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R05 · Operations

# Operational monitoring plan

What it is for. Turn the design into a sustainable routine.

[Excel (.xlsx)](https://academy.innguma.com/en/library/descargas/R05-operational-monitoring-plan.xlsx)[Word (.docx)](https://academy.innguma.com/en/library/descargas/R05-operational-monitoring-plan.docx)[PDF for printing](https://academy.innguma.com/en/library/descargas/R05-operational-monitoring-plan.pdf)[Text (.md)](https://academy.innguma.com/en/library/descargas/R05-operational-monitoring-plan.md)[See the template](https://academy.innguma.com/en/library/operational-monitoring-plan/#plantilla)

The four downloads (Excel, Word, PDF and text) are generated from this same sheet.

**When to use it.** Before making a decision or updating the corresponding product. You can use a spreadsheet, a document or a notebook; no software licences are needed.

## How to use it

1.  Start with the real decision or question you need to resolve and set a cut-off date.
2.  Fill in only what can be verified; write **NOT VERIFIED** when data is missing.
3.  Separate observed facts, hypotheses and implications, and name a reviewer.
4.  Keep the original version and record relevant changes when you update it.

Do it yourself

## Editable template

**Decision and scope:**

**Priority questions:**

**Sources, method and cadence:**

**What is out of scope:**

**Owner and deputy:**

**Validation and escalation rules:**

**Product, recipient and frequency:**

**Useful indicator and review date:**

Company A case · simulation

Fictional case

## Guided example · Company A

Company A reviews a selection of sources twice a week and issues a monthly note for innovation; a critical regulatory signal triggers an extraordinary review.

Educational simulation: fictional information and organisations.

## Mistake to avoid

The cadence must reflect the speed of change and the consequences of a delay.

## Final check

-   Is it clear which decision or need it serves?
-   Can the evidence be located, and is it dated?
-   Are uncertainties and limits made explicit?
-   Can someone else repeat or review the work?

**Notice:** entirely fictional case. The tools are for educational purposes; they do not represent an audit or certification.

**Where you learn it** 

-   [1.5 · The intelligence cycle: a human, continuous system](https://academy.innguma.com/en/thinking-in-terms-of-intelligence/the-intelligence-cycle-a-human-continuous-system/)
-   [2.2 · Universe of sources and coverage](https://academy.innguma.com/en/designing-a-monitoring-system/universe-of-sources-and-coverage/)
-   [2.5 · Designing the monitoring plan](https://academy.innguma.com/en/designing-a-monitoring-system/designing-the-monitoring-plan/)
-   [3.5 · Agents, tools, persistent knowledge and interoperability](https://academy.innguma.com/en/ai-applied-to-intelligence/agents-tools-persistent-knowledge-and-interoperability/)
-   [4.3 · Planning and operating the complete process](https://academy.innguma.com/en/method-governance-and-une-166006/planning-and-operating-the-complete-process/)

**In the Lab** 

[L02 · Monitoring plan builder](https://academy.innguma.com/en/lab/monitoring-plan-builder/)

**Use** 

It works with a spreadsheet, a document or a notebook, with no software licences. It does not replace expert review or certify regulatory compliance.