Role-Based Programme
RB0481

Copilot for Microsoft 365 for Strategy & Business Management

Master Strategic Research, Decision Intelligence & Business Execution with AI

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in applying Copilot across strategic research, business analysis, scenario planning, executive decision support, and strategy execution.
  • Integrate organisational knowledge, external research, business data, meetings, emails, and documents into evidence-based strategic workflows.
  • Build reusable AI-assisted approaches for business cases, strategic options, KPI reviews, initiative prioritisation, executive communication, and management follow-through.
  • Apply Researcher, Analyst, Copilot Pages, Notebooks, and Microsoft 365 applications to complex cross-functional management activities.
  • Establish governance practices covering evidence validation, confidentiality, permissions, human judgement, and responsible AI-assisted decision-making.

Tools covered

Microsoft CopilotCopilot ChatResearcherAnalystMicrosoft WordExcelPowerPointOutlookTeamsCopilot PagesCopilot NotebooksWord/Excel/PowerPoint AgentsScheduled PromptsOneDrive & SharePoint Content

Who should attend

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

Prerequisites & Participant Readiness

  • Good understanding of business strategy, planning, performance management, or transformation
  • Familiarity with business cases, KPIs, strategic initiatives, management reviews, and executive communication
  • Working knowledge of Microsoft 365 applications is recommended
  • Experience using business reports, spreadsheets, presentations, and collaborative documents
  • Basic understanding of generative AI and effective prompting is helpful
  • Access to an eligible organisational Microsoft 365 environment with relevant Copilot capabilities
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Microsoft Copilot across research, analysis, documents, spreadsheets, presentations, meetings, and communication
  • Mapping Copilot capabilities across Analyse → Decide → Plan → Execute → Monitor → Improve
  • Understanding Copilot Chat, Microsoft 365 application experiences, Researcher, Analyst, Pages, and agents
  • Understanding organisational grounding, Microsoft 365 permissions, and contextual information
  • Differentiating AI assistance from accountable management judgement
Practical activities
  • Mapping strategic-management activities to relevant Copilot capabilities
  • Creating a Strategy & Business Management Copilot Use-Case Architecture

Scenarios

Market Shift to Strategic Investment Decision

Business Challenge → Researcher → Internal & External Evidence → Strategic Issue Analysis → Scenario Planning → Analyst / Excel Evaluation → Investment Options → Business Case → Executive Presentation → Leadership Decision

Participants investigate a realistic market or business shift, analyse available evidence, compare alternative strategic responses, and build an executive investment recommendation while keeping final assumptions and decisions under accountable management ownership.

Corporate Strategy to Continuous Execution Review

Strategic Objectives → Initiative Portfolio → KPIs & Targets → Copilot Notebook / Pages → Teams Leadership Reviews → Analyst Performance Assessment → Risks & Variances → Scheduled Copilot Review → Corrective Actions → Executive Follow-Through

Participants design an integrated strategy-execution system that brings together objectives, initiatives, performance information, management discussions, and recurring follow-up while retaining human ownership of strategic priorities, resource allocation, and major business decisions.

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