Role-Based Programme
RB0313

Microsoft Copilot for Senior Leadership

Strategic Research, Decision Support & Executive AI Productivity

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

Programme Objectives

  • Develop functional proficiency in using Microsoft Copilot for executive research, strategic analysis, decision preparation, and leadership productivity.
  • Build reusable AI-assisted workflows for synthesising reports, market information, business data, strategic options, risks, and management priorities.
  • Apply Researcher and Analyst capabilities, where available, to deeper research and data-analysis assignments.
  • Create executive briefs, decision papers, strategic narratives, action plans, and leadership communication using Copilot Chat and Pages.
  • Apply confidentiality, evidence validation, responsible AI, human judgement, and approval controls to consequential executive decisions.

Tools covered

Microsoft CopilotCopilot ChatCopilot PagesFile Upload & AnalysisWeb-Grounded ResearchResearcher AgentAnalyst AgentMicrosoft Copilot AgentsImage Creation

Who should attend

  • Chief Executive Officers
  • CXOs & Executive Committee Members
  • Business Unit Heads
  • Functional Heads
  • Vice Presidents
  • Senior Directors
  • General Managers
  • Country / Regional Heads
  • Strategy Leaders
  • Transformation Leaders
  • Chief of Staff Professionals
  • Senior Leadership Team Members

Prerequisites & Participant Readiness

  • Experience with business planning, management reviews, strategic initiatives, or leadership decision-making
  • Familiarity with business reports, KPIs, presentations, and management information
  • Basic familiarity with generative AI is helpful but not mandatory
  • No programming expertise required
  • No requirement to complete shorter Copilot courses
  • Researcher, Analyst, Agents, and some advanced capabilities may depend on Microsoft 365 subscription, organisational configuration, administrator enablement, and usage entitlement
  • Organisational policies should be followed when using confidential, regulated, personal, financial, or commercially sensitive information

TOC Modules

Concepts
  • Understanding Copilot as an AI assistant for research, analysis, content creation, and knowledge work
  • Exploring Copilot Chat, Pages, file analysis, and agent-assisted workflows
  • Mapping leadership work across Understand → Analyse → Decide → Communicate → Act
  • Recognising appropriate AI assistance versus decisions requiring accountable executive judgement
Practical activities
  • Exploring Copilot using realistic leadership questions
  • Comparing simple requests with structured executive assignments
  • Identifying high-value Copilot use cases for leadership activities
  • Creating an executive AI opportunity map

Scenarios

Market Disruption to Executive Strategic Decision

Market / Competitive Signal → Copilot Research → External Evidence + Internal Reports → Strategic Analysis → Scenario Comparison → Executive Decision Paper → Leadership Challenge → Approved Direction

Participants combine research, file analysis, scenario planning, and structured executive judgement to determine an appropriate strategic response to a significant market development.

Business Performance to Leadership Action Plan

Business Performance Data → Analyst → Trends & Exceptions → Supporting File Review → Strategic Options → Copilot Pages Decision Brief → Leadership Review → Priorities, Owners & Actions

Participants transform distributed business data and management information into a validated leadership decision package containing key insights, options, risks, recommendations, and accountable next actions.

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