Close OKRs with Viva Goals
At the end of your OKR time period, use Microsoft Viva Goals to close, score, and comment on your progress.
Close an OKR or Initiative
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Navigate to the My OKRs tab.
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Hover over the desired Key Result or Initiative and select the More Actions ellipsis > Close.
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Update the Metric, Status, Score, and add a Closing note.
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Select Close to save.
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Repeat this process to close additional key results. Results will roll up and affect the progress of the parent objective.
Tips:
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When the deadline for an OKR has been reached, but the work is required to reach your goals, you can continue the work into your next time period.
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In the Close objective panel, select Yes under Continue working on this in another time.
A note about scoring
At the end of the relevant OKR time period, you will close your key results and score them based on the progress made. The scoring range is 0 – 1, with 0.7 - 0.9 being considered successful. Add comments on what went well, what you learned, and what can be done better next time.
Thoughts to consider as you determine a score include, “What did we learn from this?”, “How can we improve next time?” and “How do we build on this work?”.
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