PMCF Plan Template: How to Structure Objectives, Methods, Endpoints, Timeline, and Reports
Use this EU MDR PMCF plan template to define objectives, methods, endpoints, timelines, reports, PMS integration, and MDCG 2020-7 traceability.
Why a PMCF Plan Template Matters
Post-Market Clinical Follow-Up (PMCF) is a continuous process that updates the clinical evaluation and shall be addressed in the manufacturer's post-market surveillance (PMS) plan. Under EU MDR Article 61 and Annex XIV Part B, PMCF is not optional for most device classes — especially Class IIa, IIb, and III devices, and all implantable devices.
Notified Bodies increasingly issue nonconformities when PMCF plans lack traceability to clinical evaluation gaps, when objectives are vague, or when methods are not justified. This template provides a section-by-section structure aligned with MDCG 2020-7 and practical implementation guidance that goes beyond the template itself.
This is a template and implementation guide — not a general overview of PMCF. For the regulatory framework and strategy, see the companion PMCF guide.
PMCF Plan Structure Per MDCG 2020-7
Section A: Manufacturer Contact Details
| Field | Content Required | Notes |
|---|---|---|
| Manufacturer name | Legal entity name | Must match EUDAMED registration |
| Address | Registered address | Include country code |
| Telephone | Contact number | Reachable during NB audit |
| Single Registration Number (SRN) | EUDAMED SRN | Required for all EU manufacturers |
| Authorized Representative | Name and address (if outside EU) | Per MDCG 2020-7 requirement |
| Plan number | Unique document identifier | e.g., PMCF-PLAN-YYYY-NNN |
| Date | Issue date | Document control date |
| Version | Current version number | Revision history tracked in table |
Revision history table:
| Version | Date | Section Changed | Description of Change | Author | Approved By |
|---|---|---|---|---|---|
| 1.0 | YYYY-MM-DD | All | Initial release | [Name] | [Name] |
| 1.1 | YYYY-MM-DD | C, E | Added registry activity; revised endpoints | [Name] | [Name] |
Section B: Device Description and Specification
| Field | Content Required | Example |
|---|---|---|
| Product/trade name | Device commercial name | OrthoFlex Total Knee System |
| Device model or type | Model identifier | OF-TKA-CR |
| General description | Physical description, principle of operation | Cruciate-retaining total knee replacement, cobalt-chromium femoral component, titanium tibial baseplate |
| Intended purpose | What the device is intended to do | Replacement of the knee joint to restore mobility and relieve pain |
| Intended user | Who uses the device | Orthopedic surgeons |
| Patient population | Who receives the device | Adults with end-stage osteoarthritis |
| Medical conditions | Conditions treated | Osteoarthritis, rheumatoid arthritis, post-traumatic arthritis |
| Expected device lifetime | How long the device is expected to function | 15 years |
| Indications | Specific indications for use | Primary total knee arthroplasty |
| Contraindications | Conditions where device should not be used | Active infection, insufficient bone stock |
| Warnings | Safety warnings | Not for use in patients with nickel allergy |
| Variants/configurations/accessories | All configurations covered | Cruciate-retaining (CR) and posterior-stabilized (PS) variants |
| CE certificate number | EU certificate reference | CE 1234-MDD-2024-001 |
| CND code | Classification nomenclature | T26102 |
| Device class | EU MDR classification | Class IIb, Rule 8 |
| Novel features | Any novel technology or clinical procedure | Patient-specific instrumentation via pre-operative 3D planning |
Section C: PMCF Activities
This is the core of the PMCF Plan. It must include both general and specific methods, the aim of each activity, the rationale for appropriateness, and known limitations.
