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Filter sub-OKRs and sub-key results without hiding the main OKRs
I use Viva Goals to monitor goals and key results for team with multiple OKR- and key result owners. I have got three levels: Main OKRs Sub OKRs Sub key results The OKRs on level 1 and 2 applies for all the entire team, but the key results on level 3 are assigned to each of the team members/key result owners. When a team member add the "owner" filter, to list his key results only, all the member's key results are listed without the OKR hierarchy / OKRs on level 1 and 2 showing. This happens because the OKRs on leven 1 and 2 are not assigned to the team member, which makes sense. I thought that the solution would be to assign the OKRs on leven 1 and 2 to the team member, but when I do that, all team members's key results on level 3 are listed because they belong to a level 1 and 2 OKR that is assigned to the specific team member in the "owner" filter. The same problem appears when assigning and filtering with teams and tags. In other words, I want a list of one team member's key results, that also shows the level 1 and 2 OKRs that they belong to. Any suggestions how to make that happen?
Viva Goals Power BI Integration Errors
My organization has several key results with Power BI connections that have integration errors. These key results use integration connections and are connected to Power BI reports that are behaving as expected for other key results. Viva Goals gives me an error message that it could not find the file. The issue appears to happen randomly. Has anyone else encountered this issue?
Project For the Web Connector - PWA?
Hi, I'm trying to connect the tasks from my initiatives automatically using the Project For the Web Connector. Does anyone know if I can use the same connector to connect to my PWA (Project Web App) instance? At this time, some of our projects in my organization are managed via PWA. So I wonder if there is an environment permission in PWA to be allowed to I can select in the connector? I can see all my projects from Project Online just fine, just the ones hosted in PWA are missing. If there is another channel where I can ask this question or get support, please let me know.
Viva Goals - Adding user to objective selects and adds different user
I have been trying to add a user as an owner to an OKR Objective or Key Result (same problem happening for both). However, when I try to add either of two particular users ("Data Test2" and "Data Test3"), it will instead add a user above them ("Data Test1"). If I try again, it will count up as if I'm adding more users until it hits its 10 user limit, but never adds the user I'm trying to add. If I click away and open the menu again, it will list only the 2 (the pre-existing and the erroneously added user "Data Test1"). I've searched and can't find other examples of this happening, so have no idea how to even troubleshoot this. There are no error messages; it truly just looks like a glitch. Happens for All Objectives, Key Results, and Initiatives. Only happens for two of Five users ("Data Test2" and "Data Test3"), but their settings are identical to "Data Test1". The "Data Test1" user can be added or removed normally to any Objective, Key Result, or Initiative. Task performed on MS Surface Laptop Studio, Windows 11, Firefox browser.
Measuring the progress of KRs as a percentage.
I'm creating a sales objective with 4 KRs. I choose "number" as the metric because the currency I need (SAR) isn't available (thank you very much, Microsoft!). Anyway, the mode of update is automatic through Excel Online. The problem is, the progress of each KR is calculated as an achievement out of a total number without specifying the percentage of that achievement! How can I get it to also display the percentage?Bug in workflow? Deleting approved OKR is allowed.
Client started using workflow with the following symptom: Setting: approval workflow is enabled and "prevent changes after OKRs are approved" is checked Situation: OKRs are "Approved" by a manager Problem: Employee is still allowed to delete aproved OKR item Do you have a practical experience with workflow? Based on the definition described at https://learn.microsoft.com/en-us/viva/goals/approval-workflows our environment allows people deleting approved OKRs. Can you share best practice? Thank you RomanHow to Improve Collaboration and Results with Viva Goals and ADO
We are excited to announce the How to Improve Collaboration and Results with Viva Goals and ADO livestream event on Tuesday, September 26th at 9:00AM Pacific! In this 45-minute YouTube Live event, Mark Myers, Senior Program Manager, Digital Security & Resilience, Microsoft, and Johnny Jones Jr., Senior Technical Program Manager, Microsoft Security Response Center, share the challenges they faced when trying to find a consistent way to track team goals and showcase cross-team collaboration – and how they utilized the Viva Goals and ADO integration to tell a better story of the work their team does to their organization and the business impact they made. Add your questions now!How to bake OKRs into operating rhythms 🥁
It's the start of fiscal year planning for Microsoft and that means budgets, OKRs, and product planning are top of mind in Engineering. We try to infuse OKRs into the culture by: Having teams estimate the impact of their Engineering initiatives (e.g. ADO epics) on OKRs during their product planning. This helps give visibility into the engineering investments and how they are expected to impact our OKRs. Reviewing OKRs as part of our Monthly Business Reviews. As we all know, planning and estimation is a non-trivial effort. I find the effort up-front helps to set expectations and tells us if we are on track during our monthly reviews. We bake OKRs into the operating rhythms with templates that include a column for the estimated impact in planning documents. During MBRs, we review OKR status and call-out engineering investments that may be putting a KR at risk. Speaking of tying initiatives to impact, some of our teams have been using Viva Goals "Projects" ️ entities to track the initiatives explicitly. Have you been tracking your initiatives using Projects? I'm curious if other teams are leveraging the "Projects" in this way. One thing that I think would be great is if the Viva Goals Projects could have a metric value associated with Key Result. Currently, we have just been including the value in the Title so that it communicates the weighted impact on the KR. Would you find it valuable to have a weight or value associated with the Project entities?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?
