diff --git a/.openpublishing.redirection.json b/.openpublishing.redirection.json index b630b6e8a..32d928f41 100644 --- a/.openpublishing.redirection.json +++ b/.openpublishing.redirection.json @@ -2231,6 +2231,11 @@ "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", diff --git a/Viva/glint/reports/aggregate-trending.md b/Viva/glint/reports/aggregate-trending.md index 9a0c090b8..dab417490 100644 --- a/Viva/glint/reports/aggregate-trending.md +++ b/Viva/glint/reports/aggregate-trending.md @@ -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 @@ -37,7 +37,7 @@ 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. @@ -45,7 +45,7 @@ Why not to use aggregate groupings in surveys: - 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. diff --git a/Viva/glint/reports/executive-summary-report.md b/Viva/glint/reports/executive-summary-report.md index 6d517da0f..1e2216692 100644 --- a/Viva/glint/reports/executive-summary-report.md +++ b/Viva/glint/reports/executive-summary-report.md @@ -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 @@ -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 | diff --git a/Viva/glint/reports/focus-area-overview-report.md b/Viva/glint/reports/focus-area-overview-report.md index c71e3a475..3e192495c 100644 --- a/Viva/glint/reports/focus-area-overview-report.md +++ b/Viva/glint/reports/focus-area-overview-report.md @@ -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. @@ -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:
- How close are we to Focus Area completion?
- What’s the status of the Focus Areas?
- What percent of the population makes up each status?
- How many managers created Focus Areas?| +| **Summary** | Provides a sense of Focus Area completion across teams
- How close are we to Focus Area completion?
- What’s the status of the Focus Areas?
- What percent of the population makes up each status?
- 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 | @@ -70,9 +69,11 @@ 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.
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 @@ -80,14 +81,14 @@ 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 diff --git a/Viva/glint/reports/overall-results.md b/Viva/glint/reports/overall-results.md index bae27868f..9f7f2ac55 100644 --- a/Viva/glint/reports/overall-results.md +++ b/Viva/glint/reports/overall-results.md @@ -6,7 +6,7 @@ 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 @@ -14,26 +14,29 @@ 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: diff --git a/Viva/glint/reports/take-action-team-conversations.md b/Viva/glint/reports/take-action-team-conversations.md index 38432e90a..e53b0288b 100644 --- a/Viva/glint/reports/take-action-team-conversations.md +++ b/Viva/glint/reports/take-action-team-conversations.md @@ -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) @@ -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? @@ -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. diff --git a/Viva/glint/reports/trend-graph-lifecycle-survey.md b/Viva/glint/reports/trend-graph-lifecycle-survey.md index 9179f56aa..02b8ce878 100644 --- a/Viva/glint/reports/trend-graph-lifecycle-survey.md +++ b/Viva/glint/reports/trend-graph-lifecycle-survey.md @@ -14,16 +14,19 @@ 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 @@ -31,7 +34,7 @@ The Trend Graph for an Employee Lifecycle (ELC) survey behaves differently than - 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. @@ -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. diff --git a/Viva/glint/setup/copilot-impact-template.md b/Viva/glint/setup/copilot-impact-template.md index 62ca5836d..19fb62e1c 100644 --- a/Viva/glint/setup/copilot-impact-template.md +++ b/Viva/glint/setup/copilot-impact-template.md @@ -15,30 +15,32 @@ search.appverid: MET150 ms.topic: article ms.service: viva-glint ms.localizationpriority: high -ms.date: 02/28/2024 +ms.date: 12/11/2024 --- # Microsoft Copilot Impact Survey template in Viva Glint -AI tools, in general, are increasingly integrated into the workplace to enhance workforce productivity and the employee experience. With this transformational shift in how employees work, leaders need to understand their early investments in Microsoft Copilot and the workforce adoption. +AI tools are increasingly integrated into the workplace to enhance workforce productivity and the employee experience. With this transformational shift in how employees work, leaders need to understand their early investments in Microsoft Copilot and the workforce adoption. With the Copilot Impact Survey in Viva Glint, organizations can measure the impact of Microsoft Copilot through sentiment data. This information enables IT and business leaders to plan their AI readiness, drive adoption, and measure their ROI. The Microsoft Copilot Impact Survey is also available in Microsoft Viva Pulse. ## Read the Viva People Science blog -Take