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Piloting & Scaling Successfully With Microsoft Viva

Piloting & Scaling Successfully With Microsoft Viva With so many Viva capabilities available to organizations, it can be a challenge knowing which should be piloted together or what patterns and practices work best when piloting Viva Connections, Viva Learning, Viva Topics, Viva Goals, Viva Insights, Viva Pulse, Viva Amplify, and more. How do organizations get started successfully, overcome challenges in piloting and rolling out these experiences, and eventually scale to organization-wide deployments Join internationally recognized industry expert and Microsoft MVP Richard Harbridge as he shares insight into the lessons learned and proven approaches with Microsoft Viva. Together you will explore unique and vital challenges with Viva deployments, such as challenges with multiple tenants or multiple organizations in one tenant or challenges with experiences designed for scale - determining if an org is large enough or has enough content for a great experience with Viva Topics and more.

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Piloting & Scaling
Successfully With
Microsoft Viva
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP
#CollabDaysNE
Saturday., October. 21, 2023 2:00 PM (EST)
My Twitter is @RHarbridge, I’m super friendly & proud to work at @2toLead.
Richard Harbridge
2toLead Chief
Technology Officer &
Microsoft MVP
Speaker & Author
Super Friendly
What are we hearing
Employee Experience
How Do We Get There? Envision Your Roadmap
Individual Group
Interviews
Requirements
Defined
Aggregated
Employee Needs
Review
Roadmap
Defined
Requirements
Prioritized
Following the review and finalization of Employee Needs, requirements would be prioritized and
confirmed. These requirements (often in the form of user stories) are then grouped with
related needs into recommended initiatives that could be sequenced over time. Finally,
existing in-flight organizational initiatives are integrated into the timeline.
PHASE 1 - Modernize
0-6 months
PHASE 2 – Connect & Integrate
6-12 months
PHASE 3 – Intelligent & Automated
12-24 months
A summary of the initiatives planned over the next 24 months
Employee Experience Roadmap Sample
Digital Workplace
Strategy & Roadmap
Modern Navigation
(Custom Header & Footer)
Employee Preboarding
Portal(s)
Migrate & Develop
Intranet Content
Establish Digital
Workplace Backlog
Intranet Site, Page &
Team Template Design
Intranet Governance
Design & Planning
Viva Engage Premium Pilot
(For Leaders)
LEGEND
Foster Collaboration,
Connection & Engagement
Improve Communication,
Navigation & Search
Migrate
& Modernize
Establish An
Effective Foundation
Facilitate Governance
& Responsibly Empower
Viva Amplify Pilot
(For Leaders)
Employee Onboarding
Organization Portal(s)
Employee Onboarding
Departmental Site(s)
Digital Workplace
Directory (Release 1)
Digital Workplace
Directory (Release 2)
Viva Pulse Pilot
(For Leaders)
Viva Amplify Rolling Pilots
(For Everyone)
Targeted Search Experience
& Search Refiners
Intranet Navigation
& Search Design
Intranet Integration
& Solution Design
Intranet Content Design
& Migration Planning
Build Of Sites, Pages,
Teams & IA
Automating & Improving Onboarding,
Transfers & Offboarding Solution(s) (Release 1)
Viva Topics Pilot
(For Curators)
Bring Knowledge To Users In The Context
Of Their Work (Topics Broader Rollout)
Enhanced Intranet
Insights (Release 1)
My Links, Alerts &
Subscriptions (Release 1)
Digital Center Of
Excellence (Release 1)
Digital Center Of
Excellence (Release 2)
Targeted Viva
Learning (Pilot)
Viva Connections & Modern Intranet Launch
Paid
Free*
You don’t even need significant budget to advance Viva workloads to improve the employee
experience and showcase new ways to work. See what you have in the Viva service description
Microsoft Viva Has Free Value & Premium Value
*May require suite licensing, or for larger scenarios
licensing (such as 3+ home sites for Connections) or
represent a subset of functionality such as Learning,
Insights and Engage.
Copilot
For Viva
Included
Ad

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Piloting & Scaling Successfully With Microsoft Viva

  • 1. Piloting & Scaling Successfully With Microsoft Viva Richard Harbridge 2toLead Chief Technology Officer & Microsoft MVP #CollabDaysNE Saturday., October. 21, 2023 2:00 PM (EST)
  • 2. My Twitter is @RHarbridge, I’m super friendly & proud to work at @2toLead. Richard Harbridge 2toLead Chief Technology Officer & Microsoft MVP Speaker & Author Super Friendly
  • 3. What are we hearing Employee Experience
  • 4. How Do We Get There? Envision Your Roadmap Individual Group Interviews Requirements Defined Aggregated Employee Needs Review Roadmap Defined Requirements Prioritized Following the review and finalization of Employee Needs, requirements would be prioritized and confirmed. These requirements (often in the form of user stories) are then grouped with related needs into recommended initiatives that could be sequenced over time. Finally, existing in-flight organizational initiatives are integrated into the timeline.
