexual orientation and gender identity (SOGI) have rarely been reported for clinical trials. We therefore don’t know whether LGBTQIA+ people are able to participate in clinical trials, or whether the safety and efficacy of tested products differs for any LGBTQIA+ participants. To begin to address this gap in respect for participants, study generalizability, and beneficence, the National Institutes for Health and Institute for Medicine now recommend collecting SOGI data. To support research teams, sites, and sponsors in following this recommendation we developed the SOGI Data Collection Checklist. 

This SOGI Data Collection draws together key points from published guidance and the insights of LGBTQIA+ Inclusion by Design in Clinical Research Working Group members who have been leading in this field and piloting survey methodology. It provides prompts to think the process of SOGI data collection, which includes steps like defining the purpose of the data collection, mapping the proposed data elements, and working with groups and/or advisory boards that are inclusive of people who are lesbian or gay, and people who are transgender, non-binary, or intersex. While we do not provide standardized data collection questions (e.g., gender identity, sex at birth), response choices (e.g., [for sexual orientation] lesbian or gay, straight, bisexual, other), and response formats (e.g., open response), we do provide references with links to current guidance. Finally, please note that this SOGI DATA Collection Checklist is meant to be utilized in tandem with the SOGI Data Privacy Checklist.

LGBTQIA+ Inclusion by Design in Clinical Research Toolkit
LGBTQIA+: Inclusive Imagery Case Study
LGBTQIA+: Inclusive Language Checklist
SOGI Data Collection Checklist
SOGI: Data Privacy Checklist
Site Feasibility Decision Tree from the LGBTQIA+ Perspective
Participant Questionnaire from the LGBTQIA+ Perspective
Exit Survey Inclusive of the LGBTQIA+ Perspective

MRCT Center Comment on the American Community Survey SOGI Test

Action and Influence: Implementing the Clinical Research Glossary and Your Critical Role in Public Review

Webinar

Presented on: June 4, 2024

Learn how four organizations, Mass General Brigham (MGB) Rally, HonorHealth, the Society for Clinical Data Management (SCDM), and the CureMito Foundation, are implementing the MRCT Center’s Clinical Research Glossary and how you can participate in Public Review, a vital process to ensure the glossary is a CDISC global standard.

Webinar Biobook
The Clinical Research Glossary: Learn More
The Clinical Research Glossary: Working Group
Implementing the Clinical Research Glossary: How to Attribute the MRCT Center
On-Demand Webinar: The Clinical Research Glossary: New Words, New Opportunities
On-Demand Webinar: A Global Standard for Plain Language in Clinical Research: an MRCT Center and CDISC Collaboration

Strengthening and Sustaining the Clinical Trial Ecosystem in Africa

Sarah White and Barbara Bierer with Patience Odour, Head of Clinical Trials Unit, UGHE, Barbara Bierer at the University of Global Health Equity Campus in Butaro, Rwanda.
Barbara Bierer and Sarah White at the offices of the Rwanda Food and Drug Authority in Kigali, Rwanda.
Sarah White and Barbara Bierer with Professor Emile Bienvenu, Director General of the Rwanda FDA. along with senior members of the Clinical Trials Team
The UGHE Ethics Committee. From left to right, back row: Vincent Cubaka, Director, Partners in Health, Rwanda; Patrick Orikiriza, Assistant Professor, Head of MIcrobiology at UGHE and Chair of the EC; Barbara Bierer, Sarah White, Agaba Don King, PIH attorney, Valentine Nyirahabimana, Administrative Assistant to the IGHER and IRB Secretariate, Augustine Ndaimani, Assistant Professor, Centre for Nursing and MIdwifery Front: Patience Odour, Head of Clinical Trials Unit, UGHE; Julia Hyman, Heal Fellow
Dr. Julia Hyman, Heal Fellow; Piero Irakiza, Sr. Data Manager; Suman Dhanani, Sr. Research Coordinator; Barbara Bierer, Sarah White, Dr. Nathali Umutoni, Director of Operations; Caroline Makonese
AVAREF Advisory Committee
Sarah White and Barbara Bierer with Patience Odour, Head of Clinical Trials Unit, UGHE, Barbara Bierer at the University of Global Health Equity Campus in Butaro, Rwanda.

