Masterclass On Improving & Measuring Onboarding, Retention & Well-being

Masterclass On
Improving & Measuring
Onboarding, Retention
& Well-being
Richard Harbridge
CTO & Microsoft MVP
Richard@2toLead.com
Kanwal Khipple
CEO & Microsoft MVP
Kanwal@2toLead.com
Fri., Feb. 10, 2023 9:30 AM (EST)
#VivaMasterclass

My Twitter is @RHarbridge, I’m super friendly & proud to work at @2toLead.
Richard Harbridge
2toLead Chief
Technology Officer &
Microsoft MVP
Speaker & Author
Super Friendly

You will love the way we work. Together. ™
Kanwal Khipple
CEO and Founder
13x Microsoft MVP
Speaker & Author
2x Nielsen Norman Top 10
Intranet Award winner
My Twitter is @kkhipple, I’m super friendly & proud to work at @2toLead.

Masterclass On Improving & Measuring Onboarding, Retention & Well-being
9:30am 10:00am WELCOME & REGISTRATION
10:00am 10:40am OPENING KEYNOTE
10:50am 11:50am CRITICAL AREAS OF EX
12:00pm 1:00pm LUNCH BREAK
1:00pm 1:50pm ONBOARDING EXPERIENCES
2:00pm 3:10pm RETAIN TOP TALENT
3:20pm 3:50pm TACKLING WELL-BEING

Employees’ new “worth it” equation
Connection
83% of employees would be motivated to come into the
office by the promise of socializing with coworkers
Insight
75% employees (and 80% of managers) think their
company does not solicit feedback often enough
Purpose
81% of employees say that it’s important that their
managers help them prioritize their workload
Growth
76% of employees say they’d stay at their company longer
if they received learning and development support
Connection
Purpose Growth
Insight
Microsoft. Hybrid Work Is Just Work. Are We Doing It Right? Sep. 22, 2022.

But navigating the employee
experience is hard
34% of companies have invested in six or more tools for
employee experience goals1
68% of employees find these current tools outdated or
irrelevant1
94% of business leaders want one comprehensive system1
1Forrester Consulting. New Workforce, New EX Technology. A Microsoft-commissioned study. November 2021.

The employee experience impacts
business success
Employee engagement
Only 15% of employees worldwide are engaged at work1
Employee retention
Highly engaged employees are 12x less likely to leave their
company than those who are not engaged2
Profitability
Organizations with highly engaged employees have 23%
greater profitability3
1Gallup 2Glint 3Gallup

What is an employee experience platform (EXP)?
A digital platform that helps organizations create a thriving culture with engaged employees and inspiring leaders
Productivity and collaboration: email, chat, mobile, video, messaging
Insights &
wellbeing
Physical, mental, financial,
nudges, feedback and
sentiment
Learning &
development
Learning and coaching
onboarding, lifecycle
moments, talent mobility
Purpose &
alignment
Mission, goals and
outcomes, achievements
and recognition
Culture &
communications
News, events, company
resources, communities
Knowledge &
expertise
People and experts,
documents and content
People at the center

Microsoft Viva: The employee experience platform

Microsoft Viva: the employee experience platform
Microsoft Viva suite
Includes all premium subscription capabilities1
Viva
Connections²
Viva
Engage3
Viva
Amplify*
Viva
Insights
Viva
Pulse*
Viva
Goals4
Viva
Topics
Viva
Learning
Delivered through
(and other Microsoft 365 apps)
Extensible with
Partners • APIs
Managed in
Microsoft 365
admin center
1Without the Viva suite, the premium subscription for Viva Insights, Viva Topics, and Viva Learning is each $4 per user per month. 2Viva Connections is available at no additional cost to any employee licensed for SharePoint. 3Viva Engage is
available with all Microsoft 365 enterprise (E) and frontline worker (F) plans at no additional cost. 4Formerly Ally.io. 5Promotional pricing ends Dec. 31, 2022, when the Viva suite will increase to the standard price of $12 per user per month.
* Coming in 2023

Microsoft Viva
The integrated employee experience platform that empowers people and teams to be their best
Viva Connections | All apps in one place
All employees Role-based experiences
Connection
Keep everyone informed,
included, and inspired
Viva Engage
Viva Amplify*
Insight
Improve productivity and
wellbeing with actionable insights
Viva Insights
Viva Pulse*
Purpose
Align people’s work to team
and organization goals
Viva Goals
Growth
Help employee learn,
grow, and succeed
Viva Topics
Viva Learning
Viva Sales+
Microsoft 365
Platform and admin services
Briefing email, people, answers,
admin experience, common navigation
Privacy and security
Granular feature access controls, inherited
permissions for 3P, differential privacy for insights
Integrations to HCM, CRM, LMS, wellness, and more
Workday, Qualtrics, SAP SuccessFactors,
LinkedIn, Headspace, and more
+Coming October 2022 *Coming in 2023

CONNECTION
Keep everyone informed, included, and inspired
Promote a vibrant, inclusive workplace
culture where information and knowledge
flow freely and everyone belongs
Benefits
• Help people discover relevant and personalized information,
news and resources through the apps they use every day
• Create communities where anyone can exchange ideas to keep
employees informed, invested and inspired
• Facilitate a two-way dialogue between employees and leaders
• Connect and engage frontline workers with the right tools,
people and information they need to do their best work

INSIGHT
Improve productivity and wellbeing with actionable insights
Unlock real-time insights and actionable
recommendations that help everyone in
the organization to work smarter and
stay focused
Features & capabilities
• Personalized insights to build better work habits
• Manager insights to foster healthy, successful teams
• Organizational insights to help senior leaders address
complex challenges
• Deep, enhanced analytics
• Key productivity insights to help prepare for the day and
week ahead
• Regular and confidential employee feedback
• Visibility into organizational health

PURPOSE
Align people’s work to team and organization goals
Align people and projects to strategic
business priorities, set clear goals,
and empower people and teams
to accomplish more together
Benefits
• Clarify and align goals across the organization so people know
how to succeed together
• Accelerate OKR adoption by making approvals, workflows, and
check-ins a seamless process.
• Access and update objectives, check in on progress, and see a
shared view of team priorities to create a culture of purpose,
alignment, and belonging.

GROWTH
Help employees learn, grow, and succeed
Develop and retain top talent by giving
people the right content, information,
and connections they need to grow at
every stage of their career
Benefits
• Inspire learning and growth by offering curated courses, reskilling
assignments, and personalized development plans
• Streamline new hire and new-to-role onboarding so people can
ramp up quickly and thrive
• Make it easy to learn on the job and help employees easily find
the knowledge, resources and expertise they need to succeed
• Foster individual and organizational growth through networking,
mentorships, and social learning.

Microsoft Viva creates business value
327%
total ROI, with
payback in less
than six months
50%
reduction in time to
full productivity from
faster onboarding
75%
reduction in
search time
20%
reduction in
employee attrition
The Total Economic Impact™ Of Microsoft Viva, a commissioned study conducted by Forrester Consulting on behalf of Microsoft, September 2022. Through eight customer interviews and
data aggregation, Forrester concluded that Microsoft Viva has the above projected three-year financial impact based on a composite organization with 7,000 employees and $2B in revenue.

Business impact of Microsoft Viva
Reduce labor costs
• Reduce hiring costs from improved employee retention
• Decrease onboarding costs and speed time-to-value
• Fill skills gap by promoting internally
• Improve productivity with fewer meetings and better
team alignment
1Forrester Consulting. The Total Economic Impact™ Of Microsoft Viva. A Microsoft-commissioned study. September 2021. 2APQC. 3Gallup and APQC.
Reduce IT admin, deployment, and development costs
• Simplify management on a single platform
• Reduce development and integration efforts
Increase revenue through business transformation
• Boost the speed of product development
• Improve close rates
• Increase customer retention
• Increase collaboration, focus, and goal alignment
Enhance employee engagement
• Improve employee wellbeing and productivity
• Improve customer satisfaction and experiences
• Increase profitability

Take the next step in your employee experience journey
How to get started?
Experience Microsoft Viva with an interactive demo experience
Request a partner-led workshop to discuss your priorities and
learn how Microsoft can help
Half-day workshop, in person or remote
Ask your partner or your Microsoft representative about how to
start a two-month pilot within your organization to test it out
for yourself!
Learn more
Download the Total Economic Impact of Microsoft Viva
Browse the Microsoft Viva website and blog
Watch the on-demand recording about all the latest innovations

Microsoft Viva Workshops
Assess
• Gather information on key business
scenarios and customer’s employee
experience maturity
• Define scope
• Identify business stakeholders
• Introduce Microsoft Viva
Art of the Possible
• Microsoft Viva overview with selected
pathways
• Showcase employee experience
transformation and dive deep into each
module
• Demos and immersive experiences
Build the Plan
• Prioritize customer’s top employee experience
use cases and scenarios
• Build a plan and define next steps to improve
employee experience with Microsoft Viva
• Adoption and Change Management
Approach
Microsoft Viva
Workshop
A three-phase engagement that provides an overview of the Art of the
Possible, and deep dives across the Viva Suite with Goals, Topics,
Connections & Engage, or Learning.
Microsoft Viva
Insights Workshop
A three-phase engagement that provides an overview of the Art of the
Possible, and a deep dive into
Viva Insights.

