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Writing Good OKRs
To establish a thriving OKR program with Viva Goals, it's essential to craft impactful OKRs that motivate your team and drive the outcomes you desire. Not sure if you've seen this before, but there is a standard formula for goal-setting with OKRs: I will OBJECTIVE as measured by KEY RESULTS via KEY INITIATIVES AND PROJECTS. Check out this article HERE. Writing good OKRs takes practice, and time. The more you do it the better you will become, that is why we urge focusing on progress over perfection.Solvedadani721Apr 17, 2023Microsoft2.6KViews8likes3CommentsLinking Initiatives to Key Results
I am trying to link specific initiatives to specific Key Results. Anyone that can assist please?SollyEngJan 25, 2024Copper Contributor935Views0likes6CommentsShould Title become deselected (in Customize Columns) how do you reselect it?
In View Options / Customize Columns it is somehow possible to deselect Title, and then there is no way to reselect it because it's ghosted (can't be toggled.) Is there anyway to remedy that, e.g. is there a way to revert user settings?kljthomasJul 25, 2023Copper Contributor696Views0likes4CommentsAny way to align organization key result to team objective ?
Hello, I found very sad that you do not have a possibility to automate the alignment of key result and child objective. Example : I set up an organization objective with key result assigned to team 1 Team 1 created an objective to respond to organization key result. Since you cannot align child objective to organization key result, we have to do it manually. Is there a better way to do it ?laurentC80520Nov 03, 2023Copper Contributor679Views0likes4CommentsViva Goals Product Tips!
Hello everyone! Welcome back to reading! February is the bridge between winter's longing and spring's promise, where hope whispers through the frost and dreams take flight on the wings of possibility. I'm excited to share some insightful product tips with you all today. The top trends continue to remain the same - Creating/Managing OKRs, Purchasing Viva Goals licenses, Integrations and Enabling users. Let's dive into some tips to enhance your product experience. 1. Integration sync errors - Have you stumbled upon errors while syncing your data from other applications to Viva Goals? There could also be cases where the updated values do not reflect in Viva Goals. One common reason to this is the expiry of the tokens or credentials used to setup the connection. You could try to reauthenticate your connection from Account Settings > Preferences > My Integrations > click on Manage next to the desired application > Reauthenticate. 2. Export API - Have you been manually exporting the OKRs from the Viva Goals Explorer? We heard you! You will now be able to programmatically export Viva Goals data in an Explorer View via Microsoft Graph APIs. All you have to do is create an export job and fetch the content once it's successful. You can read more about it https://learn.microsoft.com/en-us/graph/api/goals-post-exportjobs?view=graph-rest-beta&tabs=http. 3. Users Deleted in Entra - Did you know? When users are deleted from Microsoft Entra ID, they're not deleted/deactivated in Viva Goals immediately. In Entra, when a user is deleted, it is in a soft-deleted phase for a 30-day period. During this period, the admin has the possibility to retrieve the account. If the account isn't retrieved for 30 days, it's then permanently deleted from Entra, and we get an update to delete/deactivate the same in Viva Goals. Thanks for taking the time to read this post. I'll come back with new tips next month.MeenaNatarajanFeb 08, 2024Brass Contributor575Views0likes0CommentsSupporting Key Results that are Integers, especially when the goal is 1.
