Overview

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Performance & Culture Alignment helps leaders, HR professionals, and organizational development practitioners connect individual goals to organizational strategy—and turn culture aspirations into measurable, trackable roadmaps. You'll facilitate quarterly OKR-setting workshops using Microsoft Copilot in Whiteboard and Planner, guiding teams from brainstorming to committed, measurable objectives. You'll design a three-pillar culture transformation roadmap in Visio, informed by Viva Insights sentiment analytics, with milestones, owners, and a framework for measuring progress by triangulating turnover, engagement, and inclusion metrics. And you'll create an empowerment playbook that defines clear decision rights, guardrails, and escalation paths for your team—reducing bottlenecks while maintaining appropriate oversight—then use Cultivate sentiment data to evaluate empowerment levels and coach managers on delegation. Throughout the course, you'll work with Microsoft tools including Teams, Whiteboard, Planner, Copilot, Visio, SharePoint, and Forms. Scenario-based activities provide realistic practice for all three skill areas. Who this is for: Leaders driving strategic alignment, culture initiatives, or delegation practices. Ideal if you're responsible for team OKRs, organizational change, or leadership development.

Syllabus

Objectives and Key Results (OKRs) in Teams: Facilitate Quarterly OKR Workshop

Learn to design and facilitate effective OKR setting sessions using Microsoft's collaborative tools. You'll use Whiteboard for brainstorming, Copilot for organizing ideas, and Planner for tracking commitments.

OKRs in Teams: Evaluate Achievement and Recommend Re-scoping

Learn to assess OKR progress mid-cycle and make informed recommendations for re-scoping. You'll pull Planner statistics, compare achievement rates to benchmarks, and write status reports with adjustment proposals.

Culture Roadmap: Draft Three-Pillar Culture-Change Roadmap

Learn to design a structured culture transformation roadmap using the three-pillar framework. You'll use Viva Sentiment data to identify culture gaps, define transformation pillars, and create a visual roadmap in Visio with clear milestones and owners.

Culture Roadmap: Evaluate Cultural-Shift Progress

Learn to measure culture transformation progress using multiple data sources. You'll triangulate turnover data, engagement scores, and inclusion metrics to create a comprehensive view of cultural shift, then present findings to executive leadership.

Empowerment Playbook: Create Decision Rights and Guardrails

Learn to design an empowerment playbook that gives your team clear authority to make decisions while maintaining appropriate boundaries. You'll define decision rights by role, establish guardrails that prevent costly mistakes, and create escalation paths for edge cases.

Empowerment Playbook: Evaluate and Adjust Delegation Practices

Learn to measure whether your empowerment playbook is working by analyzing Microsoft Viva Glint survey results. You'll identify managers with low empowerment scores, conduct coaching conversations to understand barriers, and adjust delegation practices to improve team autonomy.

GenAI Module: AI-Enhanced Coaching & People Analytics

Learn to leverage generative AI tools—particularly Microsoft Copilot—to enhance your coaching and people development workflows while maintaining appropriate human oversight. You'll practice using AI for theme clustering, sentiment analysis, goal capture, and recommendation generation, while developing governance guidelines that ensure ethical, transparent AI use in people-focused contexts.