  • 5. PHASE 1 - Modernize 0-6 months PHASE 2 – Connect & Integrate 6-12 months PHASE 3 – Intelligent & Automated 12-24 months A summary of the initiatives planned over the next 24 months Employee Experience Roadmap Sample Digital Workplace Strategy & Roadmap Modern Navigation (Custom Header & Footer) Employee Preboarding Portal(s) Migrate & Develop Intranet Content Establish Digital Workplace Backlog Intranet Site, Page & Team Template Design Intranet Governance Design & Planning Viva Engage Premium Pilot (For Leaders) LEGEND Foster Collaboration, Connection & Engagement Improve Communication, Navigation & Search Migrate & Modernize Establish An Effective Foundation Facilitate Governance & Responsibly Empower Viva Amplify Pilot (For Leaders) Employee Onboarding Organization Portal(s) Employee Onboarding Departmental Site(s) Digital Workplace Directory (Release 1) Digital Workplace Directory (Release 2) Viva Pulse Pilot (For Leaders) Viva Amplify Rolling Pilots (For Everyone) Targeted Search Experience & Search Refiners Intranet Navigation & Search Design Intranet Integration & Solution Design Intranet Content Design & Migration Planning Build Of Sites, Pages, Teams & IA Automating & Improving Onboarding, Transfers & Offboarding Solution(s) (Release 1) Viva Topics Pilot (For Curators) Bring Knowledge To Users In The Context Of Their Work (Topics Broader Rollout) Enhanced Intranet Insights (Release 1) My Links, Alerts & Subscriptions (Release 1) Digital Center Of Excellence (Release 1) Digital Center Of Excellence (Release 2) Targeted Viva Learning (Pilot) Viva Connections & Modern Intranet Launch
  • 6. Paid Free* You don’t even need significant budget to advance Viva workloads to improve the employee experience and showcase new ways to work. See what you have in the Viva service description Microsoft Viva Has Free Value & Premium Value *May require suite licensing, or for larger scenarios licensing (such as 3+ home sites for Connections) or represent a subset of functionality such as Learning, Insights and Engage. Copilot For Viva Included
  • 7. The challenge consistently is one of strategy and tactics. Not “is this valuable”, but how do we implement this in way that leads to better return on the investment and greater success. How Do We Get Started?
  • 8. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 9. Bringing The Intranet To Where Employees Work We will be bringing more personalization and integration to our Intranet while making it easier to access in the flow of work by being available directly from within Microsoft Teams desktop and mobile. EXAMPLE PILOT YOUR EXPERIENCE MAY VARY… Estimated Duration: Educate & Plan For Viva Connections Implement Connections & Pin The App Empower Better Intranet Experiences
  • 10. Bringing The Intranet To Where Employees Work EXAMPLE PILOT CROSS-INDUSTRY IMPROVED COMMUNICATIONS EMPLOYEE ENGAGEMENT SIMPLIFICATION BUSINESS IMPACT INDUSTRIES INTRANETS CORPORATE COMMUNICATION DIGITAL WORKPLACE VIVA CONNECTIONS MICROSOFT TEAMS APPS SOLUTION AREAS Educate Corporate Communications, Marketing & IT teams on capabilities your organization already owns, but has yet to maximize. Discuss key industry trends, patterns, and practices that Viva Connections addresses, such as how Microsoft Teams is becoming the digital hub of most digital workplaces, how intelligent boosting can lead to better communication, how unified feeds can bring more personalized, relevant, and engaging content to employees, how targetable and integrated dashboards can improve access to services and more. Support and implement Viva Connections. Establish a foundation to further evolve your communications strategy and employee experience over time based on Teams, SharePoint, Yammer, Microsoft Viva and Microsoft 365 as a platform. WHAT WILL WE DO? Except... It’s often not that simple is it?
  • 11. Viva Connections Planning Working Session(s) Bringing The Intranet To Where Employees Work SERVICES HOW WILL WE DO IT? Viva Connections Overview Enable Viva Connections Current State Analysis Planning Workshops Activities Touchpoints Estimated Duration: 3 Days Implementation Target: Day 1 Target: Day 2 Pilot & Use Viva Connections Adopt & Optimize Target: Day 3 Configure Viva Connections Begin Planning Broader Org Rollout ENABLED VIVA CONNECTIONS STARTER DASHBOARD CARDS & “PERSONALIZED” FEED OUTCOMES
  • 12. The challenge isn’t the optimal approach for Viva Connections it’s addressing gaps and aligning new capabilities with existing approaches. Viva Connections
  • 13. Viva Connections itself is easy to implement, but the change it represents is bigger.
  • 14. Intranet Evolution & Transformation Arguably the Intranet has undergone a few major transformations. Are we in the midst of another major transformation? How impactful is the change that Microsoft Teams, Loop and Viva have on Intranets? Intranet 0.1 •Portals •Links •Simple News •Technical To Update Intranets 1.0 •Search •More Content •Services •Audience Targeting •Updatable By Business Intranets 2.0 •Enterprise Social •Engagement 1.0 •Personalization •Mobile •Digital Workplace Intranets 3.0? •Engagement 2.0? •AI Powered & More Intelligent? •More Dynamic? •Richer Integration? •Where You Work?
  • 17. Viva Connections is part of the Teams experience for a good reason.
  • 23. Viva Connections dashboard can be added later or initially as static cards (quick links+).
  • 24. Communicate and engage Viva Connections Dashboard Dynamic
  • 26. Viva Connections Dashboard Leverage 1st party and 3rd party supported integrations with popular industry leaders. Main Benefit Over Time
  • 27. Viva Connections Dashboard Leverage 1st party supported integrations with popular industry leaders.
  • 28. Viva Connections newsfeed can be added later or initially as news for me.
  • 29. You will love the way we work. Together. ™ “You” “Us”
  • 30. You will love the way we work. Together. ™ “You”
  • 31. You will love the way we work. Together. ™ “You” “Us”
  • 32. Viva Connections multiple home sites or homepage modernization might matter.
