Customer Experience Governance

Customer Experience Governance 

A clear plan is necessary for a CX program to be sustainable. We refer to this plan as "governance." When appropriately implemented, the program starts with the right goals and objectives, a blueprint for achieving them, and the best personnel and resources to carry it out.

Without an effective CX governance plan, CX projects typically waste time and money, get stale too early, and obtain a lower return on investment. CX Governance is the cornerstone on which everything is constructed for businesses hoping to implement a CX program that has a lasting impact.

What Is CX Governance?

A business can manage its CX program and assure its success by creating a clear plan and method called CX governance. It provides the framework for determining the program's vision, objectives, and priorities.

It is done on purpose to ensure that the program may change as business and customer needs do. As businesses execute or redesign a CX effort, the governance structure supports decision-making, cross-functional alignment, and accountability.

Why Is Effective CX Governance Important?

Address Particular Issues

Once your CX objectives are clear, you can start addressing issues like who should be a part of your CX Governance structure, their responsibilities, how often you should meet, and the team's norms or expectations of one another.

Align Responsibilities With The CX Strategy

You are in a good position to pinpoint the employees within the company who will have the biggest impact on target achievement once you have the CX program KPIs in hand. These employees are in the ideal position to assist you in drawing links between their work and the CX objectives of your firm.

Make Operations Sustainable 

Creating a routine gives the main members of the CX Governance team, who are juggling various tasks, a chance to come together to concentrate on progress and make long-term plans.

Deliver Desired Goals

There is some degree of program rules and standards considering the many worldwide regions, languages, cultural norms, business sectors, and, most significantly, consumer needs. Before making those parameters (rules and standards), customers and business needs are considered. Without specific program rules and standards for CX Governance, the CX strategy may fail to achieve its stated objectives.

Pro Tip: Executive leadership is exactly where it is because it already knows how things operate. It’s actually knowing the “WHY” that represents the real deal - something that keeps changing as per the ever-volatile customer expectations. 

What are the 5 Critical Elements of Effective CX Governance?

1. CX Strategy

Any effective CX governance plan has a straightforward, predetermined CX strategy. Following your business and brand initiatives, your customer experience strategy should outline consumer expectations and how you plan to fulfill and exceed them.

Answering these essential questions is crucial when establishing the vision and strategy:

  • What opportunities & problems can a strategic CX address?
  • Why is this moment ideal & how can you capitalize on it?
  • What does achievement entail? How can we monitor it?
  • Who needs to be involved in this endeavor to succeed?
  • Who is responsible for the program's development?
  • emphasis address? Why is this moment ideal?
  • What are this program's primary priorities?
  • What tools will we need to implement?
  • What steps must we take to advance?

2. Resource Allocation

You need a framework to prioritize the most customer-centric and business-relevant agendas around creating and delivering exceptional customer experiences. This is to avoid wasting resources or going in circles.

The following can make up a CX program governing team:

  • An executive sponsor increases support and buy-in for a CX strategy.
  • The CX strategy is shaped and approved by decision-makers from several functional areas, forming a steering committee.
  • A core team is a concentrated group in charge of leading and maintaining CX initiatives inside a company.
  • A working group consists of prominent departmental leaders who carry out the plan and push CX projects.
  • Employees at all levels who inform and carry out the CX plan are called ambassadors.

3. Duties and Responsibilities

Assigning explicit rights and obligations to leadership, management, and CX teams for producing strategically relevant customer experiences can help to clarify who is responsible for what.

In a CX program, CX executives play a variety of roles.

  • Aligning the CX strategy, vision, and objectives with the business's strategic priorities
  • Make sure the program has the resources and support it needs to succeed.
  • Spread awareness of the value of CX throughout the company.
  • frequently meet to discuss CX metrics
  • In order to foster CX improvement across the organization, advocate for it and remove obstacles.

4. Success Assessment and Defined Communications Cadence

An effective CX governance needs a framework that measures the customer experience, including a definition of "success" and performance measures. Moreover, a schedule for CX-related training and messaging that flows from teams through leadership, across the company, and out to customers is essential.

Let’s simplify that for you, not with answers, but a few questions:

  • Do you have solid means to measure customer success?
  • Are your teams equipped with intra-communication channels?
  • Do you ensure a smoother flow of communication from the top-down?
  • How do they exchange new developments in the company’s CX strategies?
  • Does the organization provide CX-intensive training across all the divisions?

If one of the above questions results in a “no” - you must reconsider fresh leadership initiatives to change that. The purpose is to have proper CX evaluation systems in place while facilitating your teams with inter-communication potential. This is to guarantee that your teams are aware of the company’s latest CX standards.

5. Standards and Decision-Making Framework

Pertinent standards for consistently delivering the customer experience include what must be followed and by whom. These standards should be flexible and not overly restrictive. Moreover, the standards for judging initiatives and assigning funding, as well as a system for filtering choices using CX standards, are also required.

You decide who decides.

Simply put, the onus of best-in-class CX governance is always on you. With that, comes the responsibility to allocate definitive roles and duties to your team members. According to what your current CX standards demand in terms of improvement, executive leaders must introduce a concise decision-making framework where your team members know:

  • What has to be done (Standards)
  • Who has to do it (Roles)
  • Why it has to be done (Consistency)

The CX Governance Roadmap

The governance architecture of an organization must change as its CX projects move through the five stages of maturity:

Level 1: Analyze

There is weak CX program governance in place since organizations in this early stage are yet to emphasize CX as a strategic road map. 

Level 2: Take Action

Leaders start to look at how customer experience (CX) might benefit their company as they recognize its potential value and launch small-scale CX initiatives. An ad hoc cross-functional team, led by a single point person, is frequently formed at the beginning of this stage with the goal of better understanding what the business should prioritize to enhance the experience it provides to customers. 

