Viva Goals: OKR Lifecycle

What are OKRs? This excerpt from the Microsoft Documentation provides a good summary:


Objectives and Key Results (OKRs) are a proven goal-setting framework for creating alignment and focus and building a highly productive and engaged work culture to drive your business outcomes.

OKRs align your entire organisation to strategy, shifting focus from output, the everyday work of your team, to outcomes, which are the results of that work. This mindset shift keeps your team highly engaged with a clear sense of purpose and understanding of how everyone is contributing to forward momentum.


Viva Goals is part of Microsoft’s Employee Experience Platform. It’s an advanced software tool that is used to deliver Objectives and Key Results (OKRs) across an organisation. Viva Goals can be accessed via a web portal (https://goals.microsoft.com) or from the Microsoft Teams 1st party App.

In the video below, I show a simplified OKR lifecycle that demonstrates the creation of an organisational level Objective, a child Key Result, a “Check In” and closure of the OKR upon its completion. I also show an example of how OKRs can align from the Organisational level, through to Team OKRs and down to Individual ones.

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Viva Goals Integrations

Viva Goals is a key module within Microsoft’s Employee Experience platform. It is a goal setting tool that allows the organisation, teams and individuals to use Objective and Key Results (OKRs) to deliver business results aligned to their company mission and strategy.

Viva Goals provides an administrative web portal and can also be surfaced within the flow of work via the Microsoft Teams Viva Goals app.

In a production environment one best practice is to link Viva Goals to existing business tools and automatically update any progress with Key Results and/or Projects. Details of the currently shipping integrations are provided in the Microsoft documentation.

In the video below I highlight a couple of integrations, Azure Dev Opa and Excel Online, to show how these can be used to track progress with a couple of Key Results.

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Adding the Human Touch to a Viva Topic


By default Viva uses AI to add content and associate people to Topics it discovers for an organisation. Often, this is good enough and end users save time and effort by accessing these automatically generated Topics within the flow of their everyday jobs.

However, there might be times when a subject matter expert will want to ensure specific information about a Topic stands out. They might even want to create the Topic themselves and ensure their page is engaging. To do this Topic administrators will use standard SharePoint Web Parts and the AI can then add additional suggested content to help improve upon and maintain the subject covered.

If you are not familiar with Web Parts they are easy to use building blocks you can use to customise a SharePoint page.

The following video provides a short overview of how easy it is to customise Topics pages to highlight important documents, links, videos and tools.


Viva Elevator Discussion



I created this short 4 minute video for my colleagues and partners. It’s a high level overview of the Employee Experience Platform (EXP) and a description of the four pillars of Microsoft Viva, which are: Connections, Insights, Topics and Learning.

For more details check of some of my other Viva posts.

Viva Connections Dashboard Public Preview



The Viva Connections Dashboard is now in public preview. This new experience lets you create “out of the box” or fully customised Adaptive Cards and surface these in SharePoint and in Microsoft Teams. Different groups of users can be configured to see different card views. The idea behind the Connections Dashboard is to allow employees to easily access the information and Apps they need to better engage with their organisation, or do their day jobs.

In the video you will see an example of a “demo” SharePoint Framework 1.13 created card, the public preview Viva Connections Dashboard in SharePoint and the associated Microsoft Teams App. At the end of the video you’ll see an example of the Dashboard’s Teams mobile experience.

Note: At the time of posting (October 2021) this content is in Public Preview so could be subject to change up to General Availability.

Viva Insights Ways of Working Assessment



Viva Insights is a powerful workplace analytics tool that provides organisations the ability to better understand their collaboration culture and employee engagement. The service provides different levels of reporting including personal, manager, leader and analyst views. The personal, manager and leader dashboards are surfaced in Microsoft Teams as an App experience.

One key point to note is that at all times an individual’s identity is protected and any insights provided are designed to ensure the anonymity of employees. The details of how this is achieved can be found in the privacy and data protection section of the product documentation.

From an analyst’s perspective a good place to start looking at the general collaboration “health” of the company is via the Ways of Working Power BI template. This is one of the 8 predefined dashboards that ships with Viva Insights. An analyst can also generate custom queries, review business processes and create remedial plans.

The short video below shows how to create a Ways of Working Assessment and begin using it to drill down into the organisation’s collaboration behaviour.

Viva Connections Dashboard Introduction



The Viva Connections Dashboard feature, which at the time of writing has just gone into public preview, allows you to present adaptive cards to groups of end users within SharePoint and Microsoft Teams.

The video below provides a quick introduction to the new Dashboard and highlights some of the “out of the box” cards an admin can easily create. Fully customised cards can be coded using SharePoint Framework 1.13, which supports ACE (Adaptive Card Extensions).

Note: ACE is not covered in the video.

Note: For a deeper dive in to Viva Connections Adaptive cards check out this excellent video presented by Microsoft engineering.