[Use Cases] Wrike Governance 🗄

Hi everyone 🙌

You may have already seen that our team recently launched a new Use Case template - Wrike Governance 🥳

Today, we’d like to take a deeper dive into what this template has to offer for admins, champions, and anyone else on your team.

  • Use Case: Wrike Governance.
  • Can be used by: Any team.
  • How to launch: From the space creation dialogue.
  • Functionality used: Folders, tasks, a project, request forms, reports, a dashboard, and custom fields.
  • What’s inside: A getting started folder, a knowledge base, an onboarding folder, a folder for champions, user surveys reports, and more. 
  • Additional resources: 

- What You Need to Know About Governance, Risk & Compliance on the Wrike blog.
- The Definitive Guide to Operational Excellence on the Wrike blog.

Wrike Governance 

Now we know the basics of the Governance template, let’s look at the specifics! 

First things first - we need to take a look at how to use this template. There’s a folder called “Start here!” that is dedicated to just that - it helps you to get started with Wrike Governance. In that folder, you’ll find a guide on how to use the template as well as tasks that serve as a checklist for how to implement a successful account governance process. 

These important steps include building your champions team, establishing naming conventions, governing permissions and access roles, and more. Account owners, admins, and/or champions can use this folder as a starting point and add to or edit the folder’s content. Each task contains a description or a guide to get you started.

The next folder, “Wrike Knowledge Base”, is there to store frequently asked questions and the answers to them. Share this folder with your team and keep it updated so that your colleagues can easily find solutions without having to ask for help.

“Wrike On-boarding” contains subfolders for:

  • Useful links - quick access to helpful resources like the Help Center, Wrike Community, video tutorials, etc.
  • Wrike Online Tutorials (organized by role) - here, you’ll find links to Wrike Discover courses grouped by different roles.
  • New User Training Plans - this subfolder can be populated by submitting a request form that creates a task every time someone on the team (usually a new team member) needs training.

The next folder, “Wrike User Support and Engagement”, is there to help you assist users. There are three subfolders here for service requests, suggestions, and user surveys. Like New User Training Plans, they are populated by submitting pre-made requests in Wrike.

These resources are a great way for you to make sure users get help when they need it, as well as monitor user feedback and make changes to your processes when necessary. 

The “Wrike Maintenance” folder is essentially a set of useful checklists for account owners and admins. It provides a framework to ensure your Wrike account continues to help you keep everything under control - while you’re busy doing the best work of your life!

You can store and update your meeting notes and monitor user suggestions in the “Plans Backlog” subfolder of the next folder in this template - “Wrike Champions”. 

We’ve already covered how to use Wrike for keeping meeting notes organized, and hope that this post will guide you on best practices if you aren’t using Wrike for meeting notes yet.

Last but not least, in the “zTemplates” folder you will find a template for a knowledge base, as well as a ready-to-use Wrike End User Training project that you can duplicate for any new hire. 

Apart from the folder structure that we’ve just discussed, this Use Case template also comes with a tool section where you can find handy reports and a Service Request dashboard. There are also three request forms that populate the template’s folders: 

  • New User Training
  • New Wrike Service Request
  • Wrike User Survey



How do you govern your Wrike Account? Do you already have an established process? Please share below and let us know if you’d like to give this template a try 👇

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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26 comentários
Spot On Innovative Approach Stellar Advice

Getting started with a Center of Excellence like this now - it's going to be really useful, and there are a lot of great ideas in here. 

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Spot On Innovative Approach Stellar Advice

This template is being release just in time, since I'm currently building the governance practice for our team. 
I had the time to explore. It's very well done -  good content, structure and guidelines.

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Spot On Innovative Approach Stellar Advice

This isn't something we will jump into either way but as we re-evaluate governance processes, this could be very helpful.

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Spot On Innovative Approach Stellar Advice

We haven't built a great process on Wrike Training & Governance. It is on the list of projects as this will be a great help! Currently each team manager on Wrike is responsible for their employees however I keep the owner permissions.

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Spot On Innovative Approach Stellar Advice

Thank you for your comments, everyone 🤗

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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Spot On Innovative Approach Stellar Advice

This is great timing. My Wrike CSM and I have been discussing a Champions network. Plus as our platform is expanding to other groups and we have not established a good governance process, this can be a good guide for our next steps. Thanks for sharing!

