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compliance-briefing-kit Standardized template for campaign compliance intake, reviews, and approvals.

Compliance Briefing Kit Skill

When to Use

  • Kicking off HIPAA/FDA-compliant campaign reviews.
  • Preparing legal/medical reviewers with complete context.
  • Auditing historical campaigns for documentation completeness.

Framework

  1. Campaign Snapshot objectives, audiences, channels, timelines, owners.
  2. Data & Consent Map data sources, identifiers, consent method, retention policy.
  3. Claims & Evidence value propositions, clinical proof, disclaimers, risk statements.
  4. Regulatory Checklist HIPAA, FDA (DTC/HCP), FTC, regional privacy, accessibility steps.
  5. Approval Workflow reviewers, SLAs, escalation path, expiration date.

Templates

  • Compliance intake form (fillable PDF/Notion) with required fields.
  • Reviewer packet structure (assets, claims, data flows, prior approvals).
  • Decision log sheet with timestamps and attachments.

Tips

  • Require complete claims/evidence attachments before routing to legal.
  • Include version history to track copy or asset changes during review.
  • Pair with run-compliance-review for automated routing + documentation.