[Workfront AMA] Ask Me ANYTHING about Workfront Governance | Community
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jon_chen
Community Manager
January 8, 2025

[Workfront AMA] Ask Me ANYTHING about Workfront Governance

  • January 8, 2025
  • 14 replies
  • 11611 views

This event has concluded, thanks for attending!

 

We are back with our re-branded Ask Me Anything (AMA) series, formerly known as Community Coffee Breaks! To kick off 2025, Cynthia Boon and Nichole Vargas of the Customer Success team will be hosting a 1-hour AMA on establishing a Governance model for Workfront. Keep in mind this is a text-only event, there is no link/video to join! Just post your question as a reply to the thread and it will be answered during the 1-hour “event”.  

 

So, what is Governance? 

Governance refers to the processes, policies, and controls put in place to ensure that the Workfront (or any other application) is used effectively, consistently, and in alignment with your organization's strategic objectives. By pulling together resources from cross-functional teams to form a governance committee, you can provide leadership, best practices, and structure for system settings, support, and training to drive enterprise-level work. 

 

Why do we need Governance? 

Most organizations have various teams and groups using Workfront, so without structure and standards in place, data integrity, security and compliance, and overall alignment has an increased risk of being compromised.  Creating an organizational structure around Governance specific to your organization provides a mechanism to understand and establish standards across a set group of teams, while providing a forum for feedback, evolution, and collaboration.

 

Not sure where to start? We’ve included some sample questions to get you started.  

  • What is the purpose of a Governance model? 
  • What are the benefits of implementing a Governance practice? 
  • What are the steps to build a Governance practice? 
  • Who should be included in this effort? 
  • What are the roles and responsibilities of the Governance team? 

 

Here are some recent Governance resources to get you thinking about the topic prior to the event: 

Also, check out the list of current Blueprints to see ready-to-use dashboards that provide reports to review system usage, configuration, and workflows to help you build your Governance practice. 

 

 

 

GUIDLINES AND REQUIREMENTS TO PARTICIPATE 

Please note that this text-only AMA takes place as a discussion post on the Workfront Community. If you are unable to make this live event, you can always publish your question in the thread now! Please be sure to REFRESH the page frequently so you don't miss responses from our PMs or new questions/comments. If you are unable to attend, you can always post your question or comment in advance. 

 

Your post in the dedicated thread must be: 

  • Related to implementing a Workfront Governance practice. 
  • To post a question or comment, you must be signed into the Workfront Community during the 1-hour period, on February 12, 2025, between 8am – 9am PST. You do not need to login if you aren’t submitting a question or comment. 
  • For maximum visibility, please tag our experts in any of your posts on the dedicated thread by following the format “@username.” 

 

If you are unable to attend, you can always post your question or comment in advance. 

 

**All AMAs are TEXT-ONLY, meaning there is no webinar, video call, or recording. All questions and answers will occur on this thread. 

 

This event has concluded, thanks for attending!

14 replies

jon_chen
jon_chenAuthor
Community Manager
February 12, 2025

The event is now OVER. Thanks so much for the meaningful discussion and stay tuned for our future events and AMAs on the Experience League Events page

New Participant
February 12, 2025

Do you align your governance strategy and/or documentation with your system admin or other group admins? If so, what are best practices?

Employee
February 12, 2025

Great question @trakill! Yes, you should absolutely align your governance strategy and documentation with both System Admins and Group Admins, as that is crucial for ensuring consistency, smooth operation, and effective use of Workfront across the organization. Workfront has various layers of user roles and permissions, and establishing clear governance guidelines will help prevent misalignment, errors, and inefficiencies. Here are a few best practices to help frame the initial conversation: 

  • Define Roles & Permissions: Clarify roles and responsibilities for system and group admins. Sample job descriptions can be found in the post, Event Follow-Up: Making the Case for Group Admins 
  • Centralize Documentation: Maintain a single, up-to-date hub for governance policies and workflows.
  • Change Management Process: Implement a formal process for documenting and communicating changes. 
  • Ensure Consistency: Standardize naming conventions, templates, and workflows across teams and departments. 
  • Training & Support: Provide initial training and ongoing support for governance practices.
  • Reporting & Monitoring: Regularly review system usage and compliance with governance policies.
  • Regular Reviews & Feedback: Schedule periodic reviews and incorporate feedback for continuous improvement.

 

Lyndsy-Denk
New Participant
February 12, 2025

Completely agree. Additionally, we have related systems to Workfront (our DAM), so it's essential that Workfront system administration coordinate with that admin, too. Lucky for me, I am also the admin for our DAM.

New Participant
February 12, 2025

Hi! Are there any live sessions with Adobe team where we can ask specific in-depth questions pertaining to our projects?

