
Explore Viva Goals within the Microsoft Viva suite to set, track, and achieve personal and team objectives using OKRs, with dashboards, analytics, and admin basics.
Viva Goals uses the OKR framework to align outcomes with employee efforts. It integrates with Microsoft 365 apps and 42 connectors to support initiatives, dashboards, and analytics.
Explore the structure of Viva Goals as a pyramid of organization, teams, and individual goals, and learn how to create and manage multiple organizations, teams, permissions, and check-ins.
Define effective okrs by outlining an objective, key results, and initiatives; align with the mission, vision, and values, and break goals into simple, measurable segments.
Create organizational and team OKRs by defining objectives, assigning owners, setting yearly timelines, and guiding permissions and tags, then track progress with key results, metrics, initiatives, and child objectives.
Customize your OKR view with filters and alignment view, check in on key results like revenue, and export dashboards to PowerPoint or Excel for reporting.
Explore how to build dashboards from Viva Goals data, featuring an overview, mission statement, KPI lists, OKR details, and analytics to track progress and present insights.
Learn how to use Viva Goals, a part of the Microsoft Viva suite that focuses on setting, tracking, and achieving organizational goals using OKRs.
Microsoft certified trainer Tim Blake will demonstrate the features of Viva Goals and how to use them. As Tim navigates the interface, you’ll view the admin and organizational settings and team structure and see how to create new teams and manage team settings.
You’ll learn the key components of goal setting, the benefits of OKRs, and how to establish effective goals. You’ll also learn to create OKRs and initiatives and manage your OKRs by updating key results, exporting data, and using the search function. In addition, you’ll learn how to customize and present a dashboard and view the analytics. By the end of this course, you’ll have the information you need to set up and utilize Viva Goals to track your personal and team Objectives and Key Results.
Topics covered include:
Describing what Viva Goals is
Defining OKRs
Navigating the Goals interface
Creating organizations and modifying settings
Creating and managing teams
Listing key elements of effective goals
Defining how to create effective OKRs
Creating a company OKR, key results, initiatives, and a child OKR
Adding metrics and progress measurements
Using the My OKR view to filter and manage OKRs and update Key results
Exporting reports to PowerPoint or Excel
Demonstrating how to access dashboards and customize them based on needs
Reviewing analytics in Viva Goals
Enjoy high-quality HD content in the award-winning, “Uniquely Engaging” ™, Bigger Brains Teacher-Learner style! All Bigger Brains courses provide captions in 29 languages so you can follow the content in your preferred language, as well as digital badges to display the skills you have learned.