/regulator-briefing-playbook

name: regulator-briefing-playbook
description: Template pack for preparing regulator communications, responses, and
  readouts.

Regulator Briefing Playbook Skill

When to Use

• Preparing FINRA/SEC/CFPB/FTC briefing packages or responses.
• Documenting campaign decisions in anticipation of audits.
• Coordinating cross-functional responses to regulator inquiries.

Framework

1. **Briefing Outline** – context, product/campaign details, risk mitigations, approvals. 2. **Evidence Binder** – assets, disclosures, policy references, decision logs, metrics. 3. **Q&A Matrix** – anticipated regulator questions with approved responses + owners. 4. **Escalation Charter** – roles, SLAs, and communications plan for regulator interactions. 5. **Follow-up Tracker** – commitments, remediation steps, and deadlines.

Templates

• Regulator memo template (executive summary, evidence, appendices).
• Q&A log with question, owner, response, status.
• Commitment tracker linked to Jira/Asana or compliance tools.

Tips

• Keep version history and timestamps to prove timely responses.
• Align narrative with risk/compliance frameworks used internally.
• Pair with `review-financial-campaign` and `manage-trust-communications` outputs.

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