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User Group Follow-up (Mar 30, 2021) - Governance in Financial Services



Many thanks to everyone who came to our User Group meetup today (March 30, 2021) on the topic of Governance in Financial Services!

Special thanks to @Leigh Hasty‚, Senior Project Manager at Great Southern Bank, who shared their journey with governance, including answering some great questions around document storage and regular governance meetings. Thanks also to @Tracy Springer‚, Sr. Team Manager, Marketing Operations Process & Platforms at Charles Schwab, who walked us through the governance model they have in place. With so many users in a single instance, the level of structor rigor involved in governance is impressive!

As promised, attached is a PDF of the presentation, and you can watch the recording here.

Do you have any outstanding questions? Was there a tip that was especially helpful that you picked up in the session? Leave a comment below and we’ll keep the conversation going!

Thanks again. If you have any feedback (good or bad), please don’t hesitate to reach out. You can find the schedule for all upcoming User Groups on the Events page on Workfront One (one.workfront.com/events).


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2 Replies


Level 4

Here is a copy of our latest newsletter that I send to licensed users.


Level 4

And here is our latest governance charter document.