Workshop Goals
Showcase the value and capability across the
Microsoft Viva Suite through interactive demos
Identify and prioritize employee experience scenarios
unique to your business
Develop a detailed plan and next steps to transform
employee wellbeing and productivity with Microsoft
Viva

Why a Microsoft Viva Standardized Pilot?
The Microsoft Viva Standardized Pilot program was created to deliver tangible results, hands-on
experiences and demonstrable business value right in your own tenant.
Get detailed assistance to deploy your top use
cases uncovered during the Microsoft Viva or
Viva Insights workshop
Experience Microsoft Viva in the flow of daily
work with YOUR real data and real people
Realize value, mitigate blockers and
challenges, and develop a plan for broader
implementation move after gaining hands-on
experience with Microsoft Viva

What we’ll do during this standardized pilot
Focus on reviewing and
refining your priorities,
initiatives and key influences
for your employee experience
strategy
FOCUS
Learn how Microsoft Viva helps
your organization champion
effective work habits, enhance
business performance, inform
and engage, and help
everyone learn, grow and
succeed
LEARN
Work together by actively
piloting Microsoft Viva in your
production environment. We
will provide you with a Trial
license and enablement while
your end user champions
adopt Viva in Teams and
provide feedback.
WORK
Plan next steps on how you
can work together to further
grow your Employee
Experience maturity with
Microsoft Viva
PLAN

2 options for Microsoft Viva Pilot
Viva Insights (required)
Transform employee productivity
and wellbeing with Viva Insights..
We will run one Advanced
Analytics Report to realize
actionable insights relating to
employee experience and
wellbeing, as well as enable a
subset of 50 or more users to trial
the app in Microsoft.
Trial available:
500 seats
Viva Goals (optional)
Align teams to Purpose and
Alignment with Viva Goals.
We will walk you through
OKR best practices and help
a target group of 50 or more
users adopt Microsoft Viva
Goals in Teams.
Trial available:
50 seats

Microsoft Viva Standardized Pilot Phases
Define scope, identify business stakeholders,
and validate selected scenarios
We will provide you with a trial license and
facilitate setup and onboarding of Microsoft
Viva
Review pilot learnings and document next
steps to fully adopt Microsoft Viva
PLAN
(1 WEEK)
ENABLE
(4 WEEKS)
GROW
(1 WEEK)

© Copyright Microsoft Corporation. All rights reserved.
Thank you!
katie.poolton@microsoft.com
www.linkedin.com/in/katie-poolton

9:30am 10:00am WELCOME & REGISTRATION
10:00am 10:40am OPENING KEYNOTE
10:50am 11:50am CRITICAL AREAS OF EX
12:00pm 1:00pm LUNCH BREAK
1:00pm 1:50pm ONBOARDING EXPERIENCES
2:00pm 2:50pm RETAIN TOP TALENT
3:00pm 3:50pm TACKLING WELL-BEING

Human Resources
We have been focusing more and
more on employee engagement.
We need more than policies; we
need to help people adhere.
We need to make it easier for
employees to get support.
Hybrid work and new recruiting
demands require change.

Pain Points & Challenges
• Focus During Onboarding
• Overwhelmed Employees In Onboarding
• Recruitment Onboarding Stops When Employee Comes In The Door
• Signals Around Probation
• We Have Had Turn Over Leading To Loss Of Shared Knowledge
• Tracking/Qualification Of Content
• High Volume (Hires & Transfers)
• How Do We Align Growth
• Building HR & Momentum (Further Investment/Value)
• Working On Limited Budgets
• Technology Landscape & Organization Current State Challenges
• Change Management (Reality VS Ideal)

Human Resources
Hiring &
Expectations
Employee
Engagement
Employee
Experience

Organizing Employee Experience
Critical Areas Of EX

Jacob Morgan in “The Employee Experience Advantage” suggests three environments that support and reinforce each other.
With the shift driven by Hybrid Work, it has pushed greater weight on cultural and technological environments.
The feeling employees
get working for your
organization
The actual spaces in
which employees
work
The tools
employees use to
get their jobs done

The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.

Employee communication focuses on the technologies that improve the employee communication
technology experience. Let’s start by exploring the trends around key technology here.

Arguably the Intranet has undergone a few major transformations. Are we in the midst of another major
transformation? How impactful is the change that Microsoft Teams, Loop and Viva have on Intranets?
Intranet 0.1
•Portals
•Links
•Simple News
•Technical To Update
Intranets 1.0
•Search
•More Content
•Services
•Audience Targeting
•Updatable By
Business
Intranets 2.0
•Enterprise Social
•Engagement 1.0
•Personalization
•Mobile
•Digital Workplace
Intranets 3.0?
•Engagement 2.0?
•AI Powered & More
Intelligent?
•More Dynamic?
•Richer Integration?
•Where You Work?

How do we communicate more effectively? Especially as we think about the enterprise channels
and employee experience landscape that exists today?
Intranet
•Boosted Until
•Personalization
•Targeting
•Content Mixture
Email
•Newsletters
•Priority Messages
•Personalized
Integration
Social / Engage
•Polls
•Q&A (Bots later)
•Storylines
Teams / Slack
•Targeted Individuals
•Targeted
Channels/Teams
Knowledge Tools
•Search Optimization
•Associated Topics
•“Books” Of Content
•Videos Of Popular
Content
Goals / Learning
•OKR Connection &
Alignment
•Learning Resource
Profiles, Work Modes, Mobile & Digital Excellence

Are we collaborating enough? Should we collaborate more? Why aren’t we collaborating more?
Of surveyed employees
believe that people in
their own
organization don’t
collaborate enough.
Of employees and
executives cite lack of
collaboration or
ineffective
communication for
workplace failures.
86%
39%
Source: Salesforce
Source: Visix
Of employees say the
ability to collaborate
makes them more loyal.
33%
Source: The Economist

Some industry leaders have concerns about the increased risk of data leakage and more as
collaboration volume increases along with velocity and variety.
Compliance
Collaboration

Some industry leaders have concerns about the increased risk of data leakage and more as
collaboration volume increases along with velocity and variety.
Compliance
Collaboration
Compliant
Collaboration

The problem isn’t a relationship between these things. It’s that many organizations as volume, velocity
and variety increase so do the tools they use.

As you consolidate (where possible) you gain the benefit of a richly integrated suite of digital workplace or
digital employee experience tools. An experience that will continue to be further integrated over time.
Desired State
Often The Reality

Many organizations are surprised at how many ways they can integrate, enhance and enrich Microsoft 365
with data or connections with other systems via Microsoft Search, Power Platform, Teams, & More.

It’s not just about Teams being the place where users work with others internally in Microsoft 365, it’s
also about how they will use Teams across marketplace tools over time.
1600+
apps and
counting

Leverage 1st party supported integrations with popular industry leaders.

Most of the dissatisfaction in
meetings comes from not
collaborating enough before
it, after it, or in a different
way during it. Meetings are
important but they are often
overused and used poorly.
Today Microsoft not only matches this need with great experiences but even adds intelligence to
those experiences to improve collaboration further whether for the individual, team or org.
Collaboration
Overload
People spend 80% of their
time collaborating, find
44% of meeting time
unproductive
Note: Collaboration Occurs Before,
During & After Meetings!

The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of
value-added collaborations come from only 3% to 5% of employees.

Benefits Of Employee Experience

Microsoft Viva (& EX Investments) Matter Today
Employee benefits and business value of a comprehensive, integrated employee experience platform (EXP)
What employee
benefits do
companies
think they get
from an EXP?
66%
increase of
personalized
experiences
61%
increase in
satisfaction
56%
improvement of
mental
wellbeing
51%
increase in
productivity,
engagement
41%
are more
committed to
org and mission
What key
business
outcomes
are expected
from an EXP?
71%
improved KPIs
61%
stronger ROI on EX
tools/resources
54%
more committed
employees invested
in mission of
organization
48%
increased employee
productivity
47%
better innovation
How do
orgs measure
the business
value/ROI
of an EXP?
61%
lower cost
of new hires
57%
faster product
development,
innovation
53%
increase in
measurable goal
achievement
49%
boost in
speed to
market, revenue
42%
reduction
of time to
onboard
Source: Based on 420 business leaders and 606 knowledge and frontline workers surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021.
“EXP” = employee experience platform.

We are experiencing greater volume, velocity, and variety of communication and collaboration. This
requires us to collaborate, communicate and manage employees in better ways than we have before.
34%
of companies have invested in
six or more tools to meet their
employee experience (EX) goals1
94%
of business leaders responsible
for EX strategy want one
comprehensive employee
experience system1
90%
of employees want one
comprehensive employee
experience system2
1Based on 420 business leaders surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021.
²Based on 606 knowledge and frontline workers surveyed for a commissioned study conducted by Forrester Consulting on behalf of Microsoft, Nov. 2021.

