Masterclass On Improving & Measuring Onboarding, Retention & Wellbeing With Microsoft 365 & Microsoft Viva

Masterclass On
Improving & Measuring
Onboarding, Retention
& Well-being
Richard Harbridge
CTO & Microsoft MVP
Richard@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. ™
Masterclass On Improving & Measuring Onboarding, Retention & Well-being
9:45am 10:00am WELCOME & REGISTRATION
10:00am 11:00am CRITICAL AREAS OF EX
11:00am 11:50am ONBOARDING EXPERIENCES
12:00pm 12:30pm LUNCH BREAK
12:00pm 1:10pm RETAIN TOP TALENT
1:20pm 1:50pm 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
• Limitations of tooling today.
• Understanding the tools available for HR.
• Current processes are disjointed – would love to centralize and integrate.
What are some of the pain points and challenges we would like to discuss today?

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.
1900+
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.

AI & Employee Experience

Whether you use GPT4 or other industry tools, or whether you embrace copilot in the near future.
The reality is that these tools can have an immediate and helpful impact.
Accelerate & Optimize Communication (Emails, Coordination Messaging, Amplification Of Existing Messages)
Summarization (News TL;DR, Multiple Languages, Simplification Like ELI5)
News Digests (Summarizing Multiple News Pages)
Intelligent Recaps (Highlights, Topics & More From Transcripts)
Tone Awareness & Messaging Style (Feedback/Insight)
Writing Support (Rewrite, Optimization, Suit Channels, Audiences & More)
Writing Suggestions (Recommended Topics & More To Communicate About)

Whether that be based on preparing the way for things like Microsoft 365 copilot or more.

While waiting for Microsoft copilot organizations can take advantage of these technologies today
using custom header controls and more.
sp-dev-fx-webparts/samples/react-openai-summarise-
page-content at main · pnp/sp-dev-fx-webparts · GitHub

Help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive
communications, and valuable insights.

help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive
communications, and valuable insights.

Please demonstrate and/or provide resources relating to Artificial Intelligence features and search.

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

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.

We use it to improve candidate outreach messaging, job descriptions, recruitment marketing
content, persuasive language for hiring managers, generate interview questions, and more…

Important Stages to Improve

Recruit & Hire

We use it to improve candidate outreach messaging, job descriptions, recruitment marketing content,
persuasive language for hiring managers, generate interview questions, and more…

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
Customizedimplementation plans are availablefor 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.

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

Masterclass On Improving & Measuring Onboarding, Retention & Well-being
9:45am 10:00am WELCOME & REGISTRATION
10:00am 11:00am CRITICAL AREAS OF EX
11:00am 11:50am ONBOARDING EXPERIENCES
12:00pm 12:30pm LUNCH BREAK
12:30pm 1:10pm RETAIN TOP TALENT
1:20pm 1:50pm TACKLING WELL-BEING

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
YOUR EXPERIENCE MAY VARY…

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 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…

Drive Performance

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
Week1
Kickoff
Communications
Planning
Viva Goals Technical
Deployment
Week 2
OKR Leadership
Program
Week3
OKR Coaching
Program
OKR Design
Workshop(s)
Viva Goals Software
Training
Week 4
Viva Goals Software
Training
Week 5
Dashboard &
Integration Support
Week6
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.

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.

Growth & Development

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 learningcontent
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

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

Let’s connect and find ways to do more and work together.
Message me on LinkedIn or email Richard@2toLead.com
200+ Awesome Presentations at:
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP
Super Friendly
Thank You
Slideshare.Net/RHarbridge
800+ Pages of Whitepapers at: 2toLead.com/Resources
Elsewhere…
M365Resources.com
M365Ideas.com
M365Sprawl.com
M365Intranets.com
M365Metrics.com
SharePointMigrations.com

Masterclass On Improving & Measuring Onboarding, Retention & Wellbeing With Microsoft 365 & Microsoft Viva

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