Piloting & Scaling Successfully With Microsoft Viva

Piloting & Scaling
Successfully With
Microsoft Viva
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP
#M365Philly
Thu., Dec. 15, 2022 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

Microsoft Viva (& EX Investments) Matter Today
Employee benefits and business value of a comprehensive, integrated employee experience platform (EXP)
What employee
benefits do
companies
think they get
from an EXP?
66%
increase of
personalized
experiences
61%
increase in
satisfaction
56%
improvement of
mental
wellbeing
51%
increase in
productivity,
engagement
41%
are more
committed to
org and mission
What key
business
outcomes
are expected
from an EXP?
71%
improved KPIs
61%
stronger ROI on EX
tools/resources
54%
more committed
employees invested
in mission of
organization
48%
increased employee
productivity
47%
better innovation
How do
orgs measure
the business
value/ROI
of an EXP?
61%
lower cost
of new hires
57%
faster product
development,
innovation
53%
increase in
measurable goal
achievement
49%
boost in
speed to
market, revenue
42%
reduction
of time to
onboard
Source: Based on 420 business leaders and 606 knowledge and frontline workers surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021.
“EXP” = employee experience platform.

You will love the way we work. Together. ™
We are experiencing greater volume, velocity, and variety of communication and collaboration. This
requires us to collaborate, communicate and manage employees in better ways than we have before.
34%
of companies have invested in
six or more tools to meet their
employee experience (EX) goals1
94%
of business leaders responsible
for EX strategy want one
comprehensive employee
experience system1
90%
of employees want one
comprehensive employee
experience system2
1Based on 420 business leaders surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021.
²Based on 606 knowledge and frontline workers surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021.

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.

Where’s the proven approach?
Employee Experience

Microsoft Viva
Viva Education & Alignment Workshops Work
For larger (1k+ employee) customers this can work really well to map use cases & scenarios while
educating key stakeholders. Smaller organizations can still use this as a guide for how to start.
Core
Assess Art of the Possible Build the Plan
Pathways
(at
least
2
required)
Viva Goals Viva Topics Viva Learning Viva Connections
Select any two pathways

Microsoft Viva
What Were The Key Challenges & Pain Points?
From a high level we encountered and surfaced a number of challenges and pain points.
Challenges/Pain Points
1
2
3
4
5

What are the scenarios where Viva Connections can help with today and in the future?
Description Objectives Metrics/KPIs Sponsor(s) Timing
Bridge company
communication and
collaboration
As a Connector, I want the intranet to
be easy to both find and access from
anywhere within the digital workplace
(default start page, pinned app,
featured link) so that I can spend more
time-consuming content than trying to
find and access it.
• Bring the Intranet and core
communications experience into
Microsoft Teams via Viva Connections
• Compliment multi-channel publishing
campaigns/approaches via Teams
Company Communicator & Viva
Amplify
• Qualitative feedback on ease of access (do
you find it valuable dashboard card to
MSFT form)
• Page & App Stats
• Unique views per month
• Total views per month
Meghan Bower
Consistent, personalized
global homepage I want a consistent page layout that will
organize assets resources into a
cohesive intranet home page so that all
employees can benefit from a modern
employee experience.
• Provide an integrated personalized
newsfeed that is highly relevant to the
employee.
• Drive employee engagement with easy
sharing and reactions.
• Reduce the time it takes to engage with
common systems and services via a
unified dashboard.
• Page & Home Site Stats
• Unique views per month
• Total views per month
• Views by location
• Yammer engagement (if on homepage)
Sue Gannon
Publish news to the
organization
As a Communicator, I want to publish
corporate news on the Intranet, so that
employees can find the latest updates
from the organization
• Keep employee up-to-date on
important company initiatives
• Increase awareness of authoritative
news.
• Boost news until a date, number of
impressions, or it has been viewed.
• Change in amount of time it takes to
publish with current Intranet platform vs.
new Intranet publishing time
• Change in % of news stories published in
six-month timeframe (Volume, Variety, &
Velocity – from both corporate comms
and distributed departments/spaces)
• Number of news views (unique & total)
• Social engagement – shares, likes, etc.
Meghan Bower
Provide a managed pathway
to navigate across all digital
spaces
As a Connector, I want to ensure all
Consumers have the ability to both
discover and request to join existing
communication and collaboration sites
across Microsoft 365 and our digital
workplace platforms while respecting
existing security and governance
policies.
• Reduction in redundant spaces being
created over time.
• Accelerated adoption and usage due to
more targeted templating, pro-active
adoption support and easier
discovery/navigation.
• Digital Workplace Directory Page Views
• Digital Workplace Directory Usage
Statistics
• Change in % of volume and frequency of
orphaned and inactive spaces (by location,
by department, by product, by client, etc).
John Smith
Easy desktop and mobile
As a Consumer, I want the intranet
experience to be fully responsive and
• Reduce the number of company apps
needed on employees devices. • Site Stats based on device type.