Use Cases & Scenarios

Microsoft Viva
Viva Education & Alignment Workshops Work
For larger (1k+ employee) customers this can work really well to map use cases & scenarios while
educating key stakeholders. Smaller organizations can still use this as a guide for how to start.
Core
Assess Art of the Possible Build the Plan
Pathways
(at
least
2
required)
Viva Goals Viva Topics Viva Learning Viva Connections
Select any two pathways

Microsoft Viva
What Were The Key Challenges & Pain Points?
From a high level we encountered and surfaced a number of challenges and pain points.
Challenges/Pain Points
1
2
3
4
5

What are the scenarios where Viva Connections can help with today and in the future?
Description Objectives Metrics/KPIs Sponsor(s) Timing
Bridge company
communication and
collaboration
As a Connector, I want the intranet to
be easy to both find and access from
anywhere within the digital workplace
(default start page, pinned app,
featured link) so that I can spend more
time-consuming content than trying to
find and access it.
• Bring the Intranet and core
communications experience into
Microsoft Teams via Viva Connections
• Compliment multi-channel publishing
campaigns/approaches via Teams
Company Communicator & Viva
Amplify
• Qualitative feedback on ease of access (do
you find it valuable dashboard card to
MSFT form)
• Page & App Stats
• Unique views per month
• Total views per month
Meghan Bower
Consistent, personalized
global homepage I want a consistent page layout that will
organize assets resources into a
cohesive intranet home page so that all
employees can benefit from a modern
employee experience.
• Provide an integrated personalized
newsfeed that is highly relevant to the
employee.
• Drive employee engagement with easy
sharing and reactions.
• Reduce the time it takes to engage with
common systems and services via a
unified dashboard.
• Page & Home Site Stats
• Unique views per month
• Total views per month
• Views by location
• Yammer engagement (if on homepage)
Sue Gannon
Publish news to the
organization
As a Communicator, I want to publish
corporate news on the Intranet, so that
employees can find the latest updates
from the organization
• Keep employee up-to-date on
important company initiatives
• Increase awareness of authoritative
news.
• Boost news until a date, number of
impressions, or it has been viewed.
• Change in amount of time it takes to
publish with current Intranet platform vs.
new Intranet publishing time
• Change in % of news stories published in
six-month timeframe (Volume, Variety, &
Velocity – from both corporate comms
and distributed departments/spaces)
• Number of news views (unique & total)
• Social engagement – shares, likes, etc.
Meghan Bower
Provide a managed pathway
to navigate across all digital
spaces
As a Connector, I want to ensure all
Consumers have the ability to both
discover and request to join existing
communication and collaboration sites
across Microsoft 365 and our digital
workplace platforms while respecting
existing security and governance
policies.
• Reduction in redundant spaces being
created over time.
• Accelerated adoption and usage due to
more targeted templating, pro-active
adoption support and easier
discovery/navigation.
• Digital Workplace Directory Page Views
• Digital Workplace Directory Usage
Statistics
• Change in % of volume and frequency of
orphaned and inactive spaces (by location,
by department, by product, by client, etc).
John Smith
Easy desktop and mobile
As a Consumer, I want the intranet
experience to be fully responsive and
• Reduce the number of company apps
needed on employees devices. • Site Stats based on device type.

How should we prioritize these scenarios?
Medium priority High priority
Low priority Medium priority
Business
impact /
Visibility
High
Med
Low
Easy Somewhat Hard
Difficulty to implement (people
and processes)
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Scenario name
Copy these to map!
Scenarios
Add your scenario’s name and add as many as
needed.
Bridge company
communication and
collaboration
Consistent,
personalized global
homepage
Consistent
homepage for my
department
Consistent
homepage for my
community
Easy desktop and
mobile access
Publish news to the
organization
Automatically tag
our content
Scenarios
Bridge company
communication and
collaboration
Consistent,
personalized global
homepage
Consistent
homepage for my
department
Consistent
homepage for my
community
Easy desktop and
mobile access
Publish news to the
organization
Automatically tag
our content

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Connector, I want the intranet
to be easy to both find and access
from anywhere within the digital
workplace (default start page,
pinned app, featured link) so that I
can spend more time-consuming
content than trying to find and
access it.
2
5
John Smith
Qualitative feedback on ease of access
Unique views per month
Total views per month
RELEASE 1 | PBLG-017
Viva Connections

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Connector, I want to Solve
citizen tax cases within the
shortest time possible,
continuously grow and improve
knowledge bases
3
5
John Smith
Viva Topics Insights & Analytics
Qualitative Feedback
Process Improvement (Tax Case Turnaround
etc)
Viva Topics

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Connector, I want to share
assigned learning in an easily
discoverable interface within
Microsoft Teams and see
completed learning items to keep
track of employee learning
journeys
2
5
2toLead
Microsoft Learn certifications per employee
Microsoft Learning paths per employee
Viva Learning

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
FUTURE RELEASE
As a Communicator, I want the
ability to customize and
streamline the OOTB navigation so
that the experience better reflects
our organizational requirements
and is as ‘on brand’ as possible.
Teams, SharePoint
5
5
John Smith
Reduced “help me find content” support tickets
Navigation Reporting & Analytics
User interaction heat map
Time Taken To Navigate (Testing & Monitoring)

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Connector, I want to ensure
all Consumers have the ability to
both discover and request to join
existing communication and
collaboration sites across
Microsoft 365 while respecting
existing security and governance
policies.
Teams, SharePoint
5
4
John Smith
Digital Workplace Directory Page Views
Digital Workplace Directory Usage Statistics
Change in % of volume and frequency of orphaned
and inactive spaces
FUTURE RELEASE

U S E R S T O R Y
USER STORY
USING
OWNERSHIP
SUCCESS
A S S E S S M E N T
COMPLEXITY
VALUE
COMPLEXITY
VALUE
As a Consumer, I want to have the
ability to access a Center of
Excellence with tailored content
from my organization so that I
have a central place from which to
navigate learning, governance and
support.
Teams, SharePoint
FUTURE RELEASE
2
5
John Smith
Site Usage
Feedback Insights
Change In Digital Excellence
Testing/Metrics

Microsoft Viva experience areas: Moments that matter
Emotionally charged experiences through personalized experiences count, and add business value
New hires Frontline workers Knowledge workers Managers Org. leaders
Onboarding
• Accelerate onboarding with assigned learning and priorities
• Streamline onboarding by capturing and organizing
documentation and making it easily discoverable
• Empower new hires to achieve work-life balance from
the get-go
KPI: onboarding speed (or time to value)
Communications & engagement
• Share employee news and communications
• Build conversation and community
• Give employees a single touchpoint
• Extend communications to the frontline
KPI: employee engagement
Growth & development
• Create personalized learning programs; build learning and
upskilling culture of caring
• Knowledge management through centralized, curated team
knowledge and curated centers of corporate knowledge
(e.g., sales enablement, thought leadership, competitive
intelligence)
KPIs: learning & development time, lower cost of new
hires, number of promotions, internal transfers
Wellbeing, focus & productivity
• Empower employees to achieve balance and avoid burnout
• Transform meeting culture
• Encourage peer and manager recognition/praise
• Provide relaxation techniques
• Employee listening, signals, and feedback
KPIs: employee net promoter score, wellbeing
sentiment
Performance transformation & alignment
• Accelerate sales productivity with targeted training,
identification of SMEs and best practices, content reuse
• Provide knowledge, learning, ability to find SMEs to
improve customer issue resolution outcomes and efficiency
• Goal management from teams to departments to
organization
KPIs: innovation, improved performance, speed to
market, customer satisfaction, team goal achievement
People-first culture
• Understand ways of working to inform return-to-work and
hybrid work planning
• Continuous feedback loop through surveys/signals to drive
change and build a healthier workplace and culture
• Attrition modeling and predictive analytics
• DEIB monitoring and analysis
KPIs: employee retention, DEIB metrics, culture of
purpose

How does Viva Goals help various stakeholders in
an organization?
Executives
Better understanding of progress of largest
business initiatives throughout time periods
Stronger cross collaboration between
departments and teams
Creating initiatives based on the Mission and
Vision of the company
High-performing, empowered employees
Team Managers
More focused priorities and team meetings
Transparency and collaboration between teams
and departments
Clear alignment to Business initiatives
Clear accountability and ownership on OKRs
Better understand where to provide resources
Understand how day to day work aligns with the
goals / strategic priorities of the company
Provides more purpose
to their work
Transparency on biggest priorities for the company
and teams
Ability to better prioritize growing number of tasks
Individual Contributors

Viva Goals – Key Pillars
Alignment
Empowers people and teams to focus
on impact and align to achieve results.
Agility
Empowers organizations to roll out and
adopt OKRs at speed and scale.
Integration
Brings goals into the flow of everyday work
with Microsoft Teams and ADO apps, a Teams
messaging extension, and 20+ third-party
integrations into critical work systems.
Shared understanding of goals and
priorities: Keep employees focused on the
work that contributes to business mission
and priorities
Connect daily work to business impact: Help
employees prioritize and perform at a high
level by giving visibility into how their projects
connect to team-wide and organization-wide
OKRs.
Create the right rhythms and communication
touchpoints: Reduce friction and develop the
habits needed to drive real results
One place for end-to-end goal management:
A central hub to access and update goals, check
in on progress, and see a shared view of team
priorities.
Built-in best practices and sample OKRs: Build
and manage OKRs in one place, with
in-product guidance and structure that
accelerates adoption.
Define success at all levels with approval
workflows: Make OKR approvals, delegations,
and check-ins a seamless process for employees
across the organization.
OKRs embedded in the employee experience: Bring
data and actions seamlessly into the tools people are
using today, like Microsoft Teams and ADO, as well as
native integration with M365.
Rally conversation around OKRs: Communicate,
collaborate, and check-in on goals with the message
extension in Teams chat.
Keep track of progress at all times: Increase visibility
into goals and progress with integrations into 20+
critical work systems like Jira, Tableau, and ZenDesk.