We are starting an OKR methodology implementation at our company and have chosen Viva Goals as the OKR Management tool. One challenge we have is that some of our Key Results are Achieved/Not Achieved types and that does not seem to be supported by Viva Goals (it was in some of the other tools we have looked into). As an example, we would have an objective that states we are going to be best in our industry by year-end for data security practices. And one of the Key Results supporting that Objective is that we get at least one recognized certification by a 3rd party as we have none today. So we have a metric: number of certifications, that we want to go from 0 to 1. However, because the KR is a floating number, the people doing check-in can write that the current value is something like 0.7. What they mean is that they feel they have done 70% of the work for getting a certification. But what we would like is for the value to stay at 0 until we get the certification as it depends on external stakeholders (the auditors) and even if we feel we have done 70% of the work (or even 95% of the work), it is very possible that we will never get the certification. While we can tell OKR owners to leave it at 0 until achieved, it would be easier to manage if we could create KR where it is explicitly stated that the metric is an Integer and that floating value are not allowed for check-ins. Anybody else has this need? What were your solutions? Any plan to bring a feature like this in Viva Goals?SolvedjmnaudOct 25, 2023Copper Contributor526Views0likes1Comment[Updated] Objectives alignment and exporting OKRs as admin
Dear All, Good day, faced the following issues, will be grateful for your support and opinion: - I'm facing an issue while trying to align or edit the alignment for an objective or key results, some of the Objectives are not listed in the search dialog so I couldn't find them to align to, the permissions was set as "Specific People can view and align" and I'm the creator and the owner and even set explicit permission to align. The only way to get this done is to change the objective permissions to "Anyone can view and align". - Is it possible for a system admin to export all the OKRs although the permissions on some of them are restricted to specific people (Admin not among them) ? - For the exported OKRs, the owner and Creator are in display name not in Email, we are intending to using the exported data to integrate with other solutions, can we export people info in email format like the import template ? - in the exported file, if there are more than 1 check-in, those extra checking go to new untitles columns to the right instead of being concatenated to check-in column. Regards, MohamemohammedzakiOct 02, 2023Brass Contributor520Views0likes2CommentsViva Goals - Product Tips
Hello everyone! This is Meena, a Senior Program Manager from the Viva Goals team. I've been part of the product for the past 2+ years. It should be quite interesting to know what our customers talk more about in Viva Goals. We also thought you might appreciate some quick and handy product tips to enhance your everyday experience with Viva Goals. The majority of our customer interactions have been around Creating/Managing OKRs, Purchasing Viva Goals licenses, Trial Expiries/Extensions, Integrations, and License Management. Here are some quick tips if you're stumbling upon similar scenarios: Roll over unfinished objectives - When you close an OKR at the end of your time period, you have the ability to choose between closing or continuing working on the same OKR in the next time period. It also gives you options to preserve or reset the current progress. If you'd like to continue the progress from where you left, you can reset it or choose to preserve the existing start and target values. You can read more about cloning https://learn.microsoft.com/en-us/viva/goals/cloning-objectives. Self-Serve and Admin Led Trials - If you are an individual who'd like to sign up for Viva Goals self-serve trial on your org's existing Microsoft 365 tenant using your business credentials, you can visit https://goals.microsoft.com/ and click “Start Trial”. If you are a tenant admin who wants to sign up for a trial for your org, you can do it from here - https://www.microsoft.com/en-us/microsoft-viva/goals or from the https://admin.microsoft.com/#/homepage. Integrations - If you don't find the applications you'd like to link your OKRs to, you can reach out to your Viva Goals admin or your tenant admin and have them enable the integrations for your tenant. More details on this is available https://learn.microsoft.com/en-us/viva/goals/vg-integrations-administration-overview. We're excited to share similar tips with you on a monthly basis. Watch out for more updates next month.MeenaNatarajanAug 16, 2023Brass Contributor504Views2likes1CommentOFFICE HOUR - 2nd May - Top 3 tips for writing awesome OKRs