How should we prioritize these scenarios?
Medium priority High priority
Low priority Medium priority
Business
impact /
Visibility
High
Med
Low
Easy Somewhat Hard
Difficulty to implement (people
and processes)
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Copy these to map!
Scenarios
Add your scenario’s name and add as many as
needed.
Bridge company
communication and
collaboration
Consistent,
personalized global
homepage
Consistent
homepage for my
department
Consistent
homepage for my
community
Easy desktop and
mobile access
Publish news to the
organization
Automatically tag
our content
Scenarios
Bridge company
communication and
collaboration
Consistent,
personalized global
homepage
Consistent
homepage for my
department
Consistent
homepage for my
community
Easy desktop and
mobile access
Publish news to the
organization
Automatically tag
our content

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Connector, I want the intranet
to be easy to both find and access
from anywhere within the digital
workplace (default start page,
pinned app, featured link) so that I
can spend more time-consuming
content than trying to find and
access it.
2
5
John Smith
Qualitative feedback on ease of access
Unique views per month
Total views per month
RELEASE 1 | PBLG-017
Viva Connections

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Connector, I want to Solve
citizen tax cases within the
shortest time possible,
continuously grow and improve
knowledge bases
3
5
John Smith
Viva Topics Insights & Analytics
Qualitative Feedback
Process Improvement (Tax Case Turnaround
etc)
Viva Topics

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Connector, I want to share
assigned learning in an easily
discoverable interface within
Microsoft Teams and see
completed learning items to keep
track of employee learning
journeys
2
5
2toLead
Microsoft Learn certifications per employee
Microsoft Learning paths per employee
Viva Learning

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
FUTURE RELEASE
As a Communicator, I want the
ability to customize and
streamline the OOTB navigation so
that the experience better reflects
our organizational requirements
and is as ‘on brand’ as possible.
Teams, SharePoint
5
5
John Smith
Reduced “help me find content” support tickets
Navigation Reporting & Analytics
User interaction heat map
Time Taken To Navigate (Testing & Monitoring)

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Connector, I want to ensure
all Consumers have the ability to
both discover and request to join
existing communication and
collaboration sites across
Microsoft 365 while respecting
existing security and governance
policies.
Teams, SharePoint
5
4
John Smith
Digital Workplace Directory Page Views
Digital Workplace Directory Usage Statistics
Change in % of volume and frequency of orphaned
and inactive spaces
FUTURE RELEASE

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Consumer, I want to have the
ability to access a Center of
Excellence with tailored content
from my organization so that I
have a central place from which to
navigate learning, governance and
support.
Teams, SharePoint
FUTURE RELEASE
2
5
John Smith
Site Usage
Feedback Insights
Change In Digital Excellence
Testing/Metrics

Piloting & Scaling Successfully With Microsoft Viva
Viva Connections
Viva Topics
Viva Learning
Viva Goals
Viva Insights
Viva Amplify
Viva Pulse

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 More Integrated
Communications

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?

Viva Connections Planning Working Session(s)
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

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

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 is part of the Teams
experience for a good reason.

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

Communicate and engage
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 newsfeed can be added
later or initially as news for me.

“You”
“Us”

“You”

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.
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

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?