Viva Goals - Scenario analysis
Shift from a manual OKR process in
Excel, SharePoint to a tool
Set up business execution rhythms to
run effective meetings using OKRs &
Viva Goals and replace manual
process
Remove silos across departments &
business units and bring them
together to accomplish strategic
priorities
Use OKRs successfully in
conjunction with Projects / Project
Management Tools
Why
OKR mature organizations that are
maintaining OKRs in excel or similar tools
find it difficult to visualize the alignment,
progress or cross-functional work items as
the number of users increase
Keep goals top-of-mind for employees by
integrating into the flow of work and key
business rhythms
In some organizations, the work across
departments & business units remains
siloed that makes it challenging to
connect the work across these
departments / BUs to that of the
organization's priorities
Different parts of an organization work
on projects that are either maintained in
excel or other Project Management tools
such as ADO, Jira,... and it becomes
important to align these projects to the
OKRs to bring more focus
How • Shift from manual OKR process to a
more structured & easier-to-use
interface
• Visualize alignment at all levels of the
organization with OKR approval
workflows and Organizational,
Team, and Individual goal pages, and
Chart View.
• Set permissions, reminders at all levels
across the organization
• Utilize custom dashboard feature to
pull relevant OKRs and share progress
& key highlights.
• Share dashboard links to relevant
stakeholders as pre-read prior to
meetings
• Focus discussions, provide context
and simplify reporting with custom
dashboards and OKRs that
dynamically update.
• Use OKRs to discuss progress in
your company
townhalls, departmental meetings and
1:1 discussions.
• Cascading goals across the
organization starting from the
Executive Leadership level all the
way to Business Units, Departments,
Teams and Individuals help connect
the work done by various layers of
an organization
• Mapping cross-functional
stakeholders to an OKR enables
collaboration that breaks silos.
Ownership and accountability can
be driven using OKRs in Viva Goals
• Ability to create Projects, Tasks and
assign ownership + tentative
completion timelines within Viva
Goals and align to relevant OKRs
that are identified for that specific
time period
• Integration ability with project
management tools such as ADO,
Jira to connect the Output-oriented
work (Projects / Tasks) to Outcomes
(OKRs)

Viva Goals - Scenario analysis
Create clarity and stay aligned at scale Focus teams on impact, not output Bring goals into the flow of everyday work
What
Define success as a team, connect work to outcomes
and align at all levels of the organization
Share progress and insights across the organization,
focus on work that moves the business
forward, and stay agile at scale
Bring data and actions seamlessly into where
people are working
Why
Employees want to be part of the company mission
and align to a common goal. OKRs make working
with cross-functional teams and remote
workers easier
Employees want to know, What is the most
important thing you want me to focus on today?
OKRs let them focus on work that matters, and give
them permission to say no
Employees want data-driven decisions and
measurable outcomes. Viva Goals integrations
pull from a single “source of truth,” so less
hunting around for answers
How • Define success by creating OKRs from scratch
or with built-in templates.
• Align at all levels of the organization with
OKR approval workflows and Organizational,
Team, and Individual goal pages, and Chart
View.
• Connect work to outcomes with Projects
and Tasks aligned to OKRs.
• Focus discussions, provide context and
simplify reporting with custom dashboards
and OKRs that dynamically update.
• Share progress and insights across your
organization with sharable links to dashboards.
• Stay focused on work that moves the
needle, with Individual, Team
and Organizational goal pages.
• Stay in the flow of work with the Viva Goals
app
in Teams and Azure Dev Ops.
• Communicate, collaborate and check-in on
goals with the message extension in Teams
chat.
• Increase visibility into progress with
integrations into critical systems of work like
Jira, Tableau, and ZenDesk.
Tech
Viva Goals offers integrations with industry-leading tools and platforms you use every day so that your OKR implementation process is as simple, effective and
seamless as possible. Use integrations to automatically update OKRs when your work gets done and foster ongoing feedback around your goals. Some
integrations include Azure DevOps (ADO), Excel Online, GitHub, GitLab, Jira, Salesforce, Tableau, Trello, Zendesk, monday.com and more
(https://docs.microsoft.com/en-gb/viva/goals/azure-devops-integration)

Knowledge scenarios enabled by knowledge and content services
Turn content into
knowledge
Use AI toreason over your organization’s
data and automatically identify, process,
and organize content.
Organize knowledge
into topics
Share and refine knowledge through
curated topic pagesthat are automatically
generated and updated by AI.
Make knowledge easy
to discover and use
Automate the capture, ingestion, and
categorization of content and streamline
content-centric processes.
• Extract, classify and curate vast
amounts of unstructured data
• Enable crowdsourced input to curation
• Support compliance with AI-based
classification
• Democratize knowledge management
• Discover organizational and functional
topics
• Find expertise for specific topics
• Locate answers to common questions
• Speed up onboarding process
• Extract expertise from existing content
• Enable finding expertise outside immediate
team
• Reduce cost of knowledge transfers and
drain
• Enhance new employee experiences

Scenario analysis
1. Smart proposal
development
2. Smart consulting
delivery
3. Consistent, habitual
knowledge sharing in
sales and delivery
4. Tap into tax expertise and
knowledge quickly
5. Open sharing and knowledge
collaboration
What Produce high quality consulting
proposals within 4 weeks
Deliver the highest quality customer
projects in a consistent manner
Encourage and enable sales and
delivery to proactively share their
knowledge and use other people's
knowledge
First line workers find and use
knowledge within expertise and
explicit content
Encourage and enable 4500 tax
professionals to openly share and
use knowledge in serving customers
Why Reduce proposal development time
by 40%, for faster deal closure
Scale SMEs, reduce ramp time for
new consultants, reduce the risk of
failed projects, enable just in time
confidence
Lessons learned sharing, and reduce
onboarding time, build the next
generation of SMEs, harvest solution
IP for reuse
Solve citizen tax cases within the
shortest time possible, continuously
grow and improve knowledge bases
Break down knowledge silos, and
make it “safe” to work out loud, and
“ask” for knowledge (help)
How • Establish a central proposal library
• Mine & reuse proposal content
• Proposal development &
workspace automation
• Early solution matching
• Auto SME Identification
• Only engage highly specialized
SMEs for 30% of proposal
development
• Review & approval workflows
• Integrate with communities of
practice to tap into past
experience
• Establish a central delivery
repository
• Establish a best practice digital
consulting methodology
• including pre-populated delivery
templates
• project workspace provisioning
• Customer, industry, project scope
• Early solution matching
• Increase the confidence of
junior/new consultants by reusing
previous project knowledge and
tapping into expertise for complex
problem solving
• Integration with IP lifecycle
management and communities of
practice
• Incentivizing experts to proactively
share
• Driving knowledge-sharing
behaviors e.g. working out loud
• Content services to curate and
suggest managed knowledge
• Communities of practice to tap
into tacit knowledge
• Proposal and delivery repositories
to tap into explicit knowledge, and
expertise
• Tracking of contributions,
supporting incentives/recognition
• Experts can build their skills
profile, which is accessible to
others
• Content services to surface
knowledge (expertise and explicit)
related to the query
• Surface knowledge through
multiple Microsoft productivity
apps, supporting people's
workflow
• Gaps in explicit knowledge can be
rapidly “plugged” by connecting
with suggested expertise
• Tax knowledge continuously
grows though machine and
human curation
• Executives lead by example, and
work out loud, and actively “ask”
for help, share knowledge
• Make it easier to capture and
curate knowledge (content
services)
• Enable accessibility to make it
easier for everyone to find, share
knowledge
• Proper information protection for
confidential knowledge
• Leveraging communities of
practice to encourage safe,
dynamic, knowledge collaboration
Tech
Knowledge and content services knowledge discovery – content and expertise, SharePoint and OneDrive
(knowledge center, topics, topic cards, knowledge network, content categorization)

Human resources
Viva Topics departmental scenarios
New employee and role onboarding: Provide new employees
with the knowledge they need to onboard and accelerate their
time to productivity
In-context learning: Enable employees to learn about topics
relevant to their jobs in the flow of their work
Knowledge transfer: Capture and transfer the knowledge of
employees leaving the organization
Merger & acquisitions: Provide new employees with
knowledge to integrate more quickly into acquiring company
For more detail, go to https://aka.ms/TopicsScenarios and
download the Viva Topics scenario catalogue

Sales & customer service
Sales enablement: Improve sales outcomes and reduce
proposal production time by helping salespeople find SMEs
and reuse existing content and knowledge
Product and service knowledge base: Help employees learn
about company products and services with easy access to
product details, announcements, roadmaps, and a place to ask
questions
Customer knowledge base: Help sales executives, account
managers, and support reps serve customers in a more
effective manner by providing easy access to a customer
knowledge base
Customer support and expertise: Provide reps with knowledge
and the ability to find SMEs for improved issue resolution
outcomes and efficiency

