Role-Based Programme
RB0480

Copilot for Microsoft 365 for Strategy & Business Management

Accelerate Strategic Analysis, Planning & Executive Decision Support

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

Programme Objectives

  • Develop practical proficiency in using Microsoft 365 Copilot for strategic research, business analysis, planning, and management communication.
  • Apply Copilot to summarize business information, identify trends, compare options, and structure strategic recommendations.
  • Use Excel with Copilot to support KPI analysis, scenario evaluation, prioritization, and business-performance reviews.
  • Build connected workflows across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and OneDrive for strategy execution and stakeholder alignment.
  • Apply responsible AI practices covering source validation, confidential business information, assumptions, decision accountability, and executive review.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePoint

Who should attend

  • Strategy Managers
  • Business Strategy Professionals
  • Corporate Planning Managers
  • Business Management Professionals
  • Strategic Planning Professionals
  • Business Transformation Managers
  • Business Excellence Professionals
  • Management Consultants
  • Business Analysts
  • Corporate Development Professionals
  • PMO & Transformation Professionals
  • Business Unit Managers
  • Chief of Staff Teams
  • Strategy & Operations Professionals

Prerequisites & Participant Readiness

  • Basic understanding of business strategy and management concepts
  • Familiarity with strategic planning, KPIs, business reviews, and decision-making
  • Working knowledge of Microsoft 365 applications
  • Basic proficiency with Microsoft Excel
  • Familiarity with business-performance data is helpful
  • Basic understanding of generative AI concepts
  • No programming expertise required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and OneDrive
  • Mapping AI assistance across research, planning, analysis, communication, and execution
  • Understanding organizational context and information grounding
  • Differentiating AI-assisted recommendations from management accountability
Practical activities
  • Exploring strategy-focused Copilot use cases
  • Testing structured strategic prompts
  • Mapping Business Activity → Microsoft 365 App → Copilot Support
  • Building Business Question → Context → Copilot → Management Review workflow

Scenarios

Strategic Business Review to Executive Recommendation

Business Reports → SharePoint / OneDrive → Copilot Synthesis → Excel KPI Analysis → Strategic Issues → Options & Scenarios → PowerPoint Executive Review → Leadership Decision

Participants consolidate approved business information, analyze performance, evaluate strategic options, and prepare a decision-ready executive recommendation while retaining leadership ownership of the final decision.

Strategy to Execution Management Cycle

Strategic Objectives → Initiative Portfolio → Prioritization → KPI Tracker → Teams Business Review → Copilot Summary → Corrective Actions → Management Follow-Up

Participants translate strategic priorities into measurable initiatives, monitor progress, identify execution gaps, and convert management-review decisions into accountable follow-through actions.

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