Sanjanaa_Ellur
Community Manager
Community Manager

 

Sanjanaa_Ellur_0-1639599570336.png

To earn the Viva Insights Practitioner badge through self-study, we offer you this guided curriculum. You will complete a mix of online learning and review of recorded training sessions, and you will have the training materials at hand.

Note that you will sign up at the end of this course to receive access to the assessment. If you don't have a Viva Insights environment to explore and would like access to a demo environment before getting started with the modules, please sign up before. In this case, you only need to sign up once and the materials will be sent to you in 2-3 business days.

 

Viva Insights Overview

Viva Insights Overview.jfif

Microsoft Viva Insights encompasses MyAnalytics and Workplace Analytics, along with new productivity and wellbeing insights and experiences in Microsoft Teams, to provide data-driven insights and recommended actions that empower people, teams, and organizations to focus on what’s important, achieve balance, and build resilience.

 

 
Pre-work

Pre-work.jpg 

Complete the Discover Microsoft Workplace Analytics module at aka.ms/discover-wpa

 

 

 

Module 1: Viva Insights Fundamentals Module 1 Viva Insights Fundamentals.jpg

This module covers the basics of how Microsoft Viva Insights functions, the value it can provide to customers, key privacy considerations and resources, and how to onboard your organization to Viva Insights.

 

Tasks to Complete (2 hours of video and 30 minutes of exercises)
  1. Watch the Customer story video (3 min)
  2. Watch the Introduction to Viva Insights (10 min)
  3. What is Workplace Analytics?
  4. Before you begin
  5. Onboarding process
  6. Working with organizational data
  7. Working with queries
  8. Watch the Privacy and Security video (29 min) (1)

Resources

  1. Workplace Analytics product documentation
  2. Privacy and data protection in Workplace Analytics
  3. Microsoft Online Services Terms (OST)
  4. Microsoft OST Data Protection Addendum
Module 2: Ways of Working Assessment Module 2 Ways of Working Assessment.jpg

This module teaches you how to set up, derive insights from, and deliver a Viva Insights Ways of Working assessment, which provides a baseline of digital collaboration activity for your organization.

 

Tasks to Complete (1 MS Learn module, 90 minutes of video, and 30 minutes of exercises)

  1. Complete the Ways of Working assessment module
  2. Watch the Ways of Working and Services Overview video (7 min) (1)
  3. Watch the Introduction and Delivery Approach video (8 min) (1)
  4. Watch the Power BI Walkthrough video (12 min)
  5. Watch the Emerging Stories video (35 min)
  6. Complete the Ways of Working assessment exercise (30 min)
  7. Watch the Sample Exercise Output video (4 min)
  8. Watch the video about additional PBI templates including the Business Continuity Dashboard (5 min)

Resources

  1. Ways of Working assessment Power BI file
  2. Template Ways of Working assessment PowerPoint deck
Module 3: Viva Insights Analysis Module 3 Viva Insights Analysis.jpg

This module teaches you to obtain and analyze flexible query outputs from Viva Insights and to derive insights from the data.

 

Tasks to Complete (2 videos, 2 exercises)

  1. Watch the Workplace Analytics Analysis training video (28 min)
  2. Complete the Effective Managers exercise with this Excel file (30 minutes)
  3. Watch the Expensive Meetings training video (21 min)
  4. Complete the Expensive Meetings exercise with this CSV file (30 minutes)

Resources

  1. Workplace Analytics Analysis PowerPoint deck
  2. If you need help with the Effective Manager exercise, please use this Excel file as explained in the video
  3. If you need help with the Expensive Meetings exercise, please use this Power BI file as explained in the video

(1)  Note that some of the content may only be applicable to partners of Microsoft that may be skipped

Earning your Practitioner Badge

 

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Congratulations on completing your Viva Insights training! To earn your Viva Insights Practitioner badge, you will
need to sign up here before proceeding.