  • 33. A new out of the box experience. For “getting started” or for smaller orgs.
  • 34. While larger organizations may be tempted to wait for multiple home sites it’s much better for some people to benefit NOW from having a Viva Connected experience today. Starting With One Viva Connections Experience Modern Homepage Multiple Home Site Connection Experiences Business Unit Or Department Portal Target Users For Initial Rollout Value Now Is Better Than No Value Until Later
  • 35. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 36. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 37. Bringing The Intranet To Where Employees Work While it’s important to start with bringing the Intranet experience into Teams with Viva Connections, you can also bring the Intranet into context where people work whether that be in their inbox, IM messages, Teams, Yammer, SharePoint pages or in the office applications like Word. EXAMPLE PILOT YOUR EXPERIENCE MAY VARY… Estimated Duration: Educate & Plan Viva Topics Pilot “Curators” Enable & Explore Topics With Curators Enhance Intranet “Curated” Content Based On Topics Insight
  • 38. Bringing The Intranet To Where Employees Work EXAMPLE PILOT CROSS-INDUSTRY IMPROVED COMMUNICATIONS EMPLOYEE ENGAGEMENT SIMPLIFICATION BUSINESS IMPACT INDUSTRIES INTRANETS CORPORATE COMMUNICATION DIGITAL WORKPLACE VIVA TOPICS MICROSOFT TEAMS APPS SOLUTION AREAS Educate your Intranet and content owning stakeholders (optimal pilot group) on how Microsoft 365 & Viva Topics can bring the Intranet (and knowledge) to users where they work. More importantly, how Viva Topics does this in a dynamic, integrated, and always up to date way. Plan an effective pilot of Viva Topics aligned with your own Intranet, departmental and content leads where they can use the ‘insights’ provided by topics to empower better traditional ‘curated’ content they manage today. Together we can coach on how to better use Microsoft 365 capabilities like SharePoint, Teams and Topics to improve communication, add more dynamism and content connectedness. This will lead to valuable topics slowly being curated effectively and responsibly (seeding future value and educating key stakeholders). Governance is established and with seeded champions want to use topics for the pages they don’t curate, or to transition some of their curated pages. WHAT WILL WE DO?
  • 39. Identification Of Pilot Topics & Curators Bring The Intranet To Users Where They Work EXAMPLE PILOT HOW WILL WE DO IT? Viva Topics Overview & Enablement Optimize “Intranet” Content Current State Analysis Planning Workshops Activities Touchpoints Estimated Duration: 3 Weeks Explore & Optimize Target: Week 1 Target: Week 2 Confirm & Publish Viva Topics Curate & Organize Target: Week 3 Coaching Sessions With Curators Enhance Targeted Topic Pages ENABLED VIVA TOPICS CURATED VIVA TOPICS OUTCOMES
  • 40. The challenge is to rarely start with Topics for everyone, and instead improve curated content based on the insight topics brings. Viva Topics
  • 41. Viva Topics itself can be easy to implement, but most organizations don’t have a knowledge team or governance readiness.
  • 42. Contextualized navigation and discovery based on where and how users work benefiting from cloud scale AI, digital behavior capture & continual content analysis. Improved Knowledge With Viva Topics In emails, instant messages, team messages, pages, news, documents and more… the knowledge, people, digital spaces, and more are available in context.
  • 43. Improve Skills, Understanding & Alignment People In Viva, Viva Topics, Skills In Viva & Viva Goals as well as countless other experiences further enrich the ways we communicate, align and connect. All elements of a good employee experience strategy.
  • 44. By focusing on the curators and content leaders this group of people already understand how curation works, what governance rules exist around “Intranet” content, and the value of knowledge. Starting With “Curators” Keeps Initial Licensing Low (& Sustained) Steering Committee Intranet Working Group Administrators Champions Content Owners Content Authors Support
  • 45. Contextualized insights based on the topic discovery that includes people, resources, sites, communities and more can improve our curated assets and support our extended team of content leads and departmental stakeholders. Source More Insight With Viva Topics Content leaders can leverage the insights provided by Viva Topics by rationalizing them with curated resources to improve them. Does that product site internally have links/connections to the people, resources and sites suggested by topics?
  • 46. Viva Topics works best when Topics are curated and championed. It can be overwhelming with so many topics initially.
  • 47. While some initial topics can be driven from taxonomy and leadership many require deeper understanding distributed across the organization through various leaders/groups. (300+ In Pilot!) The Domain & Subject Experts Need To Lead
  • 48. Since your goal is to publish many topics and ready future rolling pilots for topics to light up all across your Intranet (SharePoint), Teams, Outlook and more we need to sometimes help drive this. Viva Topics Curate-a-thon To Drive Broadly Useful Topics
  • 49. Viva Topics benefits from content and signal data, so the more content in Microsoft 365 (and connected through search) the better.
  • 50. Microsoft Viva Topics It’s not just Microsoft 365 content in SharePoint, OneDrive, Teams and more - but the content we connect to Microsoft through search that enriches the value of Topics longer term.
