Overview
Governance policies determine how organizations review and approve operational changes.
This playbook provides recommended governance structures for revenue operations teams.
Recommended Approval Structure
Organizations should include stakeholders responsible for financial accuracy and system implementation.
Example approval structure:
| Domain | Required Approvers | |------|------| | Pricing | Finance + Product | | Billing | Engineering + Finance | | CRM | Revenue Operations |
This ensures that both business and technical stakeholders review changes.
High-Risk Domains
Certain domains require stronger governance safeguards.
Examples include:
• billing configuration
• pricing updates
• revenue recognition logic
For these domains, organizations should require:
• multiple reviewers
• evidence documentation
• validation testing
Evidence Policies
Governance policies should enforce operational safeguards.
Recommended evidence types:
• rollback procedures
• monitoring plans
• validation tests
These safeguards reduce operational risk.
Continuous Improvement
Organizations should periodically review governance policies.
Recommended practices include:
• reviewing rejected changes
• analyzing incident-causing changes
• refining approval requirements
Governance policies should evolve as systems grow more complex.