Microsoft Viva Engage to deploymen in the cloud

Microsoft Viva
Microsoft Viva Workshop
Delivery guide

Document purpose
Purpose
The purpose of this document is to provide the technical and engagement delivery resource(s)
with an overview of the tasks and content required to deliver the Microsoft Viva Workshop.
This includes prescriptive guidance regarding core activities required to effectively land scenarios
with business decision makers. Ideally, you will come to agreement with the customer on a
targeted approach for follow-on delivery and implementation of the plan as a specific
engagement, adding on higher margin services.
Assumptions
As a facilitator preparing to deliver a Microsoft Viva Workshop, the document assumes that you
have the required Microsoft Viva knowledge practice to create/update the required deliverables
with current content and to effectively discuss planning for a Microsoft Viva deployment.
Audience
The document is intended to be used by Microsoft partners with skillsets and practices in
employee experience and change management where the consultant delivering the Microsoft
Viva Workshop can use this to become familiar with the delivery. Please do not distribute to
the customer.

Table of
Contents
1. Microsoft Viva Workshop summary
2. Planning your customer engagement
3. Conduct the engagement
4. Workshop module delivery instruction
s
5. Immersive experiences
6. Funding and Nomination Process
7. Resources

Microsoft Viva
Workshop
summary
Return to Table of Contents

Why deliver a Microsoft Viva Workshop?
Show your customers the value
of Viva, increasing their intent
to purchase Viva Suite licensing
Discover your customers’ unique
employee experience challenges
and translate them into scenarios
that you can address
Develop a plan to deploy Viva that
effectively meets customer
requirements. Sell your
deployment and managed services

Workshop objectives
Envisioning the possibilities and efficiently realize customer opportunities
Effectively showcase the Value of Microsoft Viva, influencing the customer’s intent
to purchase Viva Suite licensing
Provide recommendations to address customer needs for employee experience
Plan for proof of concept or deployment along with advisory or adoption services

Microsoft Viva Workshops
Microsoft Viva
A three-phase engagement that provides an overview
of the Art of the Possible, and deep dives across the
Viva Suite with Goals, Topics, Connections & Engage,
or Learning.
Microsoft Viva Insights
A three-phase engagement that provides an overview
of the Art of the Possible, and a deep dive into
Viva Insights.
Assess
• Gather information on key business
scenarios and customer’s employee
experience maturity
• Define scope
• Identify business stakeholders
• Introduce Microsoft Viva
Art of the Possible
• Microsoft Viva overview with selected
pathways
• Showcase employee experience
transformation and dive deep into each
module
• Demos and immersive experiences
Build the Plan
• Prioritize customer’s top employee experience
use cases and scenarios
• Build a plan and define next steps to improve
employee experience with Microsoft Viva
• Adoption and Change Management
Approach

Core
Assess
 Pre-Engagement Kick-Off 30 min
 Pre-Engagement Questionnaire
 [Optional] Bersin Assessment
Art of the Possible
 Art of the Possible Kick-Off 15 min
 Viva Suite Interactive Overview 60 min
Build the Plan
 Build the Plan Kick-Off 15 min
 Use Case & Scenario Discovery 120-240 min
 [Optional] Adoption & Change
Management
45 min
 [Optional] Value Calculator
 Report and Recommendations 60 min
Pathways
(at
least
2
required)
Viva Goals
 Build a more focused,
aligned culture with Viva
Goals
45
min
 Dive deep into OKRs,
Viva Goals Integrations
and Reporting
45
min
Viva Topics
 Put Knowledge to Work
with Viva Topics
45 min
 [Optional] Turn Content
into Knowledge
with SharePoint Syntex
30 min
Viva Learning
 Accelerate Skilling and
Growth with Viva
Learning
60 min
Viva Connections &
Engage
 Drive Employee Engagement
with Viva Connections
45 min
 Connections Dashboard 30 min
 Build community and spark
engagement with Viva
Engage
45 min
Select any two pathways

Core
Assess
Pre-Engagement Kick-Off
Pre-Engagement Questionnaire
[Optional] Bersin Assessment
Goal: The Assess phase introduces you and your customer to the workshop and
builds the Art of the Possible phase.
Scope: Complete the Pre-Engagement Questionnaire and Bersin Assessment to
learn more about your customer’s employee experience maturity.
Brief overview of the workshop structure and outcomes.
Determine which of the workshop pathways your customer would like to explore.

Pre-Engagement
Activities
Identify key business decision maker stakeholders.
Gather information about customer environment.
Use the Bersin Assessment where possible.
Research customer challenges and opportunities.
Present the Pre-Engagement Kick-Off.
Select the Art of the Possible pathways.
Prepare for the Art of the Possible.
Assess

Microsoft Viva Workshop agenda
Assess phase modules
Category Session Description Outcome Customer attendees Time
Assess phase
Pre-Engagement Kick-
Off
This session covers what
each upcoming
workshop session will
entail and sets
expectations with the
customer for delivery
and agreed upon
outcomes.
To level set expectations for the
workshop and set clear objectives.
Provides the customer an overview of all
the included content in order to be able
to select the relevant materials to
include in the Art of the Possible.
Project executive
Sponsor
Project Manager
30 minutes
Pre-Engagement
Questionnaire
This questionnaire is
geared to understand
customer’s tenant
environment and specific
employee experience
priorities and pain points
Customer fills out the pre-questionnaire
ITDM
BDM
LOB
30 minutes
[Optional] Bersin
Assessment
An assessment to help
organizations examine
their Employee
Experience maturity with
tailored
recommendations to
improve
Customer fills out the Bersin Assessment
and partner provides a summary/dives
into the results with customer.
CxO
BDM
30 minutes

Core
Art of the Possible
Art of the Possible Kick-Off
Viva Suite Interactive Overview
Goal: Showcase modern employee
experience capabilities made possible with
Microsoft Viva by leveraging pitch and
Demo content
Scope: The “Art of the Possible” for
Microsoft Viva is a combination of
presentations and demos that will educate
and excite your customer’s organization on
key Viva capabilities and uncover business
use cases and priorities.
We will achieve this in the
following sessions:
Viva Suite Interactive Overview
Your selected pathways
Hands-on or virtual immersive
experiences across:
• Viva Goals
• Viva Topics
• Viva Connections& Engage
• Viva Learning

Core modules
Session Description Outcome Customer attendees Time
Art of the
Possible
Art of the Possible
Kick-Off
This session will begin the Art of the
Possible portion of the workshop. Required
sessions as well as the agreed optional
sessions will be listed here.
Set the agenda and schedule for the
Art of the Possible phase.
Exec Sponsor
Project Manager
Employee Experience Team
15 minutes
Viva Suite
Interactive
Overview
This session will provide a full overview of
the available Viva apps (Goals, Topics,
Connections, Engage, Learning and
Insights) to set the stage for the workshop.
Create the vision for how Microsoft
Viva can benefit the customer.
Exec Sponsor
Project Manager
LOB leaders
BDM(s)
CHRO
CLO
ITDMs
60 minutes

Goals Pathway
Goals
Create a purpose-
driven culture with
Viva Goals
L100 introduction to OKRs & Viva
Goals
Understand the importance of
aligning organizations to a common
strategy leveraging OKR methodology
and Viva Goals
Project Manager
PMO Lead
Learning Team
Agile or Project Management IT
Leads
45 mins
Deep dive into
OKRs, Viva Goals
Integrations and
Reporting
L200 dive into Viva Goals capabilities,
integrations, reports and advanced
OKR best practices
Learn about OKR building best
practices and the unique capabilities
and integration possibilities made
available in Viva Goals
Project Manager
PMO Lead
Learning Team
Agile or Project Management IT
Leads
45 mins

Topics Pathway
Topics
Put Knowledge to
Work with Viva
Topics
Overview of scenarios and
productivity challenges addressed by
Viva Topics capabilities
Set the agenda and schedule for the
Art of the Possible phase.
Project manager
Exec Sponsor
LOB leaders
Knowledge Management team
IT Pro / SPO admin
45 minutes
Turn Content into
Knowledge with
SharePoint Syntex*
Overview of scenarios enabled by
SharePoint Syntex
Understand key building blocks of
SharePoint Syntex as it pertains to
automated extraction of metadata
Project manager
IT Pro / SPO admin
30 minutes
*Can only be delivered as a supplement if customer does “Put knowledge to work with Viva Topics.”

