sf-agent-framework/sf-core/checklists/governance-checklist.md

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

# Salesforce Governance Checklist

## Overview

This checklist establishes comprehensive governance practices for Salesforce
platform management and evolution.

## Governance Structure

### Organizational Framework

- [ ] Governance charter documented
- [ ] Steering committee established
- [ ] Executive sponsor assigned
- [ ] Governance board formed
- [ ] Meeting cadence defined
- [ ] Decision rights matrix created
- [ ] Escalation paths defined
- [ ] Roles and responsibilities documented
- [ ] Communication plan established
- [ ] Success metrics defined

### Governance Roles

- [ ] Platform owner designated
- [ ] Technical architect assigned
- [ ] Business architect identified
- [ ] Data steward appointed
- [ ] Security officer designated
- [ ] Release manager assigned
- [ ] Change advisory board formed
- [ ] Architecture review board created
- [ ] Center of Excellence established
- [ ] User advisory group formed

## Technical Governance

### Development Standards

- [ ] Coding standards documented
- [ ] Naming conventions defined
- [ ] Design patterns established
- [ ] Best practices documented
- [ ] Code review process mandatory
- [ ] Testing standards defined
- [ ] Documentation requirements set
- [ ] Version control enforced
- [ ] Branch strategy defined
- [ ] Merge procedures documented

### Architecture Governance

- [ ] Architecture principles defined
- [ ] Reference architecture maintained
- [ ] Integration patterns documented
- [ ] Data architecture standards set
- [ ] Security architecture defined
- [ ] Scalability guidelines created
- [ ] Performance standards established
- [ ] Technology roadmap maintained
- [ ] Architecture review process active
- [ ] Exception process defined

### Configuration Management

- [ ] Configuration standards defined
- [ ] Metadata management process
- [ ] Environment strategy documented
- [ ] Sandbox governance rules
- [ ] Production change control
- [ ] Configuration tracking enabled
- [ ] Declarative first principle
- [ ] Custom development justified
- [ ] Technical debt tracked
- [ ] Optimization schedule set

## Data Governance

### Data Management

- [ ] Data governance framework established
- [ ] Data quality standards defined
- [ ] Master data management strategy
- [ ] Data dictionary maintained
- [ ] Data classification completed
- [ ] Data retention policies set
- [ ] Archive strategy defined
- [ ] Data privacy rules enforced
- [ ] Data lineage documented
- [ ] Data quality metrics tracked

### Data Security

- [ ] Data access policies defined
- [ ] Field-level security standards
- [ ] Encryption requirements set
- [ ] PII handling procedures
- [ ] Data masking rules defined
- [ ] Sharing model governance
- [ ] External data access controlled
- [ ] Data loss prevention active
- [ ] Audit requirements defined
- [ ] Compliance verification process

### Data Quality

- [ ] Quality rules implemented
- [ ] Duplicate management active
- [ ] Validation rules standardized
- [ ] Data cleansing procedures
- [ ] Quality metrics monitored
- [ ] Data steward responsibilities
- [ ] Quality improvement process
- [ ] User training on quality
- [ ] Automated quality checks
- [ ] Quality dashboards active

## Security Governance

### Access Management

- [ ] Access control framework defined
- [ ] Role-based access implemented
- [ ] Principle of least privilege
- [ ] Regular access reviews
- [ ] Provisioning process defined
- [ ] De-provisioning automated
- [ ] Privileged access managed
- [ ] Emergency access procedures
- [ ] Access audit trails maintained
- [ ] Compliance reporting automated

### Security Standards

- [ ] Security policies documented
- [ ] Password policies enforced
- [ ] Multi-factor authentication required
- [ ] Session management configured
- [ ] IP restrictions implemented
- [ ] API security standards set
- [ ] Integration security defined
- [ ] Vulnerability management active
- [ ] Security training mandatory
- [ ] Incident response plan ready

## Change Management Governance

### Change Control Process

- [ ] Change request process defined
- [ ] Impact assessment required
- [ ] Change advisory board active
- [ ] Approval workflows configured
- [ ] Emergency change procedures
- [ ] Change calendar maintained
- [ ] Communication requirements set
- [ ] Rollback procedures defined
- [ ] Post-implementation reviews
- [ ] Change metrics tracked

### Release Management

- [ ] Release strategy defined
- [ ] Release calendar published
- [ ] Release criteria established
- [ ] Testing requirements set
- [ ] Deployment procedures documented
- [ ] Environment promotion rules
- [ ] Release notes required
- [ ] Stakeholder communication plan
- [ ] Go-live criteria defined
- [ ] Post-release monitoring active

## Business Process Governance

### Process Management

- [ ] Process ownership defined
- [ ] Process documentation required
- [ ] Process change control active
- [ ] Business rules documented
- [ ] Process metrics defined
- [ ] Continuous improvement active
- [ ] Process automation governed
- [ ] Exception handling defined
- [ ] Process training required
- [ ] Process compliance monitored

