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Monitoring Plan Template

This ready-to-use template is for setting up a monitoring plan. It is up to date with Swiss and international laws and recommendations and allows clinical research professionals to plan the extent of monitoring by using a risk-based strategy. This template is particularly useful for multicentre trials within the SCTO’s CTU Network but is suitable for all sites conducting clinical research.

More quality and consistency in the monitoring of multicentre studies in an academic setting

What it is:

The up-to-date and user-friendly Monitoring Plan Template can be used to set up a monitoring plan.

What it can do:

 This template helps sponsors to create a monitoring plan according to the guidelines for Risk-Based Monitoring, including defining the extent and strategy of monitoring, visit scheduling, and monitoring activities as well as clarifying the monitor’s, sponsor’s, and investigator’s responsibilities. It is part of a series of monitoring templates that includes:

Who should use it:

This template is suitable for any monitor and sponsor engaged in clinical research in Switzerland and abroad. We particularly recommend using this template within the SCTO’s CTU Network for investigator-initiated, multicentre studies.

Who is behind this resource:

This template was developed by the SCTO’s Monitoring Platform and first published in June 2020 and last updated in February 2022 (V2.0).

Background

The numerous monitoring responsibilities that exist can be found in ICH GCP and ISO 14155. Compliance with the protocol is important in order to ensure ethical conduct of clinical trials, scientific validity, and the accuracy and completeness of data produced during a clinical study. Monitoring helps to ensure this compliance. With this template, we aim to improve the quality and consistency of the monitoring of investigator-initiated, multicentre studies within the SCTO’s CTU Network.

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This template is licensed under CC BY-NC 4.0. The content can be shared and adapted as long as you follow the license terms. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc/4.0/

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