Writing effective English Monitoring Reports

Experiential learning workshop on how to write clear, professional and effective monitoring reports

Writing effective English Monitoring Reports

About the course

Monitoring reports are one of the most common and important of the various documents used to conduct clinical trials, and the need to write clear, professional and effective reports is ever growing. They are a key source of information during a trial as to how a trial is progressing. Regulatory bodies require them to be thorough, accurate and readable. Everyone involved in global clinical site management and global clinical trials is under pressure to frequently and consistently write monitoring reports in English that meet these exacting standards.

In this two-day experiential learning workshop the participants will spend a lot of the time writing and getting feedback on their writing, as well as engaging with real-life case studies and examples. They will be given exercises to complete, discussion and group work activities including group writing, and will build a set of clear, professional reports that has direct relevance to their sites, sponsors and direct business needs. The participants will be provided with sample reports and templates which they can use and modify as they wish, enabling them to create effective reports immediately after the training.

  • Principles of Good Business Writing
    • Business English vs Daily English
    • KISS (Keep It Short & Simple)
    • Writing and Editing, Best Practices
    • Professional ≠ Formal
  • Monitoring Reports
    • Types: qualification, initiation, monitoring
      visit, termination
    • Purpose of monitoring reports
    • General guidelines for writing monitoring reports
  • Structure of Monitoring Reports
    • Various structures (advantages and disadvantages)
    • Introduction and Conclusion
    • Writing narratives
    • Writing effective bullets
  • Content of Monitoring Reports
    • What information needs to be recorded
    • Where that information goes
    • Using 5W1H to check the key content
  • Language and Style
    • Reporting language
    • Tentative language vs definite language
    • Active vs. passive (when to use each one)
  • Producing a Follow Up Letter
    • Using standardized or tailored letters
    • Content and purpose
    • Style and language
  • Resources and Development Tools
    • Useful web-based resources
    • Sample reports and templates
    • Glossaries
    • Guide to acronyms

Participants will learn how to avoid common errors, how
to choose the right words and phrases for the situation
at hand, how to build paragraphs and make narratives,
how to use common report templates, how to emphasize
the key messages and how to write in a suitable tone and

On completion of this course, you will be able to consistently
create clear, concise, professional and effective
monitoring reports, leading to fewer miscommunications
and improved productivity (time saved for both you and
the sponsor). You will be able to adapt templates and
existing reports for new situations with ease.