Regulatory Review Checklist

Regulatory Review Checklist Skill

When to Use

• Launching campaigns or assets that require HIPAA, FDA, or local regulatory approval.
• Auditing existing assets for compliance gaps.
• Training new marketers on required review steps prior to launch.

Framework

1. Pre-Check – confirm intake form completeness, asset inventory, and claim references.
2. Reviewer Matrix – map required reviewers (legal, medical, privacy, compliance, brand) with SLAs.
3. Asset Checklist – copy, creative, disclaimers, data flows, tracking tags, localization.
4. Decision Logging – capture approvals, conditions, expiration dates, and link to evidence.
5. Post-Launch Monitoring – adverse event reporting, change control, re-review triggers.

Templates

• Review routing sheet with reviewer roles, due dates, and status.
• Asset checklist spreadsheet covering copy, creative, landing pages, data capture.
• Decision log template for audits and regulator requests.

Tips

• Bundle assets into batches (e.g., email + landing + paid ads) to streamline approvals.
• Track expiration dates for approvals tied to clinical evidence updates.
• Pair with run-compliance-review and orchestrate-patient-journey commands.