Merge pull request #9019 from MicrosoftDocs/main

Publish main to live, 12/11, 11:00 AM IST

.openpublishing.redirection.json

@@ -2261,6 +2261,11 @@
     "redirect_url": "/viva/goals/viva-goals-healthy-okr-program/check-in-okrs-overview",
     "redirect_document_id": false
   },
+  {
+    "source_path": "viva/goals/viva-goals-healthy-okr-program/close-recommendations.md",
+    "redirect_url": "/viva/goals/viva-goals-healthy-okr-program/close-okrs-overview",
+    "redirect_document_id": false
+  },
   {
     "source_path": "viva/goals/okr-superpowers.md",
     "redirect_url": "/viva/goals/get-to-know-okrs",

Viva/goals/toc.yml

@@ -215,7 +215,7 @@ items:
   - name: Introduction to Copilot in Viva Goals
     href: copilot-intro.md
 
-- name: Discover goal-setting best practices with Viva Goals
+- name: Use Viva Goals and discover best practices
   items:
    - name: Create goals and OKRs
      items:
@@ -247,20 +247,15 @@ items:
         href: ./viva-goals-healthy-okr-program/align-okrs-overview.md
       - name: Tight vs loose alignment
         href: ./viva-goals-healthy-okr-program/align-loose-vs-tight.md
+
    - name: Check in and track goals
-     items:
-      - name: Check-in OKRs overview
-        href: ./viva-goals-healthy-okr-program/check-in-okrs-overview.md
+     href: ./viva-goals-healthy-okr-program/check-in-okrs-overview.md
 
    - name: Tags
      href: tags.md
 
    - name: Close and score goals
-     items:
-      - name: Close OKRs overview
-        href: ./viva-goals-healthy-okr-program/close-okrs-overview.md
-      - name: Close OKRs recommendations
-        href: ./viva-goals-healthy-okr-program/close-recommendations.md
+     href: ./viva-goals-healthy-okr-program/close-okrs-overview.md
 
    - name: Business rhythms and dashboards
      items:

Viva/goals/viva-goals-healthy-okr-program/close-okrs-overview.md

@@ -1,6 +1,6 @@
 ---
 ms.date: 11/20/2024
-title: "Close OKRs Overview"
+title: "Close, score, and reflect on OKRS with Viva Goals"
 ms.reviewer: 
 ms.author: daisyfeller
 author: daisyfell
@@ -24,18 +24,18 @@ description: "Learn how to close Objectives and Key Results (OKRs) and Initiativ
 
 Are you ready to close out your Objectives and Key Results (OKRs)? When the time comes to close them, you must evaluate the progress you made towards achieving your goals, determine whether you accomplished them, and decide on areas for improvement. When you close out OKRs, you're opening the door to future education and goal setting.
 
-In this article, we'll discuss: 
+In this article, we'll discuss:
 
 - When and how to close your OKRs.  
 - How to properly score your OKRs.
 - The importance of a reflection meeting.
 
 > [!NOTE]
-> Creating, tracking, and closing OKRs is an iterative, organic process. Every quarter that you do this process, you'll become better at it. Always remember to focus on progress, not perfection. It’s more important to reflect on what went right, what didn't go as planned, and what you learned. But then it's time to move on. Don't obsess over a missed goal that didn't go the way you anticipated.   
+> Creating, tracking, and closing OKRs is an iterative, organic process. Every quarter that you do this process, you'll become better at it. Always remember to focus on progress, not perfection. It’s more important to reflect on what went right, what didn't go as planned, and what you learned. But then it's time to move on. Don't obsess over a missed goal that didn't go the way you anticipated.
 
 ## When to close your OKRs and initiatives
 
-In general, you should close OKRs within the last one or two weeks of a time period, such as every quarter. If you’re a team leader or program lead, we recommend that you send a message to remind users to close their OKRs during the last week of the quarter. However, you might wonder, “Is it ok to close out a key result or initiative before the end of a quarter?” The answer is yes. 
+In general, you should close OKRs within the last one or two weeks of a time period, such as every quarter. If you’re a team leader or program lead, we recommend that you send a message to remind users to close their OKRs during the last week of the quarter. However, you might wonder, “Is it ok to close out a key result or initiative before the end of a quarter?” The answer is yes.
 
 For example, perhaps you have an initiative to create and share your marketing strategy for an upcoming product launch by the quarter's end. However, in a flash of productivity, you completed it in the first three weeks of the quarter. In that case, it's fine to close that initiative right then, and mark it complete. On the other hand, you might have situations where metrics such as sales figures or website traffic aren't finalized until the last day of the month. For those scenarios, conduct a check at the end of the time period, and then revisit it as soon as the final metrics are available, so you can close the OKR.
 
