Microsoft Viva Insights – Build Intent Workshop

Demonstrate the power of Microsoft Viva Insights to enable people and businesses to thrive with data-driven, privacy-protected insights and recommendations to improve productivity and wellbeing.

Help customers discover Microsoft Viva Insights and how it helps individuals, managers, and leaders gain personalized insights and actionable recommendations that help everyone in an organization thrive. The workshop consists of an in-depth exploration of personal, manager, and leader insights to:

  • Understand the impact of work patterns on productivity and wellbeing
  • Provide privacy-protected insights and actionable recommendations
  • Address complex challenges with advanced tools and capabilities

Deliverables include a unique and prioritized summary of use cases for your customer and an actionable plan to help implement and adopt Microsoft Viva across their organization.

Questions about this workshop?

Download the workshop kit


Partner Readiness

Enable partners to effectively land workshop scenarios

Delivery Guide
Delivery guidance for the Microsoft Viva Insights Workshop.
Sales and Marketing

Engage prospective customers and recommend workshop activities

Partner to Customer - Email Template
Email invitation template to send to customers.
Partner to Customer - Combined Workshop Flyer
Marketing Flyer covering both the Microsoft Viva and Microsoft Viva Insights Workshop.
Partner to Customer - Sales Presentation
Pitch deck showcasing the value of participating in a Microsoft Viva Workshop.
Assess the Customer

Evaluate customer scenarios in preparation for workshop activities

Pre-Engagement Kick-Off
Introduces the Microsoft Viva Insights Workshop and defines the Workshop scope.
Optional: Bersin Assessment
An assessment tool to evaluate the customer's EX practice and maturity.
Pre-Engagement Questionnaire
Template for collecting information on your customer’s production environment.
Art of the Possible

Execute workshop activities and drive customer engagement

Art of the Possible Kick-Off
Overview presentation to introduce Microsoft Viva Insights.
Microsoft Viva Interactive Overview
Delivery presentation to explore the value of Microsoft Viva, including clickthrough demonstrations.
Improve Productivity and Wellbeing with Viva Insights
Delivery presentation to explore the value of Microsoft Viva Insights, including clickthrough demonstrations.
Dive Deep into Advanced Insights
Presentation to explore the Power BI Templates and reports made available in Advanced Insights.
Build the Plan

Create recommendations and next steps for customer scenarios

Build the Plan Kick-Off
Presentation to introduce the Build the Plan workshop phase.
Optional: Adoption and Change Management
Presentation around the importance of Adoption and Change Management.
Use Case & Scenario Discovery
Interactive activity to identify and prioritize the customer's top employee experience use cases.
Optional: Value Calculator
The Value Calculator uses real customer data to show the ROI that organizations can achieve by adopting Modern Work solutions.
POE Template
Required Proof of Execution Document that needs to be attached to your Partner Center claim, also known as the Report and Recommendations file.

Increase workshop efficacy through examples and test materials

Microsoft Viva Demo Guide for Partners
A set of interactive demos that help show the Viva experience.
Viva Insights Adoption Guide
A how-to guide to assist you in deploying Microsoft Viva Insights.
Man in a meeting room working on his laptop Man in a meeting room working on his laptop

Investments and incentives

Partner investments and incentives can help drive the technical and workplace innovations you need to advance your business and your customers’ digital transformation. Let’s build, innovate, and grow together to make more possible.