Connections & Engage Pathway
Connections
& Engage
Drive Employee
Engagement with
Viva Connections
Dive into how to drive employee
engagement and keep everyone
connected with Viva Connections.
Understanding of key scenarios
(Connection, Inclusion and
Inspiration) and how Connections
drives employee engagement
Project manager
Knowledge Management
team
IT pro / SPO admin
Corporate Comms
Intranet lead
45 minutes
Connections
Dashboard
A closer look at what‘s possible with the
Viva Connections Dashboard, including
build-in cards, Microsoft Teams apps,
custom adaptive card extensions, and use
cases.
Understanding of how Connections
can be customized with dashboard
cards to fit unique business scenarios
and employee needs
Project manager
Knowledge Management
team
IT pro / SPO admin
Corporate Comms
Intranet lead
Developers
30 minutes
Build community
and spark
engagement with
Viva Engage
Introduce Microsoft Viva Engage and
explore how it connects people,
strengthens relationships across work silos,
accelerates knowledge discovery and
collaboration, and empowers everyone to
express themselves and find belonging at
work.
Understanding of how to drive
connection and community with Viva
Engage
Project Manager
IT Pro / SPO Admin
Corporate Comms
Yammer/Engage admin
45 minutes

Learning Pathway
Learning
Accelerate Skilling
and Growth with
Viva Learning
This session will provide an overview of the
capabilities available with Viva Learning
and demonstrate the power of
aggregating your Learning Management
Systems within the flow of work
Understanding of opportunities
made possible with Viva Learning by
bringing learning into the flow of
work
Project manager
IT pro / SPO admin
Learning team
HR lead
60 mins

Build the Plan
Core
Build the Plan Kick-Off
Use Case & Scenario Discovery
[Optional] Adoption & Change
Management
[Optional] Value Calculator
Report and Recommendations
Goal: Build a plan for how to transform
employee experience with Microsoft Viva in
your customer’s organization
Scope: Following the “Art of the Possible”
we will summarize and prioritize relevant
use cases surfaced by your customer’s
Business Decision Makers and document
next steps to implement a Proof of Concept
or deployment. We recommend calculating
your customer’s unique ROI by leveraging
the Value Calculator.
We will achieve this in the
following sessions:
An understanding of your current
needs and next steps for deploying
Microsoft Viva in your organization.
• Use Case and Scenario Discovery
• Adoption and Change Management
• Value Calculator Output
• Document next steps (acquire licenses,
POC, implementation, ACM)

Build the Plan
Microsoft Viva planning
Identify and prioritize scenarios based on customer’s
pain points.
Discover personas and map them to customer’s
business challenges.
Discuss next steps and recommendations based on
top prioritized scenarios.
Deliver an overall plan for a final solution POC.
Provide guidance on deployment and adoption
framework of the solution.

Build the Plan
Build the Plan
Build the Plan Kick-
Off
This session covers what each upcoming
session will entail and sets expectations with
the customer for delivery and agreed upon
outcomes.
Begin the Build the Plan phase of the
workshop.
Project manager
BDMs
ITDMs
15 minutes
Use Case and
Scenario Discovery
Deep dive into customer‘s challenges and
key business scenarios through an interactive
mapping activity.
Plan a minimum of one hour per Viva app
pathway discussed.
Identify and prioritize one or more
scenarios based on customers paint
points.
Project manager
Exec sponsor
BDM(s)
CHRO or HR leaders
Corporate Comms
Intranet lead
Learning team
Project Management or
Strategy Leads
Other Line of Business leads
120 - 240
minutes
[Optional] Adoption
and Change
Management
Discuss the approach that will best suit the
customer for communication and awareness
along with discussing user training
preferences. Optionally, discuss the
importance of building support with a
champions network.
Information gathered to build a
communication and awareness plan
along with a training plan. Optionally,
create a champions network plan.
Project manager
BDM(s)
CHRO or HR leaders
ACM Team
45 minutes
[Optional] Value
Calculator
The Value Calculator allows you to complete
an ROI analysis for a customer specific
business case scenario to calculate its costs
and benefits
Partner will complete the Value
Calculator analysis based on
customer‘s current environment,
licenses, deployment schedule.
Exec Sponsor
BDMs
Report and
Delivery of the plan for a solution POC/Pilot.
Required next steps identification and action
Documented result of the workshop,
including implementation guidance
and next steps as discussed All project team 60 minutes

Out of scope
Technical designs or implementations
The “Build the Plan” phase includes envisioning and
prioritization of scenarios and recommendations for
additional engagements but should not turn into a deep
technical design discussion.
Pilots or labs
Demos will be conducted during the “Art of the Possible”
sessions, but Pilots and/or labs must be conducted as
separate engagements. This is an opportunity to sell your
customer on additional services.

Microsoft Viva Workshop: Timeline
Pre-Engagement
Assess
Pre-Engagement Kick-Off
Include:
• Executive sponsor
• Business stakeholders
• IT stakeholders
Complete Pre-Engagement
Questionnaire and Bersin
Assessment
Logistics: Virtual or onsite
delivery
• Where and when and how to meet
• Teams Meeting links are set up
• Hospitality (food, room, etc.)
Art of the Possible
Art of the Possible
• Kick-Off presentation
• Microsoft Viva Interactive Overview
• Selected pathways (must choose at least 2)
• Viva Goals
• Viva Topics
• Viva Connections & Engage
• Viva Learning
Immersive Experiences and demos
Build the Plan
Build the Plan Sessions
• Identify customer’s unique use cases &
scenarios, prioritizing them in preparation
for identifying next steps
• Review Adoption & Change Management
practices
• Deliver Value Calculator results
Create Report and Recommendations
PPT
• Showcase next steps to work with
customer on proof of concept or
deployment
• Attach consulting services and offers to
deliver on prioritized business use-case
scenarios

Planning your
customer
engagement

1
Engagement checklist
2 3 4 5
Customer
nomination
 Confirm customer eligibility
 Confirm partner eligibility
 Nominate the customer
 Share relevant workshop
sales & marketing materials
to the customer (e-mailer,
one-sliders or sales
presentation)
 Customer workshop
confirmation
Planning
 Confirm your technical skills
and certification
requirements are met to
deliver the workshop
 Review engagement scope
and deliverables
 Prepare the Pre-Engagement
Questionnaire
 Prepare and plan the
customer Pre-Engagement
meeting.
 Confirm availability of 3+
customer BDMs & ITDMs for
attendance
Assess
 Complete the Pre-
Engagement Kick-Off
meeting
 Customer completed Pre-
Engagement Questionnaire
 [Recommended] Have
customer complete the Bersin
Assessment to understand
the current state of Employee
Experience
 Customer selects which Viva
Module pathways they’d like
to see
 Build the Art of the Possible
agenda
Art of the Possible
 Complete the Art of the
Possible Kick-Off meeting
 Complete presentations of
the core (required) Art of the
Possible modules
 Complete presentations of
the chosen Viva modules
 Deliver immersive
experiences and guided
demos
Build the Plan
 Complete the Build the Plan
Kick-Off meeting
 Collaborate with customer
BDMs to identify and
prioritize EXP use cases
 [Recommended] Present Value
Calculator output to
customer
 Complete the Report and
Recommendations document
 Present your findings to the
customer
 Submit proof of execution
 Complete partner and
customer satisfaction surveys
 Follow up with the customer
post engagement

