Governance in Wrike means having a clear, repeatable process for how the account is maintained, how changes get made, and who is responsible for keeping it all working.
Here is one governance practice in detail. During the phase where teams are building habits, learning the system, and identifying what additional support they need, hold a weekly or biweekly Wrike Governance meeting with all project managers and interested team leads.
The agenda should have a set of standing sections, which could include completed changes, changes currently in progress, new change requests, Wrike platform updates, and any other Wrike-related topics that need group discussion.
Any request for a Wrike change at the account level, new workflows, configuration changes, or new organisation-wide processes goes through this group before anything is implemented.
Have a change request checklist and a change request form. When filled out, it creates a project item and triggers a blueprint item.
The checklist stages: ask first whether this could be met by a field or function already in use, and check the automations list. Then file the change request. Consider the implications for user training, communications, any retroactive field updates needed, request form impacts, reporting impacts, permissions, and architecture. Review with the governance team and decide whether it is needed. Determine whether a warning to staff is necessary. Finally, update project documentation and close out the change request.
You do not need a weekly meeting to have governance. For smaller organisations, governance can be as simple as one designated admin who reviews any proposed account-level change before it is made, and a quarterly review of what can be cleaned up. The structure can match the size of the organisation.