Energy sector · UX Governance Framework · 2025-2026

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.

Le système, vu d'en haut

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.

STRATEGIC OPERATIONAL UX Policy 10 founding principles Defined roles Governance & RACI Who decides what at each milestone S/M/L Sizing UX workload scoring per project ExCom approved Phase 1 feeds into Competencies 6 levels N0 → N3 per role · Enterprise UX Lead · Centre of Expertise Lead · UX Master · UX Expert 24-month Roadmap 5 activation milestones · M+3 Diagnostic · M+6 Sponsor training · M+12/18/24 Rollout Estimation tool S/M/L matrix per value chain feedback from the field Performance indicators structure + progress tracking
Project overview

Ingredients

Project
UX Governance Framework (full structuring of a UX practice at enterprise scale)
Client
Major energy sector organisation (large company undergoing agile transformation)
Context
Agile transformation structured around 7 business value chains, with no shared UX governance framework
Scope
20 UX designers, 7 business value chains (production, commercial, tertiary, shared services)
My role
UX Strategy & Design Operations Manager, external consultant
Sponsor
Head of the UX Centre (who commissioned the project and worked as my partner throughout), with the support of the Transformation Lead within the IT Department and the Executive Committee.
Duration
18 days across 6 months (October 2025 to March 2026), structured in 2 main phases of 8 days each
Reference framework
UX Policy embedded in the IT Department's master plan, coordinated with the other enterprise frameworks (architecture, security, data, CSR) and the Agile Centre
Phase 1 deliverables
  • 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
Phase 2 deliverables
  • 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)
Outcomes
Framework approved by the Executive Committee at the end of Phase 1 · Internal team fully autonomous in presenting and owning the model · Estimation tool in active use to anticipate UX workload and structure conversations with value chain leads · 24-month activation roadmap across 7 value chains pending budget approval
Context

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.

The challenge

Three tensions to resolve under a tight timeline

Building a UX governance framework inside a large organisation in transformation means balancing three requirements that pull in different directions.

Challenge 1

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.

Challenge 2

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.

Challenge 3

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.

My role and approach

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.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
The sequence

Strategy first, foundations next

Phase 1

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
Outcome: Framework approved by the Executive Committee. Vision set, internal team owns the model.
Phase 2

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)
Outcome: The team has the three tools that now structure their conversations with value chain leads on project-by-project UX investment.
Key deliverables

Three tools, three distinct uses

Tool 1

The UX Policy and Governance

AudienceExecutive Committee, sponsors, value chain leads, UX Centre, Agile Centre.
ScopeAll digital projects within the IT Department.
LifespanPermanent, reviewed annually.

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).

Tool 2

The 24-month activation roadmap

AudienceSponsors, teams responsible for rollout, UX community.
Scope24 months, structured in 5 stages — at 3, 6, 12, 18 and 24 months.
Lifespan12 to 18 months before the next major revision.

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.

Tool 3

The UX workload estimation tool

AudienceDesign team, value chain leads, product managers.
ScopeAny UX project or programme, by lifecycle phase.
LifespanDay-to-day operational use.

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.

Retrospective

What I would do differently

Point 1

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.

Point 2

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.

Point 3

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.

Credits

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:

Reference framework: UX Policy embedded in the IT Department's master plan, coordinated with the other enterprise frameworks (architecture, security, data, CSR).

Contact

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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