At the end of your OKR time period, use Microsoft Viva Goals to close, score, and comment on your progress.  

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Close an OKR or Initiative

  1. Navigate to the My OKRs tab.

  2. Hover over the desired Key Result or Initiative and select the More Actions ellipsis > Close.

  3. Update the Metric, Status, Score, and add a Closing note

  4. Select Close to save.

  5. Repeat this process to close additional key results. Results will roll up and affect the progress of the parent objective.  new

Tips: 

  • When the deadline for an OKR has been reached but the goal isn't yet complete, you can continue the work into your next time period.

  • In the Close panel, select Yes under Continue working on this in another time period.  

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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