Role-Based Programme
RB0298

Microsoft Copilot for Strategy & Business Management

Practical AI for Research, Strategic Analysis & Decision Support

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft Copilot across practical Strategy and Business Management activities.
  • Apply structured prompting techniques for strategic research, market analysis, competitor intelligence, opportunity assessment, and decision preparation.
  • Use Researcher to conduct deeper, source-backed research across web and authorised organisational information.
  • Use Analyst and Excel to analyse approved business data, identify trends, outliers, performance gaps, and decision-relevant insights.
  • Build repeatable Copilot-assisted strategy workflows while maintaining source validation, confidentiality, critical thinking, governance, and human decision ownership.

Tools covered

Microsoft CopilotCopilot ChatResearcher AgentAnalyst AgentCopilot SearchWordExcelPowerPointOutlookTeamsWeb & Work-Grounded Research where authorised

Who should attend

  • Corporate Strategy Professionals
  • Business Strategy Professionals
  • Strategy Analysts
  • Business Planning Professionals
  • Business Managers
  • Business Analysts
  • Corporate Development Professionals
  • Growth & Expansion Professionals
  • Transformation Professionals
  • Management Consultants
  • Business Unit Managers
  • PMO & Strategic Initiative Professionals
  • General Managers
  • Functional Leaders Involved in Strategic Planning

Prerequisites & Participant Readiness

  • Basic understanding of business strategy, planning, or management activities
  • Familiarity with market information, competitor analysis, performance reports, or management reviews
  • Basic familiarity with Word, Excel, PowerPoint, Outlook, and Teams is helpful
  • Basic document and spreadsheet-handling knowledge
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Microsoft Copilot experience required
  • Participants should use anonymised or organisation-approved strategic, financial, and commercial information during exercises
  • Researcher, Analyst, work-grounded capabilities, and other advanced experiences may depend on organisational licensing, permissions, and administrator configuration
  • Final strategic, investment, expansion, commercial, and other high-impact decisions must remain under authorised human ownership

TOC Modules

Concepts
  • Understanding Microsoft Copilot, Copilot Chat, Generative AI, and work-grounded assistance
  • Understanding how Copilot works with Word, Excel, PowerPoint, Outlook, Teams, Search, and specialised agents
  • Identifying applications across strategic research, analysis, planning, reporting, and decision support
  • Understanding hallucinations, bias, outdated information, confidentiality, permissions, and validation requirements
Practical activities
  • Exploring Copilot through common Strategy and Business Management questions
  • Comparing a simple strategic prompt with a structured prompt
  • Reviewing generated analysis for unsupported assumptions and missing evidence
  • Identifying activities suitable for Copilot assistance versus management judgement

Scenarios

Market Opportunity to Strategic Recommendation

Business Question → Researcher → Market & Competitor Evidence → Opportunity Assessment → Strategic Options → Risks & Trade-Offs → Recommendation → Executive Brief

Participants use Microsoft Copilot to investigate a potential market opportunity, validate current external and authorised internal evidence, compare strategic options, and prepare a decision-ready recommendation for leadership review.

Business Performance to Strategic Action

Business Performance Data → Analyst / Excel → Trends & Outliers → Strategic Implications → Scenario Analysis → Management Actions → PowerPoint Leadership Review

Participants analyse sample business-performance information, identify validated patterns and performance gaps, develop alternative response scenarios, and convert the findings into a concise leadership decision-support presentation.

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