Forum Discussion
Best way to enforce manager check-ins across the org using M365 tools?
Our CHRO wants every manager to have at least bi-weekly check-ins with directs and wants visibility into whether its actually happening. Right now theres zero tracking. Some managers do it, some dont, and leadership has no idea. I looked at Viva Insights but it only shows meeting frequency, not whether there was an actual structured conversation. Is there a way to get reporting on this through admin center or do we need something separate?
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A good way to enforce manager check-ins across the org using Microsoft 365 is to combine a few tools instead of relying on just one. You can use Microsoft Teams for scheduled check-ins and recurring meeting templates, and Outlook/Bookings to automate reminders. For tracking, Microsoft Forms or Power Apps can be used for quick weekly check-in submissions, which can be stored in SharePoint or Excel Online. If you want better visibility, Power BI dashboards can help managers and HR track completion rates across teams. The key is to keep it lightweight so managers actually use it, otherwise it becomes another “extra task” instead of a useful routine.
