Plan your transition from Microsoft Viva Goals ahead of its retirement on 31 December 2025
Our Viva Goals (Retiring) service supports organisations currently using Microsoft Viva Goals to assess impact, plan a transition and export data before the product is retired by the end of 2025.
We help you understand the product retirement timeline, evaluate alternatives that meet your objectives and key results (OKR) needs, and prepare artefacts such as export reports and migration checklists so your strategic planning workflows continue with minimal disruption.
Talk through your requirements and leave with a clear next-step plan.
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Service Overview
Highlights
- Retirement readiness assessment
- Data export planning and execution support
- Evaluation of OKR and goal tracking alternatives
- Transition plan and handover documentation
Business Benefits
- Clarity on Microsoft’s retirement timeline and support implications
- Assurance of preserved goal data through export before shutdown
- A roadmap to migrate to alternative platforms
- Documentation to support governance and continuity
Typical use cases
- Organisations relying on Viva Goals for goal alignment nearing retirement
- Teams needing to export historical OKR data before end of service
- IT and strategy functions planning a replacement OKR solution
- Compliance and governance teams needing retention artefacts
Objectives & deliverables
What Success Looks Like
- Document current Viva Goals usage and dependencies
- Prepare and execute data export strategies (API, Excel, PowerPoint)
- Assess suitable alternative OKR or strategic planning tools
- Provide a transition plan aligned to business goals
What You Get
- Viva Goals retirement readiness report
- Data export and backup artefacts
- Alternative solution shortlist and evaluation report
- Transition playbook with timelines and roles
How It Works
- Review current Viva Goals deployment and dependencies
- Plan and execute data exports via official methods
- Evaluate alternative tools against business requirements
- Produce transition and deprecation artefacts for governance
Engagement Options
- Retirement Impact Assessment Workshop
- Data Export Planning and Execution
- Alternative OKR Tool Evaluation and Shortlist
- Transition Playbook and Handover
Additional Information
Prerequisites & licensing
To support your Viva Goals retirement planning, gather information on your current usage, integrations with other systems, and any reporting or dashboards that depend on Viva Goals data.
- Access to your Viva Goals tenant and admin permissions
- Inventory of integrations, dashboards and reporting reliant on Viva Goals
- Stakeholder list for OKR owners, IT and strategy leads
- Clarity on organisational goals and reporting requirements post-retirement
Security & Compliance Notes
- Ensure that data exported from Viva Goals is stored according to your organisation’s retention and security policies.
- Review access controls around export artefacts to protect strategic information during transition.
Common Bundles
Customers who use this service often bundle with these services
Adoption Planning (End Users)
Plan end user adoption with structured communications, targeted training, champion networks, and measurement that supports confident use and sustained value.
Licensing Support
Clarify Microsoft Copilot licensing options, prerequisites, and costs, with structured guidance that aligns subscriptions, usage goals, and procurement decisions.
Migration Planning Workshops
Structured workshops to define migration scope, risks, dependencies, and priorities, producing clear actions and a realistic plan documented.
Adoption Planning (Admins)
Prepare administrators for new service rollouts with clear governance, defined responsibilities, operational plans, and tooling to support sustained adoption.
Comms & Change Campaign Planning
Plan communications and change campaigns that align stakeholders, define audiences, structure messaging, and reduce confusion during technology and workplace change.
ROI & Adoption Planning
Plan and evidence Copilot value through ROI modelling, adoption objectives, usage analysis, and executive-ready materials for informed investment decisions.
Data Strategy & Architecture
Define a clear data strategy and target architecture that aligns platforms, governance, security and cost with measurable business outcomes.
Frequently Asked Questions
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