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Reinforce the use of Microsoft 365/Teams in leadership teams

When it applies

When the leaders of organizations, either by conviction or necessity, are forced to work remotely with all or a part of their organizations. When you bet on Microsoft 365 / Teams as the environment for communication and shared work. When you want to improve management and leadership processes, making them more collaborative, executive and digital.


Problem it solves

Microsoft 365 / Teams helps you work remotely efficiently, facilitating communication (emails, chat, videoconferences, ...) and day-to-day operations (sharing and editing documents, managing tasks...). This is all that is needed 95% of the time. However, it is often insufficient to assist leaders in management when:

  • Issues are complex and require collective thinking and deliberation

  • Many participants must be involved

  • Connectivity issues make communication difficult

Added value by delibera

delibera embeds a layer of Collaborative Intelligence into Microsoft 365 / Teams and remote work, making it extremely powerful for leaders. In 5% of cases, deliberation is needed to think, decide and move forward.

  • Gather ideas

  • Prioritize initiatives and projects

  • Make key decisions

  • Manage meetings effectively

  • Carry out interactive follow-ups

  • Ask for quality feedback

By structuring and progressively combining conversations, delibera enables leaders to carry out management processes asynchronously, in a much more collaborative, executive and digital way. Through a seamless integration with Teams, that boosts the potential of both platforms.

Sequence of templates to reinforce the use of Microsoft 365/Teams in leadership teams

Communication and day-to-day activities


Deliberations to think, decide, and follow-up

  • Send and receive messages, chat

  • Conduct videoconferences

In Teams or in a video conference, a matter that requires deep reflection is identified and a conversation in delibera with the right people is opened

  • Gather ideas

  • Prioritize initiatives and projects

  • Share and edit documents

In Teams we report about the status of the conversation in delibera

The projects prioritized in delibera are the ones we move forward on

  • Manage meetings effectively

  • Make key decisions

  • Manage tasks

In delibera, the progress of projects is validated with key users and stakeholders; bringing new tasks to Planner

  • Carry out interactive follow-ups

  • Manage projects

Doubts and complex decisions are identified in the projects and are resolved in delibera

  • Ask for quality feedback

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Example of Teams set-up for steering committee 


Success cases

  • The director of communications and marketing of a big 4 uses the delibera - Teams integration to manage the interactions of her steering committee. She has created tabs from where she can access the meeting and follow-up templates, along with other tabs for other specific deliberations. The result is shorter virtual meetings, more capacity to reflect and more agility in decision making. Getting the best from each person.

  • The transformation office of the operations department in a leading global bank uses delibera quarterly to manage process optimization. Including all operations personnel, they identify initiatives to implement with the Ideas template. Through Teams, all key stakeholders of the office stay in contact and virtual meetings are held. With delibera initiatives are prioritized using the Scores template, and the progress of 50 projects is monitored weekly using the Follow-up template (15 min per project) without the need to meet. Using the Feedback template they ensure the quality of deliverables. This increases efficiency and efficacy, and raises overall satisfaction of users and managers.

  • The Agile work groups of a leading multinational technology company combine delibera templates with the functionalities of the Microsoft 365 environment. Accessing through Teams, they carry out their work in a much more collaborative, customer-oriented, executive and digital way. The insights that lead to user stories are obtained using the Ideas template. They are prioritized based on impact and ease of implementation, with the Scores template. Tasks are managed in Planner or Projects, depending on their complexity. Meetings with other departments are formalized using the Meeting template. Workshops are carried out 100% digitally, using different template sequences. User validation for functional analysis, MVPs and final deliverables is achieved using the Feedback template.


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