Role-Based Programme
RB0303

Microsoft Copilot for Administration & Facilities

Build AI-Assisted Workplace Operations, Facility Planning & Service Management Workflows

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

Programme Objectives

  • Develop functional proficiency in using Microsoft Copilot across workplace administration, facility operations, documentation, maintenance coordination, vendor management, and service reporting.
  • Build reusable AI-assisted workflows for requests, assets, maintenance schedules, workplace communications, meetings, and administrative documentation.
  • Apply Copilot and Excel to analyse facility utilisation, maintenance records, vendor performance, costs, service levels, and operational trends.
  • Improve coordination across employees, service providers, administration teams, facility teams, and management using Microsoft 365 workflows.
  • Maintain confidentiality, data accuracy, human validation, approval controls, and responsible AI practices across workplace and facility operations.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelOutlookTeamsPowerPointCopilot PagesCopilot Notebooks

Who should attend

  • Administration Managers
  • Facilities Managers
  • Workplace Managers
  • Office Administration Managers
  • Corporate Services Managers
  • Facility Operations Professionals
  • Workplace Operations Professionals
  • Administrative Officers
  • Office Managers
  • Facility Coordinators
  • Asset & Infrastructure Coordinators
  • Vendor Management Professionals
  • Corporate Services Professionals
  • Administration & Facilities Team Leads

Prerequisites & Participant Readiness

  • Working understanding of administration, workplace, or facility-management processes
  • Familiarity with workplace requests, assets, maintenance, vendors, records, and service coordination
  • Basic proficiency with Microsoft 365 applications
  • Basic spreadsheet knowledge is recommended
  • Familiarity with operational reports and service records is helpful
  • No previous Microsoft Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across workplace documents, email, meetings, spreadsheets, reporting, and collaborative work
  • Mapping AI assistance across Request → Plan → Coordinate → Execute → Monitor → Report
  • Identifying high-value use cases across administration, facilities, workplace services, and corporate support
  • Differentiating AI assistance from operational authority and accountable decision-making
Practical activities
  • Exploring representative administration and facilities activities with Copilot
  • Mapping Workplace Activity → Copilot Capability → Human Validation → Operational Outcome
  • Identifying repetitive workflows suitable for AI-assisted improvement

Scenarios

Facility Service Request to Verified Operational Closure

Employee Request → Outlook Copilot Summary → Priority & Location Classification → Maintenance / Vendor Assignment → Progress Tracking → Teams Coordination → Completion Evidence → Service Closure → Management Update

Participants manage a representative workplace-service issue from initial request through verified closure while using Copilot to improve communication, coordination, documentation, and follow-through.

Facility Operations Data to Workplace Improvement Plan

Asset & Maintenance Data → Excel Analysis → Recurring Issues → Vendor Performance → Space / Resource Utilisation → Operational Risks → Copilot Page Action Plan → Management Report → Improvement Decision

Participants combine operational information across assets, maintenance, vendors, and workplace utilisation to develop an evidence-based facility improvement plan while maintaining human validation of costs, risks, priorities, and final decisions.

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