Building a UX governance framework an internal team can own independently
How I scoped and delivered a complete UX governance policy and part of its operational toolkit for a major energy sector organisation, in 18 days across 6 months.
Un cadre en deux temps : la stratégie d'abord, les fondations ensuite
Construire ce qui manquait : un cadre régalien UX, au même niveau que l'architecture, la sécurité, les données et l'agilité.
Ingredients
- The UX Policy (10 founding principles and their application)
- The UX Governance and its RACI (responsibility assignment matrix) (who decides what at each milestone)
- The S/M/L project sizing model (a scoring grid to estimate the UX workload of a project)
- 6 UX competency levels (mastery pathway by role, from N0 awareness to N3 expertise)
- A performance indicator structure
- The 24-month activation roadmap in 5 milestones
- The ExCom slide deck
- The UX workflow map by project lifecycle phase (scoping, exploration, definition, design and prototyping, testing and delivery, release)
- The transverse roadmap of 60+ UX deliverables
- The UX workload estimation tool (S/M/L scoring matrix configured per value chain)
20 designers, 7 value chains, no shared framework
The organisation is a major energy sector player, undergoing an agile transformation. The transformation is structured around 7 business value chains covering production, commercial operations, tertiary services and shared support functions.
The IT Department relies on shared enterprise frameworks covering architecture, security, data and CSR. These frameworks clarify responsibilities and align practices across business and technical teams. UX had no equivalent.
On the ground: 20 designers were working across value chains with no shared standards, no governance framework, and no visibility on project-level UX investment. Practices varied across teams. Conversations between designers and business leads happened without a common framework for estimating workload or prioritising effort.
The brief was one sentence: "Build us a complete UX governance framework, one we can defend to the Executive Committee and roll out across all 7 value chains."
The Head of the UX Centre and her team had already mapped UX maturity across value chains and aligned their UX process with the agile process. That internal material was an invaluable starting point. The mission was not to start from scratch, but to structure, formalise and operationalise what had already been started internally.
The real challenge went beyond producing deliverables. The framework had to be solid enough for the Head of the UX Centre to present it to the Executive Committee, and to sustain it across 7 value chains over 24 months.
Three tensions to resolve under a tight timeline
Building a complete UX governance framework in 16 working days, inside an organisation undergoing full agile transformation, with a non-negotiable executive target.
Building a UX governance framework inside a large organisation in transformation means balancing three requirements that pull in different directions.
A comprehensive framework under a tight deadline
The framework had to cover Policy, Governance, RACI (responsibility assignment matrix), Project sizing, Competencies, KPIs and Roadmap, all packaged for an Executive Committee presentation. This type of deliverable typically takes several months.
Here: 8 days for Phase 1.
A framework designed to work within existing structures, not alongside them
The IT Department already worked with an Agile Centre and several enterprise frameworks. The UX Policy had to align with them (synchronising product vision with agile work cycles, shared milestones, common reference points).
An additional governance layer would have been rejected by the teams.
A framework the internal team had to be able to own
The Executive Committee presentation was not mine to give. It was the Head of the UX Centre's. She had to own the framework well enough to defend it, answer questions, and sustain it after I left.
Handover was a requirement from day one, not a final deliverable.
Four dimensions, four interlocking moves
I led this mission in partnership with the Head of the UX Centre. She owned the approach with her sponsors: the Transformation Lead within the IT Department and the Executive Committee. At each key stage, we aligned before moving forward: the initial scoping, the intermediate proposals, the simplified version, the enriched version, and the final version presented to the Executive Committee.
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Read what exists before writing anything
The internal team had already produced a significant body of work. I started by reading it: a UX maturity map by value chain, a mapping of the UX process onto the agile process, and the IT Department's strategic documents. From there, I identified what was missing and set up the collaborative workspaces for what came next.
Output: Context notes, identified anchor points, areas to formalise flagged. -
Building the framework, collaboratively
Depending on the deliverable, we worked in three different ways.
- The UX Policy and Governance were co-written with the Head of the UX Centre.
- The 24-month roadmap and competency levels were structured by me, then filled in during workshops with the Head of the UX Centre and the two UX leads, who brought ground-level knowledge.
- The project sizing model and estimation tool were built from a workshop where I collected the categories and time estimates already in use internally, then built the tool on my own, with a review by the three people involved.
Output: Policy and Governance co-written. Roadmap and competencies co-built. Estimation tool built independently on a collective basis, validated by review. -
Facilitating workshops so the framework was built together
I facilitated a series of workshops throughout both phases. Two were particularly defining: the hypothesis-testing workshop on day three of Phase 1, and the co-construction workshops for the roadmap and estimation tool in Phase 2.
Output: Framework co-built, actions prioritised by the people who would own them, functions aligned on the same vision. -
Handing over so the framework could live without me
Together, we shaped the written and visual storytelling structure for the Executive Committee presentation.
