Templates Central

Project planning & project management templates

 
   

 

Project Planning & Project Management Document Templates (description below)

Document # 1

  Analytical Methods Transfer:  Points to Consider
   
 

This document contains two aspects of analytical methods - transfer and validation guidelines - along with a tabular summary of validation endpoints.  The first part of the document gives an overview of analytical method transfers and some key considerations, which is helpful to provide consistency.  The second section is an overview of method validation requirements proposed by the USP, FDA, and ICH, with the caveat that the method's use and stage of IND development will dictate the level of validation.  The final portion of the document contains two summary tables (API and drug product) that detail the method, method number and version, validation category, specification, and a brief description of the validation/comments.  This provides a great snapshot of what testing is being performed for a program and what levels of validation have been accomplished.

 

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Document # 2

  Analytical Test Method Descriptions
   
Need to know the difference of a DNA DOT-BLOT from a RT-PCR from a Northern Blot?  This could help - a tabular summary of different analytical methods with an overview of the method of detection, uses, limitations, and other points to consider.  It's an excellent start to build from with respect to explaining the myriad of tests and what they are assessing, especially for some cutting edge immunological methods.  The tabular summary allows for easy editing or insertion of new data.

 

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Document # 3

  Common Technical Document (CTD):  Overall Table of Contents
   
This Word file is a detailed CTD table of contents with automatic leader tab in place and volume and page numbering set up.  This document makes it easier for setting up the detailed sub-sections of the CTD.  Numbering within the tables is automatic so if you move sections around slightly, they should be self-correcting.

 

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Document # 4

  CTD Project Planning Table
   
 

This Word file contains a landscape formatted CTD table of contents (TOC) with detailed sub-sections and areas for project assignment and tracking. 

 

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Document # 5

  Team Biologics Audit Checklist
   
 

This audit checklist (table format) was created from the FDA Compliance Policy Guide (CPG 7341.001) and is very flexible for both third-party audits as well as internal audits.  Some questions have been added to expand particular areas of compliance such as OOS investigations and change control.  The table format allows extensive commentary on specific areas without complicated word processing. 

 

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Document # 6

  European Union (EU) Audit Checklist
   
 

 

This audit checklist (table format) was created from the Rules and Guidance for Pharmaceutical Manufacturers and Distributors (2007) that includes detailed audit checklists for all the key areas.  Since it's a Word file, you can modify as needed to fit particular types of audits.  Like the Team Biologics audit checklist, the table format allows extensive commentary on specific areas without complicated word processing.

 

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Document # 7

  Pre-IND Meeting Background Information Packet
   
 

This document was created based on refinements over the years.  Since the organization is already built in, it allows quick cut and paste of large sections of text or data from other documents.  A note of advice:  please do not submit your request for a pre-IND meeting  until you have completed a near final draft of the background information packet and questions.  The reason for this is that some firms may send in the request missing some key questions or insufficient data to make their case.  By having the background information packet nearly completed, you can complete the questions for the meeting request with some confidence that there is great consistency between the two documents.  Note that the same logic applies to End-of-Phase II (EOPII) meeting requests or pre-NDA meeting requests.

 

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Document # 8

  IND Planning Table
   
 

This landscape Word document is useful for daily or weekly tracking of key items for the IND.  It's a useful attachment to send to team members letting them know specifics about what's outstanding. 

 

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Document # 9

  Simplified IMPD Quality (Module 3) Section
   
 

This document was created based on a project that used an investigational product for comparison to a commercially approved product in the EU.  Thus, simplified IMP could be employ for clinical trials in the EU.

 

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Document # 10

  NDA Project Planning Table (in CTD format)
   
 

This document was created based on a 505(b)(2) application for a solid oral dosage form compared to a reference listed drug with a slightly different formulation.  Thus, a number of non-clinical and efficacy studies were not necessary, given the demonstrated bioequivalence of the two formulations and identical clinical indications.  This landscape formatted document can be easily modified to accommodate a full NDA or slightly revised to include the data needed for a BLA.  As with the IND planning table above, this is an invaluable tool for easy tracking and project management of the application.  A trick I use is to keep a running chronology within each major section that identifies when significant documents are due or were received.  This provides an at-a-glance view for anyone new to the project.

 

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