Role-Based Programme
RB0297

Microsoft Copilot for Strategy & Business Management

AI Skills for Smarter Strategic Decisions

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

Programme Objectives

  • Understand how Microsoft Copilot can support Strategy and Business Management activities across research, analysis, planning, decision preparation, and management communication.
  • Explore practical prompting techniques for strategic questions, competitor analysis, business reviews, scenario planning, and executive reporting.
  • Apply Copilot across Microsoft 365 applications to summarise, analyse, compare, organise, and communicate business information.
  • Experience how reports, spreadsheets, meeting information, business documents, and presentations can be transformed into structured strategic insights.
  • Recognise confidentiality, data accuracy, bias, assumptions, governance, and human-judgement requirements when using AI for strategic work.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeams

Who should attend

  • Strategy Managers
  • Corporate Strategy Professionals
  • Business Managers
  • Business Planning Professionals
  • Business Analysts
  • Transformation Managers
  • Business Excellence Professionals
  • Management Consultants
  • Business Unit Managers
  • Strategic Planning Professionals
  • Chief of Staff Professionals
  • Senior Managers
  • Functional Leaders
  • Business Decision-Making Professionals

Prerequisites & Participant Readiness

  • Basic understanding of business strategy, planning, or management activities
  • Familiarity with business reports, performance reviews, or strategic discussions 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 a strategic-management perspective
  • Exploring Copilot Chat and Copilot across Microsoft 365 applications
  • Identifying applications across business analysis, planning, reporting, meetings, and decision preparation
  • Understanding AI assistance versus management judgement and strategic accountability
Practical activities
  • Exploring Copilot through common Strategy and Business Management activities
  • Comparing a traditional strategic-analysis task with a Copilot-assisted approach

Scenarios

Market Opportunity to Strategic Recommendation

Business Opportunity → Market & Competitor Information → Copilot Analysis → SWOT / Key Drivers → Strategic Options → Risks & Trade-Offs → Management Recommendation

Participants use Microsoft Copilot to organise market and competitor information, evaluate alternative approaches, and prepare a concise strategic recommendation for management review.

Business Performance to Executive Decision Brief

Business Data → Excel Analysis → Trends & Variances → Risks & Opportunities → Decision Options → Word Brief → PowerPoint Executive Summary

Participants use Copilot across Excel, Word, and PowerPoint to transform sample business-performance information into an executive-ready decision brief containing key insights, options, and priority actions.

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