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Export Viva Goals OKR to Excel not listed as an option
I'm looking to export my OKRs to Excel and the option is not available to me in the export selection. I am able to export to PowerPoint, but the formatting is not useful. I am the admin and the option for "OKR export to excel" in my Admin Dashboard has "Anyone in the organization" selected. Has anybody experienced this and found a resolution?
How AI and Microsoft's Co-Pilot Will Change Business
A colleague asked me how I thought AI and specifically Microsoft's co-pilot will change business and the way we work. https://www.okradvisors.com/post/how-ai-will-change-business are my top of mind thoughts. Please comment and add your own. Microsoft is moving super fast to incorporate AI into all of its business applications. AI will create new opportunities and obviate others. To prepare for the new AI world we need to educate ourselves on AI as it is applied to business. Some of the opportunities to improve business operations, and potential disruptions I see are outlined below. 1. Data & Applications Data integrity will become even more important than it is today Improved integration of applications as AI will create intelligence out of information based on technology and data wherever it resides Increased importance of APIs and interfaces 2. I can see AI templates being created for many business functions such as Reports (Scorecards, dashboards, etc.) - See exactly what you want to see in real time, as well as flag issues automatically, and develop projected solutions Automated process mapping and suggested improvements Automated RACIs Automated actions - based on certain data actions will automatically be taken for things like accounts receivable, payables, inventory ordering, etc. Automated business cases and justifications Improved research on markets, competitors, partnerships, etc. that will inform strategy Improved prioritization of investments Improved data security Improved compliance Improved customer relationship management Improved budgeting and tracking Improved marketing spending, tracking, testing 3. Improved personal productivity including: Simplifying and automating communications Speed of development and improved quality of presentations, financials, documents Improved decision-making with better data 4. What AI will disrupt and cause the need to rethink: People & Organizations - Leadership, organization, teams will need to be rethought as many processes will be automated Product Development - as code will be created quickly and easily with AIOKRs vs KPIs
Many organisations have set up existing KPIs that help them to track the state of key measures across their organisation, with these either being transparent to all or shared at regular townhalls. The temptation would be to use these in their entirety within Viva Goals to power the key results of your OKRs but that would be a mistake. One of the super powers of OKRs is to have Focus and to share that Focus from the strategy of the organisation at the top down to each level. Empowering each layer in an organisation to define their own metrics for success for the top level objective brings a more personal goal that is aligned to what the organisation is striving to achieve. You can read more about my thoughts on this in a recent article I shared through Reworked - Why You Need Both OKRs and KPIs (reworked.co). What have you done in your organisationMicrosoft Project Integration Available to all Viva Goals Customers
The Microsoft Project for the web integration is now available to all Viva Goals customers. With this integration, you can automatically update progress of KRs and Initiatives and view task details from Project in Viva Goals. You can also filter which tasks appear in Viva Goals by Bucket and Assignee. Next steps: 1. Watch this video to see how the integration works: https://youtu.be/0Iv9qcG6B4s 2. Work with your tenant administrator to enable the Project for the web integration for your Viva Goals organization. 3. Start connecting your Projects in Viva Goals! 4. Let us know your questions and feedback!My favorite Viva Goals feature - multi alignment - and how I use it.
Hi everyone! I wanted to share my thoughts around a personal favorite feature of mine, multi-alignment in Viva Goals, and how we’ve been using it both internally at Microsoft and across some of the customers I work with. There are three primary use cases I’ve found for multi-alignment and I’m going to walk through each of those below. “Promoting” a key result to be aligned to the team and department level I was working with a team here at Microsoft and their leader was very much so a delegator. When it came to goal setting, they wanted to see what the team came up with first, and then provide input. So they had their team of 7 create goals for each of their representative organization and present those back to the leader. From there, the leader then picked out a handful of Key Results they wanted ‘promoted’ up to their level. What I really mean by ‘promoted’ is that they were multi-aligning the key results that were selected to be aligned to both levels of objectives. One key result object, but aligned to multiple levels of objectives. There was representation from each organization and the beauty of doing this in Viva Goals, was that there needed to be only one update on the key result, but it was viewable and contributing across multiple objectives. Saving time and keeping them aligned. Contributing to both an Objective and as a sub-KR Many times I run into or work with teams that want to manage their goals in two different ways. The first side of the house might be focused solely on the numbers. “Away with these ‘Objectives’ just show me the targets were trying to hit and how they break down across our regions” I heard them say. We accomplished this by setting a Key Result and then creating sub-Key Results and sub-sub Key results underneath. All creating a big tree of contributions that worked well for them. On the flip side, the other team was also focused on similar targets, but made them a part of a cohesive OKR that included more than just the targets themselves. As you can see above, both sets of goals across these teams included Key Results from the other. The difference was, rather than creating two different key results to track the same target, which would require two sets of owners and two sets of updates, we used the same single key result object and multi-aligned it as both a sub-KR and to an Objective. You can see above, Viva Goals made this much easier to save time and keep them aligned. Multi-alignment strikes again. Aligning one KR to multiple Objectives The last example here is also like those above, but rather than aligning across levels or across goal objects, we’re aligning across teams. The biggest draw of having a more rigorous and managed goal setting program is the alignment you achieve across your company. Well, what’s the best way to achieve that alignment and make sure we’re all focused on the same outcomes? Sharing the same outcomes, of course! In many cases when I’m working with a team, new relationship or old, I like to have a conversation about where we can share the same outcomes to ensure that we’re both moving in the same direction. With Viva Goals we can quite literally share the same key results, even if they’re aligned to different Objectives or living alongside different other outcomes. I took a single key result object and multi-aligned that to two different objectives across two different teams, making sure they both are progressing towards a common outcome. How have you all been using multi-alignment?
Status and Progress not rolling up
Hey there, Very new to Viva Goals and have been playing around. I have 1 test objective with 1 key result and 2 actions aligned underneath. I've closed the 2 actions as 100% complete and status as closed. The progress of the key result and the objective didn't update after I did that. I thought the behavior is that is would roll up...since the 2 actions are done, wouldn't that update the key result and the objective? Or do I need to go into component and update separately? Appreciate any guidance!
