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Managing OKRs with Microsoft Viva Goals

Managing OKRs with Microsoft Viva Goals

1h 9mBeginner2023-06-01

Authors

Nick Brazzi

Nick Brazzi

LinkedIn Learning Staff Author

Course details

With a significant increase in hybrid and full-time remote roles, organizations need new ways to keep employees connected, supported, and thriving. Viva, an employee experience platform from Microsoft, was designed to provide just that. In this course, LinkedIn staff instructor Nick Brazzi walks you through how to set up, track, and manage OKRs using Viva Goals. Nick shows you how to access Viva Goals on the web and from inside Microsoft Teams. He goes over setting up and managing an organization, viewing objectives, and creating your own OKR list. Nick explains how to add key results and initiatives to your objectives and use sample objectives. He covers how to view OKRs for your organization or team, how to create teams, and more. Nick also discusses how to track and measure your results. Plus, he highlights ways to customize Viva Goals for your organization.

Skills covered

Microsoft VivaTeams and CollaborationManagement SkillsTalent ManagementHuman ResourcesEssential TrainingProfessional DevelopmentLeadership and ManagementMicrosoft

Concepts

0. Introduction

  • 01 - Set objectives and measure results with Viva Goals
  • 02 - Overview of the Viva platform
  • 03 - Understand the OKR framework

1. Set Up Viva Goals

  • 04 - Access Viva Goals on the web
  • 05 - Use Viva Goals inside of Microsoft Teams
  • 06 - Set up and manage an organization

2. Make and Manage Objectives in Viva Goals

  • 07 - View your objectives in Viva Goals
  • 08 - Add objectives
  • 09 - Add key results and initiatives to your objectives
  • 10 - Use sample objectives

3. View OKRs for the Organization or a Team

  • 11 - View OKRs for your organization or your peers
  • 12 - Use the team hierarchy
  • 13 - Create teams (organization owners and admins only)
  • 14 - Work with OKRs in a team
  • 15 - Use the Explorer to view and filter OKRs

4. Track and Measure Results in Viva Goals

  • 16 - Check in to keep a record of your progress
  • 17 - Monitor or measure progress for yourself or a peer
  • 18 - Close OKRs at the end of your time period
  • 19 - Analyze engagement for your organization

5. Customize Viva Goals for Your Organization

  • 20 - Manage time periods and notifications

Conclusion

  • 21 - Next steps

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