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04) Project Governance (COE)
The goal of project governance, and the creation of a COE is to establish, maintain and enforce enterprise standards across all projects. It's also in place to ensure that every project stays on track and conforms to the businesses ideal vision for the it.
A COE is essentially a body of individuals who manage the governance and operations for a Salesforce Org (or IT initiatives company wide). At a larger business you will likely have multiple COE's, but there will be two major types of COE's:
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Global COE - This is the enterprise wide COE that tries to maintain a vision for the entire business/suite of technology the business uses. This sets the baseline architecture, security, data standards, etc for all IT groups within a business
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Local COE - This is a COE local to your project. It ensures that all project teams working in your Salesforce Org (or tech stack) follow the same rules, and align to the businesses vision for what needs to be delivered to customers.
COE - Center of Excellence
ROAM - Resolve, Own, Accept, Mitigate. This is a risk management acronym/matric. When a risk is identified it is placed into one of those four categories by the COE.
RACI - Responsible, Accountable, Consulted, and Informed. This is a responsibilities matrix whose goal is to bring structure and clarity to the roles that each stakeholder plays in a project.
When sitting for the CTA Board you need to make a decision on who to add to your COE based on the criteria in your scenario. You SHOULD NOT just produce a generic COE structure. You need to link your COE actors back to requirements in the scenario.
Executive Sponsor - Responsible for getting executive support throughout the business, and making sure the projects goals are aligned to the goals of the business.
Steering Committee - Keep project goals, timeline, and budget in check. Also responsible for resolving any conflict between project teams.
Architect Review Board - Ensure all architecture domain standards/guides are in place and that all projects are adhering to those standards. It approves and denies any new architecture/development efforts.
Change Control Board - This group is the final group of decision makers as to whether or not a new initiative can take place. They make sure that new initiatives are following the rules and staying within budget.
QA Team - Ensures high quality testing and quality control standards are in place.
PMO (Project Management Office) - This group sets and maintains all project standards.
Compliance Team - This team ensures that all regional government mandated legalities/rules are upheld by the project team.
Security Team - This team ensures that projects abide by both the businesses and the local governments security standards for the data in their systems.
Release Management Team - This team ensures that all apps/projects follow the same release management cadence and have the right suite of tools in place to make releases as smooth as possible.
Translations Team - Team is in charge of ensuring any/all translation work required follows the same quality control guidelines.
Data Steward -
Data Custodian -