Once you sign up, you will receive an email with next steps in 2-3 business days outlining how to access the following steps:

  1. Complete a Knowledge Check Quiz: This multiple-choice quiz will test your foundational knowledge of WPA concepts. There will be 30 questions and it will take 25-30 minutes to complete. Use your email address and the password emailed to you to log in to QuestionMark. You may take the quiz as many times as needed to get a passing score of more than 70%.
  2. Prepare one of the three sections of the Ways of Working assessment: The email will contain your assigned section of the Ways of Working assessment (Meeting Culture, Manager Effectiveness, or Employee Wellbeing). Please fill out the introductory and analysis slides for the PowerPoint with the title of the specific section assigned to you from this Power BI file.
  3. Sign up for and pass a pitch evaluation: Once you have prepared the presentation from #2, refer to our email to find the link to sign up for a pitch session. Plan to present your slides for 30 minutes and treat the pitch as a customer-facing presentation. At the end of the pitch, the evaluator will provide feedback on your pitch.​

Once you have passed your pitch and quiz, you will receive a Viva Insights Practitioner Badge that you can share with your professional network on LinkedIn. We are excited to support you through this journey!

 
 
34 Comments
JuMeu
New Contributor II
New Contributor II

Hi @Sanjanaa_Ellur I am half-way through this learning program. However, there are certain documents I cannot download. Trying to getting access I always receive a message that I am not to be found into the Microsoft directory. Can you help me please ? 🙂 Thank you! 

Sanjanaa_Ellur
Community Manager
Community Manager

@JuMeu can you please send me screenshots via DM? Thank you.

JuMeu
New Contributor II
New Contributor II

@Sanjanaa_Ellur sorry for the delay but here it is: 

JuMeu_0-1644420596432.png

I am having issues when I am asked to download the Power BI training file for instance. 

Thanks for your help! 

JuMeu
New Contributor II
New Contributor II

Actually, it worked when clicking on the link in the resources, but not in the PowerPoint "Ways of working assessment exercise". So I realize it is not such a big deal. Sorry for the inconvenience! 

Sanjanaa_Ellur
Community Manager
Community Manager

@JuMeu , they are two separate files, so you should need both the files for practice. Can you please reload the page and let me know if the "Ways of Working assessment exercise" PPT file can be downloaded now?

JuMeu
New Contributor II
New Contributor II

Hi @Sanjanaa_Ellur I don't know why I struggled so much in the beginning with it but I managed to have access to everything. Thank you so much for your support! 

Marcus_Oliveira
Microsoft Employee
Microsoft Employee

Hi,

 

Just wondering about the differences between the Viva Insights Practitioner vs. the Viva Insights Specialist badges / certifications?


Thanks

Sanjanaa_Ellur
Community Manager
Community Manager

Hi @Marcus_Oliveira , the Specialist training is for those folks who want to be able to sell the product and go to market vs the Practitioner is for those folks who want to deliver a workshop/run an analysis for a customer. 

Marcus_Oliveira
Microsoft Employee
Microsoft Employee

Thanks @Sanjanaa_Ellur for the clarification above. Based on that, I should have gone for the Specialist badge but I have already put in a lot of effort on the Practitioner one, and now I'm going to get the Practitioner badge first. 🙂

Justin_Wilson
New Contributor
New Contributor

Hi @Sanjanaa_Ellur, I'm not able to log on to the demo site. I've tried to access using private / incognito mode without success. Perhaps I'm not doing something correctly?

 

 

Sanjanaa_Ellur
Community Manager
Community Manager

@Justin_Wilson , can you confirm if you are using the Demo Login ID provided to you post signing up in the form? Your Mercer domain email will not have access to the demo environment.

AnnaSegerstrom
New Contributor
New Contributor

Hi @Sanjanaa_Ellur These training courses are really useful! Do you know if there are similar badges for the other Viva modules? Thank you!

Sanjanaa_Ellur
Community Manager
Community Manager

@AnnaSegerstrom , badges for other Viva Modules are currently being worked on. Your Microsoft Account/Partner team would be the best person to inquire further. 

Abhilash_CA
New Contributor
New Contributor

I have signed up for Viva Insights Practitioner badging last week and still waiting for the instructions. Anyone please let me know, how long will it take to get an email from you?

Sanjanaa_Ellur
Community Manager
Community Manager

@Abhilash_CA , we usually take about 3-5 business days to respond to requests. 

AnnaSegerstrom
New Contributor
New Contributor

Hi @Sanjanaa_Ellur 

I have done my assessment and passed it, I am unsure as to which assignment I should do? Do I need to actually sign up for the pitch evalutation before I am assigned the task? 