  • 51. Microsoft Search Connectors For Topics & Copilot There is so much capability in Microsoft Search Connectors that most organizations have never explored and leveraged. Start with connecting and indexing your website and go from there. Copilot
  • 52. Optimization Project Migration Project Migration Versus Optimization While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration (Foundational) Restructuring Restructure & Optimization Improved Knowledge
  • 53. Optimization Services Migration Versus Optimization While it’s tempting to front-load optimization into the migration pattern it is rarely the most efficient approach. There are better tools to optimize in the cloud or modern environment. Migration Success Content Migration Solution Migration (Light) Restructuring Envision & Assess Design Implement Adopt Review Migration Project Migration Success Content Migration Solution Migration (Foundational) Restructuring
  • 54. Page 82 ESTIMATED COMPLEXITY SharePoint Syntex Assessment Microsoft 365 Management Using the SharePoint Syntex Assessment enables you to gather data about your SharePoint libraries and generate a Power BI report with recommendations of where Syntex might fit and bring added value to your organization. These recommendations are based on factors such as the size and structure of libraries, the existing use of metadata or content types, and the use of retention labels. Try It Yourself Today Microsoft Solution
  • 55. Page 83 CROSS-INDUSTRY INDUSTRIES This assessment tool can be used to report on the distribution and configuration of SharePoint libraries, content types and more to help identify areas of opportunity for content and document automation, understanding and enrichment. There are several reports available in the results of the assessment: • Libraries with custom columns and the libraries that use the most columns. • Column usage to identify columns that are commonly used across your document libraries, by name or by type. • Libraries with custom content types to identify libraries that are enabled to use custom content types. It will also show libraries that are using the most content types. • Content type usage to help you to identify content types that are heavily used, both by number of files and locations. • Library size, and libraries with retention labels which both help identify targets for content understanding/enrichment that Syntex can automate. • Library modernization status can indicate libraries that should still be modernized to take advantage of new capabilities and features like Syntex. • Prebuilt model candidates and Syntex Model Usage can both provide libraries and content types where the name matches the ready-to-use models, or where Syntex is leveraged today and items that have been classified. WHAT DOES IT DO? SharePoint Syntex Assessment Microsoft 365 Management DOCUMENT UNDERSTANDING DOCUMENT MANAGEMENT CONTENT AUTOMATION DOCUMENT AUTOMATION SHAREPOINT SYNTEX SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help
  • 56. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 57. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 58. Improve Learning Engagement With Viva Learning Employees want to learn and grow. An integrated learning experience powered by peer recommendations, sharing, and connected to structured learning and unstructured learning leads to more engaged learners, and a more engaged workforce. EXAMPLE PILOT Estimated Duration: Educate On Learning As A Shared & Connected Experience Enable Viva Learning For Pilot Group(s) Explore Learning Engagement Analytics & Learning Usage Patterns YOUR EXPERIENCE MAY VARY…
  • 59. Improve Learning Engagement With Viva Learning EXAMPLE PILOT CROSS-INDUSTRY ORGANIZATION RESILIENCY EMPLOYEE ENGAGEMENT GROWTH & DEVELOPMENT BUSINESS IMPACT INDUSTRIES EMPLOYEE ENGAGEMENT VIVA LEARNING EMPLOYEE RETENTION SOLUTION AREAS This pilot program should emphasize the importance not just of better LMS led learning experiences but also bring your own learning, peer led learning and socialized learning resulting in a significant increase in elective learning vs mandatory learning. Configure and implement Viva Learning and a pilot program that helps employees discover, connect, share, and manage learning in different ways further strengthening their development, the team and organization culture and business growth. WHAT WILL WE DO? 1% Employees use only 1% of their workweek to focus on learning new skills1 84% of L&D leaders think now is the time to integrate learning into collaboration platforms2
  • 60. The challenge is complimenting and transforming traditional learning systems with new more connected learning experiences (without losing the benefits). Viva Learning
  • 64. Page 92 ESTIMATED COMPLEXITY Champion Management Platform Adoption The Champion Management Platform enables organizations to adopt, onboard, and maintain Champions, allowing everyone to discover Champions right where they collaborate. Hold organizational-wide tournaments promoting adoption themes and more. Try It Yourself Today Microsoft Solution
  • 65. Page 93 CROSS-INDUSTRY INDUSTRIES Administrators can nominate and approve employees to be champions, champions can nominate their peers to be a champion, and employees can earn or be assigned digital badges that can be displayed automatically as an overlay on their profile image. Employees can search for, discover, and find champions via leaderboards that encourage employees to get connected to the champions in their organization. Tournament of Teams enables the organization to create and conduct tournaments for anyone in the organization to use to drive healthy usage habits and skilling on the areas of focus. Users also gain access to tournament-specific badges once they complete the tournaments. WHAT DOES IT DO? Champion Management Platform Adoption EMPLOYEE NETWORKING ADOPTION CHAMPION PROGRAMS EMPLOYEE RECOGNITION SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help
  • 66. Page 94 ESTIMATED COMPLEXITY Grow Your Skills App Employee Networking & Connection Grow Your Skills is an app for employees to discover & contribute to gig projects or volunteer activities based on their interests which will help them to acquire new skills or master the ones that they already have right inside teams. Try It Yourself Today Microsoft Solution
  • 67. Page 95 CROSS-INDUSTRY INDUSTRIES Enable employees to discover and contribute to gig projects, hold study groups, or coordinate volunteer activities based on their interests which can help them to acquire new skills or master the ones they already have. • Discover and join new side projects that have been created by your peers in the organization. Search for projects of your choice or preference based on filters such as skill etc. • Create projects to request help with specific skills and give opportunities for your co-workers to grow • View the skills acquired across multiple projects in one place and endorse team members for skills and send a personal note during project closure • Configure a tab in a Channel filtered based on tags to look for any projects that are based on the topics or skills relevant to your team • Collaborate using Messaging, share the projects you have created or joined to garner more interest from your peers WHAT DOES IT DO? Grow Your Skills App Employee Networking & Connection EVENT MANAGEMENT EVENT REGISTRATION TRAINING & DEVELOPMENT INTRANET DIGITAL WORKPLACE SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help
  • 68. Viva Learning itself can be easy to implement, but most organizations need to learn to adapt their growth and development plan.