Operations
Asset knowledge base: Provide employees with one place
to go to find comprehensive and up-to-date information
related to organizational assets
Process and procedure knowledge base: Help employees
understand organization processes and procedures

Product & service
development
Knowledge networks: Enable employees with a common
interest in a topic to share knowledge, connect, learn, solve and
create together
Service delivery: Improve project or engagement efficiency by
democratizing access to project IP and expertise

Scenario list
Connection Inclusion Inspiration
Company landing page
Employee-centric landing page experience that makes
it easy for employees to be engaged and informed.
Company news
Provide communicators with a news service to publish
rich news and announcements to the right people, at
the right time.
Employee dashboard
Provide employees with a dashboard of their critical
apps and resources.
Town hall
Host monthly online meetings where company
leadership discusses important topics and employees
have open Q&A.
Social communities
Provide employees with a platform (i.e., Yammer) for
creating, discovering and contributing to social
communities (e.g., diversity and inclusion, women @
Contoso, etc.) at the organization.
Conversations
Provide employees and leadership with a platform (i.e.,
Yammer) to engage in company and community
conversations that break down organizational silos.
Frontline worker engagement
Keep Frontline workers engaged and provide them with
the tools (e.g., Teams, Yammer) to stay information,
communicate and provide feedback.
Ideation
Implement an app that lets employees submit and share
ideas and insights, with voting right within Microsoft
Teams.
Communities of practice
Create communities for specific job functions that allow
people to share best practices, connect with experts and
crowdsource knowledge and feedback.
Rewards and recognition
Encourage employee appreciation and recognition by
deploying workplace awards app in Teams.
Leadership connection site
SharePoint site for company leadership to share insight
into company vision, goals and priorities, and to inspire
employee engagement with events and conversations.
Communication sites
Provide employees with the tools, platform (i.e.,
SharePoint communication sites) and readiness to
communicate across the organization about a project,
topic or initiative.
New employee onboarding experience
Give new hires a great onboarding experience, by guiding
them through a curated onboarding journey and
providing them with relevant information, connections
and resources.

Connections dashboard card examples
General
Pay and benefits
Paystub
Vacation
Incentive programs (stock)
Frontline worker
Staying up-to-date
Shifts and upcoming assignments/key tasks
Tracking tasks, sales, and tickets
Hand-off activities between shifts
Job critical information
Information worker
IT
Open/monitor ticket
Help w/ expense reporting
Facilities
Open/monitor ticket
Help w/ expense reporting
Engagement
New employee onboarding
Kudos
Ask leadership
FAQ
Job Tasks
Access to resources – handbooks, sales promos
Access to data – customer, sales
Know who is working, connect w/ experts
Timesheets
Forms
Connect to expertise and knowledge
People finder
Stay informed and connected
Sales leads
Company holidays
Required training

Viva Engage
As part of Microsoft Viva, Viva Engage connects
people across the organization so everyone feels
included and invested.
Use Microsoft Viva Engage to…
Strengthen employee relationships
Build communities that support diversity, shared
interests, and business initiatives
Give employees a voice and empower leaders to
listen, learn, and engage everyone
Share updates, experiences, and perspectives
Viva Engage for different departments and industries
Communications
Modernize communications
with announcements, polls,
video and Q&A that reach
your target audience across
applications.
Leadership
Align people toward a shared
vision and objectives to drive
organizational change. Shape
culture and foster two-way
dialogue with employees.
Human Resources
Support diversity and
inclusion, employee advocacy
and resource communities.
Connect everyone to support
hybrid and flexible work.
Marketing
Listen and collect customer
feedback. Amplify messaging
and campaigns. Crowdsource
feedback and ideas.
IT
Drive IT transformation and
change management. Share
announcements, training and
tips. Nurture peer-to-peer
support communities.
Sales
Share best practices and
competitive insights between
sales teams. Improve
responsiveness by connecting
field reps with internal
product teams.

Scenarios: Learner
In a meeting with a colleague, they mention
wanting to brush up on their data analysis
skills
Chat and conversation
Send a relevant course in a meeting or
Teams chat
Include pointers to relevant sections or add
context in chat message
Enable peer coaching or mentor relationships –
formal or informal
A sales analyst is searching Office.com for a
customer pitch deck to give in an upcoming
sales meeting
Cross-M365 discovery
Relevant learning courses like “Effective sales
pitch strategies” surface in search results
alongside pitch decks
Bookmark courses in Viva Learning to consume
later in preparation for the meeting
A marketing analyst wants to improve her
knowledge on web and social media
strategy
Search for keywords like “SEO optimization” in
the Viva Learning home page or a channel
learning tab
See search results from Microsoft, 3rd party
providers, and internal sources
Bookmark interesting courses and recommend
courses to peers
Search and recommend

Scenarios: Manager
A new team member will be joining
next week
Onboarding
Add a learning tab to your Teams channel for
onboarding
Add relevant courses and team-specific
resources to the tab
Curate for your team and priorities
A manager wants to foster a culture
of learning and growth
Manage view
Recommend relevant courses to team members
Check the completion status of recommended
content in the Manage view
Give kudos to team members who prioritize
learning
A team member led a presentation on
Diverse and Inclusive marketing that would
be helpful for the broader organization
Add the presentation to the organization’s
collaborative SharePoint folder, connected to
Viva Learning
Employees can see added content in Viva
Learning as learning content
Crowdsource learning content

Employee learning scenarios
Discovery
Provide a simple way for employees to
browse across available learning sources,
easily find learning assignments, and see
personalized recommendations.
Scenarios:
• Personalized learning home view
• Featured for targeted groups
• Search across Microsoft 365 endpoints
• Recommend and manage
• Formal and informal learning
Engagement
Bring learning into the flow of work with a
set of intuitive capabilities to build social
learning into the tools where employees
spend their time at work.
Scenarios:
• Conversations
• Frontline worker engagement
• Onboarding
• Work community shared learning
Leadership
Align the entire organization around a
culture of learning, with clarity on learning
prioritization set from the top.
Scenarios:
• Prioritized time for learning
• Maximize investment on learning
resources
• Learning culture celebration

Blum | Empowering frontline workers with Viva Connections
Challenge
Blum employs a total of 8,800 people worldwide. Of those, more than 2,000 employees
work on the factory floor, without desks or easy access to computers and email.
Solution
Wanting to support its entire workforce, the company evaluated options for an employee
experience platform and decided to adopt Microsoft Viva. Blum started with Viva
Connections to focus on connecting and empowering employees.
Benefits
• With Viva Connections easily accessible via mobile devices, Blum’s frontline workers can
use Microsoft Viva on the factory floor for messaging colleagues, reserving time off,
reviewing paystubs, and ordering snacks for breaks.
• By making Viva Connections available to all employees, Blum helps equalize technology
access company wide.
• Employees can communicate important incidents to leadership more quickly than before,
helping Blum become more agile.
“We believe that employees who see their employer’s
honest intent to keep them informed and updated will
feel more loyal to a company. Plus, employees get
tangible benefits through Viva Connections, such as
discounts and ordering options for food and snacks,
which adds a personal touch.”
Sarah Blum
Employer Branding and Recruiting Specialist
Blum
Industry
Manufacturing
Organization size
Large (1,000-9,999
employees)
Country
Austria
Microsoft Viva app
Viva Connections
Experience area
Connection
Read the full customer story

Avanade | Strengthening focus on employee experience with Microsoft Viva
Challenge
Avanade is a Microsoft-focused consulting company with 56,000 employees in 26 countries.
While the global business has an undeniable impact on improving how customers work, the
IT landscape within the company was large and complex.
Solution
Today, Avanade is exploring the use of four Microsoft Viva apps as part of its strategy to
help Avanade employees enjoy a new way of working, renew their focus on wellbeing, and
improve how they deliver value to customers around the globe.
Benefits
• With Microsoft Viva, Avanade is delivering new experiences faster, encouraging
colleagues to take charge of their wellbeing with data-driven insights, and forging new
connections.
• Combining “AI smartness” with “the power of [their] people,” Viva Topics brings tailored
knowledge directly to Avanade employees in the flow of work.
• Viva Learning gives employees a chance to engage with a learning path that is very
accessible, for learning on the go.
“Microsoft Viva is a game-changer: it puts the information
in the hands of our people in a way that they can adjust to
suit the different lifestyles they have.”
Marci Jenkins
IT Executive, Workplace IT Experience
Avanade
Industry
Professional Services
Organization size
Corporate (10,000+
employees)
Country
United States
Microsoft Viva apps
Viva Connections
Viva Insights
Viva Topics
Viva Learning
Experience areas
Insight
Connection
Growth

