Implementation moves faster when more than one person is steering it. The teams who launch on time, and stay consistent long after, usually have a small group deciding what gets documented, who owns it, and how they'll know it's working. That group is your steering committee.
It doesn't need to be formal and it doesn't need much of anyone's time. It just needs to exist from the start. This guide covers who to put on it, what it decides, how often to meet, and the agenda for every meeting. Copy the agendas straight into your calendar invites.
Why shared ownership works
One enthusiastic person can build a brilliant Waybook. Keeping it current across every department is a bigger job, and a much better one shared. When your champion is heads-down on something else, on leave, or moving into a new role, a committee keeps the momentum going.
Spread the ownership and three things happen. Content stays current because someone specific is accountable for each area. Every department gets a voice in what gets written. And Waybook becomes part of how the business runs, rather than a project one person is carrying.
It also changes how your team receives it. A document the Operations Manager asked for lands differently from one the Ops team is simply handed. If you're thinking about how to introduce all of this, how to talk to your team about Waybook is a good companion read.
Design Engineers run theirs as a team of four. They're a 70-person building systems consultancy across several Midwest offices, and their group meets every week to look at usage data together and keep pushing adoption across the business. Polly Forinash, their Director of Administration, puts that weekly slot down as the thing that changed how well Waybook landed with their team. That's more often than the cadence below suggests, so start with what fits your team, and add meetings if they're earning the time.
Who's on your committee
Three to five people. Any more and it stops being a working group.
Role | Who this usually is | What they bring |
Sponsor | Owner, CEO, COO or Practice Manager | Decides, unblocks, and makes it clear this matters. Doesn't need to build anything |
Waybook lead | The person who set Waybook up - your champion | Runs the meetings, keeps the plan, owns the Waybook itself |
Area owners (two or three) | A lead from each part of the business you're documenting - Ops, Field, Clinical, Client Services | Own the content for their area: what gets written, who writes it, when it's reviewed |
A reader (optional, recommended) | Someone who'll use Waybook day to day but won't write it | Tells you what's clear, what's missing, and what people actually reach for |
š” Waybook Tip:
On a smaller team, your sponsor and Waybook lead can be the same person. Keep your area owners separate - that's where the cross-department view comes from.
Once you know who's involved, give them the access they need. Inviting your team to Waybook walks through member types and groups.
What your committee decides
Your committee owns five decisions. Everything else can happen outside the meeting.
What gets documented next, and in what order
Who owns each area - the person accountable for that content being right
What gets archived when it's out of date or nobody uses it
How changes get announced to your team
How you'll know it's working - the two or three numbers you'll watch
Choosing the numbers you'll watch
Waybook sticks when it shows up in numbers you already care about, rather than a separate set of Waybook metrics. Pick two or three from the list below, or your own, and agree them in your first meeting.
Numbers from your business
How long it takes a new starter to work unsupervised
Repeat questions coming to managers (ask them - they'll know)
Time to resolve a complaint or incident
Errors or rework on a process you've documented
Numbers from Waybook
Completion. Your Reports Dashboard shows average completion across your team, and the Progress Matrix shows you where each person stands at a glance. If you've set document deadlines, you can track what's landing on time.
Engagement. The dashboard gives you your engagement rate and most active members, so you can see how much of your team is genuinely using Waybook.
Searches that came back empty. Filter Search Insights for zero-result searches and you have your next documents, written for you by your own team. Waybook Search covers how it all works.
š” Put your numbers where people already look
Add them to the same dashboard or monthly report as everything else you review. You can save any report breakdown and use Scheduled Reports to have it land in your committee's inboxes the morning before each meeting, so nobody arrives empty-handed.
How often to meet
When | Cadence | Length |
During implementation | Every two weeks | 30 minutes |
After launch | Monthly | 30 minutes |
Every quarter | Once, replacing that month's meeting | 45 minutes |
Thirty minutes is plenty when everyone arrives with their reports open. If a meeting keeps running long, the agenda has too much in it.
Your meeting agendas
Copy the agenda into your calendar invite. Each one ends with a decision, so every meeting produces something.
Meeting 1: getting started (45 minutes)
Before: your Waybook lead has one document published and assigned. Come with it open.
Why we're doing this (sponsor, 5 minutes). The problem in plain terms: what it costs when knowledge lives in one person's head.
What's live already (Waybook lead, 5 minutes). Show the first document and who's read it.
Roles (10 minutes). Confirm who's on the committee and which area each person owns.
The next three documents (15 minutes). Each area owner names the one document their team asks for most. Agree owners and dates.
Our numbers (5 minutes). Pick two or three from the list above.
Rhythm (5 minutes). Book the every-two-weeks slot and your launch date.
Decision: the next three documents, who owns them, and when they'll be published.
During implementation: every two weeks (30 minutes)
What's published since last time, and who's read it (5 minutes)
What's stuck, and what would unstick it (10 minutes)
What people are asking for that isn't there yet (5 minutes)
The next three documents - owners and dates (5 minutes)
Anything for the sponsor to unblock (5 minutes)
Decision: the next three documents.
Launch readiness (45 minutes, two weeks before launch)
What's live: documents published, groups set up (5 minutes)
Who gets what on day one - walk the launch plan by team (15 minutes)
The launch message - who sends it, and when (10 minutes)
Week one - who fields "where do I find this?" and how (5 minutes)
What you'll check on the Monday after (5 minutes)
Go or hold (5 minutes)
Decision: launch date confirmed, or what has to happen first.
š” Waybook Tip
Building quietly in the run-up to launch? Silent Mode holds back notifications while you get everything ready, so day one is the first your team hears of it.
After launch: monthly (30 minutes)
The numbers (10 minutes). Completion, engagement, and your two or three business numbers.
What people searched for and didn't find (5 minutes). These become next month's documents.
Reviews due (5 minutes). Which documents need checking this month, and who's doing it.
Changes to announce (5 minutes). What's new or updated that your team should hear about.
Decide (5 minutes). What gets written, what gets archived.
Decision: next month's documents and this month's archive list.
Quarterly review (45 minutes, replacing one monthly)
The numbers over the quarter - are they moving? (10 minutes)
What's working, what you'd change (10 minutes)
Archive: what nobody uses (5 minutes)
What's next - a department, a site, a process you've been putting off (10 minutes)
Roles - does the committee still have the right people? (5 minutes)
Decide (5 minutes)
Decision: next quarter's focus and any changes to who owns what.
For more on keeping the rhythm going once you're live, take a look at best practices for increasing your team's engagement and Module 5: measuring success and optimizing for long-term adoption.
Getting your first meeting booked this week
You don't need everyone's buy-in before the first meeting. You need one published document and a 45-minute slot.
Publish one document and assign it to the people who need it
Ask your sponsor for 45 minutes and five minutes of opening remarks
Invite two or three area owners - one from each part of the business you'll document first
Send the Meeting 1 agenda with the invite
Book the recurring slot before the first meeting ends
š Activation Challenge
Open your calendar and book Meeting 1 for next week. Paste the Meeting 1 agenda into the invite and add your sponsor. That single 45-minute slot is what turns your Waybook from one person's project into how your business runs
Not sure who should be on your committee, or want a second pair of eyes on your first agenda? Get in touch with our customer success team or speak to your Account Manager - we're happy to help you plan the first meeting, or join it with you.