Barbara Bierer and Sarah White recently returned from a two-week work trip to Rwanda and Zimbabwe. The trip was motivated by the MRCT Center’s commitment to building clinical research capacity and a better understanding of local efforts to strengthen and sustain the clinical trial ecosystem. They first attended the African Vaccines Regulatory Forum (AVAREF) 14th Meeting of the Technical Coordinating Committee (TCC) and Steering Committee (SC) in Harare, Zimbabwe. The MRCT Center has partnered with AVAREF and, more broadly, with WHO for many years to build capacity for ethical review, optimize the integration of ethics review with regulatory processes, and strengthen the clinical trial ecosystem. To date, our work has included developing a fundamental research ethics training course (to be freely released in September 2024) and conducting site optimization visits to understand the challenges in clinical trial application reviews.

Dr. Bierer and Ms. White also spent time in Kigali, Rwanda, meeting with stakeholders, including the Rwanda FDA, Rwanda National Ethics Committee (RNEC), the University of Global Health Equity (UGHE), the UGHE Ethics Committee, the Butaro District Hospital, the Center for Family Health Research, and the Centre for Impact, Innovation, and Capacity Building for Health Information Systems and Nutrition (CIICHIN).

Working closely with the Bill and Melinda Gates Foundation and WHO, this trip provided significant insight into how the MRCT Center can collaborate with local stakeholders to improve the predictability, sustainability, and quality of clinical trials.

First, do no harm: a global perspective on diversity and inclusion in clinical trials

Publication

Published on: May 8, 2024

Published inNature Reviews Drug Discovery

Description: New requirements for clinical trial sponsors to submit diversity action plans to the US Food and Drug Administration (FDA) are an important step to embed planning for diverse representation in clinical trial research. These must not, however, be implemented in ways that are detrimental to other countries’ health and research interests. It is possible for those making operational decisions on country and site selection to address the needs of underserved populations in other countries at the same time as meeting US regulatory expectations — for example, by addressing barriers to diverse recruitment. Site selection should follow purposeful engagement in the local and regional culture, considering the needs of the local population, and proceed only if the trial is responsive to those needs.

Data and Privacy: Tools and Resources for LGBTQIA+ Inclusion by Design

June 11, 2024 @ 12:00 pm 1:00 pm

Virtual

Presented on: June 11, 2024

The MRCT Center added two new tools to the LGBTQIA+ Inclusion by Design in Clinical Research Toolkit: the SOGI Data Collection Checklist and the SOGI Data Privacy Checklist.

During this webinar we discussed:

  • The critical role of representation in clinical research, particularly for LGBTQIA+ communities, and an overview of the foundations supporting the LGBTQIA+ Inclusion by Design in Clinical Research Toolkit.
  • Essential considerations for collecting SOGI data, covering survey and form design, appropriate language in study materials, and the protocols for collecting, storing, and sharing SOGI data.
  • Practical implementation examples and areas that require further research and guidance.

Related Resources

MRCT Center Resources

Other Resources – by slide:

(slide 19)

(slide 24)

(slide 40)

(slide 44)

(slide 45)

Action and Influence: Implementing the Clinical Research Glossary and Your Critical Role in Public Review

June 4, 2024 @ 11:00 am 12:00 pm

virtual

Presented on: June 4, 2024

Learn how four organizations, Mass General Brigham (MGB) Rally, HonorHealth, the Society for Clinical Data Management (SCDM), and the CureMito Foundation, are implementing the MRCT Center’s Clinical Research Glossary and how you can participate in Public Review, a vital process to ensure the glossary is a CDISC global standard.

Related Resources

Webinar Biobook
The Clinical Research Glossary: Learn More
The Clinical Research Glossary: Working Group
Implementing the Clinical Research Glossary: How to Attribute the MRCT Center
On-Demand Webinar: The Clinical Research Glossary: New Words, New Opportunities
On-Demand Webinar: A Global Standard for Plain Language in Clinical Research: an MRCT Center and CDISC Collaboration