Role-Based Programme
RB0487

Copilot for Microsoft 365 for Risk & Internal Audit

AI-Assisted Risk Analysis, Audit Execution & Assurance Reporting

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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 risk assessment, internal-audit planning, control reviews, evidence analysis, and reporting.
  • Synthesize approved policies, procedures, risk registers, audit documentation, meeting records, and business information into structured risk and audit outputs.
  • Apply Copilot to risk identification, control mapping, audit work programs, evidence review, issue documentation, remediation tracking, and management reporting.
  • Build reusable AI-assisted workflows across Word, Excel, Outlook, Teams, PowerPoint, SharePoint, OneDrive, and Forms.
  • Apply confidentiality, professional scepticism, source validation, auditability, access controls, and human assurance judgement throughout AI-assisted workflows.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsOneDriveSharePointMicrosoft FormsMicrosoft Graph-Grounded Organizational ContextAI-Assisted SearchMeeting SummariesData Analysis & Audit Documentation

Who should attend

  • Risk Managers
  • Internal Audit Managers
  • Internal Auditors
  • Enterprise Risk Management Professionals
  • Risk Analysts
  • Audit Analysts
  • Internal Controls Professionals
  • Governance, Risk & Compliance Professionals
  • Operational Risk Professionals
  • Technology Risk Professionals
  • Compliance Assurance Professionals
  • Control Testing Professionals
  • Risk & Audit Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of risk management, internal audit, or internal controls
  • Familiarity with risk registers, audit plans, controls, evidence, findings, or remediation tracking
  • Basic working knowledge of Microsoft 365 applications
  • Basic spreadsheet and business-documentation skills
  • General understanding of confidentiality and evidence-handling requirements
  • No programming expertise required
  • No previous Copilot training required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, Outlook, Teams, PowerPoint, SharePoint, OneDrive, and Copilot Chat
  • Mapping AI assistance to risk assessment, audit planning, control review, evidence analysis, and reporting
  • Understanding structured prompting using Objective → Risk / Audit Context → Evidence → Constraints → Output
  • Differentiating AI assistance from formal assurance, risk acceptance, and audit judgement
Practical activities
  • Creating structured prompts for common risk and internal-audit activities
  • Comparing generic and evidence-rich audit outputs
  • Mapping audit and risk workflows to relevant Microsoft 365 applications

Scenarios

Audit Scope to Evidence-Based Finding

Approved Audit Scope → Microsoft 365 Copilot-Assisted Risk Assessment → Risk & Control Mapping → Audit Procedures → Evidence Review → Potential Gap → Auditor Validation → Finding → Management Response → Remediation Tracking

Participants use Microsoft 365 Copilot to structure and analyze audit information while preserving evidence sufficiency, final findings, and assurance conclusions under qualified auditor control.

Enterprise Risk Register to Management Action

Validated Risk Register → Copilot-Assisted Analysis → Risk Themes & Control Gaps → Overdue Mitigations → Management Dashboard → Risk Owner Review → Corrective Actions → Leadership Reporting

Participants transform validated risk information into a structured management review while ensuring risk ratings, acceptance decisions, and control conclusions remain under authorized human ownership.

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