When it applies
When a leader or a PMO (transformation or project management office) needs to follow-up on the projects, initiatives, programs or commitments that it implements, in an interactive dialogue with those responsible for carrying them out, while 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 with the necessary frequency and depth.
Excess of in-person follow-up meetings
Follow-up deadlines do not meet the needs of those responsible for executing
“Waterfall” or Agile methodology for reporting KPIs is not adequate given the uncertainty of the projects
More time spent generating reports than working
Each team presents its data in a different format
If they are not properly monitored, projects are blocked, they overlap or divert, wasting resources and slowing down transformation.
Added value by delibera
It makes carrying out an online follow-up easier, more systematic, frequent, responsive (support oriented supervision) and efficient for the leader or the project office in charge.
Reorienting projects and resizing them with agility
10-15 min per project, online, eliminating or minimizing face-to-face meetings
Combining the quantitative (KPIs) with the 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 the initiatives that are launched, with great synchronization between them.
Sequence of templates to make follow-ups more agile with greater empowerment and accountability
Key templates in this use
Focus and assume
Interactive reporting 1
Interactive reporting 2
Between the leader and the person responsible.
understand, clarify and agree on objectives, resources and efforts needed to accomplish the task
% of achievement and comments
Explain deviations and propose measures
Receive suggestions, guidelines and support from the person in charge of the project
Inform and deliberate about any relevant matter, issue, bottleneck, or help/meeting required, without having to wait for the next meeting
Track progress without having to meet
Extend or ensure proper closer
Have other online conversations related to the initiative or project
Follow-ups that are much more agile with greater empowerment and accountability (support-oriented supervision )
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The CEO of a leading communications and PR company uses the delibera tracking template to monitor the progress of a commitment made by a member of his steering committee for the development of a new product
The director of the transformation office of the operations department of a global leading bank uses delibera to follow-up on a hundred projects on a weekly basis, with enough understanding to help them move forward and solve obstacles
The sales director of a leading media group uses delibera to track event sales