The HEOR / RWE Evidence Generation Playbook

The HEOR / RWE Evidence Generation Playbook

The HEOR / RWE Evidence Generation Playbook template: framework for planning, executing, and communicating real-world evidence and HEOR studies across the product lifecycle.

Build the right evidence, at the right time, to prove value and drive market success.

The HEOR / RWE Evidence Generation Playbook is a practical guide for planning, executing, and communicating health economics and outcomes research (HEOR) and real-world evidence (RWE) across the product lifecycle. It helps teams align value stories with stakeholder evidence needs, prioritize evidence gaps, design fit-for-purpose studies, assess data sources, ensure study quality, and translate findings into payer-ready and publication-ready outputs. From evidence strategy and roadmap development to implementation planning and external support options, this playbook provides frameworks, templates, checklists, and best practices for generating evidence that informs decisions, demonstrates value, and supports market access, adoption, and lifecycle management.

Table of Contents

Chapter 1. HEOR / RWE Evidence Generation Fundamentals

1.1 What HEOR and RWE Must Prove
1.2 Evidence Needs Across the Product Lifecycle
1.3 Stakeholder Questions: Payers, Providers, Patients, Regulators
1.4 Common Evidence Generation Failure Modes
1.5 HEOR / RWE Readiness Diagnostic

Chapter 2. Value Story, Evidence Strategy, and Governance

2.1 Building the Product Value Story
2.2 Translating Value Drivers Into Evidence Questions
2.3 Evidence Governance, Roles, and Decision Rights
2.4 Cross-Functional Alignment With Medical, Market Access, and Clinical
2.5 Evidence Strategy Checklist

Chapter 3. Evidence Roadmap and Study Portfolio Planning

3.1 Building the HEOR / RWE Evidence Roadmap
3.2 Prioritizing Evidence Gaps and Business Decisions
3.3 Sequencing Studies Across Launch and Lifecycle Milestones
3.4 Budgeting, Resourcing, and Timeline Planning
3.5 Evidence Roadmap Template

Chapter 4. Study Design, Endpoints, and Analytical Approach

4.1 Defining the Research Question and Study Objective
4.2 Selecting Clinical, Economic, Humanistic, and Access Endpoints
4.3 Choosing the Right Study Design
4.4 Managing Bias, Confounding, and Data Limitations
4.5 Study Concept Sheet Template

Chapter 5. Data Sources, Feasibility, and Real-World Data Quality

5.1 Mapping Potential Real-World Data Sources
5.2 Claims, EHR, Registry, Specialty Pharmacy, and Lab Data
5.3 Data Feasibility, Completeness, and Fitness for Purpose
5.4 Vendor, Data Partner, and Platform Selection
5.5 Data Source Assessment Checklist

Chapter 6. Evidence Execution, Quality, and Interpretation

6.1 Protocol Development and Study Start-Up
6.2 Statistical Analysis Plan and Quality Controls
6.3 Study Execution, Monitoring, and Issue Management
6.4 Interpreting Results for Scientific and Commercial Use
6.5 Evidence Quality Review Checklist

Chapter 7. Publications, Payer-Ready Outputs, and Evidence Communication

7.1 Building the Publication and Congress Plan
7.2 Developing Manuscripts, Abstracts, Posters, and Presentations
7.3 Creating Payer-Ready Evidence Outputs
7.4 Translating Evidence Into Value Dossiers and Field Tools
7.5 Evidence Communication Review Checklist

Chapter 8. Implementation Roadmap and External Support Options

8.1 Building the HEOR / RWE Implementation Roadmap
8.2 Internal Capabilities, Operating Model, and Change Management
8.3 Support From Large Consulting Firms
8.4 Specialist HEOR, RWE, Data, and Publication Advisors
8.5 Independent Management Consultants Through Umbrex

How to get started

1

arrow-down-blue

Tell us about your project

2

arrow-down-blue

Interview candidates

(We’ll provide bios within 48 hours on average)

3

Select your consultant and start work

Find a Consultant

or email us at: [email protected]