General Methods (Annex XIV Part B, 6.2(a))
| Method | Description | Aim | Limitations | Suitable For |
|---|---|---|---|---|
| Gathering clinical experience | Collection of clinical data from routine use | Confirm real-world safety and performance | Selection bias, incomplete reporting | All device classes |
| User feedback | Structured feedback from healthcare professionals and/or patients | Identify usability issues, off-label use | Self-selection bias, low response rates | All device classes |
| Screening of scientific literature | Systematic literature search per literature search protocol | Update state of the art; identify new safety signals | Publication bias, time lag | All device classes |
| Screening of other clinical data sources | Registries, EUDAMED vigilance data, competitor data | Broaden evidence base | Data quality varies by source | Class IIa and above |
Specific Methods (Annex XIV Part B, 6.2(b))
| Method | Description | Data Strength | Cost | Suitable Device Profile |
|---|---|---|---|---|
| PMCF clinical investigation | Prospective or retrospective clinical study per ISO 14155 | Very High | High | High-risk implantable (Class III, IIb) |
| Manufacturer device registry | Company-sponsored patient registry | High | Moderate-High | Long-term devices, implants |
| National/public registry evaluation | Participation in or analysis of existing national registries | High | Low-Moderate | Joint replacements, cardiac devices |
| Real-world evidence (RWE) | Analysis of routinely collected healthcare data | Moderate-High | Moderate | Digital health, SaMD |
| Targeted user/patient surveys | Structured questionnaire to users or patients | Moderate | Low | Usability validation, satisfaction |
| Extended follow-up of pre-market study patients | Continuing to follow patients from the pre-market clinical investigation | High | Moderate | Devices with pre-market clinical data |
| Literature review update | Updated systematic review per MDCG 2020-7 methodology | Low-Moderate | Low | Mature technologies, low-risk devices |
Activity Description Template
For each PMCF activity, document the following:
| Field | Content |
|---|---|
| Activity ID | PMCF-ACT-001 |
| Activity type | General / Specific |
| Method | e.g., Manufacturer device registry |
| Aim | What this activity is designed to achieve (must link to a specific PMCF objective) |
| Rationale for appropriateness | Why this method is suitable for the device's risk profile and residual uncertainties |
| Description of procedure | Step-by-step description of data collection and analysis |
| Data to be collected (quality and quantity) | Variables, endpoints, sample size target |
| Inclusion/exclusion criteria | Patient selection criteria |
| Timeline and milestones | Start date, interim analysis dates, end date |
| Known limitations | Incomplete follow-up, missing data, selection bias |
| Reference to CER section(s) | Which section(s) of the CER will be updated |
Section D: References to Relevant Parts of Technical Documentation
| Technical Documentation Section | Document Reference | Version | Relevance to PMCF |
|---|---|---|---|
| Clinical Evaluation Report | CER-YYYY-NNN | X.X | PMCF objectives derive from CER gaps |
| Risk Management File | RMF-YYYY-NNN | X.X | PMCF addresses residual risks |
| PMS Plan | PMS-PLAN-YYYY-NNN | X.X | PMCF Plan is a subset of PMS Plan |
| IFU / Labeling | IFU-YYYY-NNN | X.X | PMCF may identify labeling updates needed |
| Design Dossier / Technical File | TF-YYYY-NNN | X.X | Baseline device specifications |
Section E: Evaluation of Clinical Data for Equivalent or Similar Devices
This section requires an assessment of whether clinical data from equivalent or similar devices informs the PMCF strategy.
