Viva Goals Essentials

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Last updated on January 13, 2025 8:58 am
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What you’ll learn

  • Describe what Viva Goals is
  • Define OKRs
  • Navigate the Goals interface
  • Create organizations and modify settings
  • Create and manage teams
  • List key elements of effective goals
  • Define how to create effective OKRs
  • Create a company OKR, key results, initiatives, and a child OKR
  • Add metrics and progress measurements
  • Use the My OKR view to filter and manage OKRs and update Key results
  • Export reports to PowerPoint or Excel
  • Demonstrate how to access dashboards and customize them based on needs
  • Review analytics in Viva Goals

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.

Who this course is for:

  • Microsoft 365 users who want to use Viva Goals to track personal and team Objectives and Key Results. Specifically useful for project and program managers, and agile scrum managers.

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