  • 69. Scenarios: Learner In a meeting with a colleague, they mention wanting to brush up on their data analysis skills Chat and conversation Send a relevant course in a meeting or Teams chat Include pointers to relevant sections or add context in chat message Enable peer coaching or mentor relationships – formal or informal A sales analyst is searching Office.com for a customer pitch deck to give in an upcoming sales meeting Cross-M365 discovery Relevant learning courses like “Effective sales pitch strategies” surface in search results alongside pitch decks Bookmark courses in Viva Learning to consume later in preparation for the meeting A marketing analyst wants to improve her knowledge on web and social media strategy Search for keywords like “SEO optimization” in the Viva Learning home page or a channel learning tab See search results from Microsoft, 3rd party providers, and internal sources Bookmark interesting courses and recommend courses to peers Search and recommend
  • 70. Scenarios: Manager A new team member will be joining next week A manager wants to foster a culture of learning and growth A team member led a presentation on Diverse and Inclusive marketing that would be helpful for the broader organization Onboarding Add a learning tab to your Teams channel for onboarding Add relevant courses and team-specific resources to the tab Curate for your team and priorities Manage view Recommend relevant courses to team members Check the completion status of recommended content in the Manage view Give kudos to team members who prioritize learning Crowdsource learning content Add the presentation to the organization’s collaborative SharePoint folder, connected to Viva Learning Employees can see added content in Viva Learning as learning content
  • 73. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 74. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 75. Improve Team Performance & Alignment With Viva Goals Empower objective alignment at the organizational, team and individual level. Connect work to outcomes with projects and tasks aligned to OKRs while sharing progress and insights across your organization with shareable links and pinned apps. EXAMPLE PILOT Estimated Duration: Educate On Importance Of Connecting Goals To Outcomes Expert Led Discussions On Viva Goals & Designing Your Pilot Program Implementation Of Viva Goals Pilot & Pro-Active Support YOUR EXPERIENCE MAY VARY…
  • 76. Improve Team Performance & Alignment With Viva Goals EXAMPLE PILOT CROSS-INDUSTRY ORGANIZATION RESILIENCY EMPLOYEE ENGAGEMENT PRODUCTIVITY BUSINESS IMPACT INDUSTRIES EMPLOYEE PERFORMANCE VIVA GOALS EMPLOYEE RETENTION VIVA INSIGHTS HYBRID WORK SOLUTION AREAS This pilot program should be expert led as it will serve to demonstrate and discuss Microsoft 365 capabilities and solutions that improve and provide insights into employee objectives, alignment and goal management. Configure and implement Viva Goals and a pilot program that helps employees connect, align, and manage goals and objectives in different ways further strengthening their performance, the team and organization culture and business growth. Coach, mentor and support (with experts) pilot groups on the usage and refinement of their objectives, key results, projects and help them adopt it meaningfully. Explore qualitative and quantitative findings on how much value it drove during and after the pilot period. WHAT WILL WE DO?
  • 77. Sample Viva Goals Pilot Timeline Week 1 Kickoff Communications Planning Viva Goals Technical Deployment Week 2 OKR Leadership Program Week 3 OKR Coaching Program OKR Design Workshop(s) Viva Goals Software Training Week 4 Viva Goals Software Training Week 5 Dashboard & Integration Support Week 6 Close-out Meeting
  • 78. 2toLead Viva Goals Pilot Timeline (High Level) FY23 Q3 - Dec Starting our OKR journey Piloted usage of OKR methodology Limited business rhythm and alignment of goals between levels FY23 Q3 - Jan Validating OKRs in your organization Piloted usage of OKR methodology Department and group learning of OKR concepts and how OKRs will work for them at scale FY23 Q4 - Feb Evaluate and adjust coaching and support approach based on initial findings. OKRs are used in quarterly planning business rhythms, becoming a mindset of focus and alignment Employees feel that Q4 has clearer purpose and priority FY23 Q4 - Mar Integrate established OKRs with automated updates (Planner, Project Online, ADO, etc). OKRs are expanding more widely into business rhythms Departments and teams of the organization are developing the OKR muscle and habit FY23 Q4 - Apr Support quarterly review and close-out motions with Viva Goals and time investment. OKRs are a key part of our quarter and fiscal close out at the individual, team and organizational level. FY24 Q1 - May Starting a new fiscal committed to the OKR practice/process. OKRs are firmly embedded in business rhythms throughout the organization, from top to bottom.
  • 79. The challenge is it’s a business transformation supported by incredible technology based on a need for greater alignment and prioritization that goals can bring. Viva Goals
  • 80. Viva Goals itself can be easy to implement, but most organizations need to learn to adapt to using it and mature.
