Role-Based Programme
RB0300

Microsoft 365 Copilot for Strategy & Business Management

Advanced Strategic Intelligence, Decision Support & AI Workflows

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced proficiency in applying Microsoft 365 Copilot across strategic research, business analysis, planning, decision support, execution, and management reviews.
  • Build evidence-backed workflows for market intelligence, competitive analysis, scenario planning, business cases, strategic initiatives, and executive reporting.
  • Apply Researcher and Analyst to external intelligence, organizational information, spreadsheets, and business data for deeper strategic insight.
  • Design persistent and recurring strategy workflows using Copilot Notebooks, Microsoft 365 applications, agents, and Scheduled Prompts.
  • Apply responsible AI practices covering evidence validation, confidentiality, permissions, assumptions, human approval, and accountable strategic decisions.

Tools covered

Microsoft 365 CopilotCopilot ChatResearcherAnalystCopilot NotebooksWordExcelPowerPointOutlookTeamsWord/Excel/PowerPoint AgentsCopilot AgentsScheduled Prompts

Who should attend

  • Strategy Managers
  • Corporate Strategy Professionals
  • Strategic Planning Professionals
  • Business Managers
  • Business Unit Heads
  • Business Planning Professionals
  • Management Consultants
  • Transformation Leaders
  • Corporate Development Professionals
  • Chief of Staff Professionals
  • Business Analysts
  • General Managers
  • Functional Business Leaders
  • Strategy Directors
  • Executive Strategy & CXO Office Teams

Prerequisites & Participant Readiness

  • Familiarity with strategic planning, business analysis, management reporting, or decision-making processes
  • Basic understanding of markets, competition, organizational performance, and business priorities
  • Working familiarity with Microsoft 365 applications is beneficial
  • Basic spreadsheet and business-reporting experience is helpful
  • Prior Generative AI experience is beneficial but not mandatory
  • No programming knowledge required
  • Advanced capabilities may depend on Microsoft Copilot licensing, tenant configuration, enabled agents, and administrator permissions
  • Completion of shorter Copilot programmes is not required

TOC Modules

Concepts
  • Understanding Copilot across Research → Analyse → Evaluate → Decide → Execute → Review workflows
  • Understanding Copilot Chat, Microsoft 365 applications, agents, and organizational work context
  • Understanding AI assistance versus accountable strategic and executive judgement
Practical activities
  • Mapping recurring strategy and business-management activities to suitable Copilot capabilities
  • Identifying high-value strategic workflows appropriate for advanced AI assistance

Scenarios

Market Expansion Strategy

Growth Objective → Researcher → Market & Industry Intelligence → Competitive Analysis → Analyst → Scenario Testing → Business Case → PowerPoint Executive Recommendation → Leadership Decision

Participants build an evidence-backed market-expansion assessment that combines external research, internal business analysis, strategic alternatives, scenario testing, and executive communication while retaining leadership ownership of the final decision.

Continuous Strategic Intelligence & Management Review

Strategic Priorities + Work Information + External Signals → Copilot Notebook → Researcher / Analyst → Material Change → Strategic Impact → Scheduled Prompt → Executive Brief → Leadership Action

Participants design a recurring strategic-intelligence workflow that consolidates approved organizational knowledge and external developments, identifies material changes, assesses business impact, and produces management-ready decision support.

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