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Microsoft tools for project work according to the OKR model

19.6.2024

Microsoft’s project tools’ (Project for the Web and Microsoft Planner with Premium features) Goals feature supports the OKR model excellently and helps to achieve strategic goals.

The OKR (Objectives and Key Results) model enables effective control of strategic goals. Microsoft’s project tools, Project for the Web and Planner with premium features, provide excellent support for implementing the OKR model.

These tools help organizations practically implement their strategy, and the activities of each team and employee are directly connected to the jointly set goals.

Setting goals

After creating a new plan in the Microsoft project environment, you can add goals to it in the Goals view.

The example concerns a new product launch project that aims to “Increase website and social media traffic by 50% during the launch campaign.” Project tasks that contribute to this goal can then be attached to support this goal.

Viewing goals from other views

In the Table view, tasks can be grouped according to goals. This way, you can see how the tasks are distributed among the different goals and identify the tasks that do not contribute to their achievement. New tasks can be added to goals, and goals can be edited by clicking on their title. In addition, tasks can be filtered as needed.

In the People view, tasks can also be grouped according to goals. This makes it easier to understand who is responsible for which goal and ensures that the contact is directed to the right person.

In the Grid view, the Goal column clearly shows the goal of each task. Task lines can be filtered in various ways, such as based on progress, priority, or goals.

Microsoft Viva Goals integration

With, you can create OKR goals and key results and track their progress. The application can retrieve progress data directly from project tasks, which reduces the need for manual work and improves the timeliness and accuracy of monitoring data.

You can create OKR goals and key results with Microsoft Viva Goals and track their progress. The application can retrieve progress data directly from project tasks, reducing the need for manual work and improving the timeliness and accuracy of monitoring data.

The Viva Goals application visualizes goal progress with various charts and reports, making it easier to understand each goal’s situation. In addition, the application enhances the cooperation of teams and individuals by providing a transparent way to monitor goal progress.

Contact us, and let’s find out together how Microsoft’s project tools can streamline your organization’s project management and improve team cooperation!

Mikko Sorsa
Senior Consultant, Partner

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