PayPal | Improving employee wellbeing with Viva Insights
Challenge
As COVID-19 drove PayPal to move to remote operations to protect employee health, it
created a strain on many aspects of day-to-day business, including how managers and
employees connect to align on priorities and objectives.
Solution
The company uses Viva Insights and regular pulse polls in Glint to monitor and measure the
effectiveness of employee wellness initiatives and empower everyone in the organization
with the tools and experiences to help those initiatives succeed.
Benefits
• With Viva Insights, PayPal has the capacity to identify urgent workplace problems, quickly
generate business insights, and determine when, where, and how to take effective action
to protect the welfare of its employees.
• PayPal has seen a 25 percent improvement in cross-region collaboration between US and
Asia-Pacific workers, reductions in off-hours meetings, and charts showing that
employee-manager meetings continue to rise.
“With Viva Insights, we have the capability to understand
our employees’ work-life balance while respecting
individual privacy. On days we set aside for focused work
activity, we can see how successfully people stay focused
or not on that day.”
Saumil Gandhi
Senior IT Director
PayPal
Industry
Banking & Capital Markets
Organization size
Corporate (10,000+
employees)
Country
United States
Microsoft Viva app
Viva Insights
Experience area
Insight

Microsoft | Empowering employees to do their best with Microsoft Viva
Challenge
Teams across Microsoft had been developing individual employee experience tools
well before the pandemic. But they realized their efforts were often disjointed, and that the
ideal employee experience would come from a centralized platform.
Solution
Microsoft HR and the Digital Employee Experience team worked together with the
Microsoft Viva product team to help Viva become a reality.
Benefits
• With Viva Connections, Microsoft has centralized its many news feeds and places to get
information—bringing the intranet experience into the flow of work—and offers
employees more personalized content, powered by AI.
• Using data collected with Viva Insights, HR helped managers implement a personalized
approach to work-life balance for their teams as they transition to hybrid work.
• With about 25,000 topic pages in Viva Topics today, employees can easily locate the
information and expertise they need to drive innovation.
• Viva Learning gives employees access to self-directed training options and
recommendations to build necessary skills—all in the flow of their work. The app also
provides managers the flexibility to promote learning for their teams.
• Teams use Viva Goals to understand their priorities and drive company objectives such
as growth, diversity, and employee wellbeing.
“Our goal was that regardless of where people are
located, we give them the tools they need to be
successful: the culture and connection, the ongoing
learning and development, as well as the ability to
balance productivity with wellbeing.”
Seth Patton
General Manager, Microsoft 365 Productivity and Usage
Microsoft
Industry
Professional Services
Organization size
Corporate (10,000+
employees)
Country
United States
Microsoft Viva apps
Viva Connections
Viva Insights
Viva Topics
Viva Learning
Viva Goals
Experience areas
Insight
Purpose
Connection
Growth
This customer story slide is part of a series that describes how Microsoft Viva was developed and deployed at Microsoft.
Read the first story, second story, third story, fourth story, and fifth story.

Attract Talent
The Stages Of Employee Experience

Employees who are satisfied with their organization’s flexibility are
2.1x more likely to recommend working for their employer.

Important Stages to Improve

Recruit & Hire

Pro-Active Onboarding

Every organization should be targeting information and experiences for new staff. The more
specific the type of new staff the better. Out of the box, many experiences support this.
Example 2
The navigation you use should have some ‘getting
started’ links and material for new employees.
Navigation & Quick Links
Pages
News
Documents
Events
Dashboard Cards
Apps
Example 1
You could organize news with a special news
item that shows up first for new employees.

Leverage a unified news feed that aggregates yammer announcements and news
recommended for the current user all while empowering quick and easy engagement.
Not (yet)
available

3rd PARTIES & CUSTOMIZATIONS…
It is much more accessible and easier to build automation or integration that simplifies the
onboarding process today with the Microsoft 365 and Power Platform portfolio.

ESTIMATED COMPLEXITY
Policy Centre App
Employee Communications
Finding unique ways to teach your
employees the policies of your
business can be accomplished with
the proper methods. Built with the
technology of Power Apps and
Microsoft SharePoint, the 2toLead
Policy Centre App creates clarity
and transparency around your
policies with an easy-to-use
integrated platform.
See A Demo Of This In Action Today
2toLead Solution

CROSS-INDUSTRY
INDUSTRIES
Have confidence that each employee is reviewing key documents
whether it is for the entire organization or a single team. As policies
are established, changes are captured in version control and files
are routed for approval.
WHAT DOES IT DO?
Policy Centre App
Employee Communications
POLICY MANAGEMENT
COMMUNICATION
COMPLIANCE
PROCESS AUTOMATION
EMPLOYEE EXPERIENCE
SOLUTION AREAS
TECHNOLOGIES USED
Customized implementation plans are available for purchase.
Interested? We Can Help
• The Policy Centre app solution is scalable to your needs; user-friendly for your IT
team, in-house SharePoint team and other key users.
• Capture compliance with confidence with the dedicated electronic
acknowledgement capabilities.
• Track versions and revisions for Policies, Procedures, and other documents.
• Restrict policy documents to only people who need to have access to them.
• Monitor employee engagement with metrics on how often they access your policies
and if they are understood.
• Improved accountability and transparency by establishing policy standards.

Enable employees to extend and strengthen their networks within
the organization with virtual or in-person connections.
Discover More (40+) Solution Ideas: M365Ideas.com

By highlighting that someone is new and making it appear
throughout the employee experience it encourages others to
reach out and connect.

Discover & contribute to gig projects or volunteer activities
based on your interest to acquire new skills or master the ones
you have from Teams.

Contextualized navigation and discovery based on where and how users work benefiting
from cloud scale AI, digital behavior capture & continual content analysis.
In emails, instant messages,
team messages, pages, news,
documents and more… the
knowledge, people, digital
spaces, and more are
available in context.

Contextualized insights based on the topic discovery that includes people, resources, sites,
communities and more can improve our curated assets and support our extended team of content
leads and departmental stakeholders.
Content leaders can
leverage the insights
provided by Viva Topics by
rationalizing them with
curated resources to
improve them.
Does that product site
internally have
links/connections to the
people, resources and sites
suggested by topics?

By focusing on the curators and content leaders this group of people already understand how
curation works, what governance rules exist around “Intranet” content, and the value of knowledge.
Steering
Committee
Intranet
Working
Group
Administrators Champions
Content
Owners
Content
Authors
Support

Personalization supports new employee
orientation as well. They and their content is
important too.

“You”
“Us”

“You”

Bringing The
Intranet To Where
Employees Work
While it’s important to start with
bringing the Intranet experience
into Teams with Viva Connections,
you can also bring the Intranet
into context where people work
whether that be in their inbox, IM
messages, Teams, Yammer,
SharePoint pages or in the office
applications like Word.
EXAMPLE PILOT
YOUR EXPERIENCE MAY VARY…
Estimated Duration:
Educate & Plan Viva
Topics Pilot “Curators”
Enable & Explore Topics
With Curators
Enhance Intranet “Curated”
Content Based On Topics Insight

Bringing The Intranet To Where Employees Work
EXAMPLE PILOT
CROSS-INDUSTRY
IMPROVED COMMUNICATIONS
EMPLOYEE ENGAGEMENT
SIMPLIFICATION
BUSINESS IMPACT
INDUSTRIES
INTRANETS
CORPORATE COMMUNICATION
DIGITAL WORKPLACE
VIVA TOPICS
MICROSOFT TEAMS APPS
SOLUTION AREAS
Educate your Intranet and content owning stakeholders (optimal pilot group)
on how Microsoft 365 & Viva Topics can bring the Intranet (and knowledge)
to users where they work. More importantly, how Viva Topics does this in a
dynamic, integrated, and always up to date way.
Plan an effective pilot of Viva Topics aligned with your own Intranet,
departmental and content leads where they can use the ‘insights’ provided
by topics to empower better traditional ‘curated’ content they manage today.
Together we can coach on how to better use Microsoft 365 capabilities like
SharePoint, Teams and Topics to improve communication, add more
dynamism and content connectedness.
This will lead to valuable topics slowly being curated effectively and
responsibly (seeding future value and educating key stakeholders).
Governance is established and with seeded champions want to use topics for
the pages they don’t curate, or to transition some of their curated pages.
WHAT WILL WE DO?

Identification Of Pilot Topics & Curators
Bring The Intranet To Users Where They Work
EXAMPLE PILOT
HOW WILL WE DO IT?
Viva Topics Overview & Enablement
Optimize “Intranet” Content
Current State Analysis Planning Workshops
Activities Touchpoints
Estimated Duration: 3 Weeks
Explore & Optimize
Target: Week 1
Target: Week 2
Confirm & Publish Viva Topics Curate & Organize
Target: Week 3
Coaching Sessions With Curators
Enhance Targeted Topic Pages
ENABLED VIVA TOPICS
CURATED VIVA TOPICS
OUTCOMES

Contextualized navigation and discovery based on where and how users work benefiting from
cloud scale AI, digital behavior capture & continual content analysis.
In emails, instant messages,
team messages, pages, news,
documents and more… the
knowledge, people, digital
spaces, and more are
available in context.

From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)

Microsoft Viva
Client
Responsibilities
Workshop Overview
End productivity paranoia. Embrace
data over dogma.

Limited
Network
42% of IWs rarely meet
new people at their
company, managers rarely
make those connections
IWs rarely meet new people at their company; when they do meet new people, it’s most often
through a formal or informal company event. In the post hybrid world this isn’t sufficient.