  • 81. Step Task Priority Description Guidance/Links 1 Assign licenses to users and groups Required Assign licenses for the users you want to have access to Viva Goals features. NA 2 Configure org creators1 Recommended This is not a wizard step, but wondering if we should provide guidance so that it can be addressed if it comes up Restrict organization creation permissions 3 Assign the Organization Administrator role1 Recommended Assign roles and user permissions (those who can access all functionality vs. those who can view only). Roles and permissions in Viva Goals 4 Configure time periods Optional Manage OKR time periods and customize them for your organization's requirements. Manage OKR time periods 5 Configure notifications Optional Customize notifications settings through the admin portal. How to set reminders for check-ins 6 Configure integrations Optional Integrate Viva Goals with industry-leading tools and platforms you use every day, Viva Goals integrations overview 7 Configure OKRs rules Optional Configure how you want to view objectives and key results. Configure your OKR model in Viva Goals 8 Configure projects Optional Keep track of all the work your org is executing with Projects. Projects in Viva Goals 9 Pin the app in Teams Recommended Pin the Viva goals app in Teams to guide users to the app. Manage app setup policies in Microsoft Teams 10 Plan and drive adoption of Viva Goals in your organization Recommended Review, plan and apply adoption best practices to help make your deployment a success with our variety of resources. • Adoption guide • OKR success toolkit • OKR examples • Maturity model 11 Promote Viva Goals to employees and measure engagement Recommended Measure level of organizational engagement for services deployed using resources in the MAC. Viva Connections Teams App Usage Report 12 Get connected to support channels Recommended Use available resources to get technical support, ideas from other organizations, and become aware of new features. See slide Viva Goals Set Up Steps 1Step not included in Set Up Guide (aka Wizard) IT Supported (Core)
  • 82. OKR Maturity Model Follow a phased approach to fully embrace company-wide integration Centering Unlocking cultural buy-in for OKRs • Executive Sponsorship • Team members reference OKRs in every decision, big and small • OKRs are firmly entrenched in business rhythms, becoming a global mindset Of focus and alignment • Employees feel there is purpose at the center of everything they do Beginning 1 Starting your OKR journey • No usage of OKR methodology • No structured business rhythm • Limited alignment of goals between levels Piloting Validating OKRs in your organization • Organizational experimentation with OKR methodology via pilot group • Small group learning OKR concept and building into business rhythm • Small group trying to understand how OKRs will work for them at scale Adopting Committing to the OKR practice • Executive Sponsorship • Top levels of the organization are developing the OKR muscle and habit • OKRs are expanding more widely into business rhythms • OKR tool selection begins Scaling Rolling out OKRs broadly • Executive Sponsorship • OKRs are rolled out to the rest of the company and baked into large, organization-wide initiatives • OKRs are firmly embedded in business rhythms throughout the organization, from top to bottom • OKR tool is selected and used across the organization 2 3 4 5
  • 83. Example How OKR Leadership Program Could Work We bring your OKR Champions (and other key end users) and take them through an intensive 2-day experience to learn about OKRs and how to embed them into your organization. This can also be experienced digitally via MS Learn as a self-serve option for customers. 1. Role of a Champion Day One: Role of a Champion and Writing Day Two: Software and Ensuring Program Success Learn about the program, the why of OKRs, and how to pitch OKRs internally at your company 2. Writing OKRs Learn the core structure for writing effective OKRs, and the nuances of writing and aligning OKRs across an Org. Day One Topics Details 3. Viva Goals Software Learn the core functionality of Viva Goals’ software, how to engage with others, and how to organize and present data. 4. Ensuring Program Success Day Two Topics Details Learn how to make change last, track success, and prepare for program rollout
  • 84. Example How OKR Coaching Program Could Work We bring your OKR Champions and build upon the knowledge that they learned during the OKR Champion Program to help enable others with OKRs. This can also be experienced digitally via MS Learn. They Key Questions of an OKR Coach & Preparation Day One: OKR Coaching Deep Dive Day Two: OKR Coaching Simulations Learn about the key questions to ask an OKR coach, and how best to prepare for an OKR Coaching session OKR Coaching Scenario Observe a real scenario of where the OKR Coaching tactics were put into practice and the outcomes of that conversation Day One Topics Details Instructor Simulation Observe the instructors simulate an OKR Coaching scenario for you to replicate in groups 4. Ensuring Program Success Day Two Topics Details Put your OKR Coaching learning into practice during simulations
  • 85. Recommended Viva Learning Courses 1. Executive Coaching 2. Interpersonal Communication 3. Giving & Receiving Feedback 4. Facilitating Conversation 5. Master Confident Presentations 6. Asking Questions 7. Solving Business Problems
  • 86. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 87. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 88. Engaged & Empowered Leader Communications Go beyond the Intranet and enhance engagement in your company communications across Communities, Storylines, AMA events, Teams, Intranet, Email, and more. Driving a more engaged and informed employee experience. EXAMPLE PILOT YOUR EXPERIENCE MAY VARY… Estimated Duration: Educate & Plan For Viva Amplify & Engage Leaders Pilot Implement Viva Amplify & Viva Engage Leadership Corner Engage & Empower Communicators & Leaders
  • 89. Engaged & Empowered Leader Communications SERVICES CROSS-INDUSTRY IMPROVED COMMUNICATIONS EMPLOYEE ENGAGEMENT SIMPLIFICATION BUSINESS IMPACT INDUSTRIES INTRANETS CORPORATE COMMUNICATION DIGITAL WORKPLACE MICROSOFT TEAMS APPS SOLUTION AREAS Educate Corporate Communications, Marketing & IT teams on capabilities your organization already owns, but hasn't maximized such as Viva Engage, Viva Connections, Microsoft Teams & SharePoint for company communications. Discuss key industry trends, patterns and practices with an emphasis on marketing/communication best practices and how multi channel communication can amplify and funnel people towards key content. Demonstrate and map organization needs to Microsoft 365, Viva Engage, Viva Amplify, Copilot, SharePoint and Teams app experiences. Support and implement Viva Amplify and Viva Engage premium features for leaders to orchestrate and empower new levels of engagement and communication. Establish a foundation to further evolve your communications strategy based on Teams, SharePoint, Email, AI, Viva and Microsoft 365 as a platform. WHAT WILL WE DO?
