Pharmaceutical Development Project Checklist Template

Ensure regulatory compliance and accelerate your pharmaceutical development process. Our comprehensive checklist template guides you through critical milestones, from preclinical research to clinical trials and FDA submission. Streamline your project, reduce risks, and stay on track for success.

This Template was installed 5 times.

Target Identification & Validation

1 of 15

Activities related to identifying and validating the disease target.

Initial Disease Area Selection Rationale

Disease Prevalence Data Source

Estimated Patient Population (Millions)

Unmet Medical Need Assessment Summary

Supporting Data Files (Market Research, Epidemiology)

Target Validation Approach

Date of Target Validation Milestone Completion

Drug Discovery

2 of 15

Focuses on identifying potential drug candidates.

Initial Target Hypothesis

Target Validation Method

Number of Initial Hit Compounds

Initial Screening Data Files

Screening Technologies Used

Date of Initial Hit Identification

Preclinical Development

3 of 15

Includes in vitro and in vivo studies to assess drug safety and efficacy.

Rationale for Preclinical Study Design

In Vitro Assay Raw Data

Maximum Tolerated Dose (MTD)

Start Date of In Vivo Toxicology Study

Animal Species Used in Toxicology Studies

Toxicology Endpoints Evaluated

Summary of Key Findings from Preclinical Studies

Formulation Development

4 of 15

Activities surrounding drug formulation and dosage form design.

Target Dosage (mg)

Dosage Form

Excipient Selection Rationale

Preliminary Formulation Data (e.g., solubility, stability)

Particle Size (µm)

Polymorphic Form

Formulation Optimization Completion Date

Clinical Trial Planning (Phase 1)

5 of 15

Planning and preparation for the first phase of clinical trials (safety).

Clinical Trial Protocol Summary

Protocol Approval Date

Planned Number of Participants

Primary Endpoint Measurement

Key Inclusion Criteria

First Patient Enrollment Planned Date

Investigator's Brochure (IB) Review & Updates

Clinical Trial Execution (Phase 1)

6 of 15

Execution and monitoring of Phase 1 clinical trials.

Patient Enrollment Start Date

First Patient Dosing Date

Number of Patients Enrolled

Adverse Event Reporting Summary (Phase 1)

Investigational Product Batch Number

Dosing Time (Example Patient)

Patient Consent Form (Sample)

Clinical Trial Planning (Phase 2)

7 of 15

Planning for Phase 2 trials (efficacy and dose-ranging).

Detailed Protocol Description

Planned Patient Enrollment Number

Planned Study Start Date

Estimated Study End Date

Primary Endpoint Measurement Method

Investigational Site Selection Criteria

Statistical Analysis Plan Review Status

Statistical Analysis Plan Document

Clinical Trial Execution (Phase 2)

8 of 15

Execution and monitoring of Phase 2 clinical trials.

Patient Enrollment Start Date

Patient Enrollment End Date

Number of Patients Enrolled

Summary of Adverse Events Reported

Data Monitoring Committee (DMC) Review Status

Data Quality Checks Completed?

Time of Critical Event (e.g., Serious Adverse Event)

Clinical Study Report Draft

Clinical Trial Planning (Phase 3)

9 of 15

Planning for Phase 3 trials (confirmatory efficacy).

Phase 3 Trial Protocol Summary

Planned Number of Participants

Primary Endpoint Measurement Method

Planned First Patient Enrollment Date

Estimated Trial Completion Date

Key Inclusion Criteria

Statistical Analysis Plan (SAP)

Clinical Trial Execution (Phase 3)

10 of 15

Execution and monitoring of Phase 3 clinical trials.

Trial Start Date

Number of Participants Enrolled

Summary of Protocol Deviations (if any)

Data Monitoring Committee (DMC) Review Status

Date of Last Safety Review

Key Findings from Interim Analysis (if applicable)

Interim Analysis Report (if applicable)

Investigational Product Accountability Status

Regulatory Submission (NDA/MAA)

11 of 15

Preparation and submission of the New Drug Application (NDA) or Marketing Authorization Application (MAA).

Summary of Clinical Data

Clinical Study Reports (CSRs)

Patient Enrollment Numbers

Submission Date

Regulatory Agency

Description of Manufacturing Process

CMC Data

Manufacturing Process Development & Validation

12 of 15

Development and validation of the manufacturing process for commercial production.

Process Flow Description

Critical Process Parameter (CPP) - Temperature (Celsius)

CPP - pH

Equipment Validation Status

Process Validation Protocol Document

Process Validation Start Date

Process Validation Completion Date

Critical Quality Attributes (CQA) Addressed

Post-Approval Activities & Phase 4 Trials

13 of 15

Activities following drug approval, including Phase 4 clinical trials and ongoing safety monitoring.

Phase 4 Trial Start Date

Summary of Post-Approval Safety Data

Number of Adverse Events Reported

Protocol Deviations Identified?

Supporting Documentation (e.g., Safety Reports)

Summary of Risk Management Plan Updates

Next Periodic Safety Update Report Due Date

Intellectual Property Management

14 of 15

Management of patents, trademarks, and other intellectual property related to the drug.

Patent Application Number(s)

Filing Date (Patent Application 1)

Filing Date (Patent Application 2)

Trademark Registration Number(s)

Patent Status (Application 1)

Number of Patent Claims

Summary of IP Strategy

Copies of Patent Documents

Project Management & Reporting

15 of 15

Overall project management activities and reporting to stakeholders.

Project Budget (Total)

Actual Spend to Date

Project Start Date

Projected Completion Date

Project Status

Key Risks & Mitigation Strategies

Project Dashboard Report

Reporting Frequency

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