Limited
Network
42% of IWs rarely meet
new people at their
company, managers rarely
make those connections
Empower insights that enable employees to be more connected. Enable employees to extend and strengthen their
networks within the organization with solutions that improve retention, connection and engagement.

How does the employee work mode effect network size and composition?

How does the mode of work impact the integration into the organizations network? Is there as
much manager support for remote employees' integration as onsite ones?

Outcomes – manager connection

Improve Employee
Connectivity With
Microsoft 365
Empower insights that enable
employees to be more
connected. Identify expertise
and align it with employees.
Enable employees to extend
and strengthen their networks
within the organization with
solutions that improve
retention, connection and
engagement.
EXAMPLE PILOT
Estimated Duration: Educate On Importance
Of Connected Employees
Expert Led Discussions On
Viva Insights, Viva Pulse &
M365 Solutions
Provide Recommendations
& Next Steps

Improve Employee Connectivity With Microsoft 365
SERVICES
CROSS-INDUSTRY
ORGANIZATION RESILIENCY
EMPLOYEE ENGAGEMENT
PRODUCTIVITY
BUSINESS IMPACT
INDUSTRIES
HYBRID WORK
EMPLOYEE NETWORKING
EMPLOYEE RETENTION
VIVA INSIGHTS
WORKPLACE ANALYTICS
VIVA PULSE
SOLUTION AREAS
Together we will demonstrate and discuss Microsoft 365 capabilities and
solutions that improve and provide insights into employee connectivity,
networking and organization resiliency.
We will share insight into how to successfully engage and connect your
employees even in hybrid or entirely remote environments.
Provide ready to deploy and implement solutions that your organization can
implement that integrate and are built into Microsoft Teams, Outlook and
SharePoint that help employees connect in different ways further
strengthening their networks, increasing productivity and collaboration and
improving retention.
WHAT WILL WE DO?
The difference isn’t (optimally) to just do Insights (or Glint/Pulse) but to
actually combine it with campaigns, solutions and more that should
nudget/change employee experience for the better.

Maximize Engagement

The ever-increasing variety, volume and velocity of
collaboration and communication requires working digitally
in a more natural way.

The Metaverse can have a long-lasting impact on culture. But it’s
not clear. At this stage we can work to understand and align
current impact.
• Provide a feeling of togetherness when working alone.
• Having “presence” has not always been equitable.
• Not all of us can afford clothing, good lighting or camera systems.
• No legs may be more inclusive (i.e. wheelchair user).
• Figure or ‘body size’ in VR.
• Immersive technology can be costly (flat screen experience matters).
• Audio cues and avatar hand movements to start, but mimicking
facial movements and more matters long term.

The Metaverse can have a long-lasting impact on culture. But it’s
not clear. At this stage we can work to understand and align
current impact.
Do we control backgrounds in Teams video?
What is our stance on green screens and filters?
What is our stance on Avatars?
What is our stance on VR at work…

Today for organizations who have audiences that are empowered with VR devices they
can organize VR sessions and events for and immersive experience while others can
use “2D mode” for a flatscreen experience.

The more natural interactions are, the easier they lead to serendipitous encounters
that spark innovation.

Due to the Mesh rendering potential, we can visualize far more via the cloud than could be
visualized locally. This allows for a richer fidelity of experience than before. Enabling room
scale explorations and more.

The use of Avatars is already a great starting point. Providing a new way of expressing
ourselves based on a moving 3D version of us that follows audio cues, shows hand
movements and soon will mimic facial movements.
Flexibility Matters
We all still have audio-only
calls. Or partial video calls.
Think of this as a way to add
more flexibility with more
expression, personalization
and alternatives.

Interacting together in a mesh AR, VR or flat space can enable some participants to use
more capabilities that are more natural. 3D Annotation is especially fluid and it helps us
meet an increased collaboration complexity.
Drop in Spaces:
We have a focus on transactional
interactions when highly remote.
This can mean more natural,
spontaneous interactions.
Don’t forget
about Viva
Engage and
Yammer
Communities!

Rich immersive experiences with others in Team spaces powered by the HoloLens are
powerful. This AR focused set of presence and shared experience enables spatial
collaboration in new ways.

More frequent and more targeted manager and leader-led pulse
surveys can help highlight the insight needed to target change.

Drive Performance

Yammer has great capabilities around questions and answers that scale and integrate
in many ways with SharePoint, Viva Topics, Viva Engage and more.

Align work to corporate objectives. Align at all levels of the organization with OKR
approval workflows, Organizational, Team, and Individual goal pages, and Chart View.

Align work to corporate objectives. Share progress and insights across your organization
with shareable links to dashboards and with pinned apps and resources in Teams.

Improve Team
Performance &
Alignment With
Viva Goals
Empower objective alignment
at the organizational, team
and individual level. Connect
work to outcomes with
projects and tasks aligned to
OKRs while sharing progress
and insights across your
organization with shareable
links and pinned apps.
EXAMPLE PILOT
Estimated Duration: Educate On Importance
Of Connecting Goals
To Outcomes
Expert Led Discussions On
Viva Goals & Designing
Your Pilot Program
Implementation Of Viva Goals Pilot
& Pro-Active Support

Improve Team Performance & Alignment With Viva Goals
EXAMPLE PILOT
CROSS-INDUSTRY
EMPLOYEE ENGAGEMENT
PRODUCTIVITY
BUSINESS IMPACT
INDUSTRIES
EMPLOYEE PERFORMANCE
VIVA GOALS
EMPLOYEE RETENTION
VIVA INSIGHTS
HYBRID WORK
SOLUTION AREAS
This pilot program should be expert led as it will server to demonstrate and
discuss Microsoft 365 capabilities and solutions that improve and provide
insights into employee objectives, alignment and goal management.
Configure and implement Viva Goals and a pilot program that helps
employees connect, align, and manage goals and objectives in different ways
further strengthening their performance, the team and organization culture
and business growth.
Coach, mentor and support (with experts) pilot groups on the usage and
refinement of their objectives, key results, projects and help them adopt it
meaningfully.
Explore qualitative and quantitative findings on how much value it drove
during and after the pilot period.
WHAT WILL WE DO?

Sample Viva Goals Pilot Timeline
Week 1
Kickoff
Communications
Planning
Viva Goals Technical
Deployment
Week 2
OKR Leadership
Program
Week 3
OKR Coaching
Program
OKR Design
Workshop(s)
Viva Goals Software
Training
Week 4
Viva Goals Software
Training
Week 5
Dashboard &
Integration Support
Week 6
Close-out Meeting

2toLead Viva Goals Pilot Timeline (High Level)
FY23 Q3 - Dec
Starting our OKR
journey
Piloted usage of OKR
methodology
Limited business
rhythm and
alignment of goals
between levels
FY23 Q3 - Jan
Validating OKRs in
your organization
Piloted usage of OKR
methodology
Department and
group learning of OKR
concepts and how
OKRs will work for
them at scale
FY23 Q4 - Feb
Evaluate and adjust
coaching and support
approach based on
initial findings.
OKRs are used in
quarterly planning
business rhythms,
becoming a mindset
of focus and
alignment
Employees feel that
Q4 has clearer
purpose and priority
FY23 Q4 - Mar
Integrate established
OKRs with automated
updates (Planner,
Project Online, ADO,
etc).
OKRs are expanding
more widely into
business rhythms
Departments and
teams of the
organization are
developing the OKR
muscle and habit
FY23 Q4 - Apr
Support quarterly
review and close-out
motions with Viva
Goals and time
investment.
OKRs are a key part of
our quarter and fiscal
close out at the
individual, team and
organizational level.
FY24 Q1 - May
Starting a new fiscal
committed to the
OKR practice/process.
OKRs are firmly
embedded in
business rhythms
throughout the
organization, from
top to bottom.

Viva Goals itself can be easy to implement,
but most organizations need to learn to
adapt to using it and mature.

