Performance Management
9 TopicsHow do I create a Gantt Chart of all my Key Results under an organisation OKR in Viva Goals?
Im trying to set up all my organisations OKRs and Key Projects and every functionality is great... except when it comes to Visualisation. Im trying to play around with the dashboards and what I want to create is a Gantt Chart for an OKR displaying in a Gantt Chart (By month) the different Key Results and when during the project period they are supposed to happen. The start and due date is written in so it should be able to make it? I just cant figure it out.. please help. Best Sebastian113Views0likes3CommentsAny client using Viva Goals as Performance Management?
A client is interested in modernizing their performance management system, leading them to consider Viva Goals. Their requirements, however, extend beyond standard goal alignment and team-level performance tracking. They are seeking a system that offers, Individual performance management (setting, modifying, and reviewing), Integration of career development, training, and compensation decisions based on performance data, Tracking of performance history at both individual and organizational levels etc, Our assessment suggests that Viva Goals alone may not fully meet all these needs. We believe that a solution integrating Viva Goals with a total reward-driven performance management system could be more suitable. We would greatly appreciate any insights or experiences you might have regarding similar implementations. Additionally, we are interested in discussing possible workarounds or integrations that could meet our client’s needs.Custom embed widget and power BI
Looking for help please...... I am unable to find specific detail around the custom embed dashboard widget online and want to know what links are supported. I am trying to link a Power BI dashboard but I get an error stating 'app.powerbi.com refused to connect'. Does Power BI need to be enabled as an integration for OKR check in updates to allow us to embed a link in a dashboard too? I would not have thought so as no direct linkage here. Or is there a different link we should use within Power BI for it to connect?511Views0likes3CommentsAbility to download manual target set per Month or Quarter in Viva goals?
Hi, I don't seem to be able to find any documentation to explain if it is possible or how to export or download the in period manual targets (not the auto linear average) added by the users. So as an example I can clearly see a manual target was set up for June, Sept , Nov for a KR but when exporting the data it only captures the EOY value , there is also nothing standard in the notes of the check ins while it captures the actual, nothing about the target for that month. The intent behind this is to be able to calculate the original real % Rag achievement based on these set original target versus Viva Goals using the Rag entered manually (overwritten) by the user for instance... Thanks for your advise or help. SergeSolved375Views0likes1CommentWhy are future dates in the date picker for check in greyed out
Hi , I understand you can backed date a check in with no issue and by that I mean, if I create a check in today I will be able to amend it to any date prior to today but what if I want to amend a date of an older check in with a date that is lets say 3-4 weeks forward, it does not let me...( see attached examples - Check in created on the 30 Sep, need to be amended to the 30 Oct but can't despite today being the 6 of November, same for the one created on the 27/10 to be amended for the 30/10). In this case I only have the option to create a check in today with the same data and then backed date it to the 30th Oct and finally delete the one not needed/old one(duplicate), is this correct? Or am I missing something? I could understand the restriction for a date that hasn't happen yet well in the future but what if you are 2-5 days before month end and or making an early check in for the month end? Thanks for your feedback693Views0likes3CommentsHow to Improve Collaboration and Results with Viva Goals and ADO
We are excited to announce theHow 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, MarkMyers,Senior Program Manager, Digital Security & Resilience, Microsoft,and Johnny Jones Jr.,Senior Technical Program Manager,Microsoft Security ResponseCenter, sharethe challenges they faced when trying to find aconsistent way totrackteam goalsandshowcasecross-team collaboration– and how theyutilizedtheViva Goals and ADOintegrationto tell a better storyofthe work their team doesto their organization andthe businessimpactthey made. Add your questions now!412Views1like0CommentsMy 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?1.1KViews4likes0Comments