a few minutes to read Viva People Science insights in the Viva Glint Community. +Read Viva People Science insights in the Viva Glint Community. > [!div class="nextstepaction"] > [Microsoft Copilot in Viva Glint: Bringing AI to Comment Analysis](https://techcommunity.microsoft.com/t5/viva-glint-blog/microsoft-copilot-in-viva-glint-bringing-ai-to-comment-analysis/ba-p/4003914) ## Use cases for the Microsoft Copilot Impact Survey -Use this survey program when deploying Microsoft Copilot to better understand its impact and adoption. Consider deploying multiple times during rollout to see trends, changes, and sentiment over time. +Use this survey program when deploying Microsoft Copilot to better understand its impact and adoption. Consider deploying multiple times during rollout to see trends, changes, and sentiment over time. -While this Viva Glint survey template can be used on its own, if you have Viva Insights, you can see the sentiment results of the four core items from the Copilot Dashboard. Results from this survey are visible in the standard reporting already available in Viva Glint. -Note: if you're looking to assess impact of AI beyond or outside of Microsoft Copilot, consider our AI Impact set of items: +While this Glint survey template can be used on its own, if you have Viva Insights, you can see the sentiment results of the four core items from the Copilot Dashboard. Results from this survey are visible in the standard reporting already available in Glint. -Copilot Impact survey helps to uncover: +> [!NOTE] +> If you're looking to assess impact of AI beyond or outside of Microsoft Copilot, consider our AI Impact set of items. + +### What the Copilot Impact survey uncovers When leaders seek feedback, organizations can proactively highlight the value of a new tool and address challenges that might otherwise go unnoticed. The Copilot Impact survey can help organizations better understand: - **User insights**: Copilot will likely be used differently across employee roles. Gathering user feedback helps to refine implementations and ensure enablement efforts are aligned with the real-world needs of your workforce. @@ -48,10 +50,10 @@ When leaders seek feedback, organizations can proactively highlight the value of ## Microsoft Copilot Impact Survey content -Viva Glint recommended items fall into two categories: +Glint recommended items fall into two categories: -1. Core items: These survey items ask employees to reflect on the task- or work-oriented benefits they experience as a result of using Copilot. They help establish the productivity and employee experience return-on-investment (ROI) that Copilot has. -1. Additional items: These survey items ask employees to evaluate the utility of Copilot, their organization's process, and enablement practices. They are designed to support organizations in understanding "how well it's going" with a Copilot roll-out and give more context to where employees may need more support to adopt Copilot most effectively. +1. **Core items:** These survey items ask employees to reflect on the task- or work-oriented benefits they experience as a result of using Copilot. They help establish the productivity and employee experience return-on-investment (ROI) that Copilot has. +1. **Additional items:** These survey items ask employees to evaluate the utility of Copilot, their organization's process, and enablement practices. They are designed to support organizations in understanding "how well it's going" with a Copilot roll-out and give more context to where employees may need more support to adopt Copilot most effectively. ### Core survey items @@ -77,7 +79,7 @@ Viva Glint recommended items fall into two categories: ## Admin setup for the Microsoft Copilot Impact survey template -The Copilot Impact Survey template is found in the *Recurring* section on the *Create a Program* page. +The Copilot Impact Survey template is found in the **Recurring** section on the **Create a Program** page. :::image type="content" source="../../media/glint/setup/copilot-impact-template-card.png" alt-text="Screenshot of the Recurring program templates available in Viva Glint."::: diff --git a/Viva/glint/setup/program-summary-overview.md b/Viva/glint/setup/program-summary-overview.md index 314394e1e..2373b814f 100644 --- a/Viva/glint/setup/program-summary-overview.md +++ b/Viva/glint/setup/program-summary-overview.md @@ -1,6 +1,6 @@ --- -title: Set up Program Summary pages for a Viva Glint engagement-type survey -description: Once you have chosen a survey template, the Program Summary section is where you set up all the specifics to that program. +title: Set up Program Summary pages for a Viva Glint recurring surveys +description: Once you choose a survey template, set up your survey in the seven pages of Program Summary. ms.author: JudithWeiner author: JudyWeiner manager: MelissaBarry @@ -14,10 +14,10 @@ search-appverid: MET150 ms.topic: article ms.service: viva-glint ms.localizationpriority: high -ms.date: 03/06/2024 +ms.date: 12/11/2024 --- -# Set up Program Summary pages for a Viva Glint engagement-type survey +# Set up Program Summary pages for a Viva Glint recurring surveys The first step for setting up a Microsoft Viva Glint program is to set up **Program Summary**. @@ -25,14 +25,14 @@ The first step for setting up a Microsoft Viva Glint program is to set up **Prog If you need help choosing a survey, [learn about survey types here](https://go.microsoft.com/fwlink/?linkid=2231202). -1. From your admin dashboard, select the **Configure** symbol. -2. In the *Survey* section, choose **Survey Programs**. +1. From your admin dashboard, select the **Configuration** symbol. +2. In the **Survey** section, choose **Survey Programs**. 3. Select **+ New Program.** 4. Choose your survey template or start from scratch with a blank template. Select **Create Program** on the corresponding card. ## Program Summary setup -In the Program Summary section, there are up to seven pages to be set up. Not all pages are needed for all programs. Only pages required for the program you have chosen are shown for you to set up. Pages for setup can include: +In Program Summary, there are up to seven pages to be set up. Not all pages are needed for all programs. Only pages required for the program chosen are shown for you to set up. These pages can include: - [Program Summary: Program Setup](program-set-up.md) - [Program Summary: Distribution](set-up-distribution-lists.md) @@ -42,6 +42,6 @@ In the Program Summary section, there are up to seven pages to be set up. Not al - [Program Summary: Communications](program-summary-communications.md) - [Program Summary: Coaching](program-summary-coaching.md) -A checkmark indicates that the page is set up correctly and allows you to move to the next Program Summary setup page. If you'd like to move ahead before finishing a page, add dummy data to the page. Don't forget to come back and change that dummy data to accurate information! +A checkmark indicates that the page is set up correctly and allows you to move to the next Program Summary setup page. To move ahead before finishing a page, add dummy data to the page. Don't forget to come back and change that dummy data to accurate information! -:::image type="content" source="../../media/glint/setup/program-summary-checkmarks.png" alt-text="Screenshot of the Program Summary when all pages have been set up. A checkmark appears on the right of each row."::: +:::image type="content" source="../../media/glint/setup/program-summary-checkmarks.png" alt-text="Screenshot of a completed Program Summary. A checkmark appears on the right of each row."::: diff --git a/Viva/goals/toc.yml b/Viva/goals/toc.yml index a089b84ea..d744aba63 100644 --- a/Viva/goals/toc.yml +++ b/Viva/goals/toc.yml @@ -261,8 +261,6 @@ items: items: - name: Business rhythms overview href: ./viva-goals-healthy-okr-program/rhythm-of-business-overview.md - - name: Business rhythms recommendations - href: ./viva-goals-healthy-okr-program/rob-recommendations.md - name: Review dashboard templates items: - name: Leadership strategy dashboard diff --git a/Viva/goals/viva-goals-healthy-okr-program/rhythm-of-business-overview.md b/Viva/goals/viva-goals-healthy-okr-program/rhythm-of-business-overview.md index 80b5f515e..16b5905f5 100644 --- a/Viva/goals/viva-goals-healthy-okr-program/rhythm-of-business-overview.md +++ b/Viva/goals/viva-goals-healthy-okr-program/rhythm-of-business-overview.md @@ -1,5 +1,5 @@ --- -ms.date: 04/18/2024 +ms.date: 12/11/2024 title: Incorporate OKRs into your business rhythm ms.reviewer: ms.author: daisyfeller @@ -22,9 +22,9 @@ description: "Learn how to incorporate OKRs into your business rhythms for a hea # Incorporate OKRs into your business rhythm -We know that every company has its own unique *rhythm of business*: an ebb and flow of everything from strategic planning by senior leaders to the way team managers hold weekly update meetings or one-on-one sessions with their direct reports. +Every company has its own unique *rhythm of business*: an ebb and flow of everything from strategic planning by senior leaders to the way team managers hold weekly update meetings or one-on-one sessions with their direct reports. -We also know that the OKR framework is an effective way to align teams to strategic priorities, drive results, and create a culture of engaged employees focused on achieving common goals. +The OKR framework is an effective way to align teams to strategic priorities, drive results, and create a culture of engaged employees focused on achieving common goals. A common question when adopting OKRs is around the marriage of these two topics: @@ -38,13 +38,13 @@ In this article, you'll - Describe in-app tools such as dashboards that integrate