Prerequisites to deliver the Microsoft Viva workshop
Co-Sell Readiness
To deliver the Workshop, you must be co-sell ready with one or
more Microsoft Viva Consulting Service Offers published to
AppSource. Learn how to become co-sell ready for Viva at
https://aka.ms/vivapartner
Technical skill requirements
To deliver the Workshop, we recommend that the engagement
delivery consultant(s) and architect(s) have the baseline skills listed
in the table to the right.
It is highly recommended the consultant has directly delivered
Employee Experience, Adoption, SharePoint online, Knowledge
Discovery and/or Microsoft Teams projects prior to this workshop.
Additionally, the consultant must be fully aware of the provided
content for proper and efficient delivery.
Certification requirements
A Microsoft Viva certification currently does not exist for partners,
but we highly recommend partners take and pass our Partner
Business and Technical Assessments
Product Required skills
Primary
technical
skills
Strong understanding of the Viva modules and the current Viva
roadmap
Complete the Viva Technical Bootcamp for Partners available at
Viva Partner Learning Path
Take the Microsoft Viva Partner Business and Technical
Assessments
Intermediate understanding of Microsoft 365, Power BI, Viva
platform capabilities
Prior design and implementation experience with Microsoft
SharePoint Online and Teams
Facilitator
soft skills
Experience speaking to business decision makers about
employee experience, well-being, communication strategies,
learning and knowledge management
Industry knowledge or specific business process knowledge
relative to the customer engagement
Experience translating technical to business needs and vice
versa
Familiarity with Adoption and Change Management as well as
Employee Experience and Wellbeing trends
Learn how to deliver the workshop at
https://aka.ms/workshopreadiness

Engagement scope and deliverable
Engagement scope
The scope of the Microsoft Viva Workshop is to build intent
for the customer (to purchase licenses or adopt) by
demonstrating the capabilities Microsoft Viva, identifying and
prioritizing use cases important to the customer, and
recommending a plan for the customer to adopt one or more
components of Microsoft Viva to improve upon the customer’s
uniquely prioritized use cases.
The objective is to jointly create a customized, prioritized, and
actionable deployment plan to enable employee experience
with Microsoft Viva.
Engagement deliverable
The final deliverable is a customized document that includes
the findings and recommendations for enabling and deploying
Microsoft Viva with a clear deployment and adoption
framework, next steps, and actions.
Deliverable,
work product
Description Delivery
Report and
recommendation
s
Final deliverable to the customer
including next steps to invest in
Microsoft Viva and run a proof of
concept or deployment, with a
clear adoption framework, next
steps, and actions.
Within 2 days of
workshop
completion

Planning the engagement timeline
Planning the Microsoft Viva Workshop involves
gathering information from the customer, assembling
content, and planning the timeline.
Adequate knowledge of the customer’s short and long-
term goals, employee experience scenarios, and proper
planning will help make for a successful engagement.
This section provides guidance to gather information
and prepare the required deliverables.
Suggested Pre-Engagement timeline
The planning phase suggested timeline is presented here
for guidance.
Activity Suggested timeline
Email customer the Viva Workshop
Pre-Engagement Questionnaire and
Bersin Assessment
T-2 weeks
Review Pre-Engagement
Questionnaire, Bersin Assessment
results, and formulate plan
T-1 week
Prepare slide decks and required
documentation
T-1 week
Practice presentations T-1 week
Deliver workshop T-0 week

Pre-Engagement Questionnaire
After your customer has confirmed and you’ve set a date for the
workshop, there are a few prerequisites to help ensure a successful
engagement.
The Pre-Engagement Questionnaire
The pre-engagement questionnaire will help you understand the customer’s
employee experience maturity levels which will help you prepare workshop
materials for their unique needs. We recommend asking a BDM or HR
stakeholder to answer the Questionnaire/Assessment.
The questionnaire should be delivered to the customer either during or after
the Pre-Engagement Kick-Off meeting and should be completed by the
customer several days in advance of the engagement. In addition, prior to
sending the questionnaire to the customer, the partner consultant should
customize the questions based on the information obtained from the Pre-
Engagement call. We require certain answers from the Pre-Engagement
Questionnaire to be submitted in the final Report and
Recommendations/POE.

Bersin assessment
Objective
Spark interest, consideration and prioritization of EX technology investments by
offering customers an online assessment to evaluate their current Employee
Experience practice, using a maturity model and industry research conducted by
Bersin.
Outcomes
 Helps customers assesses their EX-practice by ranking them compared to industry
peers and sharing approaches industry leaders have taken to address their key
strengths or gaps
 Enables sellers to discuss a customer’s priorities and objectives and how Microsoft
Technologies can help to address them
 Conversation starter with BDM contacts outside of IT (i.e. CHRO, CEO, Dept BDM)
Assessment Tool details
Created by The Josh Bersin Company (HR consultancy and thought leader) in
collaboration with Microsoft
10 min online survey with direct option to download the report (PDF)
Partner Call to Action: Point customers to aka.ms/BersinAssessment and ask
customer to share their results (PDF document) for further conversations

The Pre-Engagement Kick-Off meeting
This meeting helps you to introduce the Pre-Engagement
Questionnaire and set expectations and logistics for the onsite or
virtual workshop.
The meeting also acts as a workshop introduction, which helps you to
become familiar with the customer sponsor or sponsors for the
engagement.
The meeting enables the customer to schedule the appropriate
people to attend specific sessions during the workshop. There should
be a range of stakeholders from business decision makers to technical
leads, based on which Microsoft Viva modules will be discussed.
It is critical to the success of this engagement to get a range of
viewpoints involved. Ensure that the customer has chosen a time
where the attendees’ schedules are clear so they can maximize the
benefit of the engagement.
Onsite delivery
Make sure the customer can provide a meeting area
with a whiteboard and larger display or projector so
everyone can see the presentation and
demonstration.
Virtual delivery
Make sure you schedule a meeting in advance, have
good internet connectivity and are prepared for the
remote delivery of the immersive experience and all
sessions.

Who should attend Microsoft Viva workshops:
For the best experience and
impact, both key Business
Decision Makers and IT Pros
should be in attendance.
We recommend at least
three (3) individuals attend
for an inclusive and
thorough conversation
around your employee
experience goals and
scenarios.
Line of Business Leaders
(HR, Ops, Corporate
Comms)
Digital Transformation &
Employee Experience Leads
Learning & Knowledge Officers
Business Decision Makers
(CxOs)/ Innovation
Leaders
IT Pros &
Decision Makers

Identify and engage appropriate roles
Its important to Identify and engage appropriate roles for each phase of the Microsoft Viva Workshop
to understand customer business priorities and focus on scenarios that drive positive change in the
employee experience by leveraging the Viva platform.
To receive funding, you must have 3 or more customer attendees, inclusive of Business & IT
stakeholders.
We recommend the following customer roles to attend this workshop:
Project Executive Sponsor who can sign off on proposed scenarios and adoption/deployment plans
Senior Business Decision Makers (BDMs) concerned about employee experience:
 HR Leaders or sponsors
 Learning development team
 Corporate Communications
 Knowledge Management
 Project Management or Strategy Office
 Digital Transformation / Employee Experience Leads
 Line of Business Leaders
IT Leads or ITDMs to provide technical, security, and governance guidance
Project Manager/Coordinator to provide overall engagement project management tasks

Construct Pre-Engagement
Kick-Off agenda
You can modify the agenda used for the customer-
facing Pre-Engagement meeting. This offering’s basic
requirements should be documented along with any
identified risks.
Construct agenda
You will create a delivery agenda in consultation with
the customer. This workshop can be customized per
customer requirements. You must plan the activities
decided within the engagement timeframe and share
the agenda with the customer in advance.
To the right is a sample schedule for a Microsoft Viva
Pre-Engagement call. It is designed to be a starting
point, please modify as necessary.
Review the Pre-Engagement Kick-Off PowerPoint presentation provided and
utilize it as a template for running this meeting or create your own version.
Sample agenda
Time Topic
10:00 a.m. – 10:10
a.m.
Introductions
10:10 a.m. – 10:25
a.m.
Pre-Engagement Questionnaire and Bersin Assessment
review
10:25 a.m. – 10:45
a.m.
Finalize agenda Items for the presentation portion of
the engagement
10:45 a.m. – 11:00
a.m.
Logistics, stakeholder register, room requirements,
projector, Internet access, lab requirements, tools to be
run, etc.

