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Executive Review

Microsoft works with leaders and executives of your company to review work being done across Microsoft to drive successful outcomes. Microsoft Engage Center (Services Hub) provides a centralized experience that consolidates important information that includes engagement status and actions items.

Your Account Team should assist you with onboarding to Executive Review. Your account team will work with you to collect information about the workload, and document which subscriptions are used for the critical workloads. After workload is defined, your CSAM will help you and your team get access to Microsoft Engage Center Executive Review through Microsoft Entra Group.

View Executive Review

  1. Use the dropdown list to search for and select your desired workload.

    Dropdown list of workloads in Microsoft Engage Center (Services Hub).

  2. Select a workload that has Executive Review turned on.

    If you see multiple workloads with the same name, you can hover over the workload names to see what review you have access to for each workload.

    Select a workload where you have the "Executive Review User/Manager" role.

    Dropdown list of workloads with a message about a role for a specific workload.

  3. Once you've selected your desired workload, you can view all Executive Reviews created against that workload.

    In this page, you can see how many open action items exist as well as their details, including meeting dates, start dates, end dates, and any notes.

    List of Executive Reviews for a selected workload.

    You can select review items to see additional details for each review. You can also view any Action items created for specific reviews.

    Additional details for a selected Review item.

Create, edit, or delete action items

You can add action items to any review.

Add an action item

  1. Navigate to your desired review item's details page, then select "+ Create action item".

    View of the + Create action item button and the pane it opens.

  2. Select an action item type from the list of commands:

    • Feature
    • Task
    • Recommendation
    • Project
    • Repair
    • Incident

    List of commands for the action item type selection.

  3. Fill out the remaining details and assignment for the item.

  4. Select "Create action item" to finish and create your new action item.

Edit an action item

  1. Select your desired action item from the list.

    This opens the Action item details pane with all the items you can edit.

    Action item details editing pane.

  2. Make your desired edits.

  3. Select "Save changes" to save edits you made to your action item.

Delete an action item

You can delete an action item if necessary or if it does not apply to the review anymore.

Delete an action item.