| Item | Content |
|---|---|
| Equivalent device(s) identified in CER? | Yes/No — if yes, list device(s) and CER equivalence section reference |
| Similar device(s) analyzed? | Yes/No — list devices, data sources, and key findings |
| How equivalent/similar device data informs PMCF | Identify safety signals, performance trends, or known complications that the PMCF should monitor |
| Limitations of equivalence data | Differences in materials, design, patient population, clinical practice |
Section F: Reference to Applicable Common Specifications, Harmonised Standards, and Guidance Documents
| Document | Reference | Applicability |
|---|---|---|
| MDCG 2020-7 | PMCF Plan Template | Structural template |
| MDCG 2020-8 | PMCF Evaluation Report Template | Reporting format |
| EU MDR Annex XIV Part B | PMCF requirements | Legal basis |
| ISO 14155:2020 | Clinical investigation of medical devices | If PMCF includes clinical investigation |
| ISO/TR 20416:2020 | Post-market surveillance for manufacturers | PMS framework |
| MDCG 2020-6 | Sufficient clinical evidence for legacy devices | If applicable |
| Relevant device-specific CS or standards | e.g., ISO 5832 for implant metals | Device-specific |
| MDCG 2025-10 | Post-market surveillance guidance (Dec 2025) | Updated PMS expectations |
Section G: Estimated Date of PMCF Evaluation Report
| Field | Content |
|---|---|
| Estimated report date | YYYY-MM-DD |
| Reporting interval | Quarterly / Semi-annually / Annually (justify based on risk) |
| Trigger criteria for early reporting | New safety signal, field safety corrective action, regulatory request, significant deviation from expected performance |
Deriving PMCF Objectives from CER Gaps
The most common Notified Body nonconformity in 2026 is PMCF plans that do not trace back to specific clinical evaluation gaps. Use this structured approach:
| Step | Action | Output |
|---|---|---|
| 1 | Review CER for residual uncertainties and limitations | List of gaps per CER section |
| 2 | Map each gap to a PMCF objective | One-to-one or many-to-one mapping |
| 3 | Define measurable acceptance criteria for each objective | Specific, measurable endpoints with thresholds |
| 4 | Select PMCF method(s) capable of generating data to address each objective | Justified method selection |
| 5 | Link objectives to GSPRs and risk control measures | Traceability matrix |
Example: CER Gap to PMCF Objective Traceability
| CER Gap / Residual Uncertainty | PMCF Objective | Method | Endpoint | Acceptance Criterion | GSPR Reference |
|---|---|---|---|---|---|
| Long-term (>5yr) performance data limited to 89 patients | Confirm implant survivorship at 10 years | Manufacturer registry | Cumulative revision rate | < 5% at 10 years (benchmark: National Joint Registry) | GSPR 1, 3 |
| Limited data in patients >80 years | Monitor safety in elderly subgroup | Registry subgroup analysis | Adverse event rate in patients >80 | No increase vs. overall cohort | GSPR 1, 9 |
| No post-market data on newly introduced coating | Assess coating integrity over time | Targeted follow-up study | Coating delamination rate | < 1% at 5 years | GSPR 3, 10 |
| Literature reports rare metal hypersensitivity with similar devices | Monitor incidence of hypersensitivity reactions | Literature review + registry | Hypersensitivity event rate | < 0.5% annually | GSPR 1, 13 |
Defining Endpoints and Sample Size
Endpoint Types for PMCF
| Endpoint Type | Description | Example | Measurement Method |
|---|---|---|---|
| Safety endpoint | Rate of device-related adverse events | Implant revision rate | Registry data, complaint data |
| Performance endpoint | Measure of device functioning | Range of motion achieved | Clinical assessment, patient-reported outcome |
| Clinical benefit endpoint | Direct patient outcome | Pain reduction (VAS score) | Patient survey, clinical follow-up |
| Composite endpoint | Combination of safety and performance | Survivorship free from revision and complication | Registry or study data |
Sample Size Logic
PMCF does not always require formal statistical powering. Justify sample size based on:
| Approach | When to Use | Example |
|---|---|---|
| Formal power calculation | PMCF clinical investigation | 80% power to detect 3% difference in revision rate at alpha=0.05 |
| Rule of thumb (proportionate to risk) | Registry or survey-based PMCF | Minimum 100 patients for Class IIb; 250 for Class III |
| Saturation approach | Qualitative surveys | Continue data collection until no new safety signals emerge |
| Regulatory minimum | Some NBs specify expectations | Confirm minimum acceptable during pre-assessment dialogue |
PMCF Schedule Template
| Period | Activity | Milestone | Responsible | Deliverable |
|---|---|---|---|---|
