Role-Based Programme
RB0478

Copilot for Microsoft 365 for Strategy & Business Management

AI-Assisted Strategic Insight, Decision Support & Executive Productivity

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support strategic analysis, business planning, management reviews, and decision preparation.
  • Explore practical Copilot capabilities across Word, Excel, PowerPoint, Outlook, Teams, Copilot Chat, and Copilot Search.
  • Experience summarising organisational information, analysing business data, drafting strategic documents, and preparing management communication.
  • Identify opportunities to move from distributed business information to structured insights, options, decisions, and actions.
  • Recognise the importance of source validation, confidentiality, permissions, human judgement, and responsible AI use in strategic work.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in WordExcelPowerPointOutlookMicrosoft TeamsMicrosoft Graph

Who should attend

  • Strategy Managers
  • Corporate Strategy Professionals
  • Business Managers
  • Business Unit Leaders
  • Strategic Planning Professionals
  • Business Transformation Professionals
  • Business Operations Leaders
  • Management Consultants
  • Senior Business Analysts
  • Chief of Staff Professionals
  • Programme & Transformation Leaders
  • Strategy & Business Management Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of business strategy, planning, or management processes
  • Familiarity with business objectives, KPIs, reports, meetings, and stakeholder communication
  • Basic familiarity with Microsoft 365 applications
  • No AI or programming expertise required
  • No previous Microsoft 365 Copilot experience required
  • Feature availability may vary according to organisational licensing and tenant configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot and its role in knowledge work and business decision support
  • Exploring Copilot across Word, Excel, PowerPoint, Outlook, Teams, Search, and Copilot Chat
  • Understanding how Microsoft Graph provides permitted organisational context
  • Mapping strategic work across Understand → Analyse → Decide → Communicate
Practical activities
  • Exploring selected Microsoft 365 Copilot experiences
  • Mapping a sample strategic-management workflow to Copilot capabilities
  • Testing a simple business-management prompt

Scenarios

Business Performance to Strategic Decision

Business Reports + KPI Data → Copilot Synthesis → Excel Analysis → Key Insights → Word Executive Brief → Management Review → Strategic Decision

Participants combine business documents and structured data to create an evidence-based management brief highlighting performance, risks, opportunities, and decision points.

Strategic Initiative Review to Leadership Action

Initiative Updates → Copilot Search / Chat → Information Synthesis → PowerPoint Summary → Teams Leadership Review → Decisions & Actions → Follow-Up

Participants transform distributed strategic information into a concise leadership review containing validated insights, decisions, owners, and next steps.

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