Recommended best practices to prepare for all sessions
This section provides a summary of recommended practices for you to consider before
you customize and deliver the engagements.
Develop a workshop agenda before
customizing your presentation based on the
customer feedback from the Pre-Engagement
conference call and work with the customer to
establish workshop session length and timing.
Ensure the right audience is in the workshop
as the business stakeholders will have the use
cases that are most important to the success
of the workshop and the right priorities for
the customer deployment framework.
Microsoft Viva is an employee experience
platform, so it’s important to include business
leaders or HR who have interest
Maintain visual consistency in all PowerPoint
presentations and deliverables. If you modify
existing slides or add slides from other
presentations, be sure to follow a template design
and use graphical elements that complement the
existing slides. Maintain overall consistency among
presentation content to deliver a seamless,
convincing presentation. Apply the same principles
to all template documents.
Switch to Notes Page view. The PowerPoint
presentations include presenter notes that help
you to prepare and deliver each slide. Switch to
the “Notes Page” view (by clicking “View” and
then clicking “Notes Page”) to read the notes
before you deliver the presentation. You may
also want to print the notes pages as a quick
reference guide. (Some Notes pages are
extensive. You can use the “Publish” feature of
Word to see the content in handout format.)
Unhide supporting slides. Additional slides
are included in a hidden state by default.
When you move slides into the main section
of the deck, be sure to unhide each slide. To
do this quickly, switch to “Slide Sorter” view
(click the “View” menu, then click “Slide
Sorter”) and review all slides where the slide
number appears inside a crossed-out box.
Right-click a slide and select “Hide Slide” to
toggle the Hide property on
and off.
Plan for presentation flexibility. Do not delete
slides that you do not plan to present. If you hide
them or move them to the end, you maintain
flexibility to deal with unplanned topics. By using
the slide navigation capabilities built into
PowerPoint, you can easily jump to unplanned
slides and continue a dynamic conversation.

Creating the Report and
Recommendations report
The output of the Microsoft Viva Workshop provides you
with a summary of the customer’s most important use
cases and scenarios, as well as deployment plan with next
steps expand usage and adoption of Microsoft Viva. Next
steps often include license acquisition, proof of concept,
pilot, or full deployment with adoption services.
The Report and Recommendations deck will be used as the
final readout of the workshop to your customer, and you
will submit it to Microsoft as Proof of Execution to become
eligible for MCI Incentive payment.
Expected deliverable
The final deliverable is a customized document that
includes the findings and recommendations for enabling
and deploying Microsoft Viva with a clear deployment
framework, next steps, and actions.
Deliverable, work
product
Description Delivery
Report and
Recommendation
s
Final deliverable to the
customer including delivery of
the plan for enabling and
deploying Microsoft Viva with
a clear deployment
framework, next steps and
actions.
Within 2 days of
workshop
completion

Conduct the
engagement

Build the Art of the Possible with core
modules and optional pathways
The Art of the Possible consists of:
Core (required) modules: These must be
completed as part of the workshop.
Optional modules and pathways: These are
selected and agreed with the customer in the
workshop Pre-Engagement meeting. The
customer must select at least two (2)
pathways to proceed with the engagement.
The workshop pathways allow you to cover
deeper content about Viva Goals, Viva Topics,
Viva Connections & Engage, and Viva
Learning.
The workshop pathways allow the Art of the Possible to be customized to
customer’s requirements, based on where they are in their employee experience
journey, and areas in which they would like to learn more.

Pathway options
Four Microsoft Viva pathways are available for you to present to your customer. Work with the customer to chose two or more (ideally, all
four) to assist with envisioning and scenario discovery. Please factor the time requirements for each module into the Art of the Possible phase.
Choose two or more of the available pathways listed below:
Viva Goals Viva Topics Viva Learning Viva
Connections &
Engage

The Full Workshop allows a customer to learn more about Viva Goals, Viva Topics, Viva
Connections & Engage, and Viva Learning.
All Content
Session list
Core (75 minutes)
• Art of the Possible Kick-Off
• Viva Suite Interactive Overview
All pathways (5.75 hours)
• Build a more focused, aligned culture with Viva Goals
• Deep dive into OKR Best Practices & Viva Goals Advanced
Configuration
• Put Knowledge to Work with Viva Topics
• Turn Content into Knowledge with SharePoint Syntex
• Drive Employee Engagement with Viva Connections
• Connections Dashboard
• Build community and spark engagement with Viva Engage
• Accelerate Skilling and Growth with Viva Learning
• Use the Microsoft Viva Partner Experience to show live
demonstrations of each Viva module
Build the Plan (6 hours)
• Build the Plan Kick-Off
• Use Case & Scenario Discovery
• Adoption & Change Management
• Value Calculator Results
• Report & Recommendations
Total workshop suggested duration – 13.5 hours
Assess (30 minutes) + Full Art of the Possible Delivery (420 minutes) + Build the
Plan (360 minutes) = 13.5 hours

Microsoft Viva Workshop: Sample schedule
The following slides contain a sample schedule for the Microsoft Viva Workshop. Please customize
the schedule as necessary for your customer based on information from the Pre-Engagement
Questionnaire, Pre-Engagement meeting, and the Viva pathways chosen by the customer from the
Microsoft Viva Pre-Engagement Kick-Off session in the Assess phase. Remember, you must
complete at least two Viva pathways with the customer to qualify for funding.
Please note, the sample agenda provided here is a daily view of the Art of the Possible and Build
the Plan schedule. You should customize the agenda template, workshop durations, and optional
modules in the Art of the Possible phase and send that to the customer.
Keep in mind that this workshop is intended to be interactive. Some topics will be of great
interest to the customer and will require significant time in whiteboarding and discussions.
The following table shows suggested timeframes for this three-day offering, but the engagement
can be spread across a number of days.
The schedule will be customized by the delivery consultant based on the outputs from Pre-Engagement call and Kick-Off session.

Example agenda: Full Microsoft Viva Workshop
Day 1: Overview (5.25 hours with lunch/break)
Time Session Description Outcome Duration
9:00 AM – 9:15 AM Art of the Possible Kick-Off
This session will begin the Art of the Possible portion of the
workshop. Required sessions as well as the agreed optional sessions
will be listed here.
Set the agenda and schedule for the Art of the Possible phase. 15 mins
9:15 AM – 10:15 AM
Microsoft Viva Interactive
Overview
This session will provide a full overview of the four Viva modules
(Topics, Connections, Engage, Learning and Insights) to set the stage
for the workshop.
Create the vision for how Microsoft Viva can benefit the customer. 60 mins
10:15 AM – 10:30 AM BREAK 15 mins
10:30 AM – 11:15 AM
Create a purpose-driven culture
with Viva Goals
The Create a purpose-driven culture with Viva Goals session
provides an overview of current state of workplace and the need for
Viva Goals along with a high-level overview of what OKRs are
Basic understanding of OKRs and Viva Goals 45 mins
11:15 AM – 12:00 PM
Dive deep into OKRs, Viva Goals
Integrations and Reporting
This session is a deep dive into OKR Methodology covering how to
write good OKRs, common pitfalls and OKR best practices.
It also provides an overview on key Viva Goals features such as
Deeper understanding into OKR methodology and the integrations
and reporting capabilities possible with Viva Goals
45 mins
12:00 PM – 1:00 PM LUNCH 60 mins
1:00 PM – 1:45 PM
Put Knowledge to Work with
Viva Topics
Overview of scenarios and productivity challenges addressed by
Viva Topics capabilities
Understand key building blocks of Viva Topics as it pertains to
discovery of content and expertise.
45 mins
1:45 PM – 2:15 PM
Turn Content
into Knowledge
with SharePoint Syntex
Overview of scenarios enabled by SharePoint Syntex
Understand key building blocks of SharePoint Syntex as it pertains
to automated extraction of metadata.
30 mins
5.25 hours
(4 content)
Exam
ple

