How to Use Microsoft Viva Goals to Achieve Your 2025 Objectives 

Tired of juggling multiple tools to track progress? Microsoft Viva Goals is the solution. Set and manage organisation goals, track objectives and key results (OKRs) easily, and empower your team to align their work with organisational objectives and watch productivity soar. 

Build a Purpose-Driven Team Culture 

A purpose-driven culture can give your organisation a major boost. Discover how Viva Goals can be a game-changer, offering these incredible advantages for your business. 

Alignment 

Minimise missed targets, resource misallocation, and team frustration by aligning objectives, supported by clear communication and regular check-ins. 

Transparency 

Each team member can track their progress and see how their work contributes to the organisation’s goals, when OKRs are visible to everyone. 

Efficiency 

Automated tracking can show real-time progress at any time, so team members can focus on their core work instead of doing manual updates. 

Integration 

Get real-time updates, reduce manual work, enhance alignment, and boost reporting, through integration with Microsoft Planner and Microsoft Project. 

 

Core Functions 

Viva Goals facilitates team collaboration and communication around goals, with a focus on setting goals and monitoring progress. 

Goal Setting 

Create clear and specific OKRs – what you want to achieve and the measurable steps to reach them. This clarifies the strategic priorities everyone should be working towards and helps align individual and team goals. 

Progress Tracking 

Monitor developments with real-time updates and dashboards. As tasks are completed and milestones achieved, your progress is automatically updated. You can check how close or how far you are from your goals and identify areas that need more focus. 

 

Integrating Microsoft Planner with Viva Goals 

Viva Goals deeply integrates with the Microsoft ecosystem. In particular, it seamlessly connects with Microsoft Planner and Project for automated updates. This allows automatic updating of OKRs based on your team’s activities in Planner – no need for manual input. You can also create projects in Viva Goals that align with your OKRs, then track progress based on tasks in Planner. 

In the video, you can learn how to use Microsoft Viva Goals to connect your organisation’s strategic goals with the tools your team already uses. This includes the integration with Microsoft Planner and Project, how to automate OKR updates, and how to track progress. 

 

Microsoft Viva Goals Best Practices 

Here’s how users can get the most from Viva Goals: 

Set Clear Objectives 

Define SMART goals: specific, measurable, achievable, relevant, and time-bound. 

Regular Check-ins 

Schedule regular check-ins to update progress and address any challenges. 

Use Dashboards 

Utilise dashboards to monitor progress and make data-driven decisions. 

Encourage Collaboration 

Foster a collaborative environment where team members can discuss and align on goals. 

 

Use Cases in Target Industries 

Viva Goals can be used in any industry. Here’s a sampler of how organisations use them: 

Construction/Engineering 

  • Team Alignment: Align construction project teams with organisational goals 
  • Safety: Set and monitor safety targets to improve compliance and minimise accidents 
  • Optimised Resources: Reduce waste and efficiently use materials and labour  

 Mining 

  • Efficiency: Use efficiency goals to help all teams reduce downtime and boost productivity 
  • Sustainability: Boost sustainability practices by utilising environmental impact goals 
  • Safety: Ensure a safer working environment guided by health and safety objectives 

 Legal Services 

  • Consistent Case Management: Align case management processes with firm-wide objectives 
  • Client Satisfaction: Enhance client relationships and services by targeting client happiness goals 
  • Compliance & Ethics: Monitor compliance with ethical standards and regulatory requirements 

Financial Services 

  • KPI Alignment: Track performance metrics for each department, aligned with top-level objectives 
  • Regulatory Compliance: Integrate regulatory compliance goals into daily workflows 
  • Customer Service: Improve client satisfaction and retention, guided by customer service goals

 

Time to Power Up with Viva Goals 

Microsoft Viva Goals is a powerful tool to optimally align your team’s efforts with your organisation’s strategic objectives. By integrating with tools like Microsoft Planner and Project, it simplifies progress tracking and enhances transparency.   

Keen on achieving your 2025 goals? Our Microsoft 365 tools and services can help you do just that: 

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