Facilitate follow-ups with empowerment and accountability

When it applies

When a leader or a PMO (transformation or project management office) needs to follow-up on the many projects, initiatives, programs or commitments that it implements, in an interactive dialogue with those responsible for carrying them out, assuming that to a large extent they are actions that are uncertain, with high levels of complexity and ambiguity.

Problem it solves

Transformation is exponentially multiplying the number of projects and initiatives launched; leaders are overwhelmed and not able to follow-up on them with the necessary frequency and depth.

Excess of “face-to-face” (physical or digital) follow-up meetings
Follow-up deadlines do not adjust to the needs of those responsible for execution
“Waterfall” or Agile methodology for reporting KPIs is not adequate given the uncertainty of the projects
More time spent generating reports rather than working

If they are not properly monitored, projects get stuck, overlap or divert, wasting resources and slowing down transformation.

Added value by delibera

It makes following-up online easier, more systematic, frequent, responsive (support oriented supervision) and efficient for the leader or the PMO in charge.

Handling projects and readjusting them with agility.
10-15 min per project, online, eliminating or minimizing face-to-face meetings.
Combining quantitative (KPIs) and qualitative.
Increasing empowerment, accountability and engagement, facilitating leadership.
Traceability of progress.

Transformation is accelerated by increasing the impact and reducing the time-to-market of launched initiatives, with great synchronization between them.

Sequence of templates to facilitate follow-ups with empowerment and accountability

Key templates in this use

Clarifications

Interactive reporting 1

Between reports

Interactive reporting 2

The leader and the project owner must understand, clarify and agree on objectives, resources and efforts needed to accomplish the task

Seguimiento

% of progress and comments
Report #´s
Explain deviations and propose countermeasures
Receive suggestions, guidelines and support from the person that comissioned the project

Formalized acceptance

Inform and discuss any relevant issue, bottleneck, help or meeting required, without having to wait until the next meeting

Track progress without having to meet

Seguimiento

Extend or ensure proper closer

Have other online conversations related to the initiative or project

Meeting

Resources

Debate

Ideas

Decision

Ranking

Follow-ups that are more agile, with greater empowerment and accountability (support oriented supervision)

Success cases

The CEO of a leading communications and PR company uses the delibera follow-up template to monitor the progress of a commitment made by a member of the steering committee that is critical to the development of a new product.

The Director of the Transformation Office of the Operations department of a leading global bank uses delibera to follow-up on a hundred projects on a weekly basis, with enough understanding to help move them forward and solve obstacles, dedicating 1 person two days a week for the task.

The Sales Director of a leading media group uses delibera to track event sales, gathering the results and task management of the areas involved in an organized way.

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