Transitioning from Viva Goals to Perform365

Microsoft will retire Viva Goals on December 31, 2025. If your organization is still using Viva Goals and hasn’t selected a replacement, now is the time to plan your next steps for goal management. Our team is ready to support you in migrating your goals to Perform365, ensuring a seamless transition and uninterrupted workflow.

 

Why is Viva Goals being retired?

Viva Goals is being discontinued due to limited adoption and a shift in Microsoft’s strategic priorities. While Viva Goals helped teams align and track OKRs, its retirement means you must act soon to avoid losing access to your goals and performance data. 

🔗 For further details, see Microsoft’s official announcement: Viva Goals Retirement.

 

Why move to Perform365?

Perform365 is designed for organizations that value seamless integration with Microsoft 365 and want to continue driving performance and growth. Here’s why Perform365 is a great alternative to Viva Goals.

  • Effortless migration: Retain all your existing goals and historical data with a streamlined migration process.
  • Flexible frameworks: Supports OKRs, SMART goals, KPIs, and custom frameworks to fit diverse organizational needs.
  • Integrated experience: Manage and track goals directly within Microsoft Teams – just as you did with Viva Goals.
  • AI-powered suggestions: Automatically generate role-based key results aligned with your company’s strategic objectives.
  • Upskilling opportunities: Connect development goals to relevant learning courses, fostering continuous growth.
  • More than OKRs: Access real-time insights, recognition features, and engagement tools to motivate teams and drive performance.
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Learn more about goals and OKRs in Perform365 in the Help Center article here

 

How the migration works

Migrating from Viva Goals doesn’t have to be complicated or stressful. With Perform365, the process is simple, secure and helps you save time:

  1. Export your goals: Download your Viva Goals data in Excel format.
  2. Review and plan: Meet with our team to discuss which goals to import and your specific needs.
  3. Migration execution: Our engineers will securely transfer your goals, tailored to your configuration.
  4. Timeline: Planning typically takes one month, but we’ll work with you to ensure a timeline that fits your needs.

 

Next Steps

Our team is committed to making your transition as smooth as possible.

If you’re a Perform & Engage 365 customer, you can reach out directly to your Customer Success Manager for migration support.

If you’re using Learn365 and want to migrate your goals to Perform365, please note that this requires an upgrade to Perform & Engage 365. Contact your Account Manager or Customer Success Manager to discuss upgrade options and next steps.

We’re ready to guide you every step of the way.

 

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