Role-Based Programme
RB0311

Microsoft Copilot for Senior Leadership

Executive Productivity, Strategic Insight & AI-Assisted Decision Support

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

Programme Objectives

  • Understand how Microsoft Copilot can support senior leaders across research, executive communication, business analysis, planning, and decision preparation.
  • Explore AI-assisted summarization of reports, documents, market information, and management inputs.
  • Use structured executive prompts to generate concise briefs, strategic questions, options, and leadership communications.
  • Apply Copilot to management reviews, meeting preparation, business planning, and executive presentation development.
  • Apply confidentiality, source validation, responsible AI, human judgement, and approval principles to leadership use of AI.

Tools covered

Microsoft CopilotCopilot ChatWeb-Grounded ResearchDocument & File AnalysisAI-Assisted WritingSummarizationData InterpretationImage UnderstandingPresentation Support & Executive Prompting

Who should attend

  • Chief Executive Officers
  • Chief Operating Officers
  • Chief Financial Officers
  • Chief Human Resources Officers
  • Chief Information Officers
  • Chief Technology Officers
  • Business Unit Heads
  • Country Heads
  • Functional Heads
  • Executive Directors
  • Senior Vice Presidents
  • Vice Presidents
  • General Managers
  • Strategy & Transformation Leaders
  • Leadership Team Members

Prerequisites & Participant Readiness

  • Basic experience with management reporting, business planning, or leadership decision-making
  • Familiarity with business documents, reports, presentations, and market information
  • Basic familiarity with generative AI is helpful
  • Ability to critically review AI-generated recommendations and summaries
  • Awareness of organizational confidentiality requirements
  • No programming expertise required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot as an AI assistant for research, analysis, communication, and executive productivity
  • Identifying leadership applications across strategy, business reviews, planning, and stakeholder communication
  • Understanding the difference between AI-generated assistance and accountable executive judgement
  • Recognising appropriate and inappropriate uses of AI in consequential leadership decisions
Practical activities
  • Exploring Copilot through common executive scenarios
  • Testing prompts for summarization, analysis, and briefing
  • Mapping Leadership Activity → Copilot Support → Executive Review → Outcome

Scenarios

Market Development to Executive Decision Support

External Business Signal → Copilot Research → Evidence Synthesis → Strategic Implications → Options → Executive Brief → Leadership Review → Human Decision

Participants use Copilot to turn a significant market development into concise decision support while ensuring strategy choices and commitments remain under executive ownership.

Business Performance Review to Leadership Action

Management Report → Copilot-Assisted Analysis → Key Variances → Management Questions → Action Options → Executive Communication → Leadership Review

Participants use Copilot to prepare for a business-performance discussion by identifying important trends and structuring decision questions while preserving human judgement over final actions.

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