01 / Agree what governance must achieve

Start with business outcomes: reliable information, appropriate access, easier collaboration, and a manageable information estate. Keep the first scope small enough to implement and review.

• Identify the business risks and collaboration needs.
• Choose a manageable set of sites or teams.
• Agree what evidence will show improvement.

02 / Make ownership explicit

A policy is hard to operate when no one knows who can make a decision. Name business owners and technical support roles, and make it clear how people request help or escalate an exception.

• Record a primary owner and a backup.
• Separate content decisions from platform administration.
• Provide a clear escalation route.

03 / Design a simple workspace lifecycle

Define how a workspace is requested, created, used, reviewed, and eventually closed. Use appropriate templates and naming conventions without making routine collaboration unnecessarily difficult.

• Capture purpose and ownership at creation.
• Set review points that match the business context.
• Agree closure and archiving steps with responsible stakeholders.

04 / Put controls into the workflow

Translate policy into repeatable checks, useful defaults, and clear guidance. Review access, sharing, and information handling with security and records specialists where those responsibilities apply.

• Use understandable guidance close to the task.
• Document and periodically review exceptions.
• Test the experience with actual site owners.

05 / Measure and improve

Governance needs feedback from the people using it. Review unresolved ownership, recurring support requests, and overdue decisions. Adjust the operating model when a rule creates friction without delivering a clear benefit.

• Hold a regular review with accountable owners.
• Track a small set of actionable measures.
• Publish changes and explain why they matter.