"For your your assigned section of the Ways of Working assessment (Meeting Culture , Manager Effectiveness , or Employee Wellbeing ). Please fill out the introductory and analysis slides (from above links) for the PowerPoint with the title of the specific section assigned to you from this Power BI file . "

 

Thank you for your help in this matter,

regards, Anna Segerström

Sanjanaa_Ellur
Community Manager
Community Manager

Hi @AnnaSegerstrom , When you received the email which has the excerpt you pasted, in bullet point #4 there should be an assessment highlighted for you. You have been assigned the Employee Wellbeing section. 

Abhilash_CA
New Contributor
New Contributor

@Sanjanaa_Ellur I tried login to WpA demo site (https://workplaceanalytics.office.com) and getting this error. Any idea why am I facing this issue?

Abhilash_CA_0-1653888900305.png

 

Abhilash_CA
New Contributor
New Contributor

@Sanjanaa_Ellur One more question- I was assigned "Manager Effectiveness" pitch for my presentation, and the sample PowerPoint deck is for 60 minutes. However, When I checked the Office Hour slots, I can see only for 30 minutes? Should I do the presentation only for 30 minutes or 60 minutes by booking two adjacent 30 minutes slots?

Sanjanaa_Ellur
Community Manager
Community Manager

Hi @Abhilash_CA , please refer to the attachment you received in the email from us with your demo login ID to troubleshoot access to the demo environment. 

As for the office hours, please modify the agenda to mimic the template below. 

Sanjanaa_Ellur_0-1654025421537.png

 

Marcus_Oliveira
Microsoft Employee
Microsoft Employee

Hi @Sanjanaa_Ellur, Happy Thurday. I currently have no access to the Specialist self-serve training material, only to the Practitioner one. Can you grant me such access?

Sanjanaa_Ellur
Community Manager
Community Manager

@Marcus_Oliveira , I have invited you to the group. You should now be able to access it. 

Marcus_Oliveira
Microsoft Employee
Microsoft Employee

Hi @Sanjanaa_Ellur, happy Friday!

 

I just passed the Ways of Working pitch! 🙂 When should I expect to receive the badge? 

 

Thanks in advance

Sanjanaa_Ellur
Community Manager
Community Manager

@Marcus_Oliveira , in 2-3 business days. 

olibe
New Contributor
New Contributor

@Sanjanaa_Ellur there are 2 links missing in Explore Viva Insights with Workplace Analytics - Learn | Microsoft Docs

which might be quite interesting. Are the ressources no longer available or is it just a missing link? Thank you!

olibe_0-1656505306206.png

 

olibe
New Contributor
New Contributor

@Sanjanaa_Ellur Sorry, the links are in Workplace Analytics, didn't recognize it 🙄 -> you can delete my request Viva Insights Practitioner Self-Serve Training - Microsoft Viva Insights Community

tatkins99
New Contributor
New Contributor

Hello,  I have completed the Practitioner training and sent the demo/exam request form over 1 week ago.  When can I expect to receive the link to access these?  Thanks!

Sanjanaa_Ellur
Community Manager
Community Manager

@tatkins99 Our records indicate it was sent out to you. We will send another email by tomorrow EOD, please look out for that and let us know if you did not receive it.

obartholdson
New Contributor
New Contributor

Hello - I requested access to the knowledge check after completed the self-guided sessions. I received instructions to login, however the email/password combo that was sent to me does not work in questionmark. I am now locked out. How can I obtain access? Thanks, Oliver

Sanjanaa_Ellur
Community Manager
Community Manager

Hi @obartholdson , I reached out to you via personal messages to troubleshoot. 

Rohit_Chawla
New Contributor
New Contributor

Hi @Sanjanaa_Ellur 

Hope you are well.

Just wanted to check the process of enrolling for Viva Insights Practitioner Self Serve Training.

Do I need to be added to a group or I can initiate with prework and then continue with Modules?

Regards,

Rohit

Sanjanaa_Ellur
Community Manager
Community Manager

@Rohit_Chawla -- You can continue the prework and then request access to complete the assessment. 

lewisrt14
New Contributor
New Contributor

@Sanjanaa_Ellur  - I have signed up after doing training - when should i receive an email / next steps?

Sanjanaa_Ellur
Community Manager
Community Manager

@lewisrt14 - Please wait for 2-3 business days to receive the email.