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5 changes: 5 additions & 0 deletions .openpublishing.redirection.json
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"redirect_url": "/viva/goals/viva-goals-healthy-okr-program/align-okrs-overview",
"redirect_document_id": false
},
{
"source_path": "viva/goals/viva-goals-healthy-okr-program/rob-recommendations.md",
"redirect_url": "/viva/goals/viva-goals-healthy-okr-program/rhythm-of-business-overview",
"redirect_document_id": false
},
{
"source_path": "viva/goals/viva-goals-trials.md",
"redirect_url": "/viva/goals/goals-retirement",
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8 changes: 4 additions & 4 deletions Viva/glint/reports/aggregate-trending.md
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Expand Up @@ -14,14 +14,14 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 02/12/2024
ms.date: 12/11/2024
---

# Viva Glint aggregate groupings - trends and best practices

## Understand aggregate trending

Aggregate trending supplies historical data over time. There's a trend point, which reflects matching items from one cycle to the cycle immediately preceding it. Changing items within an aggregate (group) interrupts trend.
Aggregate trending informs historical data over time. Trend points reflect matching items from one cycle to the cycle immediately preceding it. Changing items within an aggregate (group) interrupts trend.

## Viva Glint aggregate trending terminology

Expand All @@ -37,15 +37,15 @@ Aggregate trending supplies historical data over time. There's a trend point, wh
## Aggregate grouping can lead to unreliable aggregate trend

Why not to use aggregate groupings in surveys:
Why **not** to use aggregate groupings in surveys:

- Surveying more frequently with fewer individual questions produce more useful, focused results.
- Measuring single items are better than multiple-item measures when it comes to utility and reliability. They can predict future behavioral outcomes, and they can do it consistently over time.
- Grouping multiple items (an aggregate) may limit the intervention opportunities for a single item within that group. That one item can become lost inside the group of items.
- Action taking should only happen at the single item level. Focusing managers on aggregate scores doesn’t help enable action.

>[!CAUTION]
> Trend is considered unreliable when it is not measuring “apples to apples” - when there are differences in the items that appear in an aggregate between the new cycle and the same aggregate in the previous cycle. Trend will be shown when at least one item is identical in the same aggregate in two cycles, but unless all items are identical, the aggregate trend is not measuring a consistent group of items and is not as reliable as single item trend data.
> Trend is unreliable when it isn't measuring “apples to apples” - when there are differences in the items that appear in an aggregate between the new cycle and the same aggregate in the previous cycle. Trend is shown when at least one item is identical in the same aggregate in two cycles. Unless all items are identical, however, the aggregate trend isn't measuring a consistent group of items and isn't as reliable as single item trend data.
## Aggregate trend examples across 2 cycles
There's a lot to consider when comparing survey cycles with aggregate groupings.
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5 changes: 4 additions & 1 deletion Viva/glint/reports/executive-summary-report.md
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Expand Up @@ -14,7 +14,7 @@ search-appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 08/28/2024
ms.date: 12/11/2024
---

# Use Viva Glint’s Executive Summary report
Expand All @@ -25,6 +25,9 @@ The Executive Summary is a group of reports useful to admins for presenting high

There are many reports that you be part of this dashboard view. The descriptor table provides you with instructions on how to add reports or sections. Some items appear separately, and others may group as part of a related section.

> [!NOTE]
> **For the Executive Summary Report in Employee Lifecycle Programs:** If program settings allow, and a unique user submits more than one survey response, an entry row is included in the raw data export representing each of the unique user's submissions. **However, the UI counts them only once.**
| Report or section | Description |
| -------------- | ----------------- |
| **Survey Results**| Overview of the most recent results from a survey |
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29 changes: 15 additions & 14 deletions Viva/glint/reports/focus-area-overview-report.md
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Expand Up @@ -14,24 +14,24 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 02/16/2024
ms.date: 12/11/2024
---

# Use Viva Glint's Focus Area Overview report

The Microsoft Viva Glint Focus Areas Overview report provides a status of the completion of Focus Areas across teams. The report provides critical insights immediately with easy access to other details.
The Microsoft Viva Glint Focus Areas Overview report provides a completion status for Focus Areas across teams. The report provides critical insights and easy access to other details.

