Piloting & Scaling Successfully With Microsoft Viva

PILOTING & SCALING
SUCCESSFULLY WITH
MICROSOFT VIVA
RICHARD HARBRIDGE
CTO, 2TOLEAD, CANADA

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

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

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?

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

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

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

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?

Example Approach
Typical work breakdown activities for a Viva Connections Pilot.
Activities
Pre-Pilot Planning
Review Existing Intranet
Project Kick-Off
Pilot Project Plan
Microsoft Viva Connections
Enablement & Deployment
Planning
Viva Engage & Integration
Planning
Gather & Analyze Usage Data
Preparing for Next Steps
Outcomes
Responsible Enablement
Configure Home Site, App Bar,
& Teams Policy
Pilot Planning & Support
Design & Configure Initial
Dashboard Cards
Train the Trainer Sessions
Viva Connections Pilot Documentation
Outcomes
Executive Summary
Outcomes
Review Findings & Pilot Results
Pilot Alignment Pilot Planning & Execution Pilot Review

The challenge isn’t the optimal
approach for Viva Connections
it’s addressing gaps and aligning
new capabilities with existing
approaches.
Viva Connections

Viva Connections is part of the Teams
experience for a good reason.

Viva Connections itself is easy to implement,
but the change it represents is bigger.

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?

Viva Connections newsfeed can be added
later or initially as news for me.

You will love the way we work. Together. ™
“You”
“Us”

“You”

Viva Connections dashboard can be added
later or initially as static cards (quick links+).

Communicate and engage
Viva Connections Dashboard
Dynamic

Leverage 1st party and 3rd party supported integrations with popular industry leaders.
Main Benefit Over Time

Leverage 1st party supported integrations with popular industry leaders.

Viva Connections multiple home sites or
homepage modernization might matter.

A new out
of the box
experience.
For “getting
started” or
for smaller
orgs.

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

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
Estimated Duration:
Educate & Plan Viva
Topics Pilot “Curators”
Enable & Explore Topics
With Curators
Enhance Intranet “Curated”
Content Based On Topics Insight

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
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

EXAMPLE PILOT
CROSS-INDUSTRY
EMPLOYEE ENGAGEMENT
SIMPLIFICATION
BUSINESS IMPACT
INDUSTRIES
INTRANETS
DIGITAL WORKPLACE
VIVA TOPICS
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?

Example Approach
Typical work breakdown activities for a Viva Topics Pilot.
Activities
Pre-Pilot Planning
Run Topics &
Review Insights
Project Kick-Off
Pilot Project Plan
Pilot Stakeholder,
Scope/Exclusion & Success
Planning
Roles, Responsibilities &
Management Planning
Gather Usage Data & Surveys
Outcomes
Topic Stakeholder Optimization
& Guidance Sessions
Curate-a-thon
Coordination Support
Viva Topics Pilot Documentation
Outcomes
Executive Summary
Outcomes
Review Feedback & Pilot Results

The challenge is to rarely start
with Topics for everyone, and
instead improve curated content
based on the insight topics
brings.
Viva Topics

Viva Topics itself can be easy to implement,
but most organizations don’t have a
knowledge team or governance readiness.

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.

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.

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

Microsoft Viva Navigation
From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)

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?

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

Viva Topics works best when Topics are
curated and championed. It can be
overwhelming with so many topics initially.

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.
Topics Curate-a-thon Can Drive Broadly Useful Topics

Viva Topics benefits from content and signal
data, so the more content in Microsoft 365
(and connected through search) the better.

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.

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

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

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

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

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

Example Approach
Typical work breakdown activities for a Viva Learning Pilot.
Activities
Pre-Pilot Planning
Pre-Pilot
Questionnaire
Project Kick-Off
Pilot Project Plan
Configure Viva Learning Service
& Teams App
Optimize Learning Content
Repositories
Gather Data & Surveys
Outcomes
Learning Pilot Planning
Working Session(s)
Viva Learning Integration
Planning Working
Session(s)
Viva Learning Pilot Documentation
Outcomes
Executive Summary
Outcomes
Review Pilot Results
Create & Optimize Learning
Content Repositories
Adoption & Digital
Excellence Planning

The challenge is complimenting
and transforming traditional
learning systems with new more
connected learning experiences
(without losing the benefits).
Viva Learning

Viva Learning itself can be easy to implement,
but most organizations need to learn to
adapt their growth and development plan.

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

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

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

Improve Team Performance & Alignment With Viva Goals
EXAMPLE PILOT
CROSS-INDUSTRY
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?