- The Executive Committee presentation was not mine to give. It was the Head of the UX Centre's.
- In Phase 2, I ran a demo of the workload estimation tool for all 20 designers to support day-to-day adoption.
Output: ExCom slide deck owned and delivered by the Head of the UX Centre. Workload estimation tool in active use by the team after the mission ended.
Strategy first, foundations next
A two-stage logic: validate the vision at the highest level before investing in operational foundations.
Strategy
October to December 2025
8 working days
Building and getting the strategic framework validated. The bet: if the Executive Committee does not approve the vision, the operational foundations are meaningless.
Deliverables
- UX Policy
- Governance and RACI
- S/M/L project sizing model
- 6 competency levels (from level 0 awareness to level 3 expertise)
- Performance indicators
- 24-month activation roadmap in 5 milestones (diagnostic at 3 months, sponsor training at 6 months, pilot projects at 12 months, maturity growth at 18 months, full rollout at 24 months)
- ExCom slide deck
Building the foundations
January to March 2026
8 working days
Once the vision was validated, equip the practice for implementation. Three deliverables, two production modes.
Co-built in workshops with the two UX leads
- The UX workflow map by project lifecycle phase
- The transverse roadmap of 60+ UX deliverables
Built independently after collective input, with review
- The UX workload estimation tool (S/M/L scoring matrix configured per value chain, with 3 modulating factors: UX maturity, stakeholder involvement, tool maturity)
Three tools, three distinct uses
Each tool has its audience, its scope and its lifespan.
The UX Policy and Governance
The full framework: 10 founding principles, reference responsibility matrix, defined roles (Enterprise UX Lead, Centre of Expertise Lead, Executive Committee Sponsor, Value Chain UX Liaison, Operational UX Expert).
The 24-month activation roadmap
For each milestone, the roadmap specifies objectives, stakeholders, deliverables, expected outcomes and indicators.
The roadmap plans for a 2-year rollout, but must be revised every 12 to 18 months to stay aligned with current priorities and the maturity level reached by the teams.
The UX workload estimation tool
A tool integrated into the team's daily practices. A matrix that sizes each project phase as S/M/L (Scoping, Exploration, Definition, Design, Testing, Release).
For each phase, the tool derives the UX resources needed, minimum deliverables and key risk areas. Configured per value chain with 3 modulating factors.
What the people who made this project with me say
Testimonials coming soon, collected from the people involved in the mission.
What I would do differently
Securing a Phase 3 budget from the start
The 24-month activation roadmap is currently pending budget approval. This dependency was identifiable from the initial scoping: a well-built governance framework remains on paper if the deployment budget is not secured in parallel.
If I were running this type of mission again, I would include a "budget securing" component from Phase 1 (headcount estimation, economic analysis, phasing scenarios). It would be presented to the Executive Committee alongside the framework, rather than as a separate deliverable after approval.
Coupling with a concrete pilot project from Phase 1
The framework was approved by the Executive Committee on the strength of its coherence and quality, but without a real-world demonstration. A pilot project chosen from day one, instrumented with the estimation tool and sized with the S/M/L grid, would have allowed us to present to the Executive Committee not just "here is a solid framework" but also "here is how it works on a real case, with these measurable results."
Such a pilot would likely have also supported the Phase 3 budget decision.
Co-building an operational handover kit
The handover focused on the content of the framework (Policy, Governance, tools). But owning a UX governance framework day-to-day also means being able to respond to situations that were not anticipated: objections from business leads, requests for exceptions, ROI questions, requests to simplify.
With more budget (the mission did not cover this), I would have co-built an operational handover kit:
- Ready-to-use talking points and FAQ for common objections
- Communication templates adapted to different audiences
- Ready-to-use activation calendar for the first 6 months
- Progress tracking dashboard
This kit would have secured operational ownership at 12 and 18 months, beyond the Executive Committee presentation alone.
Mission carried out for a major energy sector organisation (large company undergoing agile transformation structured around 7 business value chains), commissioned by the Head of the UX Centre, with final approval from the Executive Committee.
Contributors:
- The Head of the UX Centre, co-writing partner for the Policy and Governance, and presenter of the Executive Committee submission.
- The two UX leads, partners in the co-construction workshops for the workflow map and transverse roadmap, and reviewers of the workload estimation tool.
- The transformation team within the IT Department, who supported the approach internally.
- The agile team (Agile Centre), for the alignment between the UX Policy and agile practice (vision/sprint synchronisation, shared milestones, common reference points).
- The design team as a whole (20 designers across 7 value chains), who attended the final demo of the estimation tool to support day-to-day adoption.
Reference framework: UX Policy embedded in the IT Department's master plan, coordinated with the other enterprise frameworks (architecture, security, data, CSR).
Interested?
Do you need a UX governance framework approved by your executive committee? Do you want to give your design team a workload estimation tool they can use every day? Are you structuring UX practice inside a large organisation undergoing agile transformation?
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