Role-Based Programme
RB0479

Copilot for Microsoft 365 for Strategy & Business Management

AI-Assisted Strategic Analysis, Planning & Management Decision Support

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build practical capability in using Microsoft 365 Copilot for strategic analysis, business planning, management reviews, and executive communication.
  • Synthesize approved organizational information from documents, emails, spreadsheets, presentations, and meetings into decision-ready insights.
  • Apply Copilot to KPI analysis, strategic-option evaluation, initiative planning, management reporting, and stakeholder communication.
  • Create reusable workflows across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and Copilot Chat.
  • Apply source validation, confidentiality, responsible AI, and human management judgement throughout strategic workflows.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsOneDriveSharePointMicrosoft Graph-Grounded Organizational ContextAI-Assisted SearchMeeting SummariesData Analysis & Executive Communication

Who should attend

  • Strategy Managers
  • Corporate Strategy Professionals
  • Business Managers
  • Business Planning Professionals
  • Strategy & Operations Professionals
  • Business Transformation Managers
  • Management Consultants
  • Business Excellence Professionals
  • Strategic Planning Professionals
  • Chief of Staff Professionals
  • Business Analysts
  • Functional Managers
  • Business Unit Managers
  • Transformation Office Professionals

Prerequisites & Participant Readiness

  • Basic understanding of strategy, business planning, or management activities
  • Familiarity with business reports, KPIs, strategic initiatives, or management presentations
  • Basic working knowledge of Microsoft 365 applications
  • Basic spreadsheet and business-documentation skills
  • No programming expertise required
  • No previous Copilot training required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, OneDrive, and Copilot Chat
  • Identifying suitable applications across strategic analysis, planning, reporting, and management communication
  • Understanding structured prompting using Objective → Context → Evidence → Constraints → Output
  • Differentiating AI assistance from accountable strategic and management decision-making
Practical activities
  • Creating structured prompts for common strategy and business-management tasks
  • Comparing generic and context-rich Copilot outputs
  • Mapping management workflows to relevant Microsoft 365 applications

Scenarios

Business Performance Issue to Strategic Action

Validated Business Data → Copilot-Assisted KPI Analysis → Key Variances → Business Implications → Strategic Options → Management Brief → Leadership Review → Human Decision

Participants use Microsoft 365 Copilot to transform business-performance information into structured decision support while maintaining leadership ownership of conclusions and strategic actions.

Strategic Priority to Execution Plan

Strategic Objective → Organizational Inputs → Copilot-Assisted Initiative Plan → KPIs & Milestones → Dependencies → Management Review → Stakeholder Communication → Action Tracking

Participants create a coordinated strategy-execution workflow that converts an approved strategic priority into measurable initiatives and follow-through while preserving human ownership of priorities, resources, and governance decisions.

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