>[!IMPORTANT]
>Your organization may use the word "goal" rather than our standard term "focus areas." For this reason, the verbiage and images on this guidance may not match exactly with your dashboard.
>Your organization may use the word "goal" rather than our standard term "Focus Areas." For this reason, the verbiage and images on this guidance may not match exactly with your dashboard.
## Learn from Viva People Science methodology

Initiating and managing action after a survey can be an unclear process. Focused and streamlined action planning is essential. An action plan is a written commitment to make incremental improvements to the employee experience and engagement in their work, on your team, and within the company.
Initiating and managing action after a survey can be an unclear process. Focused and streamlined action planning is essential. An action plan is a written commitment to make incremental improvements to the employee experience.

> [!div class="nextstepaction"]
> [Viva People Science explains focus areas and action planning](../people-science/people-science-explains-focus-areas.md)
## Admins granting permission for managers to view the Focus Area report
## Grant permission for managers to view the Focus Area Overview report

Access is approved to the roles with **View Focus Areas Reports** within the *Reporting* section of *Manager Permissions and Access* in **User Roles** on the admin dashboard. The scope of the report respects access at a per-person level.

Expand All @@ -44,22 +44,21 @@ From the admin dashboard, follow this procedure:
1. From the top menu bar, select the **Reports** tab.
1. In the left-most column of the *Reports* page, select **Focus Area Overview**.

:::image type="content" source="../../media/glint/reports/focus-areas-from-reports.png" alt-text="Screenshot of the Reports tab from the admin dashboard.":::
:::image type="content" source="../../media/glint/reports/focus-areas-from-reports.png" alt-text="Screenshot showing the Reports tab in the admin dashboard, highlighting the Focus Area Overview option.":::

## How leaders use this report
## How leaders use the Focus Area Overview report

Leaders and admins use this report to:

- Connect managers working on similar Focus Areas.
- View feedback comments to provide context for what their managers are working on.

### Report section summary

This table helps you to understand the report sections and descriptions.
Use this table to understand report sections and descriptions.

| Term | Description |
|---|---|
| **Summary** | Provides a sense of Focus Area completion across teams and answers the following: <br> - How close are we to Focus Area completion?<br>- What’s the status of the Focus Areas? <br>- What percent of the population makes up each status?<br>- How many managers created Focus Areas?|
| **Summary** | Provides a sense of Focus Area completion across teams <br> - How close are we to Focus Area completion?<br>- What’s the status of the Focus Areas? <br>- What percent of the population makes up each status?<br>- How many managers created Focus Areas?|
| **Overall Focus Area Completion** | Shows progress toward 100% Focus Area completion. View the count of Focus Areas completed and the number of employees who completed them |
| **Focus Area Status** | Illustrates each Focus Area status and the populations they cover; hover over each status to see a deeper dive into the information|
| **% of Employees with Focus Areas** | Displays the overall percent of managers and others with Focus Areas; hover over the number for a deeper dive into the information |
Expand All @@ -70,24 +69,26 @@ This table helps you to understand the report sections and descriptions.
| **Percentages** | To see detailed information, hover over the percentages|
| **Filter** | Located in the header menu at the top of the page and indicated by an arrow and any selected filters, when collapsed. <br> The selections you chose are automatically added to the filter. Select the arrow to expand the menu to view past reports or modify filters. The current Focus Area period appears by default, but you can look back at previous periods.|

## Exporting Focus Area data
## Exporting Focus Area report data

You can export Focus Area data from two different paths:
- From the Focus Area Overview report
- From the admin dashboard

### Export data from the Focus Area Overview report

Use the **Export** menu to choose your export option.
- **Export Focus Areas Usage to Spreadsheet**, or
- **Export All Action Items to Spreadsheet**.

:::image type="content" source="../../media/glint/reports/focus-areas-overview-export.png" alt-text="Screenshot of the download options or exporting the Focus Area report.":::
:::image type="content" source="../../media/glint/reports/focus-areas-overview-export.png" alt-text="Screenshot of the download options or exporting the Focus Area report.":::

### Export data from the admin dashboard

1. In the Action Taking section, select **All Action Items Report**.
1. The report automatically generates as a .csv file.
1. The report automatically generates as a CSV file.