OKRs into your ROB. > [!NOTE] -> **Mindset:** Before we get started, a quick reminder that incorporating OKRs into your organization’s rhythm of business is an iterative process. The more you work to see opportunities to use OKRs in your day-to-day processes, the more streamlined your workflow becomes. That’s why we strongly urge focusing on progress over perfection. +> Incorporating OKRs into your organization’s rhythm of business is an iterative process. The more you work to see opportunities to use OKRs in your day-to-day processes, the more streamlined your workflow becomes. > -> It’s far more important to make initial progress and start finding individual areas to integrate OKRs than get hung up trying to craft the perfect workflow for every single team. So for now, keep it simple and have some fun. +> It’s more important to make initial progress and start finding individual areas to integrate OKRs than get hung up trying to craft the perfect workflow for every single team. ## What is a rhythm of business and why is it important to successful OKR adoption? -Every company has a rhythm of business (sometimes abbreviated to ROB), the workflow of planning and meetings and execution, but they can vary dramatically depending on the organization. Take the example of two companies getting started with OKRs: +Every company has a rhythm of business (ROB), the workflow of planning and meetings and execution, but they can vary dramatically depending on the organization. Take the example of two companies getting started with OKRs: - A small startup with 20 employees might have a loose and flexible ROB. There might be two nimble co-founders who make fast strategic planning decisions based on market feedback, share company progress through impromptu after-work meetings in a conference room, and receive team status updates on individual projects via a few bullet points in a chat conversation when there's something new to report. - Conversely, a large enterprise with 20,000 employees might have a mature and structured ROB. The senior leadership team might hold deliberate strategic planning sessions over a period of weeks, sharing company progress might entail a monthly all-hands video meeting across multiple time zones, and status updates on individual projects could be a detailed report following a specific template that is given to multiple stakeholders at a specific day and time each week. @@ -58,12 +58,9 @@ While it’s true that both of these organizations approach their ROB differentl With these rhythms in place, organizations can ensure that their OKR adoption process is successful and that their objectives are being achieved. -> [!TIP] -> Find your "center of gravity." - One of the biggest initial hurdles to incorporating OKRs into the rhythm of business is simply getting started. New users want to know: Where should I begin? How does it tie into planning? What kind of meetings will I need? -It can seem intimidating, but we’ve found that organizations are most successful when they start by meeting their team where they're today instead of reinventing the wheel. We like to call this the "center of gravity" ... existing people and processes that are already in place and working, so that infusing OKRs can be additive, not constraining. +Organizations are most successful when they start by meeting their team where they're today instead of reinventing the wheel. Identify existing people and processes that are already in place and working so that infusing OKRs can be additive, not constraining. So begin by asking yourself: @@ -109,8 +106,21 @@ There are four key meeting categories and activities to focus on. Each one has i Now that you've seen the “why” around using OKR dashboards in your business rhythms, see the step-by-step process “how” to create a dashboard, add panels, customize widgets, and present your data in the Microsoft Viva Goals software platform: [Review Dashboard with Viva Goals](https://support.microsoft.com/en-us/topic/review-dashboard-with-viva-goals-d195c526-1b6b-45e1-82fd-8daa21dd84a4). -## Summary +## Recommendations + +1. Recognize that organizations are most successful when incorporating OKRs into existing, successful processes. Don't force a new process. Rather, investigate ways in which you can infuse your OKRs with positive steps that add value to your existing ROB. +2. Understand the four parts of the OKR cadence, known as the *four Cs*: Collaborate (working together to create shared OKRs), Create (finalize OKRs and add them to Viva Goals), Check-in (track progress periodically toward goal attainment), and Close (reflect on goal attainment and close and score OKRs). At each stage, it's important to take steps to help reduce friction by: + - Blocking out calendar time for strategic planning, monthly OKR reviews, and end-of-quarter reflection sessions so these processes become embedded