How Employee Performance and Management Is Changing With Copilot and AI

1. How Employee Performance &
Management Is Changing
With Copilot & AI
James Wood
Microsoft Digital
Technical Specialist
Tuesday, March 5, 2024 12:00 PM (EST)
SESSION 4 OF 4: MICROSOFT EX & AI
Jamie Cohen-Gronberg
Microsoft Digital
Technical Specialist
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP

2. State Of The Industry Insights
AI & Employee Experience

3. Important Stages to Improve
Employee Experience

7. Leverage OKRs to
align teams on a
common business
goal-setting and
management
methodology
96% of employees who use OKRs understand how
their work ties into broader company goals
Mission
Strategic Priorities
Values
and culture
Objectives
Key Results
Key Initiatives and Projects
Purpose
Strategy
Execution

8. OKR definition
Objectives: What the team
wants to accomplish
Objectives are clear, inspiring, public
stretch goals shared across teams and
organizations. To sharpen focus, limit
to 5 objectives.
Key Results: How the team will
measure success
Key results are the team or org's
measurable objectives. They should be
ambitious but achievable, and quantifiable
enough to lead to objective scoring. Set 3-5
key results.
For example, 70% achievement is typically
considered successful. Scoring higher may
mean the aspirational goals are not being
set high enough.
Key Initiatives and Projects:
Activities which help the team
achieve measurable outcomes
Key initiatives and projects are the path to
impact for each key result. They are the
activities whose execution will impact
performance on the defined objectives.

9. When done right, the whole organization benefits
• Better understanding of progress of
largest business initiatives throughout
time periods
• Stronger cross collaboration between
departments and teams
• Creating initiatives based on the Mission
and Vision of the company
• High-performing, empowered employees
 Executives
Team Managers
• More focused priorities and team
meetings
• Transparency and collaboration
between teams and departments
• Clear alignment to Business initiatives
• Clear accountability and ownership on
OKRs
• Better understand where to provide
resources
Individual Contributors
• Understand how your day
to work aligns with great initiatives
to the company
• Provides more purpose to your work
• Transparency on biggest priorities
for the company and teams
• Ability to better prioritize growing
number of tasks
Executives

10. When done well,
OKRs can lead to a
host of benefits
Bidirectional goal-development
Develop agility
Achieve strategic and tactical alignment
Enable transparency
Feed collaboration
Drive tactical focus
Create accountability

11. Alignment
Ensuring everyone is rowing in the same direction
across the organization and pulling on the same rope.
Focus
3-5 OKRs per team, per quarter. The power to say “no”
and prioritize work effectively.
Transparency
Ownership of core outcomes across the organization
creates clear accountability and surfaces dependencies
and roadblocks.
Agility
Frequency of review is critical for agility, and dynamic
real-time data enables faster decision making.
Growth
Striving for incredibly ambitious outcomes and
reaching for what’s possible.
Increase engagement and success with OKR benefits

12. 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

13. Proven methodologies like OKR can
drive considerable benefits in business,
as can increased leader, manager and
employee enablement – yet many
organizations struggle to implement
these changes.

14. Understanding AI, Viva & Copilots
AI & Employee Experience

15. Microsoft Viva
Empower organizations to continuously improve workforce engagement and performance ​
Drive mission
and alignment
Viva Goals
Viva Engage
Viva Amplify
Enable a high-
performance workforce
Viva Connections
Viva Learning
Measure engagement
and productivity
Viva Glint
Viva Pulse
Viva Insights
Microsoft Copilot for Microsoft 365
Platform and admin services
Copilot in Microsoft Viva, people, answers, skills,
admin experience, common navigation
Privacy and security
Granular feature access controls, inherited
permissions for 3P, differential privacy for insights
Integrations to HCM, CRM, LMS, wellness, and more
Workday, Qualtrics, SAP SuccessFactors,
LinkedIn, Headspace, and more

