Want to Stay on Track with Your Goals?

Start with This Handy Worksheet

At in2being, we know how easy it is to lose focus during the long journey of medical device development. Between design, prototyping, fundraising, FDA and regulatory approvals, and preparing for sales and marketing, it’s no wonder the big picture sometimes gets lost in the details.

To help you stay aligned with your overall goals, we’ve created a simple, fillable worksheet designed to guide your thinking through each critical step of the process. It’s a practical tool you can use regularly to check your progress, identify next steps, and adapt as your project evolves.

Why It Works

While some of the questions might feel repetitive, that’s intentional. Each step of development is interconnected. For example, your goals for fundraising will directly influence your prototyping options, and regulatory milestones can shift your software development timeline. By evaluating each area in context, you’ll be better prepared to make informed, strategic decisions.

What’s Included

The worksheet prompts you to reflect on your goals across eight essential categories:

You’ll start with a simple but important question:
What is the overall endpoint for your medical device?

From there, you’ll walk through a series of focused questions for each category:

• What are the endpoints in each category?
• What are milestones along the way?
• What dependencies exist between categories?
• How far ahead can you see in each area?
• What’s your next actionable step?
• What resources would help you move forward?

Download the Worksheet

We’ve made this worksheet available as a fillable PDF so you can type directly into it or print it out and write your answers by hand. We recommend reviewing it regularly to ensure you’re on track, and if your goals shift (which they often do), this document makes it easy to adapt your plan without losing momentum.

Download the worksheet here!

And remember, if you have questions or need guidance along the way, the in2being team is here to help. Let’s bring your medical device idea into being—one step at a time.