### Requirements Management

- [ ] Requirements process defined
- [ ] Business case required
- [ ] Prioritization framework active
- [ ] Requirements traceability maintained
- [ ] Change request process defined
- [ ] Sign-off procedures established
- [ ] Requirements repository maintained
- [ ] Impact analysis required
- [ ] Stakeholder approval needed
- [ ] Benefits tracking implemented

## Integration Governance

### Integration Standards

- [ ] Integration patterns defined
- [ ] API governance framework
- [ ] Data exchange standards set
- [ ] Security requirements defined
- [ ] Error handling standards
- [ ] Monitoring requirements set
- [ ] Performance standards defined
- [ ] Documentation required
- [ ] Testing standards established
- [ ] Version management active

### Third-Party Management

- [ ] Vendor governance process
- [ ] App evaluation criteria
- [ ] Security review required
- [ ] Contract management process
- [ ] Performance monitoring active
- [ ] License management tracked
- [ ] Renewal process defined
- [ ] Exit strategy required
- [ ] Data ownership clarified
- [ ] SLA management active

## Financial Governance

### License Management

- [ ] License inventory maintained
- [ ] Usage monitoring active
- [ ] Optimization reviews scheduled
- [ ] Cost allocation defined
- [ ] Chargeback model implemented
- [ ] License compliance tracked
- [ ] Renewal planning active
- [ ] Budget forecasting done
- [ ] Cost optimization ongoing
- [ ] ROI tracking implemented

### Investment Management

- [ ] Investment criteria defined
- [ ] Business case requirements
- [ ] ROI calculations required
- [ ] Approval thresholds set
- [ ] Benefits realization tracked
- [ ] Project portfolio managed
- [ ] Resource allocation governed
- [ ] Vendor spend tracked
- [ ] Innovation budget allocated
- [ ] Value delivery measured

## Compliance and Risk

### Compliance Management

- [ ] Regulatory requirements identified
- [ ] Compliance framework implemented
- [ ] Audit schedule maintained
- [ ] Control effectiveness tested
- [ ] Gap analysis performed
- [ ] Remediation tracked
- [ ] Compliance training required
- [ ] Documentation maintained
- [ ] Reporting automated
- [ ] Certification maintained

### Risk Management

- [ ] Risk framework defined
- [ ] Risk register maintained
- [ ] Risk assessments regular
- [ ] Mitigation plans active
- [ ] Risk monitoring ongoing
- [ ] Incident management ready
- [ ] Business continuity planned
- [ ] Disaster recovery tested
- [ ] Insurance coverage reviewed
- [ ] Risk reporting active

## Performance Governance

### Platform Performance

- [ ] Performance standards defined
- [ ] Monitoring implemented
- [ ] Baselines established
- [ ] Capacity planning active
- [ ] Optimization scheduled
- [ ] Performance testing required
- [ ] Degradation thresholds set
- [ ] Escalation procedures defined
- [ ] Root cause analysis done
- [ ] Improvement plans tracked

### User Experience

- [ ] UX standards defined
- [ ] Design system implemented
- [ ] Accessibility required
- [ ] Mobile standards set
- [ ] Performance targets defined
- [ ] Usability testing done
- [ ] Feedback mechanisms active
- [ ] Satisfaction measured
- [ ] Adoption tracked
- [ ] Continuous improvement active

## Knowledge Management

### Documentation Standards

- [ ] Documentation requirements defined
- [ ] Templates standardized
- [ ] Repository structure set
- [ ] Version control active
- [ ] Review cycles defined
- [ ] Approval process set
- [ ] Distribution controlled
- [ ] Retention policies active
- [ ] Search enabled
- [ ] Feedback incorporated

### Training and Enablement

- [ ] Training governance defined
- [ ] Curriculum standards set
- [ ] Certification paths defined
- [ ] Training metrics tracked
- [ ] Content governance active
- [ ] Quality assurance done
- [ ] Feedback loop active
- [ ] Continuous learning promoted
- [ ] Knowledge sharing encouraged
- [ ] Best practices captured

## Continuous Improvement

### Innovation Management

- [ ] Innovation process defined
- [ ] Idea submission enabled
- [ ] Evaluation criteria set
- [ ] POC governance active
- [ ] Innovation metrics tracked
- [ ] Success stories shared
- [ ] Failure lessons learned
- [ ] Technology radar maintained
- [ ] Partner ecosystem leveraged
- [ ] Future state visioning done

### Metrics and Reporting

- [ ] KPI framework defined
- [ ] Metrics collection automated
- [ ] Dashboards implemented
- [ ] Reporting cadence set
- [ ] Stakeholder reports defined
- [ ] Trend analysis done
- [ ] Benchmarking performed
- [ ] Action plans created
- [ ] Success celebrated
- [ ] Continuous monitoring active