Microsoft recently released its Planner integration for Viva Goals. This is in addition to the Excel and Azure Dev Ops ones that I covered in a previous blog. Plans can now be associated with both Key Results and Project in the Viva Goals tool to enable automatic progress tracking.
There are loads of task based use cases that this new integration supports and this new feature is another example of how different tools from the Microsoft 365 stack can be leveraged to operationally support an organisation’s OKR (Objectives and Key Results) usage.
Check out this short demonstration that I created to showcase the use of Planner in Viva Goals
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.