Private cohorts & on-site
Format: 3-day (8:30 a.m.–4:30 p.m.)
Level: Advanced
Location: Scheduled on demand · on-site at your facility or a regional venue
Date(s): Not yet scheduled for open enrollment. Get notified when it is, or book it privately for your team.
Includes: Certificate of Completion · printed slide binder · take-home reference text

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Faculty

Faculty details for this seminar will be announced with the full schedule.

Fees

Early: $1,895 (payment 4+ weeks ahead)
Standard: $2,095 (check/ACH) · $2,165 (card)

Group discount: $200 off per attendee for 3+ from the same organization.

Also Available

  • Corporate on-site delivery at your facility
  • Private cohort sessions
  • Digital curriculum licensing

Seminar Overview

This seminar is taught from the primary sources themselves — not from Notified Body marketing decks or training-vendor summaries. The EU half is built from the complete text of Regulation (EU) 2017/745 (the Medical Device Regulation, MDR), studied article-by-article and annex-by-annex, from classification Rule 1–22 through Annex II technical documentation and Annex XIV clinical evaluation. The U.S. half is built from the FDA's Quality Management System Regulation (QMSR) final rule as published in the Federal Register in 2024 — the rule that incorporates ISO 13485:2016 by reference and amends 21 CFR Part 820 effective 2026 — together with the FDA's 1997 Design Control Guidance, which remains the operative playbook for design input/output, verification, validation, and transfer.

Regulatory failure in medical devices is rarely a failure of intent; it is a failure of documentation logic. Companies lose years to a technical file whose risk management file doesn't close the loop from hazard to residual-risk acceptability, a clinical evaluation report whose literature search can't be reproduced, or a design history file where verification and validation were treated as the same activity. The course teaches the documentation systems the way the regulations actually structure them.

After three days you will be able to classify a device under MDR Rules 1–22 with correct rationale, plan a conformity assessment route (Annex IX, X, XI) matched to class I/IIa/IIb/III, assemble Annex II/III technical documentation that a notified body can review, build a CER that satisfies Annex XIV and MEDDEV-style expectations, and operate a QMSR-aligned design control process under 21 CFR 820.30 — with a coherent risk management file spanning both regimes.

Ideal Learner

  • Regulatory affairs and quality managers at medical device manufacturers and their suppliers
  • R&D and design engineers who own design controls, V&V, and design history files
  • Quality engineers preparing for notified body audits or FDA inspections
  • Clinical/research staff authoring or reviewing clinical evaluation reports
  • Contract manufacturers and component suppliers entering the device supply chain

Learning Objectives

  • Classify devices under EU MDR 2017/745 Rules 1–22 and document the classification rationale
  • Select and plan the conformity assessment route (Annex IX/X/XI) for class I, IIa, IIb, and III devices
  • Assemble Annex II/III technical documentation structured for notified-body review
  • Build a clinical evaluation report under Annex XIV, including equivalence arguments and post-market clinical follow-up logic
  • Operate design controls under 21 CFR 820.30 per the FDA's 1997 Design Control Guidance: inputs, outputs, verification, validation, transfer
  • Align a quality system with the FDA QMSR's ISO 13485:2016 incorporation and run UDI/EUDAMED obligations for the EU side

Consulting Sessions

Seminar attendees can sign up for individual consulting sessions with the instructor. Sessions are free for registered attendees, first-come first-served — sign up when registering by calling 248-539-0473 or during the seminar.

Seminar Outline

  • Regulation (EU) 2017/745 structure: chapters, articles, annexes; relationship to MDD 93/42/EEC legacy files
  • Definitions that drive everything: "device," "accessory," "software as a medical device," "substantial modification"
  • Economic operators and their duties: manufacturer, authorized representative, importer, distributor (Articles 10–13)
  • **Compliance Case Study: a legacy MDD product hitting the MDR wall — what reclassification changed**
  • Class I / Is / Im / Ir / IIa / IIb / III logic; the 22 rules and their invasion-duration, invasiveness, and energy axes
  • Special rules: software (Rule 11), nanomaterials, medicinal substance incorporation, and combination products
  • Classification rationale documentation — what a notified body expects to see
  • **Exercise 1: classify six sample devices and defend the rule citations**
  • Annex IX (QMS + technical documentation assessment), Annex X (type examination), Annex XI (production quality assurance) routes by class
  • Notified body selection, scoping, audit cycles, and surveillance
  • Clinical evaluation consultation procedures and the expert panel for high-risk devices
  • **Worked example: mapping a class IIa device onto an Annex IX assessment timeline**
  • Annex II structure: device description, manufacturing information, GSPR checklist and standards harmonization
  • Annex III post-market surveillance technical documentation; PMS plan and Periodic Safety Update Report cadence
  • UDI assignment, EUDAMED registration modules, labeling and implant card duties
  • **Exercise 2: gap-audit a sample Annex II technical file against the checklist**
  • Clinical evaluation plan and report structure; state-of-the-art benchmarking
  • Literature search protocol and reproducibility; equivalence demonstration under Annex XIV(1)
  • Post-market clinical follow-up: when it's required and how it feeds the CER update cycle
  • **Worked example: building a defensible equivalence argument from device specifications**
  • The QMSR final rule (Federal Register 2024): what changed in 21 CFR Part 820, ISO 13485:2016 incorporation, transition mechanics
  • Where the QMSR adds U.S.-specific requirements beyond ISO 13485
  • Management responsibility, CAPA, and document/record control under the aligned regime
  • **Case History: a QSR-era quality system finding that persists under the QMSR structure**
  • Design and development planning; design input → output traceability
  • Design verification vs. design validation — the distinction auditors test hardest
  • Design transfer and design changes; the design history file as the audit spine
  • The risk management file: hazard analysis, FMEA linkage, residual risk and benefit-risk under both regimes
  • **Exercise 3: build a design input/output traceability matrix for a sample device**
  • 510(k) structure: predicate selection, substantial equivalence argumentation, submissions
  • PMS and vigilance under MDR (Articles 83–86, 87–92) vs. FDA complaint handling, MDR (medical device reporting), and recalls
  • Keeping the whole system current: CER updates, PSUR, audit-readiness over the device lifecycle
  • **Exercise 4 (capstone): end-to-end regulatory strategy for a new device — classification, route, documentation, and post-market plan**

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