Duration

Microsoft Viva Goals

1 day

Overview

Microsoft Viva Goals is a goal-setting and management solution that aligns teams to your organization’s strategic

priorities, driving results and a thriving business. Viva Goals enables individuals and companies to organize and track

their goals through “Objectives and Key Results” (OKRs). Viva Goals immerses everyone in the company’s purpose and

top priorities and creates a culture of engaged employees focused on achieving common goals.

Course Objective

Viva Goals combines the power of the OKR framework with an intuitive platform that simplifies the work required to

succeed in reaching shared goals. It provides you visibility into your company’s strategic objectives, shows you the

OKRs you own, displays how the projects you’re working on relate to the key OKRs of your organization, and makes

presenting progress at business meetings a seamless process. Viva Goals integration with Microsoft Teams enables

you to track, update, and communicate progress towards shared goals with ease and within a single tool so that you

can focus on purpose-driven work.

Outline

1. Viva Goals Quick Start
Overview of Viva Goals: Introduction to the platform and its key features.
First-time Setup: Guidance on logging in, navigating the interface, and personalizing the dashboard.
Creating Initial Goals: Hands-on session for setting up initial objectives and key results (OKRs).
2. Quick Start in Teams
Integration with Microsoft Teams: Overview of Viva Goals’ seamless integration within Teams.
Using Viva Goals Tabs and Apps in Teams: How to add and access Viva Goals as a tab or app in Teams.
Collaborating with Teams on OKRs: Demonstration of team-based goal tracking and progress updates.
3. Quick Start for Executives
Executive Dashboard: How leaders can monitor organizational goals at a glance.
Strategic Alignment: Setting up high-level OKRs that align with company-wide priorities.
Decision-Making Tools: Using Viva Goals data to inform key decisions.
4. Role of an OKR Champion
Who is an OKR Champion?: Responsibilities and key qualities of an OKR Champion.
Driving OKR Adoption: Strategies for implementing OKRs across teams.
Monitoring and Reporting: Tools and best practices for tracking and communicating progress.
5. Work with Objectives and Key Results (OKRs) in Viva Goals
Creating Effective OKRs: How to write clear and impactful objectives and measurable key results.
Aligning OKRs Across Teams: Ensuring individual and team goals support organizational objectives.
Updating and Tracking Progress: Step-by-step guide to updating OKRs and interpreting visual progress indicators.
6. Setup and Administration
Admin Configuration: Overview of administrative settings, user roles, and permissions.
Customizing Viva Goals: Adjusting settings to match organizational needs.
Data Import and Export: Managing data flow between Viva Goals and other tools.
7. Other Product Features in Viva Goals
Insights and Analytics: Exploring reporting and visualization tools for goal tracking.
Cross-Platform Integration: Using Viva Goals with other Microsoft 365 tools.
Goal Collaboration Tools: Features that enhance teamwork and communication.
8. The OKR Framework
Introduction to OKR Framework: History, benefits, and principles of OKRs.
Best Practices for OKRs: Tips for setting and maintaining effective OKRs.
Common Pitfalls: Avoiding mistakes in OKR implementation and management.
9. Copilot in Viva Goals
AI-Powered Assistance: Overview of Copilot’s role in simplifying goal management.
Automating Updates: How Copilot suggests updates and tracks progress.
Actionable Insights: Leveraging AI for data-driven decision-making.

Programme scope, delivery arrangements and suitability are confirmed during enquiry.