New Wrike Governance Template: Enabling Champions to Drive Adoption

Hello everyone!

My name is Miron, and I am a Wrike Solutions Architect. When I work with customers, I always make an effort to convey the need to think about what happens beyond the initial Wrike launch. During these conversations, I usually ask some of the following questions:

  • How will you provide support for end-users who have questions or issues?
  • Have you documented your process so you have a guide users can refer to?
  • Have you established, documented, and communicated your ‘rules of Wrike’?
  • What about naming conventions? Roles and Responsibilities?

I try to encourage my customers to think about these questions during the deployment process. But let’s be honest, while everyone agrees these are important aspects that need addressing, the reality is that they tend to be neglected. The short-term (go live quickly) trumps the longer term (drive adoption) … and this can create challenges down the road.

Going live with Wrike, or any other system for that matter, is a pre-requisite to success, but not a guarantee of one. In the long run, success and return on investment, depend upon adoption, which itself depends upon a positive user experience and a well-governed system.

We recently reached out to some of our customers and interviewed them at length, to try and better understand what their journey as Wrike champions had been. One of the common themes we heard, was about realizing how important governance was, but also about the challenges associated with implementing it, and the lack of insight into what ‘good governance’ looks like.

To address these concerns, we wanted to help customers and provide guidance and content to help them get started. Which is why I am happy to say that our team has just released a new template called Wrike Governance.

This template can be installed from within Wrike and will assist Wrike champions in managing and governing their Wrike account, including but not limited to, tasks such as account maintenance, new user onboarding and training, end-user support, and more. It includes the following features/capabilities:

  • ‘Start Here’ guidance with a comprehensive template user guide
  • End-user training and onboarding templates and plans
  • Maintenance tasks by period
  • Sample Knowledge Base, Rules of Wrike and FAQs
  • Useful links to key resources
  • Knowledge Base, Rules of Wrike, and FAQs template
  • Request Forms for end-user support
  • Suggestion box
  • User adoption/sentiment survey
  • Sample dashboards and reports

The Wrike Community team will be sharing a more detailed post on how to use this template shortly. It will give you a quick overview, but for detailed instructions, please refer to the user’s guide in the template itself. I hope you will find them all useful.

Please let us know what you think, and please post any questions you may have for me in this thread.

Miron Mizrahi Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Miron Mizrahi Wrike Team member Become a Wrike expert with Wrike Discover

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8 comments
Spot On Innovative Approach Stellar Advice

Loving this template so far - there are some typos and team names in the tasks, things that are organization-specific, but with some editing, it should be a great resource. 

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Spot On Innovative Approach Stellar Advice

Sarah Dungey thanks for the comment. Can you point me to the typos so we can fix them?

Miron Mizrahi Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Miron Mizrahi Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

Miron Mizrahi  there are a few tasks that mention someone named Owen (see task "Can we create request forms in Wrike for content briefs?" and "16. Where to get help")  -  these tasks also contain some more organization-specific information (as does "Do we need to upload images to Wrike?")

There are a few spacing/formatting and punctuation typos in these tasks: 

  • "How can I customize emails I receive from Wrike?"
  • "Wrike Training Articles" -- inconsistent use of bold font
  • "How do I stop getting notifications when I'm no longer assigned to a task?" space missing between words in body of the task
  • "06. Default Permissions" - spaces or / is missing between words in the table

And some spelling typos:

  • "Identify top performers and celebrate" -- "behaviour" is a regional spelling that shows as a typo for users in the US.
  • "101: Welcom to Wrike" - the task title is misspelled
  • "303: Transperency & Permissions" - the task title is misspelled
  • "How do I create a request form to work off my Blueprint?" - the word "existing" is misspelled in the body of the task
  • "What do I do if I can't see the custom field I want?" - the word "existing" is misspelled in the body of the task

 

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Spot On Innovative Approach Stellar Advice

Miron Mizrahi This is a great addition to your library. I recently started a Governance space & practice to manage the way we are using Wrike. I'll review in details and will share any feedback. Thanks :) 

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Spot On Innovative Approach Stellar Advice

Such a great template - wish we'd had it at our beginning!  Your point about adoption being critical to long term success is spot on!!  It's great to go live - but the heart of it is ensuring your team is able to succeed (good adoption) is by far way more important!

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Spot On Innovative Approach Stellar Advice

Sarah Dungey thanks for the detailed list. Fixing is now in progress.

Miron Mizrahi Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Miron Mizrahi Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

Haven't had a look yet but great initiative! Thanks!

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Spot On Innovative Approach Stellar Advice

Thank you Alexandre BRUN 🙂 We've also posted a detailed article on what this template has to offer, you can check it out here 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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