Role-Based Programme
RB0280

Microsoft Copilot for Operations

AI Skills for Smarter Operational Work

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot can support everyday Operations activities across planning, coordination, documentation, analysis, and reporting.
  • Explore practical prompting techniques for operational tasks, SOPs, issue analysis, schedules, and management communication.
  • Apply Copilot across Microsoft 365 applications to organise, summarise, analyse, draft, and communicate operational information.
  • Experience how spreadsheets, process documents, meeting notes, reports, and emails can be transformed into useful operational outputs.
  • Recognise confidentiality, data accuracy, operational controls, safety, and human-review requirements when using AI in Operations.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeams

Who should attend

  • Operations Executives
  • Operations Managers
  • Business Operations Professionals
  • Process Operations Professionals
  • Service Operations Professionals
  • Plant & Site Operations Professionals
  • Operations Analysts
  • Process Excellence Professionals
  • Continuous Improvement Professionals
  • Operations Coordinators
  • Service Delivery Managers
  • Regional Operations Professionals
  • Operations Team Leads
  • Functional Operations Managers

Prerequisites & Participant Readiness

  • Basic understanding of operational or process-management activities
  • Familiarity with SOPs, schedules, operational reports, or issue management is helpful
  • Basic familiarity with Microsoft 365 applications
  • No AI or programming knowledge required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Microsoft Copilot and Generative AI from an Operations perspective
  • Exploring Copilot Chat and Copilot across Microsoft 365 applications
  • Identifying applications across planning, documentation, coordination, reporting, and process support
  • Understanding AI assistance versus operational judgement and accountability
Practical activities
  • Exploring Copilot through common day-to-day Operations activities
  • Comparing a traditional operational task with a Copilot-assisted approach

Scenarios

Process Notes to Standard Operating Procedure

Process Notes → Copilot Analysis → Process Steps → Roles & Responsibilities → Controls → Checklist → SOP Draft

Participants use Microsoft Copilot to transform unstructured operational information into a structured SOP and checklist while retaining process-owner approval for final implementation.

Operational Issue to Corrective Action

Operational Issue → Evidence → Excel Analysis → Possible Causes → Priority Actions → Owners → Management Update

Participants use Copilot to organise a sample operational issue, analyse supporting information, identify possible improvement areas, and prepare a clear corrective-action and management update for team review.

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