Role-Based Programme
RB0492

Copilot for Microsoft 365 for Senior Leadership

Executive Productivity, Decision Intelligence & Strategic Communication

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

Programme Objectives

  • Understand how Copilot supports executive research, communication, meetings, analysis, and decision preparation across Microsoft 365.
  • Explore AI-assisted workflows for synthesising organisational information, preparing executive briefs, and identifying priorities.
  • Experience Copilot across Teams, Outlook, Word, Excel, and PowerPoint for leadership productivity and strategic communication.
  • Apply effective executive prompting techniques for concise, evidence-aware, decision-oriented outputs.
  • Recognise privacy, accuracy, governance, human judgement, and responsible AI requirements for leadership use.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft TeamsOutlookWordExcelPowerPointMicrosoft 365 Copilot Pages

Who should attend

  • Chief Executive Officers
  • Chief Operating Officers
  • Chief Financial Officers
  • Chief Human Resources Officers
  • Chief Information Officers
  • Chief Technology Officers
  • Managing Directors
  • Business Unit Heads
  • Functional Heads
  • Senior Vice Presidents
  • Vice Presidents
  • General Managers
  • Senior Leadership Team Members

Prerequisites & Participant Readiness

  • Basic familiarity with Microsoft 365 applications
  • Understanding of organisational strategy, business performance, or leadership processes
  • Familiarity with executive meetings, reports, presentations, and business communication
  • No technical or programming knowledge required
  • No previous Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot as an AI layer across Microsoft 365 productivity applications
  • Exploring executive use cases across documents, spreadsheets, presentations, email, meetings, and chats
  • Understanding organisational grounding, permissions, and context-aware responses
  • Differentiating AI assistance from accountable executive judgement
Practical activities
  • Exploring representative leadership prompts for research, summarisation, prioritisation, and decision preparation
  • Mapping Leadership Activity → Copilot Capability → Business Outcome

Scenarios

Leadership Meeting to Executive Action Plan

Leadership Meeting → Copilot-Assisted Summary → Key Decisions → Risks & Open Questions → Action Owners → Executive Follow-Up → Progress Review

Participants use Copilot to transform a complex leadership discussion into an organised action framework while validating decisions and commitments before circulation.

Business Performance to Strategic Management Review

Business Performance Data → Copilot-Assisted Analysis → Key Trends & Variances → Supporting Business Context → Executive Brief → Leadership Presentation → Management Decision

Participants use Copilot across Excel, Word, and PowerPoint to convert validated performance information into an executive-ready decision narrative while keeping interpretation and final strategic decisions under leadership ownership.

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