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Spot On Innovative Approach Stellar Advice

Nice reminder of a lot of things you should remember when starting.

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Spot On Innovative Approach Stellar Advice

Wish this template had been around when we started back in 2018 - but essentially, most of what is covered here is what we've adopted along our journey.

Knowledge base and FAQs being one of the first things we prioritized, as we wanted a place for all our users to be able to access training materials, best practices and tips.  This also made it really easy to support our teams, as we would just send the permalink to the FAQ when support questions came up.

Since then, we've also established a governance team - where we showcase internal "wins", new process adoptions, etc. and chat through features and platforms needs as they arise.  This is tracked in our BT Governance Space - which partly servers to document the governance meetings, but also to keep record of what we are talking to our CSM about as well. 

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Spot On Innovative Approach Stellar Advice

Thanks so much for sharing your use cases here and how you manage your account's governance! 

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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Spot On Innovative Approach Stellar Advice

This is great! We've built something like this from scratch but it's in bits and pieces and spread all over the place. This template will be useful to fill in the missing pieces and help keep things organized. Thank you!

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Spot On Innovative Approach Stellar Advice

This is amazing, it inspires me to do something similar with other softwares we are managing.  !

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Spot On Innovative Approach Stellar Advice

Should I see anything in the Descriptions in tasks in the 00. Start Here! folder?  They are all empty, including the "00. Start Here!"

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Spot On Innovative Approach Stellar Advice

Hi Lena, I think you have to wait for it to populate.   I Had the same reaction, but minutes after, everything was there...

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Spot On Innovative Approach Stellar Advice

This will be really helpful as we move into preparing our governance practices for Wrike. Couldn't have been timed any better!

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Spot On Innovative Approach Stellar Advice

Hi Eric.  Thanks for the tip, but nothing has appeared after several hours.  I'll try again tomorrow and, if nothing shows, I'll contact support.

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Spot On Innovative Approach Stellar Advice

Looks great - this is one area we realised too late we needed to give attention to before everyone changing Wrike to their settings grew into a snowball we couldn't stop! 

We're also implementing a new accounts program this month - I'm going to see if this template works for the new program too

thanks

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Spot On Innovative Approach Stellar Advice

Brilliant, Wrike team! - You are publishing this template precisely in the week that I was starting to draft the governance of my account. Thank you 🖖

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Spot On Innovative Approach Stellar Advice

I'm so happy to hear that not only do you find this template useful, but its release is also great timing for some of you here 🤗

Eric Absolutely, I hope it helps with other solutions too!

Lena Please let me know if the descriptions populate now; I'll be happy to raise a ticket for you if they don't for some reason 👍

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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Spot On Innovative Approach Stellar Advice

This looks like a great use case template! Our team already has a SME and Governance group set up. We use this space for new user requests, Wrike feedback/updates desired, governance approvals for changes to spaces and request forms, and we recently launched our new user training space too! I think we cover nearly everything here except the knowledge base, which we house on our intranet site. 

I hope this helps a lot of other accounts out! This is a must have resource for any large teams/companies using Wrike!

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Spot On Innovative Approach Stellar Advice

Lisa.  Thanks for the offer.  I deleted the existing two Wrike Governance spaces I created yesterday, created a new one and the tasks are still not populated.

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Spot On Innovative Approach Stellar Advice

Thanks a lot for sharing how you're doing this in your account Devree Czupinski 🙌

Lena I can see that my colleagues have reached out to you about this, I hope this is resolved soon! 

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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Spot On Innovative Approach Stellar Advice

Hi Lisa.  I was able to determine the issue.  Our account settings do now allow for attachments of any kind.  When I turned on all of the attachment options and recreated the Space, the descriptions and attachments appeared!  Eric was correct that it took a few moments for the descriptions to appear, but they popped in quickly. 

I will save local copies of the PDFs and will then turn off the document storage features.  We cannot store documents in Wrike to satisfy my company's CIS policy.

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Spot On Innovative Approach Stellar Advice

Oh, I see Lena! I'm glad to hear you've figured this out! 

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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Spot On Innovative Approach Stellar Advice

Helpful guide!

Appreciate this if other Teams or our own need some guidance.

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Spot On Innovative Approach Stellar Advice

This would have been great to have when we first started. We have most of this under our "Knowledge Base", which I see is a subsection in the template. Great idea!

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Spot On Innovative Approach Stellar Advice

Thanks folks 🙌

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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