I'LL BE ONLINE TO ANSWER YOUR QUESTIONS AT 08:00 PST/16:00 UK TODAY. Just post them in the comments, and I'll respond there. Top 3 tips for writing awesome OKRs For such a simple concept, there’s a lot to get to grips with when starting to work with OKRs. They represent such a fundamental shift in the way in which goals are formed and worked with if you want to fully leverage their potential value; systems, routines, a framework, training, these all need to be worked out first. So, is it right to think that writing them is the easy part? Well, yes and no. A well formed set of OKRs will help get you off to a strong start and help to set the standard for others when writing theirs. Here are my 3 top tips to help you overcome challenges you might face when writing your OKRs: Know your Key Results There are three types of KR and it’s important to know which one is right for what you’re trying to achieve. The first (and the best) is a lagging measure. This metric measures the impact of work that has already been done. It’s the best type of KR as it is a clear measurement of the value created, not actions completed. Value is in the eye of the beholder, though, so it’s important to agree on the value measure when you are forming the Objective. The second is a leading measure. This is also a metric, but instead of it being a measurement of value, it provides an indication that you are on the right track. The third is a milestone measure. This is your fallback when you don’t have data available, so can’t use a metric. It helps you to avoid a binary “yes/no” KR, which is useless when it comes to transparently scoring and reporting progress. Don’t daisy chain This is where a KR of a “parent” OKR is used as the Objective of the ‘child’ OKR, which aligns with it. This might seem like a good idea when it comes to aligning your OKRs, but, in my view, this is a big mistake for a number of reasons: 1 - It removes the opportunity (and so disempowers) those working at the next level to form creative solutions to solve the challenges set by the OKRs they are aligning into. 2 - It causes confusion as objectives start to feature metrics, so then what’s the difference between an O and a KR? 3 - You could end up with a single objective supported by nothing but key results Mind your blind spot If all you do is just write an Objective statement that is two or three words long, you’re missing a trick, and this is a mistake I see leadership teams make often. Brevity is often tempting, as the belief is “it will do” and that we (ie. Leadership) understand it, but this is a blind spot for them. But what about the wider audience? The best Objective statements are the ones which instil a sense of motivation in the reader so they can say “I get that and I want in!” So I hope you find these helpful. If you have any more questions about writing OKRs, just put them in the comments below, and I’ll do my best to help you out. Best of luck in all things OKR 🙂Roger_LongdenMay 02, 2023Brass Contributor480Views2likes0CommentsViva Goals - Product Tips!
Happy Friday! It feels great to come back this month with some fresh product tips. For those who are seeing this post for the first time - this is Meena, a Senior Program Manager from the Viva Goals team. I've been part of the product for close to 3 years. If you're looking for some tips and tricks that would make your experience with Viva Goals smoother, and more efficient, let's get started. Like the previous months, our customers have been talking about Creating/Managing OKRs, Purchasing Viva Goals licenses, and Integrations. We're seeing more queries around Explorer and Dashboards as well. Highlighted below are some key points to note when using these features in Viva Goals: 1. Explorer - The filters in the explorer are applied only to the top-level objectives by default. On expanding the objectives, you'd still see the key results that do not match your filters. This is the behavior by design. If you want to see a flat view of all the objectives and key results that only match your filter, you must the flat list view. This gives you an expanded list of OKRs that only meet your filter criteria: You can read more about the Explorer https://learn.microsoft.com/en-us/viva/goals/explorer. 2. Dashboard - When embedding external links to your dashboard widget, ensure you're generating embeddable URLs from other applications like PowerBI, SharePoint, Word, etc. Copy-pasting the URLs directly from the applications' web pages might not always work. More on the custom embed feature can be found https://learn.microsoft.com/en-us/viva/goals/custom-url-widget#Using%20the%20Embed%20URL%20feature. 3. Trial and Paid subscriptions - Have you wondered what happens to your Viva Goals data if you're unable to purchase a Viva Goals subscription before the trial expiry? We follow a 90-day data retention policy - all your data will be retained for 90 days from the trial expiry. If you purchase a subscription before the end of this retention period (90 days), the data will be available as it was. You can read more about our policies https://learn.microsoft.com/en-us/viva/goals/vg-privacy-and-security. Thanks for taking the time to read this post. I'll come back with new tips next month. Happy Weekend!MeenaNatarajanOct 06, 2023Brass Contributor450Views1like0Comments
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- OKRs16 Topics
- best practices7 Topics
- User Support6 Topics
- Key Results5 Topics
- Goal Setting3 Topics
- Strategy Alignment2 Topics
- OKR Program1 Topic