--- title: eTMF Planning & Implementation Workbook description: Our eTMF Planning Workbook includes 30+ essential questions for planning eTMF Software Implementation --- [![montrium-logo](https://info.montrium.com/hs-fs/hubfs/montrium-2023/images/header/montrium-logo.png?width=130&height=23&name=montrium-logo.png "montrium-logo")](https://www.montrium.com) ##### Workbook # eTMF Planning & Implementation Developed by ![Sholeh](https://info.montrium.com/hs-fs/hubfs/1%20-%20Images/Headshots/Sholeh.png?width=150&height=150&name=Sholeh.png) ##### Sholeh Ehdaivand President & CEO [LMK Clinical Research Consulting](http://www.lmkclinicalresearch.com/) ### The Essential Workbook for eTMF Planning & Implementation #### 30+ essential questions for transitioning to an eTMF This checklist has been designed as a self-guided preparation workbook to help your company plan a successful eTMF implementation. The workbook includes over 30 pre-loaded questions that will guide you through the key points to consider when you go through your planning phases and as you begin to implement. ![eTMF-Planning-Workbook](https://info.montrium.com/hs-fs/hubfs/1%20-%20Images/Landing%20Page%20Images/eTMF-Planning-Workbook.jpg?width=289&height=344&name=eTMF-Planning-Workbook.jpg) **In the workbook, we cover the following topics:** - Subscription - eTMF Setup - Quality Control - Equipment - Implementation - Metrics - Configuration - Support - Migration - Integration/Interoperability ## Get our best content delivered straight to your inbox [![Montrium\_White\_Logo\_smaller](https://info.montrium.com/hs-fs/hubfs/montrium-2023/images/logo/Montrium_White_Logo_smaller.png?width=130&height=32&name=Montrium_White_Logo_smaller.png "Montrium_White_Logo_smaller")](https://www.montrium.com/) #### Montrium eTMF - [eTMF Connect](https://www.montrium.com/etmf-connect) - [eTMF Connect features](https://www.montrium.com/etmf-connect-features) #### Montrium RIM - [RegDocs Connect](https://www.montrium.com/regdocs-connect) - [RegDocs Connect features](https://www.montrium.com/regdocs-connect-features) #### Montrium QMS - [Quality Connect](https://www.montrium.com/quality-connect) - [Quality Connect features](https://www.montrium.com/quality-management-software-features) #### Platform overview - [Platform overview](https://www.montrium.com/platform-overview) - [Pricing](https://www.montrium.com/pricing) - [Montrium FAQ](https://www.montrium.com/faq#anchorFaq) - [Trust center](https://www.montrium.com/trust-center) #### Resources - [Demo center](https://www.montrium.com/demo-center) - [Resource center](https://www.montrium.com/resource-center) - [Podcasts](https://www.montrium.com/podcasts) - [Webinars](https://www.montrium.com/webinars) - [Blog](https://blog.montrum.com/blog) #### Montrium by industry - [Non-profit](https://www.montrium.com/montrium-by-industry/non-profit) - [Medical device](https://www.montrium.com/montrium-by-industry/medical-devices) - [CRO](https://www.montrium.com/montrium-by-industry/cros) - [Pharma/Biotech](https://www.montrium.com/montrium-by-industry/pharma-biotech) #### Adobe Acrobat Validation - [Adobe Acrobat validation services](https://www.montrium.com/adobe-sign-validation-services) - [Free Adobe Acrobat validation pack](https://www.montrium.com/adobe-sign-validation-pack) #### Montrium by team - [Clinical operations](https://www.montrium.com/clinical-operations) - [Regulatory affairs](https://www.montrium.com/regulatory-affairs) - [Quality and compliance](https://www.montrium.com/quality-and-compliance) - [IT & security](https://www.montrium.com/it-and-security) #### Company - [About](https://www.montrium.com/about) - [Newsroom](https://www.montrium.com/newsroom) - [Events](https://www.montrium.com/events) #### Contacts 507 Place d'Armes,Suite 1500 Montreal, QC H2Y 2W8,Canada +1.514.223.9153  [info@montrium.com](mailto:info@montrium.com) Montrium Europe SPRL,Boulevard de Waterloo77 1000 Bruxelles, Belgium +32.2.808.3008 [info@montrium.com](mailto:info@montrium.com) #### Socials [Follow us on Facebook](https://twitter.com/Montrium) [Follow us on Instagram](https://www.facebook.com/Montrium/) [Follow us on Instagram](https://www.linkedin.com/company/montrium) Montrium Inc. All rights reserved, 2026 [Terms and Conditions](https://www.montrium.com/terms-conditions) [Privacy Legacy](https://www.montrium.com/privacy-policy) ```json { "@context" : "https://schema.org", "@id" : "https://info.montrium.com/etmf-planning-implementation-workbook/#breadcrumbs", "@type" : "BreadcrumbList", "itemListElement" : [ { "@type" : "ListItem", "item" : "https://www.montrium.com", "name" : "Home", "position" : 1 }, { "@type" : "ListItem", "item" : "https://blog.montrium.com/blog", "name" : "Montrium Blog", "position" : 2 }, { "@type" : "ListItem", "item" : "https://info.montrium.com/etmf-planning-implementation-workbook", "name" : "Checklist - eTMF Planning & Implementation", "position" : 3 } ] } ``` ```json { "@context" : "https://schema.org", "@id" : "https://info.montrium.com/etmf-planning-implementation-workbook/#blogposting", "@type" : "BlogPosting", "about" : [ { "@type" : "Thing", "name" : "" } ], "articleSection" : "", "author" : { "@type" : "Person", "description" : "", "image" : { "@type" : "ImageObject", "url" : "" }, "jobTitle" : "", "name" : "", "sameAs" : [ "" ], "url" : "" }, "dateModified" : "2023-07-06T18:20:07-05:00", "datePublished" : "2015-11-30T19:43:00-05:00", "description" : "Our eTMF Planning Workbook includes 30+ essential questions for planning eTMF Software Implementation", "headline" : "Checklist - eTMF Planning & Implementation", "image" : { "@type" : "ImageObject", "height" : "0", "url" : "", "width" : "0" }, "inLanguage" : "en-US", "isPartOf" : { "@id" : "https://blog.montrium.com/blog/#blog", "@type" : "Blog" }, "keywords" : [ ], "mainEntityOfPage" : { "@id" : "https://info.montrium.com/etmf-planning-implementation-workbook", "@type" : "WebPage" }, "name" : "Checklist - eTMF Planning & Implementation", "publisher" : { "@id" : "https://company.montrium.com/#organization", "@type" : "Organization", "logo" : { "@type" : "ImageObject", "height" : 641, "url" : "https://cdn.prod.website-files.com/6384d2343a69e90062fc1181/697d0f2f1a3f5f635cde4595_Montrium%20Logo%20-%20Purple.png", "width" : 3689 }, "name" : "Montrium" }, "timeRequired" : "PT0M", "url" : "https://info.montrium.com/etmf-planning-implementation-workbook", "wordCount" : 0 } ```