9:00 AM – 9:45 AM
Drive Employee Engagement
with Viva Connections
Learn how Viva Connections can inspire meaningful connections by
enabling employees to easily discover relevant communications,
communities and tools.
Understand the capabilities of Viva Connections and how it drives
employee engagement as it pertains to Connection, Inclusion and
Inspiration.
45 mins
9:45 AM – 10:15 AM
Employee Dashboard and Use
Cases
Overview of employee dashboard and learn how tiles can be
created or customized for your organization.
Understand how the dashboard can be customized with business
specific applications and resources.
30 mins
10:15 AM – 11:00 AM
Build community and spark
engagement with Viva Engage
Introduce Microsoft Viva Engage and explore how it connects
people, strengthens relationships across work silos, accelerates
knowledge discovery and collaboration, and empowers everyone to
express themselves and find belonging at work.
Understanding of how to drive connection and community with
Viva Engage 45 mins
11:00 AM – 11:15 AM Break 15 mins
11:15 AM – 12:15 PM
Accelerate Skilling and Growth
with Viva Learning
Foster a culture of learning by enabling employees to easily
discover, share, and engage with learning integrated into Microsoft
Teams.
Understand the capabilities of Viva Learning 60 mins
12:15 PM – 1:15 PM LUNCH 60 mins
1:15 PM – 1:30 PM
This session covers what each upcoming session will entail and sets
expectations with the customer for delivery and agreed upon
outcomes.
Begin the Build the Plan phase of the workshop.
15 mins
1:30 PM – 2:15 PM
Adoption and Change
Management
Discuss the approach that will best suit the customer for
communication and awareness along with discussing end-user
training preferences. Optionally, discuss the importance of building
support with a champions network.
Information gathered to build a communication and awareness plan
along with a training plan. Optionally, create a champions’ network
plan.
45 mins
5.25 hours
(4 content)
Exam
ple

9:00 AM – 11:00 AM
Use Case and Scenario
Discovery*
Interactive whiteboarding and brainstorming activity to dive into
customer scenarios, challenges and desired business outcomes that
will enable a customer to accelerate their adoption of the Viva Suite.
Plan for one hour of scenario discovery per Viva Module discussed.
Document and prioritize the different use cases and scenarios the
customer has in place.
2 hours
11:00 AM – 12:00 PM LUNCH 1 hour
12:00 PM – 2:00 PM
Use Case and Scenario
Discovery*
Interactive whiteboarding and brainstorming activity to dive into
customer scenarios, challenges and desired business outcomes that
will enable a customer to accelerate their adoption of the Viva Suite.
Plan for one hour of scenario discovery per Viva Module discussed.
Document and prioritize the different use cases and scenarios the
customer has in place.
2 hours
2:00 PM – 2:15 PM Break 15 mins
2:15 PM – 3:15 PM
Engagement close-out
This session brings together the scenario review with the
recommendation, to review the overarching implementation plan to
ensure success.
A findings and recommendations report which includes the
implementation guidance and next steps as discussed throughout
the workshop engagement.
1 hour
6.25 hours
(5 content)
Exam
ple
In this example, we have the full Use Case & Scenario Discovery activity left for day 3. You may also want to consider spending an hour or more performing this activity
immediately after each module presentation. For example, after delivering Viva Connections content, split into groups to identify and prioritize use cases specifically for
Viva Connections, while the content is fresh and top of mind.

Build the Plan
Following the “Art of the Possible” sessions,
you will continue to work with your
customer to identify unique use cases
and/or accelerators to realize a solution with
Microsoft Viva.
You will talk through relevant use cases with
the customer, address potential blockers and
challenges, and develop an actionable
implementation plan of the solution.
Use the Value Calculator to identify
customer’s ROI.
This will be achieved with the following
sessions which will allow you to understand
the customer’s current needs and next steps
for deploying Microsoft Viva for their
organization.
• Identify current challenges
• Narrow down challenges and map them to
personas
• Identify use cases and prioritize
• Define success criteria
• Discuss Adoption and Change Management
• Review Value Calculator Results
• Build a solution plan
The goal of the Build the Plan phase is to produce
the Report and Recommendations document which
is the output and deliverable for this workshop.

The Microsoft Viva Workshop has the
following deliverable:
Report and Recommendations - The
Microsoft Viva Workshop Report and
Recommendations PowerPoint presentation
is a mandatory deliverable and must be
completed at the end of the engagement.
It is the primary deliverable that records the
results from the engagement. The table here
highlights the required sections:
Required slides Purpose and comments
Pre-Engagement Questionnaire (slide 6) Detailed responses from Pre-Engagement
Questionnaire
Session participant record (slide 7) Who from the customer attended this presentation
Module Delivery (slide 8) Show which content you completed in the workshop
Customer Challenges (slide 10) Outline customer challenges identified during Use
Case & Scenario Discovery
Scenario results and prioritization
(slides 12-19)
Show which scenarios were identified and considered
top priority for the customer (used to determine next
steps)
Next steps (slide 21) Next steps and Actions that the partner will follow
post-engagement

Delivery completion
The Microsoft Viva Workshop is completed when you
conduct the final presentation. This presentation should
be attended by the business sponsor and the key
stakeholders with the following agenda:
 Review the project scope, goals, and discuss the workshop output
 Present Report and Recommendations with customer deployment
framework and next steps
 Gather feedback about the how the workshop was delivered
 Discuss next steps and other follow-up activities
 Have customer complete the workshop survey
The Report and Recommendations presentation, as well
as the other deliverables, should be handed to the
customer during this presentation.
Any working session summaries should be provided
within 1-2 days of completion of the engagement.

1
Recommended practices to prepare for all sessions
The order and structure
of the sessions are
designed to help you
work through the
employee experience
journey in a logical order
and build upon
preceding modules.
The length of time it
takes to work through
the sessions may be
variable but maintaining
the prescribed order is
imperative.
During the session,
make sure to reference
specific scenarios that
pertain to the customer
such as their
geographical regions,
main vertical, or other
items that differentiate
the company.
The customer will be
further engaged and
interested in the
discussion if they feel it
specifically applies to
them.
Emphasize discussions and
whiteboard diagramming
demonstrations to improve
the interaction with the
customer to understand any
of their current challenges
with employee experience and
wellbeing.
Visuals and stories are a
critical piece of the workshop.
The core portion of each
presentation can be used to
guide the conversation on a
specific topic. Experienced
presenters generally feel that
fewer slides and more
interaction with the audience
result in a higher-value
engagement.
To navigate quickly
through a deck, in
presentation mode, point
to the bottom-left corner
of the screen and right-
click the third button from
the left. On the menu that
appears, point to “Go to
Slide” and click the slide to
which you want to
navigate.
Each slide is represented
by the title of the slide.
The slide number in
parentheses indicates
hidden slides.
The sessions will allow
you access to customer
stakeholders and
technical resources.
Make sure you utilize the
time to establish yourself
and your organization as
trusted advisors.
2 3 4 5

