Resource

Compliance Workflow Builder

A practical tool for mapping review gates, approval owners, source evidence, and publish-or-hold decisions.

Build the approval path before recording.

The workflow below can be used as a lightweight planning tool for any review-heavy show.

1. Classify the episode

Educational, market commentary, client story, product discussion, recruiting, or executive thought leadership.

2. Assign reviewers

Name the legal, compliance, editorial, technical, and executive owners who can actually approve or block release.

3. Mark risk points

Claims, results, advice, confidentiality, controlled information, medical statements, testimonials, and data references.

4. Set evidence

Decide what source notes, transcript, edit log, release form, or archive record must exist before publication.

5. Publish or hold

Release only when the final file, metadata, show notes, and retention copy match the approved language.

Planning aidYour minimum review routeChoose an episode type and review environment.

    Use this as an operating prompt. Your counsel and internal policies determine the actual review path.

    Need a show that can move through legal, compliance, and executive review without stalling?

    Start the intake