sf-agent-framework/sf-core/tasks/governance-framework.md

AI Agent Orchestration Framework for Salesforce Development - Two-phase architecture with 70% context reduction

# Governance Framework

## Purpose

Establish comprehensive governance framework for Salesforce platform management,
ensuring consistent standards, controlled changes, and aligned business value
delivery.

## Instructions

1. **Framework Foundation**
   - Define governance vision and principles
   - Establish governance charter
   - Create organizational structure
   - Define decision rights
   - Develop escalation procedures

2. **Standards and Guidelines**
   - Create development standards
   - Define naming conventions
   - Establish coding guidelines
   - Document best practices
   - Design review processes

3. **Change Management Process**
   - Design change request workflow
   - Define approval hierarchies
   - Create impact assessment process
   - Establish CAB procedures
   - Document emergency changes

4. **Architecture Governance**
   - Define architecture principles
   - Create design patterns library
   - Establish review gates
   - Document decision criteria
   - Maintain architecture roadmap

5. **Platform Management**
   - Define org strategy (single vs multi)
   - Create sandbox management process
   - Establish release procedures
   - Design environment strategy
   - Plan capacity management

6. **Compliance and Risk**
   - Identify compliance requirements
   - Create risk assessment framework
   - Define security policies
   - Establish audit procedures
   - Design monitoring approach

## Input Requirements

- Business objectives
- Organizational structure
- Current platform state
- Compliance requirements
- Risk tolerance
- Resource availability

## Output Format

- Governance Framework Documentation:
  - Governance charter
  - Organizational model
  - Standards library
  - Process documentation
  - RACI matrices
  - Policy documents
  - Template library

## Governance Bodies

- **Steering Committee**: Strategic direction
- **Architecture Board**: Technical standards
- **Change Advisory Board**: Release control
- **Security Committee**: Risk management
- **User Advisory Group**: Business alignment

## Key Processes

- Change request management
- Architecture review
- Standards enforcement
- Exception handling
- Innovation pipeline
- Value measurement

## Best Practices

- Start with executive support
- Keep governance lightweight
- Focus on value enablement
- Automate where possible
- Measure effectiveness
- Evolve with maturity
- Communicate transparently