:::image type="content" source="../../media/glint/reports/focus-area-export-csv.png" alt-text="Screenshot of the verification dialog box indicating that your csv report downloaded.":::
:::image type="content" source="../../media/glint/reports/focus-area-export-csv.png" alt-text="Screenshot of the verification dialog box indicating that your csv report downloaded.":::

## Items the Focus Area Overview report includes

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15 changes: 9 additions & 6 deletions Viva/glint/reports/overall-results.md
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Expand Up @@ -6,34 +6,37 @@ author: JudyWeiner
manager: MelissaBarry
audience: admin
f1.keywords: NOCSH
keywords: internal benchmarks, exporting survey results
keywords: internal benchmarks, exporting survey results, employee lifecycle executive summary report
ms.collection:
- m365initiative-viva
- selfserve
search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 05/06/2024
ms.date: 12/11/2024
---

# Viva Glint's Overall Results Report

:::image type="content" source="../../media/glint/reports/overall-results.png" alt-text="Screenshot of the Overall Results Report in the Reports tab.":::

As the name implies, this report shows the overall results for your survey. Drilling down, you can focus on a specific question. You can also go back to previous survey data or filter by demographic data, hierarchy data, or other attributes to gain insights about a specific group.
As the name implies, this report shows the overall results for your survey. Drilling down, you can focus on a specific question. You can also go back to the previous survey data or filter by demographic data, hierarchy data, or other attributes to gain insights about a specific group.

:::image type="content" source="../../media/glint/reports/overall-results-example.png" alt-text="Screenshot of an Overall Results report.":::

> [!NOTE]
> **For the Executive Summary Report in Employee Lifecycle programs:** If program settings allow, and a unique user submits more than one survey response, an entry row is included in the raw data export representing each of the unique user's submissions. **However, the UI counts them only once.**
## Change your report settings

Filters depend on the employee data your company sends to Viva Glint and confidentiality requirements must be met to display data.
Filters depend on the employee data your company sends to Glint, and confidentiality requirements must be met to display data.

### Use the More dropdown menu

Selecting the **More** dropdown menu gives you the option to add sections to your report and to search comments. Each option opens a new window; follow on-screen guidance.
Selecting the **More** dropdown menu gives you the option to add sections to your report and search comments. Each option opens a new window. Follow the on-screen guidance.

### Use the Settings button
### Use the Settings button to select your internal benchmark

Choosing the **Settings** button opens the Report Settings window where you can select your internal benchmark from:

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21 changes: 9 additions & 12 deletions Viva/glint/reports/take-action-team-conversations.md
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Expand Up @@ -14,18 +14,18 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 03/06/2024
ms.date: 12/11/2024
---

# Take Actions with Viva Glint Team Conversations

Microsoft Viva Glint Team Conversations feature makes the best use of the [Manager Concierge ](https://www.microsoft.com) and [Team Summary ](https://www.microsoft.com) experiences. When managers lead team conversations to share results, invite their teams to participate in prioritizing Focus Areas, and brainstorm action taking, they draw their employees into the process of improving their experience at work.
Microsoft Viva Glint Team Conversations feature makes the best use of the [Manager Concierge](https://www.microsoft.com) and [Team Summary ](https://www.microsoft.com) experiences. Managers can improve the employee work experience by leading Team Conversations to share results, invite their teams to prioritize Focus Areas, and brainstorm action taking.

Team Conversations brings Viva Glint’s ACT (Acknowledge, Collaborate, and Take one step forward) Conversation methodology to managers, providing them with presentation exports, Focus Area creation guidance, and links to suggested learning resources. The Team Conversations feature is compatible for all feedback surveys.
Team Conversations brings Viva Glint’s ACT Conversation methodology to managers. It provides online presentation exports, Focus Area creation guidance, and links to suggested learning resources. Team Conversations is compatible for all feedback surveys.

Team Conversations results sharing is a feature available at the program level for customers and can be enabled and disabled on a per program basis.
Team Conversations results sharing is available at the program level for customers and can be enabled and disabled on a per program basis.