  • 90. Viva Amplify & Viva Engage Setup Engaged & Empowered Leader Communications SERVICES HOW WILL WE DO IT? Viva & M365 Demonstrations Train Leaders & Communication Staff Current State Analysis Planning Workshops Activities Touchpoints Estimated Duration: 3 Weeks (Or 3 Days) Implementation Target: Week 1 (Day 1) Target: Week 2 (Day 2) Pilot & Test Amplify & Engage Adopt & Optimize Target: Week 3 (Day 3) Deploy Amplify & Engage Premium Explore Analytics & Insights ENABLED VIVA AMPLIFY & VIVA ENGAGE LEADERS CAPABILITIES ESTABLISHED USE CASES FOR LEVERAGING MORE OF MICROSOFT 365 FOR COMPANY COMMUNICATION OUTCOMES
  • 91. Viva Amplify is a game changer for communications, but it requires and understanding of how internal multi- channel communication is best amplified.
  • 92. Communication Is Changing How do we communicate more effectively? Especially as we think about the enterprise channels and employee experience landscape that exists today? Intranet •Boosted Until •Personalization •Targeting •Content Mixture Email •Newsletters •Priority Messages •Personalized Integration Social / Engage •Polls •Q&A (Bots later) •Storylines Teams / Slack •Targeted Individuals •Targeted Channels/Teams Knowledge Tools •Search Optimization •Associated Topics •“Books” Of Content •Videos Of Popular Content Goals / Learning •OKR Connection & Alignment •Learning Resource Profiles, Work Modes, Mobile & Digital Excellence
  • 93. Communication Is Changing How do we communicate more effectively? Especially as we think about the enterprise channels and employee experience landscape that exists today? Intranet •Boosted Until •Personalization •Targeting •Content Mixture Email •Newsletters •Priority Messages •Personalized Integration Social / Engage •Polls •Q&A (Bots later) •Storylines Teams / Slack •Targeted Individuals •Targeted Channels/Teams Knowledge Tools •Search Optimization •Associated Topics •“Books” Of Content •Videos Of Popular Content Goals / Learning •OKR Connection & Alignment •Learning Resource AI, Profiles, Work Modes, Mobile & Digital Excellence
  • 94. Improve Employee Connection Microsoft Viva Engage Storylines enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences.
  • 95. Improve Employee Connection Microsoft Viva Engage Storylines enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences.
  • 96. Improve Employee Connection Microsoft Viva Engage Storylines enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences.
  • 97. Using Copilot With Viva Engage Leads To Better Experiences With Viva Engage you can help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
  • 98. Improve Employee Connection Microsoft Viva Engage Leadership Corner enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences for leaders.
  • 99. Automation For Everyone While we can use AI to generate posts, we can also use the leader system in Viva Engage to publish announcements out to multiple channels as an example.
  • 100. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns. Active Campaign Stats Favorite Campaigns Templates Shared Guidance
  • 101. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns.
  • 102. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns.
  • 103. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns.
  • 104. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns.
  • 105. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns. Campaigns Exist Because Of This Need
  • 106. Using Copilot With SharePoint Leads To Better Experiences When combined together humans and AI can lead to not just faster and more skilled generation of content through collaboration with AI, but better quality results.
  • 107. The challenge is that the business isn’t using Teams for communication campaigns and hasn’t maximized Yammer and Email communication patterns. Viva Amplify
  • 108. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 109. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 110. Improve Employee Connectivity With Microsoft 365 Empower insights that enable employees to be more connected. Identify expertise and align it with employees. Enable employees to extend and strengthen their networks within the organization with solutions that improve retention, connection and engagement. EXAMPLE PILOT Estimated Duration: Educate On Importance Of Connected Employees Expert Led Discussions On Viva Insights, Viva Pulse & M365 Solutions Provide Recommendations & Next Steps YOUR EXPERIENCE MAY VARY…
  • 111. Improve Employee Connectivity With Microsoft 365 SERVICES CROSS-INDUSTRY ORGANIZATION RESILIENCY EMPLOYEE ENGAGEMENT PRODUCTIVITY BUSINESS IMPACT INDUSTRIES HYBRID WORK EMPLOYEE NETWORKING EMPLOYEE RETENTION VIVA INSIGHTS WORKPLACE ANALYTICS VIVA PULSE SOLUTION AREAS Together we will demonstrate and discuss Microsoft 365 capabilities and solutions that improve and provide insights into employee connectivity, networking and organization resiliency. We will share insight into how to successfully engage and connect your employees even in hybrid or entirely remote environments. Provide ready to deploy and implement solutions that your organization can implement that integrate and are built into Microsoft Teams, Outlook and SharePoint that help employees connect in different ways further strengthening their networks, increasing productivity and collaboration and improving retention. WHAT WILL WE DO? The difference isn’t (optimally) to just do Insights (or Glint/Pulse) but to actually combine it with campaigns, solutions and more that should nudget/change employee experience for the better.
