Role-Based Programme
RB0312

Microsoft Copilot for Senior Leadership

Build Executive Productivity, Decision Support & Strategic Leadership Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Microsoft Copilot for executive productivity, information synthesis, communication, meetings, and decision support.
  • Apply structured executive prompting to transform organisational information into concise, decision-ready insights.
  • Use Copilot across Teams, Outlook, Word, Excel, and PowerPoint to improve leadership preparation and follow-through.
  • Create executive briefs, performance reviews, strategic communications, and management presentations with appropriate human validation.
  • Apply responsible AI practices covering confidentiality, permissions, accuracy, governance, and accountable leadership decisions.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft TeamsOutlookWordExcelPowerPointMicrosoft 365 Organisational Data & Web Grounding

Who should attend

  • Chief Executive Officers
  • Managing Directors
  • Chief Operating Officers
  • Chief Financial Officers
  • Chief Human Resources Officers
  • Chief Information Officers
  • Chief Technology Officers
  • Business Unit Heads
  • Functional Heads
  • Vice Presidents
  • Senior Directors
  • Executive Committee Members
  • Leadership Team Members
  • Senior Management Professionals

Prerequisites & Participant Readiness

  • Basic familiarity with Microsoft 365 applications
  • Working understanding of leadership, management, and business decision-making processes
  • Access to relevant organisational information according to existing permissions
  • General awareness of generative AI is helpful
  • No technical or programming background required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Microsoft Copilot and Copilot Chat within the organisational Microsoft 365 environment
  • Exploring executive use across research, communication, meetings, analysis, documentation, and presentations
  • Understanding organisational grounding, web grounding, and permission-aware access
  • Identifying appropriate AI assistance versus leadership judgement and accountable decision-making
Practical activities
  • Exploring Copilot through representative executive-management questions
  • Mapping Leadership Activity → Copilot Assistance → Human Validation → Executive Outcome
  • Identifying high-value leadership workflows suitable for Copilot adoption

Scenarios

Business Performance to Executive Management Decision

Performance Data → Copilot Analysis → Variances & Trends → Leadership Meeting → Decision Options → Executive Brief → Management Decision → Action Owners

Participants use Copilot to analyse representative business-performance information and convert the findings into a structured leadership discussion and decision brief, while validating key figures and conclusions before management action.

Leadership Meeting to Strategic Communication & Follow-Through

Leadership Meeting → Copilot Meeting Analysis → Decisions & Actions → Executive Summary → Stakeholder Communication → Management Presentation → Follow-Up Tracking

Participants convert a leadership discussion into clear decisions, responsibilities, executive communication, and follow-through actions while maintaining confidentiality, factual accuracy, and accountable human leadership.

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