A helpful resource for medical device companies preparing to commission their first animation, including required materials, timelines, and budget considerations.

The Pre-Animation Checklist: What to Gather Before Your First Discovery Call

The Problem With Most First Animation Projects

Most medical device companies approach their first animation project the same way: they reach out to a studio, describe what they need, and expect the studio to figure out the rest.

That works—but it's slow, expensive, and leaves too much to interpretation.

The companies that get the best results do something different: they prepare.

Here's exactly what to gather before your first discovery call to make the process faster, clearer, and more cost-effective.

The Pre-Animation Checklist

1. Define the Goal

Before anything else, know why you're commissioning the animation. Common goals:

  • Regulatory submission (FDA, CE Mark, etc.)
  • Sales enablement (trade shows, presentations)
  • Investor pitch or fundraising
  • Surgeon training or education
  • Marketing and awareness

Each goal requires a different approach, pacing, and level of detail. Be specific about what success looks like.

2. Know Your Audience

Who will actually watch this animation?

  • FDA reviewers
  • Surgeons and clinicians
  • Sales teams and distributors
  • Investors and board members
  • Patients or the general public

The same device can require completely different animations depending on the audience. A regulatory MOA is not the same as a trade show highlight reel.

3. Gather Technical Assets

The more you provide up front, the faster the project moves. Ideal assets include:

  • CAD files (.STP, .STEP, or .IGES preferred)
  • Technical drawings or schematics
  • Exploded views or assembly instructions
  • Material specifications (titanium, PEEK, polymer, etc.)
  • Existing marketing materials or product photos

If you don't have CAD files, that's okay—but let the studio know early so they can plan accordingly.

4. Provide Clinical Context

Animation studios aren't surgeons. Help them understand:

  • What anatomical region the device targets (lumbar spine, knee, etc.)
  • How the device is implanted or deployed
  • What problem it solves clinically
  • Key differentiators from competing devices

If you have surgical videos, IFUs (Instructions for Use), or white papers, share them. They provide essential context.

5. Clarify the Deliverable Format

What format do you actually need?

  • Video file (MP4, MOV, etc.)
  • Interactive or web-based
  • Multiple versions (60s, 90s, 3min)
  • With or without voiceover
  • With or without annotations/text

Knowing this up front avoids costly revisions later.

6. Set a Realistic Timeline

High-quality medical animation takes time. Typical timelines:

  • Simple MOA (30-60s): 4-6 weeks
  • Complex procedural (90-120s): 6-8 weeks
  • Multi-part series: 8-12 weeks

If you have a hard deadline (trade show, investor meeting, regulatory submission), communicate that early. Rush projects are possible, but they cost more.

7. Understand Budget Ballparks

Medical animation isn't cheap—because it shouldn't be. Typical ranges:

  • Basic MOA (30-60s): $8k - $15k
  • Mid-complexity procedural (90s): $15k - $25k
  • High-end surgical workflow (2-3min): $25k - $50k+

If your budget is lower, say so. Some studios can work within constraints by reducing scope, length, or polish.

8. Identify Internal Stakeholders

Who needs to approve the animation?

  • Engineering or R&D
  • Regulatory or clinical affairs
  • Marketing or sales leadership
  • CEO or executive team

Knowing this up front helps structure the review process and avoid surprise feedback loops.

What to Expect in the Discovery Call

A good discovery call should cover:

  • Your goal, audience, and use case
  • Available assets and what's missing
  • Timeline and budget parameters
  • Review process and stakeholder approval
  • Next steps and project kickoff

The studio should ask detailed questions. If they don't, that's a red flag.

Red Flags to Watch For

During your first conversation, be cautious if the studio:

  • Doesn't ask about your goal or audience
  • Quotes a price without understanding scope
  • Promises unrealistic timelines
  • Can't explain their review process
  • Avoids discussing revisions or changes

A good animation partner will clarify expectations, not gloss over them.

What Happens After the Discovery Call

If the call goes well, the next steps are typically:

  • Proposal or scope document: Detailed breakdown of deliverables, timeline, and cost
  • Contract or agreement: Terms, payment schedule, and revision policy
  • Kickoff meeting: Script approval, storyboard review, and project timeline

This is when the real work begins.

Final Thought

The difference between a smooth animation project and a chaotic one usually comes down to preparation.

If you walk into your discovery call with a clear goal, relevant assets, and realistic expectations, you'll get better work, faster timelines, and fewer surprises.

And if the studio you're talking to doesn't appreciate that preparation? Find one that does.