## Viva People Science knows propelling action through conversations is key to improving your business
## Viva People Science: Propelling action through conversations is key to improving your business

> [!div class="nextstepaction"]
> [Propelling action-taking through team conversations.](https://go.microsoft.com/fwlink/?linkid=2262832)
Expand All @@ -34,20 +34,17 @@ Team Conversations results sharing is a feature available at the program level f

Team Conversations uses Viva Glint’s **ACT** conversation framework. **ACT** methodology encourages a manager and their team to consider feedback results in the following way:

- **A**: **A**cknowledge where we are
- **C**: **C**ollaborate on where we want to go
- **T**: **T**ake one step forward
- **A**cknowledge where we are
- **C**ollaborate on where we want to go
- **T**ake one step forward

## Sometimes conversations among team members can be difficult

Managers aren't always comfortable talking about survey results because:

- They may have difficulty understanding their survey results.

- They may not feel their results are “good”.

- They may feel the time it might take to put together a presentation is daunting.

- They may not have confidence in their ability to facilitate a meaningful conversation.

## Why should our organization use the Viva Glint ACT framework?
Expand All @@ -61,7 +58,7 @@ ACT framework:
The ACT foundation:

- is built on a combination of behavioral science and practical expertise about what fuels change in organizations.
- encourages integration of Team Conversations into the daily flow of work, ensuring that employees feel heard, participate in determining focus areas and selecting next steps and that they leave the discussion with a sense of shared ownership.
- encourages integration of Team Conversations into the daily flow of work. It ensures that employees feel heard, participate in determining focus areas, and selecting next steps. Employees leave an ACT discussion with a sense of shared ownership.
- targets even the most introverted employees who may not have strong working relationships with their manager.
- supports confidentiality of all conversation responses.

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13 changes: 8 additions & 5 deletions Viva/glint/reports/trend-graph-lifecycle-survey.md
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Expand Up @@ -14,24 +14,27 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 09/03/2024
ms.date: 12/11/2024
---

# Use the trend graph in a Viva Glint Employee Lifecycle program

The Trend Graph for an Employee Lifecycle (ELC) survey behaves differently than the Trend Graph of a Viva Glint *recurring* program.
The Trend Graph for an *Employee Lifecycle (ELC)* survey behaves differently than that of a *recurring* program.

- ELC surveys, by default, display scores filtered to responses received in the last 90 days.
- ELC surveys are always active so reports group based on the date range selected or the default 90 days.
- ELC responses appear on the dashboard in real time. A manager sees responses on their dashboard after the program thresholds are met and according to their user permissions.
- ELC responses appear on the dashboard in real time. A manager sees responses on their dashboard after the program thresholds are met and according to their user permissions.

> [!NOTE]
> **For the Executive Summary Report in Employee Lifecycle programs:** If program settings allow, and a unique user submits more than one survey response, an entry row is included in the raw data export representing each of the unique user's submissions. **However, the UI counts them only once**.
## When the default period is used

- The latest data point on the graph is any surveys received within the past 90 days.
- The next point is the 90 days before the first data point (180 days - 91 days before today).
- The point on the graph before that date is 90 days before the second data point (270 days - 181 days before today), and so on.

The date displayed when you hover over data points is Day 1 of that range - meaning that *the most recent* data point is 90 days before today's date (the date being studied). This date isn't capped by the survey launch date. A date earlier than the survey launch date can be displayed on one of these data points.
The date displayed when you hover over data points is Day 1 of that range - meaning that *the most recent* data point is 90 days before today's date (the date being studied). The survey launch date isn't dependent on this date. A date earlier than the survey launch date can be displayed on one of these data points.

>**Example**:
> - Today's date is May 21, 2022.
Expand All @@ -40,4 +43,4 @@ The date displayed when you hover over data points is Day 1 of that range - mean
> - The second data point on the trend graph shows November 23, 2021 - 180 days before today's date.
>[!NOTE]
The trend graph doesn't reference the actual survey launch date when determining the date to display. It uses 90-day intervals. In this scenario, no responses were received from November 23 - January 8th as the program did not open until January 9th
The trend graph doesn't reference the actual survey launch date when determining the date to display. It uses 90-day intervals. In this scenario, no responses were received from November 23 - January 8th as the program didn't open until January 9th.
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