Step Task Priority Description Guidance/Links
1 Assign licenses to users and groups Required
Assign licenses for the users you want to have access to Viva
Goals features.
NA
2 Configure org creators1 Recommended
This is not a wizard step, but wondering if we should provide
guidance so that it can be addressed if it comes up
Restrict organization creation
permissions
3
Assign the Organization Administrator
role1
Recommended
Assign roles and user permissions (those who can access all
functionality vs. those who can view only).
Roles and permissions in Viva Goals
4 Configure time periods Optional
Manage OKR time periods and customize them for your
organization's requirements.
Manage OKR time periods
5 Configure notifications Optional Customize notifications settings through the admin portal. How to set reminders for check-ins
6 Configure integrations Optional
Integrate Viva Goals with industry-leading tools and platforms
you use every day,
Viva Goals integrations overview
7 Configure OKRs rules Optional Configure how you want to view objectives and key results.
Configure your OKR model in Viva
Goals
8 Configure projects Optional Keep track of all the work your org is executing with Projects. Projects in Viva Goals
9 Pin the app in Teams Recommended Pin the Viva goals app in Teams to guide users to the app.
Manage app setup policies in
Microsoft Teams
10
Plan and drive adoption of Viva Goals in
your organization
Recommended
Review, plan and apply adoption best practices to help make
your deployment a success with our variety of resources.
• Adoption guide
• OKR success toolkit
• OKR examples
• Maturity model
11
Promote Viva Goals to employees and
measure engagement
Recommended
Measure level of organizational engagement for services
deployed using resources in the MAC.
Viva Connections Teams App Usage
Report
12 Get connected to support channels Recommended
Use available resources to get technical support, ideas from
other organizations, and become aware of new features. See slide
Viva Goals Set Up Steps
1Step not included in Set Up Guide (aka Wizard)
IT Supported (Core)

OKR Maturity Model
Follow a phased approach to fully embrace company-wide integration
Centering
Unlocking cultural buy-in
for OKRs
• Executive Sponsorship
• Team members reference
OKRs in every decision,
big and small
• OKRs are firmly
entrenched in business
rhythms, becoming a
global mindset Of focus
and alignment
• Employees feel there is
purpose at the center of
everything they do
Beginning
1
Starting your OKR journey
• No usage of OKR
methodology
• No structured business
rhythm
• Limited alignment of goals
between levels
Piloting
Validating OKRs in your
organization
• Organizational
experimentation with OKR
methodology via pilot
group
• Small group learning OKR
concept and building into
business rhythm
• Small group trying to
understand how OKRs will
work for them at scale
Adopting
Committing to the OKR
practice
• Top levels of the
organization are
developing the OKR
muscle and habit
• OKRs are expanding more
widely into business
rhythms
• OKR tool selection begins
Scaling
Rolling out OKRs broadly
• OKRs are rolled out to the
rest of the company and
baked into large,
organization-wide
initiatives
• OKRs are firmly
embedded in business
rhythms throughout the
organization, from top to
bottom
• OKR tool is selected and
used across the
organization
2
3
4
5

Example How OKR Leadership Program Could Work
We bring your OKR Champions (and other key end users) and take them through an intensive 2-day experience to
learn about OKRs and how to embed them into your organization.
This can also be experienced digitally via MS Learn as a self-serve option for customers.
1. Role of a Champion
Day One: Role of a Champion and Writing Day Two: Software and Ensuring Program Success
Learn about the program, the why of OKRs, and
how to pitch OKRs internally at your company
2. Writing OKRs
Learn the core structure for writing effective
OKRs, and the nuances of writing and aligning
OKRs across an Org.
Day One Topics Details
3. Viva Goals Software
Learn the core functionality of Viva
Goals’ software, how to engage with others, and
how to organize and present data.
4. Ensuring Program
Success
Day Two Topics Details
Learn how to make change last, track success,
and prepare for program rollout

Example How OKR Coaching Program Could Work
We bring your OKR Champions and build upon the knowledge that they learned during the OKR Champion
Program to help enable others with OKRs.
This can also be experienced digitally via MS Learn at this link.
They Key Questions of an
OKR Coach & Preparation
Day One: OKR Coaching Deep Dive Day Two: OKR Coaching Simulations
Learn about the key questions to ask an OKR
coach, and how best to prepare for an OKR
Coaching session
OKR Coaching Scenario
Observe a real scenario of where the OKR
Coaching tactics were put into practice and the
outcomes of that conversation
Day One Topics Details
Instructor Simulation
Observe the instructors simulate an OKR
Coaching scenario for you to replicate in groups
4. Ensuring Program
Success
Day Two Topics Details
Put your OKR Coaching learning into practice
during simulations

Recommended Viva
Learning Courses
1. Executive Coaching
2. Interpersonal Communication
3. Giving & Receiving Feedback
4. Facilitating Conversation
5. Master Confident Presentations
6. Asking Questions
7. Solving Business Problems

People In Viva & Viva Goals as well as countless other experiences further enrich the ways
we communicate, align and connect. All elements of a good Intranet strategy.

The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35%
of value-added collaborations come from only 3% to 5% of employees.

Growth & Development

This is especially true when it comes to digital skills as hybrid work and an accelerated shift
in the past few years has created a gap in experience and expectations on execution.
79% of CEOs worldwide
are concerned that a lack of essential skills in their
workforce is a barrier to future growth1
Meanwhile, employees only have 1% of their
workweek to focus on learning new skills2
1PwC CEO Survey, 2019
2Leading in Learning, Bersin by Deloitte

This is why champion programs are so important but also why peer supported learning
matters a great deal.
Learning through coworkers is among the most effective and most used methods.
%
who
said
method
was
“very
helpful”
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55%
Myself, through
trial and error

While Managers should be more active in developing that doesn’t mean we can’t take
advantage of peer feedback, and learning recommendations.

Improve Learning
Engagement With
Viva Learning
Employees want to learn and
grow. An integrated learning
experience powered by peer
recommendations, sharing,
and connected to structured
learning and unstructured
learning leads to more
engaged learners, and a more
engaged workforce.
EXAMPLE PILOT
Estimated Duration: Educate On Learning As A
Shared & Connected
Experience
Enable Viva Learning For
Pilot Group(s)
Explore Learning Engagement Analytics
& Learning Usage Patterns

Improve Learning Engagement With Viva Learning
EXAMPLE PILOT
CROSS-INDUSTRY
EMPLOYEE ENGAGEMENT
GROWTH & DEVELOPMENT
BUSINESS IMPACT
INDUSTRIES
EMPLOYEE DEVELOPMENT
EMPLOYEE ENGAGEMENT
VIVA LEARNING
EMPLOYEE RETENTION
LEARNING MANAGEMENT
SOLUTION AREAS
This pilot program should be expert led as it will server to demonstrate and
discuss Microsoft 365 capabilities and solutions that improve and provide
insights into employee objectives, alignment and goal management.
Configure and implement Viva Goals and a pilot program that helps
employees connect, align, and manage goals and objectives in different ways
further strengthening their performance, the team and organization culture
and business growth.
WHAT WILL WE DO?
1% Employees use only 1% of their workweek
to focus on learning new skills1
84%
of L&D leaders think now is the time to
integrate learning into collaboration
platforms2

Viva Learning itself can be easy to implement,
but most organizations need to learn to
adapt their growth and development plan.

Scenarios: Learner
In a meeting with a colleague, they mention
wanting to brush up on their data analysis
skills
Chat and conversation
Send a relevant course in a meeting or
Teams chat
Include pointers to relevant sections or add
context in chat message
Enable peer coaching or mentor relationships –
formal or informal
A sales analyst is searching Office.com for
a customer pitch deck to give in an
upcoming sales meeting
Cross-M365 discovery
Relevant learning courses like “Effective sales
pitch strategies” surface in search results
alongside pitch decks
Bookmark courses in Viva Learning to consume
later in preparation for the meeting
A marketing analyst wants to improve
her knowledge on web and social media
strategy
Search for keywords like “SEO optimization” in
the Viva Learning home page or a channel
learning tab
See search results from Microsoft, 3rd party
providers, and internal sources
Bookmark interesting courses and recommend
courses to peers
Search and recommend

Scenarios: Manager
A new team member will be joining
next week
A manager wants to foster a culture
of learning and growth
A team member led a presentation on Diverse
and Inclusive marketing that would be helpful
for the broader organization
Onboarding
Add a learning tab to your Teams channel for
onboarding
Add relevant courses and team-specific
resources to the tab
Curate for your team and priorities
Manage view
Recommend relevant courses to team members
Check the completion status of recommended
content in the Manage view
Give kudos to team members who prioritize
learning
Crowdsource learning content
Add the presentation to the organization’s
collaborative SharePoint folder, connected to
Viva Learning
Employees can see added content in Viva
Learning as learning content

Education and training with VR and AR is changing industries but it’s also helping many immerse
and understand them further. The future of every industry is deeper and more digital.
MicrosoftEducation_Immersive_Experiences_Education_2019.pdf (azureedge.net)

ESTIMATED COMPLEXITY
Center Of Digital
Excellence
Adoption
Every organization is working hard
to improve digital excellence.
Having a center for digital
excellence is a foundational solution
that will work to reinforce and
communicate governance, provide a
hub for self-service learning,
connect champions, mentors, and
experts, and house tips, tricks and
considerable adoption material.
See A Demo Of This In Action Today
2toLead Solution Discover More (40+) Solution Ideas: M365Ideas.com

Help your employees have the tools to manage and improve their well-being and personal
productivity. Start by leveraging the capabilities built into Insights.
Blurred
Boundaries
75% of people have
experienced burnout at
work with 40% of people
report work disrupts
personal/family time at
least weekly

Wellbeing score across categories Distribution by wellbeing score and collaboration hours
Collaboration hours

M365Intranets.com
M365Sprawl.com
M365Campaigns.com
Explore 800+ Pages of
Free Expert Guidance…
M365Metrics.com
M365Resources.com
SharePointMigrations.com

Download our free
80+ page whitepaper
Transform your Employee Experience
at every stage with Microsoft 365
and Microsoft Viva!
Download Today

Message and connect with us on LinkedIn
Richard Harbridge
Chief Technology Officer
& Microsoft MVP
Richard@2toLead.com
Thank You
900+ Pages of eBooks & Whitepapers at:
2toLead.com/Resources
Kanwal Khipple
Chief Executive Officer
MVP & Intranet Award Winner
Kanwal@2toLead.com
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Masterclass On Improving & Measuring Onboarding, Retention & Well-being

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