@@ -98,4 +98,18 @@ After your reflection meeting:
 
 Now that you understand why it's important to reflect on, and close, your OKRs, refer to the step-by-step process for closing and scoring your OKRs in Viva Goals: [Close OKRs with Viva Goals.](https://support.microsoft.com/en-us/topic/close-okrs-with-viva-goals-c0d9f91e-22e6-48ea-ba3a-23ebe7f059d8)
 
+## Recommendations and best practices
 
+Looking to improve your healthy OKR program? Here are recommendations you can perform within Viva Goals:
+
+1. **Close and score your OKRs at the end of each time period**
+
+   As you approach the end of a time period, encourage all OKR owners to close out their OKRs and initiatives, including a brief summary. Create and send calendar reminders at the beginning of the year as part of your rhythm of business so you don’t forget.
+
+2. **Hold an OKR reflection meeting**
+
+   Groups should set aside time to reflect on their OKRs, which will allow them to write better and better goals moving forward.
+
+3. **Review your OKR analytics**
+
+   Analytics are available at the organization and team level within Viva Goals, and display metrics such as number of OKRs closed, OKR efficiency, and OKR focus. Use these analytics to track the success of your program over time.

Viva/insights/org-team-insights/copilot-dashboard.md

@@ -1,5 +1,5 @@
 ---
-ms.date: 12/04/2024
+ms.date: 12/10/2024
 title: Connect to the Microsoft Copilot Dashboard for Microsoft 365 customers
 description: Explains how to set up and use the Microsoft Copilot Dashboard, which provides various metrics to help you see how employees are using Copilot and the impact it could have on your organization.
 author: zachminers
@@ -54,7 +54,7 @@ If you have access to the Copilot Dashboard, you can find it in the [Teams or we
 
 1. Open the Teams app on desktop or the web. If you have the Viva Insights app pinned, select it from the left bar.
 
-   If you don’t have the Viva Insight app pinned, select the ellipses on the left. Then in the search field, enter **Microsoft Viva Insights**, and select it.
+   If you don’t have the Viva Insights app pinned, select the ellipses on the left. Then in the search field, enter **Microsoft Viva Insights**, and select it.
 
 2. On the left navigation panel, select **Copilot Dashboard**.
 
@@ -235,7 +235,7 @@ Group totals reflect all users based on the filtered group, including groups tha
 |---|---|
 | Copilot licensed employees | The number of users who have a Copilot license in the past 28 days. |
 | Percentage of Copilot licensed employees | The percentage of Copilot licensed users out of the total measured population in that group (Copilot and non-Copilot users). |
-| Active Copilot users | The number of users who used Copilot at least once in any of the following Microsoft 365 apps during the last 28 days: Microsoft Teams, Microsoft Outlook, Business Chat, and Microsoft Office apps including PowerPoint, Excel, Wod, OneNote, and Loop. |
+| Active Copilot users | The number of users who used Copilot at least once in any of the following Microsoft 365 apps during the last 28 days: Microsoft Teams, Microsoft Outlook, Business Chat, and Microsoft Office apps including PowerPoint, Excel, Word, OneNote, and Loop. |
 | Percentage of active Copilot users | The percentage of active Copilot users out of the number of Copilot licensed users for the given time period. |
 | Inactive Copilot users | The number of users who have a Copilot license and haven’t been active in Copilot in the last 28 days. |
 | Non-Copilot users | The number of users who don't have a Copilot license in the last 28 days. |
@@ -523,25 +523,28 @@ No. However, if you’d like to upload more recent data for additional employees
 
 ### Setup and licenses
 
-**Q1. How does data in the Copilot Dashboard compare to usage reports in the admin center?**
+**Q1. I’m getting a connection error when I try to access the Copilot Dashboard. What should I do?**
+Try reassigning your employees' Copilot licenses, then wait at least 24 hours and try again. If you're still having issues, [file a support ticket](..//get-insights-support.md).
+
+**Q2. How does data in the Copilot Dashboard compare to usage reports in the admin center?**
 Both the Microsoft Copilot Dashboard and the admin center usage reports leverage the same underlying data set, but they're intended for different audiences. The Copilot Dashboard is intended for organizational leaders and technology decision makers, while the admin center report is intended for IT admins. Also, differences in each report’s prerequisites and time periods might cause data discrepancies.
 
 Differences in the data are often caused by at least one of the following:
 
 * The time frame for which the analysis is being applied may be different. Refer to the time frame provided on each report’s dashboard. The Copilot Dashboard represents data over the previous 28 days. The admin center, however, uses a rolling window for its reports, for the last 7, 30, 90, or 180 days. There might also be differences in data delays. The admin center report is produced within 72 hours, while the Copilot Dashboard might have an additional delay of one to two days.
 * Data in the Copilot Dashboard is aggregated to meet a minimum privacy threshold.
 