Example Approach
Typical work breakdown activities for a Viva Goals Pilot.
Activities
Pre-Pilot Planning
Pre-Pilot
Questionnaire
Project Kick-Off
Pilot Project Plan
Configure Viva Goals Service &
Teams App
OKR Leadership Program &
Training Planning
Outcomes
Goals Pilot Planning Working
Session(s)
Viva Goals Integration
Planning Working
Session(s)
OKR Design Working Session(s)
Viva Goals Pilot Documentation
Outcomes
Executive Summary
Outcomes
Create & Optimize Initial Goals
Objectives, Key Results &
Initiatives
Viva Goals Software
Planning & Training
OKR Coaching & Champion
Program & Training Planning

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

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.

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

Viva Goals itself can be easy to implement,
but most organizations need to learn to
adapt to using it and mature.

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)

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
• 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
• 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

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

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

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
Estimated Duration:
Educate & Plan For Viva
Amplify & Engage Leaders
Pilot
Implement Viva Amplify &
Viva Engage Leadership
Corner
Engage & Empower
Communicators & Leaders

Engaged & Empowered Leader Communications
SERVICES
CROSS-INDUSTRY
EMPLOYEE ENGAGEMENT
SIMPLIFICATION
BUSINESS IMPACT
INDUSTRIES
INTRANETS
DIGITAL WORKPLACE
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?

Viva Amplify & Viva Engage Setup
Engaged & Empowered Leader Communications
SERVICES
HOW WILL WE DO IT?
Viva & M365 Demonstrations
Train Leaders & Communication Staff
Estimated Duration: 3 Weeks (Or 3 Days)
Implementation
Target: Week 1 (Day 1)
Pilot & Test Amplify & Engage Adopt & Optimize
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

Example Approach
Typical work breakdown activities for a Viva Amplify & Viva Engage Leaders Pilot.
Activities
Pre-Pilot Planning
Review Existing
Social Experiences
Project Kick-Off
Pilot Project Plan
Configure Viva Engage Service &
Teams App
Configure Viva Amplify Roles
& Campaign Settings
Outcomes
Viva Engage Optimization
Planning Working Session(s)
Viva Amplify Planning
Working Session(s)
Leader Enablement & Support
Session(s)
Viva Engage & Amplify Leaders Pilot Documentation
Outcomes
Executive Summary
Outcomes
Prepare & Upload
Organizational Data
Communication,
Adoption & Training
Planning
Sensitivity Protection, Retention
& Governance Planning

Viva Amplify is a game changer for
communications, but it requires and
understanding of how internal multi-
channel communication is best amplified.

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

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.

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.

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.

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.

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.

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

The challenge is that the business
isn’t using Teams for
communication campaigns and
hasn’t maximized Yammer and
Email communication patterns.
Viva Amplify

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

Improve Employee Connectivity With Microsoft 365
SERVICES
CROSS-INDUSTRY
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
nudge/change employee experience for the better.

Example Approach
Typical work breakdown activities for a Viva Insights Pilot. Emphasis on 3 layers of value from
personal insights, to team/leader insights and finally to organizational insights.
LEGEND
Activities
Pre-Pilot Planning
Pre-Pilot
Questionnaire
Project Kick-Off
Pilot Project Plan
Deploy Trial Licenses
Configure Viva Insights Service
& Teams App
Gather Usage Data & Surveys
Outcomes
Privacy, Governance &
Management Planning
Curate-a-thon
Coordination Support
Viva Insights Pilot Documentation
Outcomes
Executive Summary
Outcomes
Review Feedback & Pilot Results
Prepare & Upload
Organizational Data
Run Advanced Queries &
Configure Advanced Insights
(Templates)

Example Approach
Typical work breakdown activities for a Viva Glint & Viva Pulse Pilot.
Activities
Pre-Pilot Planning
Current State
Analysis
Project Kick-Off
Pilot Project Plan
Viva Glint & Pulse Overview
Adoption & Communication
Planning
Outcomes
Integration Planning Working
Session(s)
User Roles & Access
Configuration Planning
Train the Trainer Session(s)
Viva Glint & Pulse Pilot Documentation
Outcomes
Executive Summary
Outcomes
Prepare Employee Data File,
Setup Attributes & Support
Initial Upload Of Employee
Data
Question Library Setup
Survey Deployment &
Management Working
Session(s)
Setup & Configuration
Planning
Reports Planning
Working Session(s)

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

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.

Microsoft Viva
Client
Responsibilities
Workshop Overview
End productivity paranoia. Embrace
data over dogma.

Stop focusing on the advanced stuff that
requires strategic commitment. There is so
much you can do at an individual and team
level!

Download our free
80+ page whitepaper
Transform your Employee Experience
at every stage with Microsoft 365
and Microsoft Viva!
Download Today

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

Piloting & Scaling Successfully With Microsoft Viva

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