Workshop module
delivery
instructions

Assess phase
sessions

Customer resources Partner resources
Preparation:
Delivery:
Summary:
Corem
odule
Pre-Engagement
Kick-Off
30 minutes
30 minutes
The Pre-Engagement Kick-Off typically is an online
meeting organized prior to the actual workshop
activities. During this online meeting, the partner
will introduce the customer to the Microsoft Viva
Workshop engagement, discuss the upcoming
activities, determine workshop participants, align
expectations, and establish timelines. At the end
of the Pre-Engagement Kick-Off, the customer will
be provided with the Viva Workshop pre-
questionnaire and is asked to respond to the
questions.
Project Lead
Project Manager
Service Owner
Microsoft Viva
Architect / Consultant
Objectives:
Objective for the Pre-Engagement Kick-Off is to provide an overview of the engagement
and agree on the scope, schedule and required resources, particularly the following:
• Introduce the team to the customer and set the stage for the project.
• Introduce the Microsoft Viva Workshop engagement.
• Describe and discuss upcoming activities.
• Align expectations and timelines.
• Identify workshop participants.
• Allocate resources.
• Discuss the engagement scope.
• Confirm information about the customer’s requirements.
Preparation:
Prior to delivering the Pre-Engagement Kick-Off, the partner resource leading the meeting will
need to familiarize themselves with:
• The overall format of the Microsoft Viva Workshop engagement.
• The customer and their organizational structure. Make sure you research any previous engagements
your organization has delivered to the customer.
• The customer’s goals and vision.
• The presentation contents.
• Potential use cases. One of the goals of the workshop is to identify a specific use cases for deep dive
during the workshop.
Deliverables:
The deliverables of the Pre-Engagement call are defined as:
• Confirmed schedule with attendee list for the engagement.
• Agreed date for the pre-questionnaire to be completed.
• Record any changes to engagement scope in accordance with your change management process.
• These deliverables will serve as input to the next steps.

Art of the Possible
sessions

Preparation:
Delivery:
Summary:
Corem
odule
Art of the Possible
Kick-Off
15 minutes
15 minutes
The session is intended to set the schedule and
attendance for the Art of the Possible portion of
the workshop. The agenda will be based on the
selections made by the customers in the Overview
session.
Project Lead
Project Manager
Service Owner
Microsoft Viva
Objectives:
Set the schedule and attendance of the Art of the Possible modules:
Confirm the scope of the Art of the Possible.
Confirm any resources required for the demos.
Create the meetings required for each sessions with:
• Appropriate attendees per session
• Any room or resources required per session
Align expectations and timelines.
Preparation:
Prior to delivering the Art of the Possible Kick-Off, the partner resource leading the meeting will
The overall engagement format of the Microsoft Viva Workshop.
The customer and their organizational structure. Make sure you research any previous engagements
The agreed upon agenda from the Overview session. This will help guide the conversation where the
customer has an interest.
The presentation contents.
Deliverables:
The deliverables of the Art of the Possible Kick-Off are defined as:
Confirmed schedule with attendee list for the engagement.
Record any changes to engagement scope in accordance with your change management process.
These deliverables will serve as input to the next steps.

Preparation:
Delivery:
Summary:
Corem
odule
Microsoft Viva
Interactive Overview
60 minutes
60 minutes
The Microsoft Viva Interactive Overview session is
designed to show the value proposition of the
Microsoft Viva Suite, including Viva Goals, Viva
Connections, Viva Topics, Viva Engage, Viva
Learning and Viva Insights. We discuss challenges,
obstacles, and the changing landscape of
employee experience. We show how the Viva
employee experience platform can solve those
challenges.
Project executive
BDM(s)
CHRO or HR leaders
CLO or Learning organization
IT / Data Analysis team
Microsoft Viva Architect /
Consultant
Objectives:
This session is intended to provide interactive overview of Microsoft Viva employee
experience platform that brings together communications, knowledge, learning,
resources, and insights. Powered by Microsoft 365 and experienced primarily through
Microsoft Teams, Viva fosters a culture where people and teams are empowered to be their
best from anywhere. The session breaks down into following sections:
Introduction to full Microsoft Viva Suite
The four areas of Employee Experience
1. Connection: Keep everyone informed, included and inspired
2. Insight: Improve productivity and wellbeing with actionable insights
3. Purpose: Align people’s work to team and organizational goals
4. Growth: Help employees learn, grow and succeed
A Day in the Life demo using Microsoft Viva
Preparation:
Prior to delivering the Microsoft Viva Interactive Overview presentation, the partner resource
leading the meeting will need to familiarize themselves with:
Read the relevant updates from the public roadmap.
Discover which area of the updates may change the content of the workshop and be prepared to talk
about those changes.
Deliverables:
The deliverables of the Microsoft Viva Suite Interactive Overview module are defined as:
Attaining a deeper understanding of the challenges your customer is facing with employee burn out,
wasting too much time to find right resources and expertise, lack of integrated learning resources for
employees etc.
Notes from this session should be used to illustrate certain features in the immersive experiences and
closer look at the modules.

Preparation:
Delivery:
Summary:
Corem
odule
Viva Topics
Put knowledge to work with Viva
Topics
60 minutes
45 minutes
The Put Knowledge to Work with Viva Topics
session is designed to show how Microsoft Viva
Topics helps people put knowledge to work, using
AI to surface expertise in the apps they use every
day. Viva Topics automatically organizes content
across apps and teams with built-in security and
compliance features.
Exec Sponsor, Project
Mgr, Architect,
Microsoft Viva
Objectives:
The session identifies the top knowledge sharing challenges, risks and how Microsoft Viva
Topics can help to solve these challenges. It also has click-through demo so customer can
visualize how to set up knowledge management in Microsoft 365 admin center. This
session sets the stage for the Build the Plan modules and is broken down into the
following areas:
Introduction
Knowledge study
Microsoft Viva Topics
Demo
Preparation:
Prior to delivering this presentation, the partner resource leading the meeting will need to
familiarize themselves with:
The overall engagement format of the Viva Workshop.
Deliverables:
The deliverables of the Viva Topics module are defined as:
Attaining a deeper understanding of the customer business challenges.
Notes about follow up items to be explored further during Build the Plan module.

Preparation:
Delivery:
Summary:
Corem
odule
Viva Topics
Turn content into knowledge with
SharePoint Syntex
45 minutes
30 minutes
The Turn Content into Knowledge with SharePoint
Syntex session is designed to show foundational
content management capabilities of SharePoint
and Managed Metadata Services, enable
automation through the Power Platform, and use
Microsoft Information Protection to securely label
and protect sensitive information. At the end, it
discusses a Topics and Syntex Better Together
story that SharePoint Syntex enriches content with
metadata, making it easier to turn that content
into knowledge for Microsoft Search and for Viva
Topics.
Mgr, Architect, Service
Owner
Microsoft Viva
Objectives:
The session highlights how SharePoint Syntex uses advanced AI and machine teaching to
amplify human expertise, automate content processing, and transform content into
knowledge. At the end, it shows the document how model creation flow works with
document understanding and form processing.
This session sets the stage for the Build the Plan modules and is broken down into the
following areas:
Why Syntex?
Content intelligent with SharePoint Syntex
Demo
Topics and Syntex Better Together
Preparation:
In order to deliver this session, you must first deliver “Put knowledge to work with Viva Topics”
The overall engagement format of the Viva Workshop
Deliverables:
Deeper understanding of the customer business challenges.