16. Microsoft Viva
Empower organizations to continuously improve workforce engagement and performance ​
Drive mission
and alignment
Viva Goals
Viva Engage
Viva Amplify
Enable a high-
performance workforce
Viva Connections
Viva Learning
Measure engagement
and productivity
Viva Glint
Viva Pulse
Viva Insights
Microsoft Copilot for Microsoft 365
Platform and admin services
Copilot in Microsoft Viva, people, answers, skills,
admin experience, common navigation
Privacy and security
Granular feature access controls, inherited
permissions for 3P, differential privacy for insights
Integrations to HCM, CRM, LMS, wellness, and more
Workday, Qualtrics, SAP SuccessFactors,
LinkedIn, Headspace, and more

17. Microsoft Viva + Microsoft Copilot
Rolling out
Copilot in
Viva apps
Viva in-app Copilot summarizes,
recommends, creates content, and
simplifies tasks
Accelerate workforce insights
(sentiment, behavioral, collaboration)
Enhance organizational search and knowledge
Support with upskilling and reskilling
Create engaging workforce communications
Equip leaders with conversation starters
Preview December CY23 | GA CY24
Announcing
Copilot for Microsoft 365
enhanced with Viva
Copilot chat works across Viva data
and apps to support employees,
managers and HR leaders
Self-service coaching and experiences
Enriched with Viva data
Pre-configured prompt library
Simplifies tasks across Viva applications
Private Preview early CY24
Announcing
Microsoft Copilot Dashboard
powered by Viva
Measure the impact of
Copilot on productivity
and performance with Viva
Understand readiness for potential impact
Assess usage and adoption metrics
Measure how Copilot is transforming
the way people get work done
Preview November CY23

18. Copilot in Microsoft Viva
Accelerate workforce insights and boost employee engagement with next-generation AI
Drive mission
and alignment
Copilot in Viva Goals
Create actionable OKRs and scale
end-to-end goal management
Copilot in Viva Engage
Analyze employee commentary and
craft engaging communications
Enable High
Performance Organization
Copilot in Viva Learning
Deliver curated learning and help
employees build new skills
Measure engagement
and productivity
Copilot in Viva Glint
Streamline data analysis and make
informed decisions
Copilot in Viva Insights
Generate personalized reports and
simplify query building process

19. What is Viva Goals?
An integrated solution
to help organizations
align teams to their
strategic priorities and
drive measurable
results, as part of the
Viva employee
experience

20. You will love the way we work. Together.
Benefits for individuals, teams and the organization
Viva Goals brings business goals into the flow of everyday work
List organization’s main
goals and objectives
Tie individual goals and
tasks to the
organization’s goals
Reward success
throughout your
organization
Align employee’s work
with company’s mission
and values
Help your workers stay
motivated and engaged
with work
Provide visual indicators
of how on track the
organization is
Allow individuals to
track progress over time

21. What is Viva Goals?
Connect employees to your
organization’s goals and drive
business results
Build and manage your OKRs in
one place with deployment and
best practices guidance
Keep aligned with OKRs integrated
into your workflow and automated
updates from critical work systems

22. Viva Goals: OKRs at scale
Agility to build and manage
OKRs at scale
Create the right rhythms to make the
creation, approvals and reviews of OKRs a
seamless process
Gain visibility across your organization
with a central hub for end-to-end goal
management at scale

23. Viva Goals: Connecting daily work to big goals
Connecting daily work to
business impact for your
employees
Help individuals prioritize and perform
with understanding of how their day-to-
day work connects to organizational goals
Clarify roles and responsibilities and
decrease friction with increased cross-
organizational visibility
Establish a cadence and build employee
habits needed to drive real results

25. Viva Goals: Integrations with your existing toolset
Integrate into your everyday
workflows
Stay in the flow of work with the Viva
Goals app in Teams, Azure Dev Ops and
more
Communicate, collaborate and check-in
on goals with the message extension in
Teams chat
Intuitive and agile product experience
with in-product guidance and quick start
guide to accelerate usage

26. Using technologies like Viva Goals along
with Copilot for Viva Goals enables
organizations not just to achieve greater
alignment and prioritization, but to do
so while uplifting and improving the
Employee Experience in the tools they
use.

