What does the Policy Positions Toolkit include?
The Policy Positions Toolkit includes 27 editable templates in Word and Excel, a 48-step implementation workflow, over 350 maturity assessment questions across seven domains (including systemic risk, financial resolution, and climate policy), a gap analysis matrix, scoring rubric, RACI charts, and executive briefing templates. All resources are delivered as an instant digital download in a structured ZIP file for immediate use in policy development, advocacy, and compliance programmes.
Are you struggling to develop credible, consistent, and actionable Policy Positions that withstand scrutiny from regulators, stakeholders, and external auditors? Without a structured approach, your organisation risks inconsistent messaging, regulatory misalignment, and missed advocacy opportunities, especially in high-stakes domains like financial stability, systemic risk, climate policy, and contingency planning. The Policy Positions Toolkit is the comprehensive professional development resource designed specifically for compliance leads, policy officers, and strategic advisors who must build, validate, and communicate authoritative Policy Positions with confidence. This toolkit equips you with the frameworks, templates, and diagnostic tools to standardise policy development across your organisation and ensure every position is evidence-based, strategically aligned, and ready for advocacy.
What You Receive
- 27 professionally designed templates in Microsoft Word and Excel: including Policy Position statements, stakeholder alignment matrices, regulatory impact summaries, and advocacy briefs, ready to customise and deploy across financial, environmental, and risk-related policy domains
- Comprehensive Policy Position development workflow (6-phase, 48-step): a repeatable process for moving from initial research to final approval and dissemination, ensuring consistency, traceability, and governance at every stage
- 350+ maturity assessment questions across 7 core domains: covering contingency planning, financial resolution frameworks, systemic risk management, distressed asset oversight, climate policy alignment, regulatory engagement, and internal coordination, each mapped to international standards (e.g. FSB Key Attributes, Basel III, TCFD, OECD Principles)
- Gap analysis and benchmarking matrix: compare your current policy capabilities against best-practice benchmarks and identify critical weaknesses in evidence gathering, cross-functional input, or regulatory alignment
- Policy Position scoring rubric (5-point scale): objectively evaluate the strength, clarity, and strategic coherence of any proposed position before escalation to leadership or regulators
- Role-based RACI templates for policy development: clarify responsibilities across legal, compliance, risk, sustainability, and executive teams to eliminate bottlenecks and ensure accountability
- Executive briefing and advocacy pack templates: pre-structured slide decks and one-pagers to present Policy Positions to boards, regulators, and external decision-makers with clarity and impact
- Instant digital download in ZIP format: all files are editable, easily customisable, and organised into a logical folder structure for immediate use
How This Helps You
The Policy Positions Toolkit transforms how your team develops and defends strategic policy stances. Instead of relying on ad hoc documents and fragmented inputs, you gain a standardised, auditable methodology that ensures every Policy Position is grounded in robust analysis, aligned with regulatory expectations, and endorsed through formal governance. You can rapidly draft positions on emerging issues, such as climate transition risks or financial institution resolution, while maintaining consistency with organisational strategy. Without this structure, you risk delayed responses, internal misalignment, or positions that fail to influence key stakeholders. Poorly documented or inconsistent advocacy may result in regulatory pushback, reputational damage, or lost influence in policy debates. With this toolkit, you strengthen your organisation’s voice in regulatory discussions, accelerate internal consensus, and build a defensible record of policy decisions that supports audits and governance reviews.
Who Is This For?
- Compliance Managers and Risk Officers: who need to shape policy responses that align with evolving regulatory requirements and internal risk appetite
- Policy Advisors and Government Relations Leads: responsible for crafting credible, data-backed positions to influence legislation and regulatory outcomes
- Chief Strategy Officers and Senior Executives: seeking a structured way to coordinate cross-functional policy input and ensure strategic coherence
- ESG and Sustainability Directors: developing formal positions on climate risk, energy transition, and environmental finance
- Legal and Regulatory Affairs Teams: looking to standardise how policy interpretations are documented and communicated across jurisdictions
- Consultants and Professional Advisors: who deliver policy development support to financial institutions, government agencies, or multilateral organisations
Purchasing the Policy Positions Toolkit isn't just an investment in templates, it's a strategic upgrade to your policy capability. You're equipping your team with a proven, standards-aligned system that ensures consistency, accelerates delivery, and strengthens your organisation’s credibility in high-pressure regulatory and advocacy environments. This is how leading institutions formalise their policy function and turn fragmented inputs into powerful, unified positions.