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How to Use Viva Goals with Copilot A Day in the Life

August 5, 2024
8 minute read
How to Use Viva Goals with Copilot A Day in the Life
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You might be wondering what the hype is about, or can Copilot really make managing the hordes of OKRs easier to manage, digest and create? OR will it just leave a bigger mess?

Valid curiosity. AI in general can be a slippery slope if you aren’t prepared, especially when it works across your entire organization. Sometimes the mess is too much for even Control+Z (or Command+Z for your mac users)!  

In this post, we'll explain the two solutions and how they work together on top of taking you through a day in the life (use case) of someone using these two powerful tools in harmony.  

Understanding What Viva Goals, Copilot, and Copilot in Viva Goals Can Do

In this section, we'll introduce you to these two powerful tools and explain how they can help you achieve your goals. Read on to learn more about these tools and how they can help you achieve your organization goals.

(Slide 30 of 68 from How Employee Performance & Management Is Changing with Copilot & AI Webinar)  

What is Viva Goals?

Viva Goals is more than just a dashboard; it's a dynamic tool crafted to provide clarity and insight into organizational objectives. At its core, Microsoft Viva Goals OKR serves as a centralized hub where the pulse of progress beats steadily.  

(Slide 44 of 68 from How Employee Performance & Management Is Changing with Copilot & AI Webinar)

It empowers organizations to seamlessly synchronize teams with strategic priorities, ensuring that every effort propels the overarching mission forward. Whether you're a startup charting your course or a seasoned corporation refining your trajectory, MS Viva Goals adapts to your needs, offering a customizable framework that aligns seamlessly with your unique objectives.

What is Microsoft Copilot?

Microsoft Copilot is an AI-powered assistant designed to enhance productivity and creativity across various applications and services. It integrates advanced language models to understand and generate human-like text, assisting users in tasks such as coding, writing, and data analysis.  

By leveraging contextual understanding and user interaction, Copilot aims to streamline workflows, automate repetitive tasks, and provide intelligent suggestions, making it a versatile tool for both personal and professional use. Its capabilities are continually evolving, incorporating user feedback and the latest AI research to improve its performance and utility.

How does Copilot Work in Viva Goals?

Copilot in Viva Goals operates as a multifaceted tool designed to streamline the goal-setting process and offer personalized guidance to users.  

Here's an extended elaboration:

  1. Contextual Goal Generation: Copilot leverages contextual information from various sources such as existing documents, conversations, and project details to generate relevant goals. By analyzing this data, it can suggest goals tailored to the specific needs and objectives of the user or team.
  1. Natural Language Processing (NLP): Using advanced NLP algorithms, Copilot can interpret natural language input from users. This means users can express their goals and objectives in everyday language, and Copilot will parse and understand these inputs to generate actionable goals.
  1. Goal Fine-tuning: Copilot doesn't just generate goals; it also assists users in refining and fine-tuning their objectives. Through interactive dialogues and feedback mechanisms, it helps users clarify their goals, break them down into manageable tasks, and establish measurable milestones.
  1. Personal Guide: Think of Copilot as a personal guide or coach for goal setting. It provides proactive suggestions, nudges, and reminders to keep users on track toward achieving their objectives. By offering continuous support and guidance, Copilot empowers users to stay focused and motivated throughout their goal pursuit journey.
  1. Integration with Viva Platform: Copilot seamlessly integrates with the Viva platform, allowing users to access their goals and progress alongside other productivity tools and resources. This integration enhances collaboration, transparency, and accountability within teams, as everyone can align their efforts with shared goals and objectives.
  1. Adaptability and Learning: Over time, Copilot learns from user interactions and feedback, continuously improving its goal-generation algorithms and recommendations. This adaptive capability ensures that the guidance provided remains relevant and effective, even as circumstances change and new challenges arise.

In summary, Copilot in MS Viva Goals revolutionizes the traditional approach to goal setting by empowering users to articulate, refine, and pursue their goals with clarity and confidence, ultimately driving greater productivity, collaboration, and success.

How to Use Viva Goals with Copilot: A Day in the Life

Alright, now that the basics are out of the way, step into the shoes of someone using Copilot in Viva Goals to help fill in some gaps, as well as understand how to work Copilot into your own flow of work.  

  • On the left-hand side, you can pin different organizations or teams to track their goals.  
  • On the main dashboard, you can see your main goals, sub-goals, and key initiatives.  

  • You can also see the goal owner, the team they are on, and the status and progress of the goal.  

  • You decide to dive into a specific team, like marketing, to see their goals.  

  • You notice that marketing doesn't have all of their goals listed out yet, so you decide to use Copilot to help.  

  • Copilot acts as a personal guide for goal setting and can generate goals from specific context, existing files, or natural language questions.  

  • You decide to create a goal from an employee signals report using Viva Glint.  

  • Copilot returns a specific objective to improve engagement and specific key results on the opportunity areas.  

  • You can choose to accept these suggestions or refine them by editing or adding to the list


  • You use Copilot to fine-tune the goals and key objectives in natural language.  

  • You review the results and are satisfied with the goals that Copilot helped you create.  

Manage Your Goals with Ease

By using these tools, you can easily track your progress, fine-tune your objectives, and stay on track towards success. So why not give it a try and see how Microsoft Viva Goals OKR and Copilot can help you achieve your goals?  

And by using a partner, like us, to help guide you through to ensure you’re getting the most out of the solution, without the headaches, you can get the results faster! If you aren’t using MS Viva Goals for your OKRs yet, you’re going to wait to start your journey with our Viva Goal Pilot.  

So what are you waiting for? Start your journey with Viva Goals today!

Already using MS Viva Goals? Make sure your Copilot launch shoots for the stars, with the help of our Copilot Readiness Accelerator. Rolling out Copilot for Microsoft 365 should be done in tandem with Microsoft Viva Copilot experiences and more to maximize it's impact and your investment.

Get ahead with our Copilot Accelerator and combine the power of both employee experience and AI!

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