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Governance

# Governance & Compliance

## Purpose

Define comprehensive enterprise governance, compliance, and regulatory requirements for enterprise-grade systems. This section ensures the product meets all necessary enterprise standards and regulatory obligations.

## Prerequisites

- Business objectives and regulatory context understood
- Enterprise environment and constraints documented
- Compliance requirements identified
- Stakeholder governance structure mapped

## Section Structure & Requirements

### 1. Governance Framework

**Objective**: Establish enterprise governance structure and processes

**Required Elements:**

- **Governance Model**: How product governance will be structured
- **Decision Authority**: Who has authority for different types of decisions
- **Approval Processes**: Required approvals for development, deployment, changes
- **Oversight Mechanisms**: How governance will be monitored and enforced
- **Escalation Procedures**: How governance issues will be escalated

**Quality Criteria:**

- Governance model aligns with enterprise standards
- Decision authority is clearly defined and appropriate
- Approval processes are efficient yet thorough
- Oversight mechanisms provide adequate control

**Template:**

## Governance Framework

### Governance Model

[How product governance will be structured within enterprise]

### Decision Authority Matrix

| Decision Type | Authority Level | Approval Required | Escalation Path |
| ------------- | ------------------ | ----------------- | -------------------- |
| Architecture | Tech Lead | CTO | Enterprise Architect |
| Security | Security Lead | CISO | Risk Committee |
| Compliance | Compliance Officer | Legal | Audit Committee |

### Approval Processes

- **Development Approvals**: [Required approvals for development activities]
- **Deployment Approvals**: [Required approvals for production deployment]
- **Change Approvals**: [Required approvals for system changes]

### Oversight Mechanisms

[How governance compliance will be monitored and enforced]

### Escalation Procedures

[How governance issues and conflicts will be escalated]

### 2. Regulatory Compliance Requirements

**Objective**: Define all applicable regulatory and compliance requirements

**Required Elements:**

- **Applicable Regulations**: All regulations that apply to the product
- **Compliance Controls**: Specific controls required for each regulation
- **Audit Requirements**: Audit trails and reporting requirements
- **Compliance Testing**: How compliance will be validated and tested
- **Compliance Monitoring**: Ongoing compliance monitoring and reporting

**Template:**

## Regulatory Compliance Requirements

### Applicable Regulations

**Primary Regulations**:

- **GDPR**: [Specific requirements and controls]
- **SOX**: [Financial reporting and control requirements]
- **HIPAA**: [Healthcare data protection requirements]
- **SOC 2**: [Security and availability controls]

**Secondary Regulations**:

- **ISO 27001**: [Information security management requirements]
- **PCI DSS**: [Payment card data security requirements]

### Compliance Controls Matrix

| Regulation | Control Category | Specific Controls | Implementation |
| ---------- | ------------------ | ------------------------------------ | ------------------------- |
| GDPR | Data Protection | Consent management, data portability | [Implementation approach] |
| SOX | Financial Controls | Access controls, change management | [Implementation approach] |

### Audit Requirements

- **Audit Trails**: [What activities must be logged and retained]
- **Audit Reports**: [Required compliance reports and frequency]
- **External Audits**: [External audit requirements and schedule]

### Compliance Testing

[How compliance will be validated through testing]

### Compliance Monitoring

[Ongoing monitoring and reporting of compliance status]

### 3. Data Governance

**Objective**: Define comprehensive data governance requirements

**Required Elements:**

- **Data Classification**: How data will be classified and labeled
- **Data Ownership**: Who owns and is responsible for different data types
- **Data Access Controls**: How access to data will be controlled
- **Data Retention**: How long different types of data will be retained
- **Data Privacy**: Privacy controls and user rights management
- **Data Quality**: Standards and processes for data quality management

**Template:**

## Data Governance

### Data Classification Framework

| Classification | Description | Access Controls | Retention |
| -------------- | ----------------------- | --------------------------- | --------- |
| Public | Publicly available data | No restrictions | [Period] |
| Internal | Internal business data | Employee access only | [Period] |
| Confidential | Sensitive business data | Need-to-know basis | [Period] |
| Restricted | Highly sensitive data | Executive approval required | [Period] |