Preparation:
Delivery:
Summary:
Corem
odule
Viva Connections
Drive Employee Engagement with
Viva Connections
60 minutes
45 minutes
The Drive Employee Engagement with Viva
Connections session is designed to show how to
discover relevant communications by meaningful
connections across the organization, foster a
culture of inclusion, and align the entire
organization around the vision, mission, and
strategic priorities. The session has a number of
sample use cases that explains how Viva
Connections is driving employee engagement
throughout the organization.
Owner
Microsoft Viva
Objectives:
The session objective is to educate customers how Viva Connections can amplify culture
and communications within the organization by providing a modern management
experience designed to keep everyone engaged and informed.
following areas:
Driving Employee Engagement
Employee engagement scenarios
Preparation:
Deliverables:

Preparation:
Delivery:
Summary:
Corem
odule
Viva Connections
Connections Dashboard
45 minutes
30 minutes
The Connections Dashboard session is designed
to show how cards can be customized for various
needs across the organization. It has few example
use cases to show the power and flexibility of
customization. The session also talks at high level
about design considerations for cards and
leverage audience targeting feature to promote
cards to a particular group.
Owner
Microsoft Viva
Objectives:
The objective of this session is to inspire you with what’s possible with respect to
Connections Dashboard card capabilities. The session walks you through the card
templates and guides how to use audience targeting for specific group of users.
following areas:
What is Viva Connections Dashboard?
Design customized cards
Card templates
Audience targeting
Preparation:
Deliverables:
The deliverables of the Connections Dashboard module are defined as:

Preparation:
Delivery:
Summary:
Corem
odule
Viva Engage
Build community and spark
engagement with Viva Engage
45 minutes
30 minutes
The Viva Engage session is designed to introduce
Microsoft Viva Engage and explore how it
connects people, strengthens relationships across
work silos, accelerates knowledge discovery and
collaboration, and empowers everyone to express
themselves and find belonging at work.
Mgr, EXP Architect,
Yammer Service
Owner, Corporate
Comms
Microsoft Viva
Objectives:
The objective of this session is to help the customer become familiar with the capabilities
and benefits of using Viva Engage to build community and support the employee
experience within their organization. This session sets the stage for the Build the Plan
modules and is broken down into the following areas:
What is Viva Engage?
• Engage in communities and conversations
• Strengthen employee relationships
• Authentic Leadership
• Share your best self at work
Preparation:
Understanding of Yammer and Viva Engage
Deliverables:
The deliverables of the Connections Dashboard module are defined as:

Preparation:
Delivery:
Summary:
Corem
odule
Viva Learning
Accelerate Skilling and Growth with
Viva Learning
45 minutes
60 minutes
The Accelerate Skilling and Growth with Viva
Learning session provides an overview how Viva
Learning empowers employees with formal and
informal learning when and where it’s needed,
making it easier for people to learn while working.
The session has a nice click-through demo with
sample use cases to create awareness for how
Microsoft Viva Learning can accelerate skilling and
growth.
Owner
Microsoft Viva
Objectives:
The session objective is to help solve key pain points in the learning space by showing how
Viva Learning aggregates all the learning in one place with powerful social features and AI-
powered recommendations that makes learning a natural part of your day.
This session sets the stage for the build the plan modules and is broken down into the
following areas:
Skilling and growth with Microsoft Viva Learning
Learning Experience demo
Preparation:
Deliverables:
The deliverables of the Viva Learning module are defined as:
Attain a deeper understanding of the customer business challenges and share best practices.

Preparation:
Delivery:
Summary:
Corem
odule
Viva Goals
Create a purpose-driven culture
with Viva Goals
45 minutes
45 minutes
The Create a purpose-driven culture with Viva
Goals session provides an overview of current
state of workplace and the need for Viva Goals
along with a high-level overview of what OKRs are
The session has a nice click-through demo on Viva
Goals product covering key features
Owner
Microsoft Viva
Objectives:
The session objective is to help solve key pain points in the employee experience space by
showing how Viva Goals can drive ‘Purpose & Alignment’ across the organization for
employees
following areas:
Introduction to Viva Goals and OKRs
Viva Goals Demo
Preparation:
Deliverables:
The deliverables of the Viva Goals module are defined as:

Preparation:
Delivery:
Summary:
Corem
odule
Viva Goals
Dive deep into OKRs, Viva Goals
45 minutes
60 minutes
This session is a deep dive into OKR Methodology
covering how to write good OKRs, common
pitfalls and OKR best practices.
It also provides an overview on key Viva Goals
features such as Integrations and Reporting
Owner
Microsoft Viva
Objectives:
The session objective is to provide the audience with an understanding of how to write
good OKRs along with some best practices and to highlight key Viva Goals features such as
Integrations and Dashboards
following areas:
OKR Methodology Best Practices
Integrations and Reporting features
Preparation:
Deliverables:
The deliverables of the Viva Goals module are defined as:

Build the Plan
sessions

Preparation:
Delivery:
Summary:
Corem
odule
Build the Plan
Kick-Off
15 minutes
15 minutes
The session is intended to set the schedule and
attendance for the Build the Plan portion of the
workshop.
Project Lead
Project Manager
Service Owner
Microsoft Viva
Objectives:
The objective of the Build the Plan Kick-Off module is to set the schedule and attendance
for the Build the Plan phase. Meeting invites and agendas should be sent out to meeting
attendees based on the results of this meeting:
Confirm the scope of the Build the Plan phase.
Confirm all resources required for the sessions.
Create the meetings required for each sessions with appropriate attendees per session.
Any room or resources required per session.
Align expectations and timelines.
Preparation:
Prior to delivering the Build the Plan Kick-Off, the partner resource leading the meeting will
Deliverables:
The deliverables of the Build the Plan Kick-Off call are defined as:
Confirmed schedule with attendee list for the engagement.

Preparation:
Delivery:
Summary:
Corem
odule
Adoption and
Change
Management
60 minutes
45 minutes
This required module discusses the suggested
guidance for an adoption change management
plan. Microsoft has found that adoption change
management can significantly impact success. As
such the importance of a purposeful strategy is
critical to Microsoft Viva adoption The items
discussed in this module should be implemented
in the beginning of the project and follow the
solutions through its lifecycle.
All project team Microsoft Viva
Objectives:
The objective of this session is to touch on the importance of communication and training
for end users when adopting a new technology – along with an optional section about
building a champions network. In this module we will discuss the following topics:
Introduction
Communications and awareness
Training strategy
Guidance and tools
Champions network
Preparation:
Prior to delivering the Adoption and Change Management module, the partner resource leading
the meeting will need to familiarize themselves with:
Review the Topics Adoption Guide and Learning Adoption Guide for best practices.
Deliverables:
The deliverables of the Adoption and Change Management module are defined as:
Deeper understanding of the customers current Adoption Change Management process.
Findings on how to introduce a proposed future solution to a broader audience and encourage usage
and engagement.

Preparation:
Delivery:
Summary:
Corem
odule
Use Case and
Scenario Discovery
60 minutes
1-2 hours
The required Use Case and Scenario discovery
module is the fundamental discovery exercise for
facilitators and customers to identify the use cases
and scenarios that will enable a customer to
accelerate their implementation and adoption of
Microsoft Viva and transform the employee
experience.
All project teams Microsoft Viva
Objectives:
The objective of the Use Case and Scenario Discovery module is to collect information
about the customers use cases. This will define many of the ways the customer will use
Microsoft Viva. The module will discuss the following topics:
Identify pain points
Narrow down challenges
Record top of the mind scenarios
Success criteria exercise
Create a customer plan with next steps
Preparation:
Prior to delivering the Use Case and Scenario Discovery module, the partner resource leading
The pre-questionnaire document will give many pieces of information relevant to this conversation.
Whiteboarding or brainstorming apps (i.e. Whiteboard, Klaxoon, Mural).
Prepare to spend at least one hour discussing scenarios for each Viva Module covered during “Art of
the Possible”
Deliverables:
The deliverables of the Use Case and Scenario Discovery module are defined as:
Attaining a deeper understanding of the customers current challenges.
Document the findings from this discussion on the provided slides.
Create a plan to continue driving intent by piloting or deploying key scenarios with Microsoft Viva
Those findings will be used in the Report and Recommendations presentation.