Level 3: Execute

The organization engages a full-time CX workforce that disseminates information and drives experience improvements after management regards CX as a strategic priority. To support this core CX team, the company strengthens governance as it formalizes its strategy, plan, and resource needs. For that, it takes the following measures:

  • Appointing a committed executive sponsor to lead it
  • Creating a steering committee and working group to solicit feedback 

Level 4: Improve

Strong CX procedures enable the firm to be involved in engaging the entire workforce in CX while methodically using insights to discover and improve experiences. The executive sponsor and CX core team have established procedures to manage the operations of the working group and its CX Ambassadors at this advanced stage, where program governance is firmly in place. The steering group is still in charge of the situation. Its responsibilities include:

  • implementing change
  • setting priorities
  • reviewing issues

Level 5: Embed 

The organization has internalized CX competencies in the ultimate level of maturity, and experience serves as the foundation for continued differentiation. Since CX is now completely incorporated into day-to-day procedures, the existing organizational hierarchy is now in charge of it rather than a distinct steering group. The functions of the working group may be taken up by existing teams in charge of continuous improvement, innovation, and culture reinforcement as CX capabilities are dispersed throughout the organization and integrated into core processes.

What are the DOs and DON’Ts of CX Governance?

Best-in-class CX Governance is like Rome - we can’t build that in a day. But with this CX Governance checklist, you surely can strategize for it:

CX Management Framework

An organization successfully completes the task for which it was created. Goals for CX excellence must be supported by organizational design, not impeded by it.

You must:

  • define the structure, responsibilities, and processes for CX facilitation from the outset of your entire operation before using any tool, technology, or procedure.
  • establish procedures for facilitating CX excellence and set guidelines for participation and execution across the organization.
  • determine procedures to help the managers of the many CX management initiatives across the organization work together, such as:
    • VoC
    • Customer references
    • Retention
    • Escalation
    • Business intelligence
    • Front-line management
    • UX (user experience)
  • work as much as possible through current roles, structures, and procedures while incorporating CX facilitation into your business model.
  • decide on performance standards and decide how to balance CX management control's strategic and tactical requirements.
  • plan ahead as it will be far more beneficial than building support and organizing systems after the strategy execution. Planning for follow-through should be included, even in a pilot case.


  • silo CX management early on. 
  • overlook your suppliers, alliance partners, channel partners, distributors, and other dependencies.


  • make your organization and procedures consistent across the board to see the potential for synergy and meet more opportunities for cost savings and revenue growth.
  • create procedures that increase the awareness of suppliers, alliance partners, channel partners, and distributors regarding customers' realities and what they must do to achieve your CX excellence objectives.

CX Success

Making CX brilliance a way of life in your business requires localized ownership of CX success, deeply and broadly among the teams. It is more cost-effective than spending money on corrective measures to make up for mistakes made the first time.

You must:

  • set up the leadership roles and procedures for the C-team customer experience.
  • make CX advocacy a big part of their other responsibilities and improve their facilitation, storytelling, and influencing abilities.
  • teach champions how to inspire action for problem-solving at the source. 


  • underestimate the dynamic skill set required to motivate long-term growth and influence people without having authority over them.
  • separate CX champions from jobs that are engaged inside their organization.
  • assume executive sponsors will always be successful in their position.
  • give CX a championing short shift if you can see that the company's revenue originates from the customers' decisions to do business with you.


  • establish criteria for choosing CX champions in each business unit, region, and functional area.
  • allow CX leaders to trial employee-generated CX innovation and improvement ideas while surrounding them with customer-focused opportunities and messaging.

This is crucial when choosing an overall leader who will collaborate with the C-team to facilitate all CX management. 

Although bright minds or a stellar specialized career path may at first seem like a good fit for this role, you're better off hiring someone who already has a deep understanding of CX, holistically with a rich experience of the following:

  • Overall business management
  • Process improvement techniques
  • Systems thinking
  • Change management
  • Propelling large initiatives forward through the influence

CX Consistency

Keep leaders and the workforce inspired to approach their work from a customer-centric perspective and to support the organization's CX excellence goals actively.

You must:

  • develop CX excellence accountability procedures.
  • engage executives in assessing and offering helpful feedback on teams' progress toward enhancing CX.
  • drive action and closed-loop communication to address consumer complaints methodically.
  • encourage cross-organizational cooperation for innovations in the customer experience.
  • allow CX leaders to pilot grassroots suggestions for customer experience innovation and improvement.
  • establish corporate learning capacities for superior customer experiences.


  • rely on the HR department to handle the aspects related to CX momentum. Their professional experience and worldview frequently make this task challenging.
  • give busy work to the workforce to "engage" them


  • ensure that employee engagement enhances CX excellence by making adjustments and employing creativity to come up with new methods to boost value for both the business and the customers.
  • commend cross-organizational cooperation and teams' proactive accomplishments.
  • establish cooperative relationships between your CX leader and multiple HR leaders to redesign current operations from a customer-centric standpoint.

The Final Takeaway

A true CX strategy and a more comprehensive plan for experience management transformation can develop thanks to good CX governance.

Align your CX governance structure with your corporate culture. Establish governance by putting CX in charge and giving important stakeholders significant authority.

Assign expectations to participants. Make it clear upfront what you anticipate of the members of the governing group. When there are many individuals, scheduling might be challenging. But, allowing participants to delegate maintains the quorum and continues the work.

Including members of your governing team who can mobilize people and budget can help you move work forward more quickly. As needed, create specialized work streams for certain projects. 

Utilize the subject matter experts on the governance team to provide the work streams with the expertise and resources needed to implement the necessary changes or new products and services.