| Year 1, Q1-Q2 | Registry enrollment begins | 50 patients enrolled | Clinical Affairs | Enrollment report |
| Year 1, Q4 | Interim literature review | Literature review completed | Clinical Affairs | Updated literature summary |
| Year 2, Q2 | Interim data analysis | First 100 patients at 12-month follow-up | Biostatistics | Interim analysis report |
| Year 2, Q4 | User survey deployment | Survey completed | Clinical Affairs | Survey results summary |
| Year 3, Q2 | Final data analysis | All patients at minimum 24-month follow-up | Biostatistics | PMCF Evaluation Report |
| Year 3, Q3 | CER update | PMCF findings integrated into CER | Clinical Affairs | Updated CER |
PMCF Evaluation Report Structure (MDCG 2020-8)
The PMCF Evaluation Report mirrors the PMCF Plan structure with results filled in:
| Section | Content |
|---|---|
| A. Manufacturer details | Same as Plan |
| B. Device description | Same as Plan; update if device changed |
| C. Results of PMCF activities | For each activity: data collected, statistical analysis, findings, comparison to acceptance criteria |
| D. Integrated analysis | Overall assessment of all PMCF data combined |
| E. Conclusions | Safety confirmed? Performance confirmed? New risks identified? Benefit-risk still acceptable? |
| F. Actions | CER update needed? IFU revision? Risk management update? Field safety corrective action? PMS Plan update? |
| G. Date of next PMCF evaluation report | If ongoing |
Acceptance Criteria Evaluation Template
| PMCF Objective | Acceptance Criterion | Result | Met? | Action Required |
|---|---|---|---|---|
| Confirm survivorship at 10 years | < 5% revision rate | 3.2% (n=142) | Yes | Continue monitoring |
| Monitor elderly subgroup safety | No increase in AE rate | 4.1% vs 3.8% overall | Yes | Continue monitoring |
| Assess coating integrity | < 1% delamination at 5 years | 0.7% (n=89) | Yes | None |
| Monitor hypersensitivity | < 0.5% annually | 0.3% | Yes | Continue monitoring |
Integration with PMS, Risk Management, and PSUR
PMCF does not exist in isolation. The following traceability chain is now expected by Notified Bodies:
Clinical Evaluation (CER)
→ identifies gaps/residual uncertainties
→ PMCF Plan addresses gaps
→ PMCF Evaluation Report analyzes results
→ Updated CER integrates findings
→ Risk Management File updated
→ PSUR summarizes benefit-risk
→ PMS Plan triggers next cycle| Linked Document | PMCF Plan Reference | Update Trigger |
|---|---|---|
| CER | Section D | PMCF results change clinical conclusions |
| Risk Management File | Section D | New risks or changed risk levels identified |
| PMS Plan | PMS Plan Section on PMCF | PMS trend analysis identifies new signal |
| PSUR | PSUR PMCF section | Annual or per PSUR schedule |
| IFU / Labeling | Section D | Safety information needs updating |
| SSCP (Class III/IIb implantable) | Section D | Clinical data changes SSCP content |
Common 2026 Audit Deficiencies
| Deficiency | Frequency | Root Cause | Prevention |
|---|---|---|---|
| PMCF objectives not linked to CER gaps | Very High | Plan drafted without reviewing CER | Start from CER residual uncertainties |
| Methods not justified for risk level | High | Copy-paste from template without device-specific rationale | Risk-based method selection with justification |
| No acceptance criteria defined | High | Vague objectives ("confirm safety") | Specific, measurable criteria per objective |
| Schedule missing or unrealistic | Moderate | No timeline commitment | Milestone-driven schedule with owner |
| PMCF Report not integrated with CER | High | Report written as standalone document | Explicit CER update section in Report |
| No traceability to GSPRs or risk controls | High | Siloed clinical affairs function | Cross-functional review (clinical + RA + QA) |
| PMCF activities not proportionate to risk | Moderate | Low-risk methods for high-risk device | Match method strength to device classification |
Key Takeaways
Structure the PMCF Plan using the seven-section MDCG 2020-7 template as a baseline, but add the device-specific depth that Notified Bodies expect in 2026
Derive every PMCF objective from a documented gap or residual uncertainty in the Clinical Evaluation Report — this is the most scrutinized element
Select PMCF methods proportionate to device risk and justify why each method is appropriate
Define specific, measurable acceptance criteria for every objective — vague statements like "confirm safety" will trigger nonconformities
Build the PMCF Evaluation Report structure before collecting data, so the analysis plan is pre-specified
Maintain bidirectional traceability: CER → PMCF Plan → PMCF Report → updated CER → Risk File → PSUR
Submit the first PMCF results to your Notified Body during the first surveillance audit after CE marking — delays signal noncompliance