-**Q2. Where can users access the Microsoft Copilot Dashboard?**
+**Q3. Where can users access the Microsoft Copilot Dashboard?**
 Employees can view the dashboard in the Viva Insights Teams or web app.
 
-**Q3. How long after enablement can users access the Copilot Dashboard?**
+**Q4. How long after enablement can users access the Copilot Dashboard?**
 Users can access the dashboard less than 24 hours after being enabled.
 
-**Q4. Do I need a paid Viva Insights subscription in order to access the report's aggregated, tenant-level, or group-level insights?**
+**Q5. Do I need a paid Viva Insights subscription in order to access the report's aggregated, tenant-level, or group-level insights?**
 
 No, a Viva Insights subscription is not required to access Copilot Dashboard. Your ability to view tenant-level or group-level insights depends on the number of assigned Copilot licenses within your tenants. [Learn more here](#feature-availability-based-on-licenses). 
 
-**Q5. In the Sentiment section I don’t see any survey responses. Why?** 
+**Q6. In the Sentiment section I don’t see any survey responses. Why?** 
 
 Either survey data is not uploaded for your organization, or the minimum privacy threshold is not met. The privacy threshold is not met if any of the following apply: 
 
@@ -551,7 +554,7 @@ Either survey data is not uploaded for your organization, or the minimum privacy
 
 * The number of responses classified as favorable, neutral, or unfavorable for any given question is less than the minimum group size. 
 
-**Q6. Who is considered a Copilot licensed employee?**
+**Q7. Who is considered a Copilot licensed employee?**
 Any employee who has been assigned a Copilot license, including the following service plans:
 
 * Microsoft 365 Copilot in Productivity Apps
@@ -560,28 +563,28 @@ Any employee who has been assigned a Copilot license, including the following se
 * Business Chat (work)
 * Intelligent Search
 
-**Q7. After I assign new Viva Insights or Copilot licenses for the first time, how long will it take for the Copilot Dashboard to turn on with the data?**
+**Q8. After I assign new Viva Insights or Copilot licenses for the first time, how long will it take for the Copilot Dashboard to turn on with the data?**
 To start data processing, you'll need to assign at least 10 Viva Insights licenses or at least 50 Copilot licenses. Once you do that, the process could take up to a week.
 
-**Q8. After the dashboard is turned on with the data, if I subsequently assign *new* Copilot licenses, how long will it take for the new data to reflect in the dashboard?**
+**Q9. After the dashboard is turned on with the data, if I subsequently assign *new* Copilot licenses, how long will it take for the new data to reflect in the dashboard?**
 Once you assign a new Copilot license to your employees, it will take up to two weeks to update and include the employees with the new assigned license.
 
-**Q9. If I assign new Copilot licenses to people, when will I see their data in the dashboard?**
+**Q10. If I assign new Copilot licenses to people, when will I see their data in the dashboard?**
 Once you assign a new Copilot license to your employees, it will take up to one week to update and include the employees with the new assigned license.
 
-**Q10. If I reassign Copilot licenses to different employees who did not previously have Copilot licenses, how does that impact the measured group on each page of the dashboard?**
+**Q11. If I reassign Copilot licenses to different employees who did not previously have Copilot licenses, how does that impact the measured group on each page of the dashboard?**
 The measured period includes all employees who were enabled for Copilot at any point during that time period. This means that employees who had a license that was reassigned will still be included in the metrics. 
 
-**Q11. If I don’t assign any new licenses, when and how often does the dashboard data update?**
+**Q12. If I don’t assign any new licenses, when and how often does the dashboard data update?**
 The dashboard refreshes with updated data every Tuesday.
 
-**Q12. What can enabled users see in the dashboard?**
+**Q13. What can enabled users see in the dashboard?**
 The dashboard’s advanced features provide more granular views of Copilot adoption, usage patterns, user sentiment, and return on investment across groups, functional roles, and more. Business leaders who have a Viva Insights license and access to the dashboard can apply filters and group the Copilot adoption and impact metrics by organizational attributes such as organization and job function. And, Viva Insights analysts can create custom reports based on these metrics.
 
-**Q13. How often is the default-on enablement updated?**
+**Q14. How often is the default-on enablement updated?**
 To capture organizational changes, we refresh the default-on enablement on a weekly basis.
 
-**Q14. If a user is removed, will the default-on enablement refresh impact their access settings?**
+**Q15. If a user is removed, will the default-on enablement refresh impact their access settings?**
 No. Once an admin disables a user, that setting is permanent until the admin adds the user back. In the Microsoft 365 admin center, the admin can view a list of who has been disabled in the Deleted tab.
 
 ### Missing data