Templates & Tools
Ready-to-Use Excel Trackers
Fully editable, ECT-branded Excel trackers built from real clinical operations experience — covering site feasibility, budgets, timelines, monitoring, recruitment, TMF documentation, and CAPA management. Instant download after purchase.
Site Feasibility & Selection Scorecard
A weighted, multi-criteria Excel scorecard for evaluating and ranking candidate investigator sites, with automatic scoring, ranking, and a live dashboard.
Clinical Trial Budget & Payment Milestone Tracker
A multi-sheet Excel tracker for per-site trial budgets, cost-per-subject calculations, and a standard payment milestone schedule, with a live budget dashboard.
Regulatory Submission Timeline Planner
An Excel planner that calculates best-case, typical, and worst-case regulatory + ethics approval dates across 10 countries from a single planned submission date.
Clinical Trial Monitoring Visit Tracker
An Excel tracker for CRAs and clinical monitors to schedule and log site visits, track on-time trip report submission, and manage findings and CAPAs by severity.
Patient Recruitment & Screening Funnel Tracker
An Excel tracker that turns your screening and enrollment numbers into a live recruitment funnel: screen failure rate, enrollment conversion rate, and root-cause breakdown.
TMF / Site Document Tracker
An Excel tracker built on the ICH-GCP essential document checklist: log every Trial Master File document by site, with automatic missing and expiry-date alerts.
Protocol Deviation & CAPA Log
An Excel tracker to log protocol deviations by severity and IRB/EC reportability, and manage CAPAs through to closure with automatic overdue-action flags.
Clinical Operations Excel Tracker Bundle (All 3)
All three ECT Excel trackers together — Site Feasibility & Selection Scorecard, Clinical Trial Budget & Payment Milestone Tracker, and Regulatory Submission Timeline Planner — at a bundle price.
Clinical Operations Excel Tracker Bundle II (All 4 Trackers)
All four new trackers together at a bundle price: Monitoring Visit Tracker, Patient Recruitment & Screening Funnel Tracker, TMF/Site Document Tracker, and Protocol Deviation & CAPA Log.
Need Something More Tailored?
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