27. Management With AI & Copilots
AI & Employee Experience

45. Sometimes it might be as simple as how you get started and caught up.
AI Can Help Us Manage Ourselves & Our Work Better

46. The way we lead and manage is
becoming more digital, and by using the
right tools it increases our
understanding and prioritization to
drive the best impact.

47. Future Of Management With AI
AI & Employee Experience

48. 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)

49. 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

50. Business Rhythm
Tips
1. Do: Set strategy
meetings in advance​
• Creation and Planning​
• Closing and Reflection​​
2. Don't: Add new
meetings for check-ins​

51. OKR Timeline/Quarterly Cadence Example
Month One Month Two Month Three Q2
Create
Check-in
Close
Draft + Share Company
OKRs
• Share Team OKRs
• Share Individual OKRs
Check-in Weekly through:
• Manual Entry​
• Messenger Apps​
• Integrations
Close and Score:
• Assess: Stop, Change, Start​
• Begin Again!

54. People In Viva & Viva Goals as well as countless other experiences further enrich the ways
we communicate, align and connect. All elements of a good Intranet strategy.
Improve Employee Alignment

56. You will love the way we work. Together.
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
AI & Copilot Experience Roadmap Sample
AI Workplace
Strategy & Roadmap
Modern Navigation
(With Semantic Search)
Connected Copilot
Experiences
Migrate & Develop
AI Content
Establish AI &
Copilot Backlog
AI & Copilot Scenario &
Journey Design
AI 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
AI Amplify Pilot
(For Leaders)
Employee Onboarding
Copilot(s)
Employee Assistant
Copilot Experiences
Copilot Directory
(Release 1)
Copilot Directory
(Release 2)
Viva Pulse Pilot
(For Leaders)
AI Amplify Rolling Pilots
(For Everyone)
Targeted AI Experience &
Search Optimization
Copilot Navigation
& Search Design
Copilot Integration
& Solution Design
AI Content Design &
Migration Planning
Configure &
Improve Security
Automating & Improving Targeted
Processes & Solutions (Release 1)
Viva Topics Pilot
(For Curators)
Bring Knowledge To Users In The Context
Of Their Work (Topics Broader Rollout)
Enhanced Copilot
Insights (Release 1)
Copilot Personalization
(Release 1)
Digital Center Of
Excellence (Release 1)
Digital Center Of
Excellence (Release 2)
Targeted Viva
Learning (Pilot)
Copilot For Microsoft 365 Launch

57. Introduce the capabilities of the Viva Goals to observe the impact the solution can have on goals to improve the employee experience by
providing solutions that will enhance leadership, alignment and prioritization.
Viva Goals Pilot
Weeks 1-2
Define pilot goals
& scenarios
Week 2-3
Pilot Planning
Requirement
Planning
Discovery 3 weeks
Week 4
Viva Suite Config.
Planning
Week 5
Trial Licenses/Roles
Assigned
Design &
Change Management
Deployment
Week 6
Pilot Readiness
Review
Week 7-8
Pilot Support
Week 7
Pilot Begins
Week 9
Post-Pilot
Review
Pilot
Pilot Readiness 3 weeks Launch Support 2 weeks
Sample Timeline

59. Activities
Pre-Pilot Planning
Pre-Pilot
Questionnaire
Project Kick-Off
Pilot Project Plan
Configure Viva Goals Service &
Teams App
OKR Leadership Program &
Training Planning
Gather Data & Surveys
Preparing for Next Steps
Outcomes
Responsible Enablement
Goals Pilot Planning Working
Session(s)
Pilot Planning & Support
Viva Goals Integration
Planning Working
Session(s)
OKR Design Working Session(s)
Viva Goals Pilot Documentation
Outcomes
Executive Summary
Outcomes
Review Pilot Results
Create & Optimize Initial Goals
Objectives, Key Results &
Initiatives
Pilot Alignment Viva Goals Pilot Planning & Execution Pilot Review
Viva Goals Software
Planning & Training
OKR Coaching & Champion
Program & Training Planning
Viva Goals Pilot