in the team workflow and culture. + - Using data integrations where applicable to automate check-ins from a single source of truth. + - Setting reminder notifications to help support users with performing check-ins. This builds good habits and helps avoid a *set it and forget it* mentality. +3. Create and use OKR dashboards to help drive toward meeting goals in each of the following four categories: + - Leadership strategy: Refers to establishing organizational goals. + - Organizational visibility: Refers to communicating your goals with an organization, so everyone understands what you're working toward. + - Departmental alignment: Refers to providing clarity to all groups so, again, there's understand of what you're working toward. + - Team execution: Refers to driving toward goals, making progress, and ensuring accountability. -Every company has its own unique “rhythm of business,” and the OKR framework is an effective way to align teams to strategic priorities, drive results, and create a culture of engaged employees focused on achieving common goals. +If you need more clarity about how to incorporate OKRs into your business rhythm, ask yourself, and your team if applicable, these questions: -Incorporating OKRs and dashboards across key meetings and activities helps build a healthy OKR program. +1. What business rituals do you use that evolve to incorporate OKRs? +1. Where are there manual data-collection and reporting processes that you could automate? +1. In which meeting category does your organization have room to improve? diff --git a/Viva/goals/viva-goals-healthy-okr-program/rob-recommendations.md b/Viva/goals/viva-goals-healthy-okr-program/rob-recommendations.md deleted file mode 100644 index e7065a971..000000000 --- a/Viva/goals/viva-goals-healthy-okr-program/rob-recommendations.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -ms.date: 11/26/2024 -title: "Rhythm of Business Recommendations" -ms.reviewer: -ms.author: daisyfeller -author: daisyfell -manager: elizapo -audience: Admin -f1.keywords: -- NOCSH -ms.topic: article -ms.service: viva-goals -ms.localizationpriority: medium -ms.collection: - - M365initiative-viva - - highpri - - vg-bestpractice -search.appverid: -- MET150 -description: "Weave a healthy Objectives and Key Results (OKRs) program into your business rhythm." ---- - -# Rhythm of business recommendations - -Most organizations have a unique rhythm of business, sometimes referred to as *ROB*, that refers to the workflow of planning, meetings, and execution within the organization. If you've created an Objectives and Key Results (OKR) program, you can implement it into your established ROB to help support your drive toward strategic priorities and results, and foster an organizational mindset focused on achieving common goals. - -To incorporate your OKRs into your ROB, it's important that you: - -1. Recognize that organizations are most successful when incorporating OKRs into existing, successful processes. Don't force a new process. Rather, investigate ways in which you can infuse your OKRs with positive steps that add value to your existing ROB. -2. Understand the four parts of the OKR cadence, known as the *four Cs*: Collaborate (working together to create shared OKRs), Create (finalize OKRs and add them to Viva Goals), Check-in (track progress periodically toward goal attainment), and Close (reflect on goal attainment and close and score OKRs). At each stage, it's important to take steps to help reduce friction by: - - Blocking out calendar time for strategic planning, monthly OKR reviews, and end-of-quarter reflection sessions so these processes become embedded in the team workflow and culture. - - Using data integrations where applicable to automate check-ins from a single source of truth. - - Setting reminder notifications to help support users with performing check-ins. This builds good habits and helps avoid a *set it and forget it* mentality. -3. Create and use OKR dashboards to help drive toward meeting goals in each of the following four categories: - - Leadership strategy: Refers to establishing organizational goals. - - Organizational visibility: Refers to communicating your goals with an organization, so everyone understands what you're working toward. - - Departmental alignment: Refers to providing clarity to all groups so, again, there's understand of what you're working toward. - - Team execution: Refers to driving toward goals, making progress, and ensuring accountability. - -If you need more clarity about how to incorporate OKRs into your business rhythm, ask yourself, and your team if applicable, these questions: - -1. What business rituals do you use that evolve to incorporate OKRs? -1. Where are there manual data-collection and reporting processes that you could automate? -1. In which meeting category does your organization have room to improve?