Role-Based Programme
RB0299

Microsoft 365 Copilot for Strategy & Business Management

Research, Analyse & Build Smarter Strategic Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Microsoft 365 Copilot across strategic research, market intelligence, competitive analysis, business planning, and management decision support.
  • Apply advanced prompting and organisational context to generate structured, evidence-backed, and strategically relevant outputs.
  • Use Researcher to investigate markets, industries, competitors, technologies, regulations, and complex business questions using web and authorised work information.
  • Use Analyst, Excel, Word, and PowerPoint to analyse business performance, compare strategic options, build business cases, and communicate recommendations.
  • Apply source validation, confidentiality, assumption testing, evidence quality, responsible AI, and human judgement before Copilot-generated insights influence strategic decisions.

Tools covered

Microsoft 365 CopilotCopilot ChatResearcherAnalystWordExcelPowerPointOutlookTeamsOneDriveSharePoint & Copilot Notebooks

Who should attend

  • Strategy Managers
  • Business Strategy Professionals
  • Corporate Planning Professionals
  • Business Managers
  • Business Unit Leaders
  • Management Consultants
  • Business Analysts
  • Transformation Professionals
  • Corporate Development Professionals
  • Growth Strategy Professionals
  • Chief of Staff Professionals
  • Functional & Department Leaders
  • General Managers
  • Senior Management Professionals

Prerequisites & Participant Readiness

  • Basic familiarity with business strategy, planning, or management activities
  • Understanding of markets, competitors, KPIs, business reports, or strategic initiatives
  • Basic working knowledge of Microsoft 365 applications
  • Familiarity with Excel, reports, presentations, or business-planning documents is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Copilot programme is not required

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Researcher, Analyst, and AI-assisted business productivity
  • Identifying suitable applications across Research → Analyse → Plan → Decide → Communicate workflows
  • Understanding how organisational permissions affect access to work information
  • Recognising hallucinations, incomplete evidence, outdated information, and strategic decision risks
Practical activities
  • Mapping recurring strategy and business-management activities to appropriate Copilot workflows

Scenarios

Market Expansion & Strategic Investment Decision

Growth Objective → Researcher → Market & Industry Intelligence → Competitor Analysis → Analyst → Strategic Options → Scenario & Risk Analysis → Business Case → Executive Recommendation

Participants use Microsoft 365 Copilot to investigate a market-expansion opportunity, validate external evidence, analyse strategic alternatives, evaluate risks and assumptions, and prepare a decision-ready recommendation for management review.

Quarterly Strategy & Business Performance Review

Strategic Priorities → Internal Business Data → Excel & Analyst → Researcher → Market & Competitor Developments → Performance Gaps → Risks & Opportunities → PowerPoint Executive Review → Priority Actions

Participants combine approved organisational performance information with current external intelligence to identify important changes, evaluate strategic progress, and prepare an executive review with prioritised management actions.

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