Preparation:
Delivery:
Summary:
Corem
odule
Report and
Recommendations
60 minutes
60 minutes
The required Report and Recommendations
module is the culmination of the workshop effort.
The goal of this session is to present your findings
from the entire workshop. The slides composed
from the previous sessions in the Build the Plan
phase are taken as content for this document.
From those findings, you will complete the
required and recommended sections of this
document before presenting it to the customer.
The information in this session is required to be
submitted as part of the workshop Proof of
Execution (POE).
All project teams Microsoft Viva
Objectives:
The Viva Workshop Report and Recommendations PowerPoint presentation is a mandatory
deliverable and must be completed at the end of the engagement. It is the primary
deliverable that records the results from the workshop. The document is divided into
sections that correlate directly with many of the activities and sessions:
Customer attendee list
Modules delivered to the customer
Summary of customer’s employee experience pain points
Recap of scenarios prioritized during the “Use Case and Scenario Discovery” activity
Next steps and actions
Preparation:
Prior to delivering the Report and Recommendations presentation, the partner resource leading
Create a findings report based on the information collected in the Build the Plan modules.
The slides marked with the corner ribbon as REQUIRED are required for the Proof of Execution.
Deliverables:
The deliverables of the Report and Recommendations call are defined as:
Complete all the required slides as noted in the Report and Recommendations cheat sheet. Host a
workshop closeout or executive readout with the customer to agree on findings and next steps. Be
prepared to showcase your advisory, deployment or adoption and change management services to
continue co-selling with Microsoft and take advantage of the partner opportunity presented.

Immersive
experiences

Immersive
experiences
A set of interactive
demos that help
show the Viva
experience
See the “Demo
Guide” within the
Workshop Resources
for direct links and
access to each
immersive
experience
CDX demo
The partner will create a
demo tenant where they
showcase what a “real”
deployment or user
scenario might look like.
Click-through
demo
Click-through demos
giving a mock-up
experience for the user
with key visuals and
client UI.
Guided simulation
A web hosted experience that
allows the customer to
experience the product
without needing a tenant. The
simulations are self-paced
and include notes/prompts.
Video
A short demo/commercial video showcasing the Microsoft Viva experience.

Funding and
nomination
https://aka.ms/MCI

Funding for the
Microsoft Viva workshop
A three-phase engagement that provides an overview of the Art of the Possible, and
deep dives across the Viva suite with Goals, Topics, Connections & Engage, or Learning.
Partners may choose from one or more workshops depending on customer needs.
Up to
$5,000
per workshop
Partners can nominate customers
here: https://aka.ms/MCI
Workshop specific terms and conditions are found
on the Microsoft Commerce Incentives website.
Partner requirements
• Co-Sell Ready with Viva Goals, Insights,
Connections, Learning or Topics Solution(s), or
• Participant in the invite-only Viva Jumpstart
Partner program
Customer requirements
• 1000+ Microsoft 365 E3/E4, E5 or Office 365 E3/E5, E5 or
Advanced Teams E5 licenses, and
• 40%+ Microsoft Teams Usage and
• 20%+ SharePoint Online Usage
Workshop requirements
The following activities must be completed:
• Envisioning scenarios that take advantage of Viva
Goals, Topics, Connections. Engage or Learning
• Demos of Microsoft Viva Goals, Topics, Connections,
Engage and Learning capabilities
• Prioritization of scenarios aligned to customer business
needs
• Develop a plan and recommendations for
implementation for each product covered in the
workshop
Proof of execution
• Report and recommendations PPT
• Customer post-assessment survey
• Partner post-assessment survey

Build Intent Workshop
Nomination
(Microsoft Commerce Incentive)
For step-by-step instructions to nominate
customers and manage your engagements, see:
https://aka.ms/MCI/trainingguide

Additional
resources

Microsoft Viva Learning | Partner-Led Customer Trial
Accelerate and unblock your post workshop actions with product trials as part of well scoped POC/Pilot to achieve
customer’s business and technical evaluation needs.
Quickly prove customer value with
workshops and business value
discovery conversations
Help customers finalize their
business case with well defined and
scoped product trials with clear
goals
Accelerate your opportunity in a
time bound manner with clear
outcomes from POC / Pilots
For customers

Partner Led – Customer Trial for Modern Work | Process Overview
For customers
Partners can now request a trial for their Approved / Completed Modern Work (MCI) Build Intent Microsoft Viva
Insights and Microsoft Viva workshops
• Nominate your
customers for the
Microsoft Viva
Build Intent Workshop
Nominate
customers
• Evaluate customer
requirements and
offer the applicable
Viva trial as part of the
Microsoft Viva
workshop delivery
• Define clear scope
and success criteria
Engage
Customers
• Review the Trial Guide
• Request the customer
Trial Request
Submit Trial
Request
• Follow through on
workshop actions
(POC, pilot, or limited
production
deployment)
• Activate trial with
aligned goals
Customer
Engagement
Accelerate
and realize
opportunity
MCI workshop Available trial(s) Terms
Microsoft Viva Viva Learning Seats: 50 / Length 60 days
Can be used for:
• Product evaluation purposes for your customers. Allow the customer to experience the product within their own environment as Business/ Technical
Trial or, Proof of Concept (POC) purposes.
Can NOT be used for:
• Addressing licensing gaps of paid subscriptions, Employee Personal use, Resell or transfer to any third party, or direct revenue-generating activities such
as hosting a customer’s applications or development of custom solutions for a specific client outside of POC purposes.
Resources:
• Partner Led Customer Trial Gui
de for Modern Work
Note:
• Applicable only for Microsoft
Viva workshops
• Workshops approved or
completed in FY22 are also
eligible for these trials

Microsoft Viva Adoption Hub
The Microsoft Viva Adoption Hub includes:
 Adoption Guides
 Day in the Life resources
 E-mail Announcement Templates
 Editable Poster Templates
 Countdown News Post Samples
 Champions Network Program
 Infographics
 And more!
Microsoft Viva Adoption Hub
Viva Engage Adoption Hub

Explore more
Visit the Viva Partner Practice Development portal for the latest training and partner
practice development materials for Microsoft Viva
Put knowledge and expertise to work with Microsoft Viva Topics
Stay connected, from the top floor to the shop floor with Microsoft Viva Connections
Make learning easy and helpful with Microsoft Viva Learning
Foster a culture where people thrive with Microsoft Viva Insights
Align organizations to purpose with Microsoft Viva Goals Microsoft Viva Goals
Connect everyone at your organization with Microsoft Viva Engage
Help customers successfully transform employee experience with adoption resources
for the Microsoft Viva Suite and Viva Engage

Partner opportunities with Microsoft Viva
Readiness Advisory and consulting Deployment Adoption and change management HR transformation
Viva Goals
“Align teams to purpose and goals”
Business & strategy
consulting
HR/Agile transformation
OKR Leadership Training
OKR Writing Workshops
OKR Playbook design
Viva Goals implementation
Viva Goals Integrations with
exiting project management
apps/software
Viva Connections
“Keep everyone connected”
Modernization
Corporate communications
strategy
Information structure/ portal
experience
Knowledge
Workflows
Adaptive cards creation
Viva Insights
“How people feel and how people work”
Business and strategy
consulting
Industry-, function-, or role-
specific templates,
dashboards, reporting, etc.
Value-added services and
solutions
Viva Learning
“Simplifying the learning experience”
Workforce planning
Leadership and talent
development
Industry- or function-
specific learning programs
Learning module creation
Connectors to learning
providers/platforms
Viva Topics and
SharePoint Syntex
“Making knowledge easy to discover”
Migration, modernization
Knowledge
Compliance and records
management
Workflows
Capture
Hardware/OEM
Value-added services and
solutions
Connectors to legacy and
niche systems

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