60. Accelerate your path to Copilot with Microsoft Viva
Copilot Onboarding Copilot Enablement Copilot Adoption & Value Realization
* Use Viva Insights reports and
Microsoft Copilot Dashboard
to identify ideal pilot groups.
Use Viva Pulse to get feedback
and insights before Copilot/AI
roll out to capture productivity
obstacles & create baseline key
metrics.
Create & drive actionable plans
from Viva Insights reports to
remove productivity barriers
and obstacles.
* Use Viva Engage to share
progress, learnings and
activities in communities.
Curate knowledge base
via Topics & Answers
in communities.
* Use Microsoft Copilot
Dashboard powered by Viva
to understand adoption rate,
productivity gains and ROI
for Copilot users
Use Skills in Viva to assess
current readiness and assign *
Viva Learning path on
Generative AI based
on proficiency level.
Use Viva Goals to unite Copilot
users around shared adoption
goals and measure progress.
Use Viva Amplify to run iterative
AI campaigns on Copilot
launch, use cases, trainings
& support for different
user groups.
* Use Viva Learning to deliver
bite-sized trainings on AI,
Copilot and lessons learned
in flow of work.
Use Viva Glint to get feedback ,
insights and user sentiment
after Copilot/ AI roll out
Leverage Viva apps to identify core business scenarios
& pain points to resolve with AI Transformation
Leverage Viva apps to drive AI /Copilot for
Microsoft 365 Adoption and change management
Leverage Viva apps to measure effectiveness,
productivity gains and ROI of AI Adoption
* Seeded Capabilities of app can also be Utilized

61. Copilot for Microsoft 365 Adoption with Viva Goals
Drive Mission and Alignment
for Copilot for Microsoft 365
• Create, manage and track Goals for
Copilot for Microsoft 365 deployment
and adoption.
• Align employees with Copilot for
Microsoft 365 goals, enhancing visibility
and alignment with organizational AI goals.
• Provide a single, secure repository
for Copilot for Microsoft 365 goals
with easy-to-use updates, reporting
and integrations.

62. Sample OKRs
for adopting
Copilot for Microsoft 365

63. Get started with your Copilot for Microsoft 365 goals
Realize value
Consider Viva Engage, Amplify,
Pulse and Insights to drive
sustained adoption on
Copilot for Microsoft 365
Plan and manage
Engage Copilot v-team and
understand key workstreams
Create and publish
Create Objectives and Key Results.
Ex: Use Copilot OKR template
Measure effectiveness
Review OKRs progress with focus
on learnings and next steps
Orchestrate
and automate
Configure Copilot for
Microsoft 365 team
structure under AI Org
Check-in rhythm
Regular updates and
check-ins on KRs

64. OKR methodologies and practices are
more accessible than ever before and can
empower an organization to align,
prioritize and connect to keep up with an
accelerating demand on leaders and
managers.

65. How Employee Communication
& Connections Are Changing
With Copilot & AI
Tuesday, February 27, 2024 12:00 PM (EST)
SESSION 1 OF 4: MICROSOFT EX & AI
WATCH NOW

66. How Employee ​Learning &
Development Is Changing
With Copilot & AI​
Wednesday, February 28, 2024 12:00 PM (EST)
SESSION 2 OF 4: MICROSOFT EX & AI
WATCH NOW

67. How Employee Workplace
Analytics & Feedback Is
Changing With Copilot & AI
Thursday, February 29, 2024 12:00 PM (EST)
SESSION 3 OF 4: MICROSOFT EX & AI
WATCH NOW

68. 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!
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