Compliance Briefing Kit

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.