Section 1 of 9
Topics and objectives
Which subjects will you work on, and why? Topics set the scope of the monitoring, so you do not spread yourself everywhere.
Why run this monitoring? Which decisions should it inform? One item per line: each line becomes an item on the map. Commas stay within the item.
Each topic is a line of surveillance. A few well-defined topics work better than many. One item per line: each line becomes an item on the map. Commas stay within the item.
What the monitoring does not cover: writing it down helps you keep to the scope. One item per line: each line becomes an item on the map. Commas stay within the item.
Section 2 of 9
Languages
In which languages will sources be identified? Choose sources in their original language: a translation loses nuance and often arrives after the information.
Separate with a comma or a line break: each term becomes an item on the map.
Section 3 of 9
Organisation
Who is in charge of the monitoring, and who does what? Depending on the structure and scope, a single monitoring officer may handle everything.
They handle all the tasks below. Listing them makes the real workload visible.
- Steering the system
- Collection
- Sorting and qualification
- Analysis
- Dissemination
- Updating the system
Separate with a comma or a line break: each term becomes an item on the map.
Say who handles each task. One person may hold several.
Section 4 of 9
Information sources
Seed sources start the process; others will be added as the monitoring goes on. Set the monitoring frequency for each one.
No sources yet.
Section 5 of 9
Keywords
The name of a person, company, product or process sharpens the monitoring. A keyword list reduces the noise of unwanted information.
Separate with a comma or a line break: each term becomes an item on the map.
Separate with a comma or a line break: each term becomes an item on the map.
Separate with a comma or a line break: each term becomes an item on the map.
Separate with a comma or a line break: each term becomes an item on the map.
Section 6 of 9
Monitoring tools
Tools apply your keywords to your sources: alerts, feeds, page monitoring. Choose the ones that cover your sources and your budget.
Examples by category
- Keyword alerts: Google Alerts, Talkwalker Alerts,...
- RSS feed readers: Feedly, Inoreader,...
- Web page monitoring: Visualping, changedetection.io,...
- Patents: Matheo Patent, Espacenet, PatentScope, Google Patents,...
- Monitoring platforms: ChapsVision, AlphaSense, Meltwater, Curebot, KB Crawl, Sindup, Dataminr,...
- Automatic summarization: SummarizOR, Generative IA,...
- IA Agent: Anthropic, OpenAI, AutoGen, Make, n8n,...
Indicative examples, with no affiliation and in no order of preference. The availability, features and pricing of these tools change: check them before use.
One item per line: each line becomes an item on the map. Commas stay within the item.
Section 7 of 9
Monitoring clients
The recipients of the deliverable: those who use the monitoring directly for their decisions.
No clients yet.
Section 8 of 9
Deliverables
Which deliverable, how often, for which clients? One plan can combine an immediate alert and a periodic bulletin.
Recipients
No deliverables yet.
Section 9 of 9
Review and indicators
A monitoring system that is not checked becomes obsolete: a source can disappear, move or be altered. Plan the review of the plan and how you will measure its usefulness.
To re-examine at each review
The tool measures nothing: it helps you plan what you will measure. Tick a few realistic indicators rather than a dashboard nobody will fill in.
Quantitative indicators
Qualitative indicators
One item per line: each line becomes an item on the map. Commas stay within the item.
Plan validation
Update at each new version of the plan.
If there are several names, separate them with a comma.
Your plan is ready
Print it or save it as a PDF: the document contains the detailed plan and the map. You can also download the map on its own.
Keep this PDF: the tool keeps nothing, and it will be your starting point for the next review.