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

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.

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.
Steering
Committee
Intranet
Working
Group
Administrators Champions
Content
Owners
Content
Authors
Support

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.
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?

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

Contextualized navigation and discovery based on where and how users work benefiting from
cloud scale AI, digital behavior capture & continual content analysis is our long term goal.
In emails, instant messages,
team messages, pages, news,
documents and more… the
knowledge, people, digital
spaces, and more are
available in context.

While some initial topics can be driven from taxonomy and leadership many require deeper
understanding distributed across the organization through various leaders/groups.

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

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.

Example: Content owners
have better visibility into
things like view counts to
help optimize content in
the cloud.
This is easier in the cloud and means
that the improved experiences are
available sooner to more people (at
less cost). Optimization is the biggest
cost and the most likely to lead to
significant (if not near-never ending)
scope creep.
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)
Restructure
Optimization

Optimization
Project
Migration
Project
Migration
Success
Content
Migration
Solution
Migration
(Foundational)
Restructuring
Restructure &
Optimization
Improved
Knowledge

Optimization
Services
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 be expert led as it will server 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.
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

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 learningcontent
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 server 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?

Sample Viva Goals Pilot Timeline
Week1
Kickoff
Communications
Planning
Viva Goals Technical
Deployment
Week 2
OKR Leadership
Program
Week3
OKR Coaching
Program
OKR Design
Workshop(s)
Viva Goals Software
Training
Week 4
Viva Goals Software
Training
Week 5
Dashboard &
Integration Support
Week6
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 at this link.
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

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

Piloting & Scaling Successfully With Microsoft Viva
Viva Connections
Viva Topics
Viva Learning
Viva Goals
Viva Amplify
Viva Insights
Viva Pulse

Teams Empowered
Company
Communications
Go beyond the Intranet and
enhance your company
communications across
Microsoft Teams Company
Communicator and the right
Intranet, email and corporate
communications strategy.
EXAMPLE PILOT
Estimated Duration:
Educate & Plan For
Company Communicator
Implement Company
Communicator
Empower Communications
With Microsoft Teams

Teams Empowered Company 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 Yammer and
Teams 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,
Yammer and Teams app experiences such as Company Communicator for
Microsoft Teams.
Support and implement Company Communicator for Microsoft Teams.
Establish a foundation to further evolve your communications strategy based
on Teams, SharePoint, Email, Yammer, Viva Engage, Viva Amplify, Viva Goals,
Viva Learning and Microsoft 365 as a platform.
WHAT WILL WE DO?

Company Communicator Setup
Teams Empowered Company Communications
SERVICES
HOW WILL WE DO IT?
Company Communicator Demo
Train Communication Staff
Estimated Duration: 3 Weeks (Or 3 Days)
Implementation
Target: Week 1 (Day 1)
Pilot & Test Communicator Adopt & Optimize
Deploy Company Communicator
Explore Analytics & Insights
ENABLED COMPANY
COMMUNICATOR
ESTABLISHED USE CASES FOR
LEVERAGING MORE OF
MICROSOFT 365 FOR COMPANY
COMMUNICATION
OUTCOMES

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

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

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

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
Underutilized

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

Campaigns Exist
Because Of This Need

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
nudget/change employee experience for the better.

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.

Today Microsoft not only matches this need with great experiences but even adds intelligence to
those experiences to improve collaboration further whether for the individual, team or org.
Blurred
boundaries
75% of people have
experienced burnout at
work with 40% of people
report work disrupts
personal/family time at
least weekly

Help your employees have the tools to manage and improve their well-being and personal
productivity. Start by leveraging the capabilities built into Insights.
Blurred
Boundaries
75% of people have
experienced burnout at
work with 40% of people
report work disrupts
personal/family time at
least weekly

Wellbeing score across categories Distribution by wellbeing score and collaboration hours
Collaboration hours

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?

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.

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.

How does the employee work mode effect network size and composition?

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?

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
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Thank You
Slideshare.Net/RHarbridge
700+ Pages of Whitepapers at: 2toLead.com/Resources
Elsewhere…
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