Best Practice Recommendations for Governance Meetings

Hi Catherine, I have been heading up the Governance Committee for our instance of WF here at WF for several years. Our main objective is to create and enforce rules/policy and to engage in cleanup projects. We generally meet about once a month and in that meeting, we agree to a couple of "cleanup projects" for the next month. I.E.- Request Queues, custom forms, templates, reports, etc. We will spend time talking about policy to make sure that the system doesn't get out of control again. For example, only a System Administrator can create a company-wide request queue. We will also discuss things like new access levels that are needed or new groups that me need to be created, etc. One thing that might help is to kickstart the new Usage Dashboard and bring that into your meetings in order to discuss overall health of the platform. You can find an article on how to kickstart that dashboard on the helpsite. Shawn Loutensock Workfront