Role-Based Programme
RB0301

Microsoft Copilot for Administration & Facilities

AI-Assisted Workplace Coordination, Vendor Support & Administrative Productivity

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

Programme Objectives

  • Understand how Microsoft Copilot can support everyday administration, facilities coordination, workplace services, documentation, and vendor-management activities.
  • Explore practical prompting techniques for notices, administrative documents, service requests, workplace communication, and operational summaries.
  • Experience Copilot for analysing reports, spreadsheets, quotations, policies, service records, and facilities-related information.
  • Recognise how Researcher and Analyst can support vendor research, workplace-service analysis, and management reporting where available.
  • Apply confidentiality, factual validation, data protection, human review, and responsible AI practices to administrative and facilities workflows.

Tools covered

Microsoft CopilotCopilot ChatCopilot PagesFile Upload & AnalysisResearcher AgentAnalyst AgentMicrosoft Copilot Agents

Who should attend

  • Administration Managers
  • Facilities Managers
  • Workplace Services Managers
  • Office Managers
  • Administration Executives
  • Facilities Executives
  • Workplace Experience Professionals
  • Corporate Services Professionals
  • Vendor Coordination Professionals
  • Front Office / Office Services Professionals
  • Administration & Facilities Coordinators
  • Administration & Facilities Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of administration, facilities, or workplace-services processes
  • Familiarity with workplace requests, vendors, documents, reports, or service coordination
  • Basic familiarity with generative AI is helpful but not mandatory
  • No programming expertise required
  • No previous Microsoft Copilot experience required
  • Researcher, Analyst, agents, and advanced capabilities may depend on Microsoft licensing and administrator configuration
  • Organisational policies should be followed before using confidential employee, vendor, security, financial, or workplace information

TOC Modules

Concepts
  • Understanding Copilot as an AI assistant for information analysis, drafting, research, and workplace knowledge tasks
  • Mapping administrative work across Request → Coordinate → Document → Track → Report
  • Exploring Copilot Chat, Pages, file analysis, Researcher, Analyst, and agent capabilities
  • Identifying activities suitable for AI assistance versus those requiring accountable human decisions
Practical activities
  • Exploring Copilot with common administration and facilities questions
  • Identifying high-value use cases across workplace services and office operations
  • Creating a simple personal use-case map

Scenarios

Facilities Service Issue to Management Action

Workplace Service Issue → Maintenance / Service Records → Copilot File Analysis → Recurring Problems → Priority Actions → Management Summary → Facilities Manager Validation → Approved Follow-Up

Participants use Copilot to consolidate facilities information and prepare an action-oriented summary while keeping operational priorities, safety decisions, and vendor actions under responsible human ownership.

Vendor Requirement to Structured Evaluation Brief

Service Requirement → Researcher → Vendor / Solution Information → Quotation & Document Comparison → Evaluation Criteria → Copilot Pages Brief → Administration / Facilities Review → Approved Recommendation

Participants combine research and document analysis to create a structured vendor-evaluation brief while retaining commercial evaluation, negotiation, and final supplier-selection decisions with authorised stakeholders.

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