CynthiaBoon
Employee
February 12, 2025

Hello!  If you'd like to chat with me and Nichole, along with other fabulous customers (like are Community Advisors!), I'd recommend that you start with our Workfront events.  We offer around 9 events per month, with a couple of them dedicated to open crowdsourcing questions.  Those are our "Connect" events, so we could chat through questions, and then everyone could offer advice.  Here's the link to the upcoming sessions this month, and we'll be adding the March events by the end of this week. https://experienceleague.adobe.com/events/?lang=en 

Lyndsy-Denk
New Participant
February 12, 2025

I echo this recommendation. I've learned so much more and faster through these events because the community is so engaged, encouraging, and creative.

New Participant
February 12, 2025

A new question: As a group admin I will this year look more into training new team members and stakeholders of our team, that are not heavy Workfront users. The system has been rolled out for the entire team 2 years ago, but the previous group admin left short after those initial trainings causing some knowledge gaps for the current team. I would love to track adoption and I know that there is the Workfront Usage Dashboard in the blueprints, but what I am missing is not only a login report by record count and an assignment report, but actually would love to track the utilization of Workfront. What did the users do by user group/job role. Is there any recommendation?
Also for surveys after Workfront trainings where did you track answers? Via an integration with Workfront or within Workfront through e.g. request queue?

Thank you for your responses and thoughts in advance!

KIMBERLYREA
New Participant
February 12, 2025

I do this several ways: 

 

1. logins

2. An audit report

3. A proofing audit report

 

Audit report is a Note report. I have prompts on all different areas of filter like access level, group, home team, portfolio, program, and most importantly entry date to pull the date range down. 

(the owner of the action would be in that red box but I had to hide for data privacy) 

 

I have the same style of report for digital proofing comments to see how engaged they are with proofing. 

 

 

jon_chen
jon_chenAuthor
Community Manager
February 12, 2025

The event has now started! Our experts @nicholevargas and @cynthiaboon are in the thread and will be answering your questions for the next hour.

s-strategy
New Participant
February 12, 2025

Do you have an example of a Governance plan/document being used within Workfront. My team is looking to put our process and everything else withing that document within the system. Instead of using Word or Excel I was thinking to just track it all within WF. Any suggestions? 

Employee
February 12, 2025

@s-strategy You can create a project in Workfront to capture all governance-related tasks, but I'm not sure I'd recommend moving away from a Word or Excel doc for your strategy and documentation. You can easily attach those to the project via the Documents area so they will still be readily available whenever you need to reference them. 

One customer shared her stripped down governance docs on the Community forum if you want to those as a starting point. Here is that thread: https://experienceleaguecommunities.adobe.com/t5/workfront-questions/does-anyone-have-an-example-of-a-governance-document-for/m-p/613270#M55528 

There is also a fabulous Governance and Center of Excellence Expert Insights interview (15-minute) published with tips, best practices, and recommendations for getting started that you may want to consider watching! 

New Participant
February 12, 2025

A new question: We have just rolled out WF in our department. As a Group Admin I am finding that team's are being modified by someone other than a Group Admin, custom form fields are being deleted and just recently a user deleted several reports used by multiple departments. We've tried to keep a small circle of people who can update/manage these objects. The worst part is I can't tell who is deleting or modifying these objects.  Are there any suggestions on how to better manage this moving forward?

New Participant
February 12, 2025

Not sure if it would show but did you look in the recycle bin to see if anything is there?  Then you'd know at least who was deleting things?

 

New Participant
February 12, 2025

Thanks. I did look there and the recycle bin doesn't appear to show when fields or reports are deleted. I didn't see anything out there either regarding deletion of team members. I checked with my System Admin too and he said there wouldn't be a way to research these types of issues which is kind of sad. 

New Participant
February 11, 2025

Is there any plan to add an undo feature on a timeline? Something to keep track of your changes and that it won't effect the entire timelines and dates? 

KIMBERLYREA
New Participant
February 12, 2025

I'm almost positive this exists already. You can a change your plan mode on projects to autosave or manual save. With manual you can see all the changes you are making and the impacts and undo what you need to and it only shows for you until you hit save.  This is on a user by user specific setting at the project level. 

 

 

New Participant
February 12, 2025

Right! But I mean more for an individual change made. Otherwise, you have to remember to switch modes each time you make a change. Or there should be a history that says date changed from x date to x date 

New Participant
January 31, 2025

Hellow, is there any easy way to notify an user that did not login in the WF Production instance for the last 180 days?

KellieGardner
New Participant
January 31, 2025

@enrikestorolli - Since this thread is related to Governance, I would suggest asking this in it's own thread so it can get an answer.

New Participant
January 30, 2025

Similar to Monty_A, we are looking for a comprehensive guide to developing a governance model that is tailored to our specific circumstances. Would love any best practices for multi-national corporations.

CynthiaBoon
Employee
February 12, 2025

Totally understand! I came from a global financial services company, so we had a lot of differing needs and approaches.  I provided this link to Monty as well.  When we held this event, I shared some of my challenges, but also how I approached it, and included some examples slides as a checklist.  For me, the biggest challenge was navigating the people aspect, so meeting frequently at first, and truly defining roles (and goals) was key.  Here's the link to that session, but the slide deck might help give you some ideas.

https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/event-follow-up-learn-making-the-case-for-group-admins/td-p/732342