### Data Ownership Matrix

| Data Type | Data Owner | Data Steward | Access Approver |
| -------------- | ---------------------- | ---------------- | --------------- |
| Customer Data | Chief Customer Officer | Customer Success | Privacy Officer |
| Financial Data | CFO | Finance Director | CFO |
| Employee Data | CHRO | HR Director | CHRO |

### Data Access Controls

[How access to different data types will be controlled]

### Data Retention Policies

[Retention periods and disposal procedures for different data types]

### Data Privacy Controls

- **Consent Management**: [How user consent will be managed]
- **Data Subject Rights**: [How user rights requests will be handled]
- **Privacy by Design**: [How privacy will be built into the system]

### Data Quality Management

[Standards and processes for ensuring data quality]

### 4. Enterprise Security Governance

**Objective**: Define enterprise security governance requirements

**Required Elements:**

- **Security Governance Model**: How security decisions will be made
- **Security Policies**: Enterprise security policies that apply
- **Risk Management**: How security risks will be identified and managed
- **Security Controls**: Required security controls and frameworks
- **Incident Response**: Security incident response procedures

### 5. Change Management & Control

**Objective**: Define change management and control processes

**Required Elements:**

- **Change Control Process**: How changes will be reviewed and approved
- **Release Management**: How releases will be managed and controlled
- **Configuration Management**: How system configuration will be managed
- **Emergency Changes**: Procedures for emergency changes
- **Change Documentation**: Required documentation for all changes

### 6. Vendor & Third-Party Governance

**Objective**: Define governance for vendors and third-party services

**Required Elements:**

- **Vendor Risk Assessment**: How vendors will be assessed for risk
- **Vendor Contracts**: Required contract terms and conditions
- **Vendor Monitoring**: How vendor performance will be monitored
- **Third-Party Security**: Security requirements for third-party services
- **Vendor Termination**: Procedures for vendor termination and data recovery

## Information Gathering Requirements

### Governance Context Needed:

- Enterprise governance structure and policies
- Applicable regulatory requirements
- Existing compliance frameworks and controls
- Data governance policies and procedures
- Security governance requirements

### Validation Requirements:

- Legal and compliance review of all requirements
- Security team validation of security controls
- Enterprise architecture review of governance model
- Audit team validation of audit requirements

## Cross-Reference Requirements

### Must Reference:

- Business objectives and regulatory context
- Technical architecture and security requirements
- Data requirements and privacy needs
- Risk assessment and mitigation strategies

### Must Support:

- Technical implementation planning
- Security architecture and controls
- Operational procedures and monitoring
- Audit and compliance reporting

## Common Pitfalls to Avoid

### Governance Pitfalls:

- **Over-governance**: Creating unnecessarily complex governance processes
- **Under-governance**: Not providing adequate oversight and control
- **Governance silos**: Not integrating governance across different domains
- **Static governance**: Not adapting governance as the system evolves

### Compliance Pitfalls:

- **Compliance theater**: Implementing controls that don't actually provide protection
- **Regulatory misunderstanding**: Misinterpreting regulatory requirements
- **Compliance debt**: Deferring compliance requirements to later phases
- **Audit unpreparedness**: Not preparing for compliance audits

## Edge Case Considerations

### When Regulations Conflict:

- Identify the most restrictive requirements
- Consult with legal experts for interpretation
- Plan for jurisdiction-specific implementations
- Document compliance approach clearly

### When Governance is Complex:

- Start with minimum viable governance
- Plan for governance evolution
- Focus on highest-risk areas first
- Build governance automation where possible

## Validation Checkpoints

### Before Finalizing Section:

- [ ] All applicable regulations identified and addressed
- [ ] Governance model aligns with enterprise standards
- [ ] Data governance requirements are comprehensive
- [ ] Security governance is properly integrated
- [ ] Change management processes are defined

### Cross-Section Validation:

- [ ] Governance requirements align with technical architecture
- [ ] Compliance controls are technically feasible
- [ ] Data governance supports functional requirements
- [ ] Security governance aligns with security requirements

## Output Quality Standards

- Governance framework is comprehensive and practical
- Compliance requirements are accurate and complete
- Data governance is thorough and enforceable
- Security governance is properly integrated
- Change management processes are clear and efficient