  • 112. The challenge is change takes time and while insights and feedback matter it’s what we do with that information that matters most. Viva Insights/Pulse
  • 113. Stop focusing on the advanced stuff that requires strategic commitment. There is so much you can do at an individual and team level!
  • 140. Viva Insights and Viva Pulse both provide wonderful complimentary insight and feedback (continually). Both have recommendations that can be acted on. So act on the insight.
  • 141. Microsoft Viva Client Responsibilities Workshop Overview End productivity paranoia. Embrace data over dogma.
  • 142. Microsoft Viva Client Responsibilities Workshop Overview End productivity paranoia. Embrace data over dogma.
  • 143. You will love the way we work. Together. ™ Help your employees have the tools to manage and improve their well-being and personal productivity. Start by leveraging the capabilities built into Insights. Anywhere, Anytime & On Any Device Blurred Boundaries 75% of people have experienced burnout at work with 40% of people report work disrupts personal/family time at least weekly
  • 144. You will love the way we work. Together. ™ Help your employees have the tools to manage and improve their well-being and personal productivity. Start by leveraging the capabilities built into Insights. Anywhere, Anytime & On Any Device Blurred Boundaries 75% of people have experienced burnout at work with 40% of people report work disrupts personal/family time at least weekly
  • 145. Wellbeing score across categories Distribution by wellbeing score and collaboration hours Collaboration hours Microsoft Confidential | Shared under NDA
  • 154. You will love the way we work. Together. ™ Limited Network 42% of IWs rarely meet new people at their company, managers rarely make those connections IWs rarely meet new people at their company; when they do meet new people, it’s most often through a formal or informal company event. How many have you had during this pandemic? Often with a More Limited Network
  • 155. You will love the way we work. Together. ™ Limited Network 42% of IWs rarely meet new people at their company, managers rarely make those connections Empower insights that enable employees to be more connected. Enable employees to extend and strengthen their networks within the organization with solutions that improve retention, connection and engagement. Often with a More Limited Network
  • 156. You will love the way we work. Together. ™ As leaders figure out their organization’s new working models, the Hybrid workforce experience Power BI dashboard helps them understand how hybrid work affects employees differently. Hybrid Workforce Experience Dashboard
  • 157. You will love the way we work. Together. ™ How does the employee work mode effect network size and composition? Hybrid Workforce Experience Dashboard - Connectivity
  • 158. You will love the way we work. Together. ™ How does the mode of work impact the integration into the organizations network? Is there as much manager support for remote employees' integration as onsite ones? Hybrid Workforce Experience Dashboard - Onboarding
  • 159. Piloting & Scaling Successfully With Microsoft Viva Viva Connections Viva Topics & People In Viva Viva Learning & Skills In Viva Viva Goals Viva Amplify & Viva Engage Viva Insights Viva Pulse Viva GLINT
  • 160. PHASE 1 - Modernize 0-6 months PHASE 2 – Connect & Integrate 6-12 months PHASE 3 – Intelligent & Automated 12-24 months A summary of the initiatives planned over the next 24 months Employee Experience Roadmap Sample Digital Workplace Strategy & Roadmap Modern Navigation (Custom Header & Footer) Employee Preboarding Portal(s) Migrate & Develop Intranet Content Establish Digital Workplace Backlog Intranet Site, Page & Team Template Design Intranet Governance Design & Planning Viva Engage Premium Pilot (For Leaders) LEGEND Foster Collaboration, Connection & Engagement Improve Communication, Navigation & Search Migrate & Modernize Establish An Effective Foundation Facilitate Governance & Responsibly Empower Viva Amplify Pilot (For Leaders) Employee Onboarding Organization Portal(s) Employee Onboarding Departmental Site(s) Digital Workplace Directory (Release 1) Digital Workplace Directory (Release 2) Viva Pulse Pilot (For Leaders) Viva Amplify Rolling Pilots (For Everyone) Targeted Search Experience & Search Refiners Intranet Navigation & Search Design Intranet Integration & Solution Design Intranet Content Design & Migration Planning Build Of Sites, Pages, Teams & IA Automating & Improving Onboarding, Transfers & Offboarding Solution(s) (Release 1) Viva Topics Pilot (For Curators) Bring Knowledge To Users In The Context Of Their Work (Topics Broader Rollout) Enhanced Intranet Insights (Release 1) My Links, Alerts & Subscriptions (Release 1) Digital Center Of Excellence (Release 1) Digital Center Of Excellence (Release 2) Targeted Viva Learning (Pilot) Viva Connections & Modern Intranet Launch
  • 161. You will love the way we work. Together. ™ Download our free 80+ page whitepaper Transform your Employee Experience at every stage with Microsoft 365 and Microsoft Viva! Download Today
  • 162. Let’s connect and find ways to do more and work together. Message me on LinkedIn or email Richard@2toLead.com 200+ Awesome Presentations at: Richard Harbridge 2toLead Chief Technology Officer & Microsoft MVP Super Friendly Thank You Slideshare.Net/RHarbridge 800+ Pages of Whitepapers at: 2toLead.com/Whitepapers Elsewhere… M365Resources.com Office365Campaigns.com M365Sprawl.com M365Intranets.com M365Metrics.com SharePointMigrations.com