Role-Based Programme
RB0493

Copilot for Microsoft 365 for Senior Leadership

Executive Productivity, Decision Support & Strategic Communication

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use Microsoft 365 Copilot for executive communication, information synthesis, meeting preparation, and leadership productivity.
  • Use Copilot across Outlook, Teams, Word, Excel, and PowerPoint to transform organisational information into concise, decision-ready outputs.
  • Analyse business information and performance data to identify trends, exceptions, risks, and management questions.
  • Create executive briefs, presentations, meeting summaries, communications, and follow-up actions using work context.
  • Apply confidentiality, factual validation, human judgement, access permissions, and responsible AI practices to leadership workflows.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatCopilot in OutlookMicrosoft TeamsWordExcelPowerPointMicrosoft GraphMicrosoft Copilot Search

Who should attend

  • Chief Executive Officers
  • CXOs & Executive Committee Members
  • Business Unit Heads
  • Functional Heads
  • Vice Presidents
  • Senior Directors
  • General Managers
  • Country / Regional Heads
  • Strategy Leaders
  • Transformation Leaders
  • Senior Programme Sponsors
  • Leadership Team Members

Prerequisites & Participant Readiness

  • Basic familiarity with Microsoft 365 applications
  • Experience with business reviews, executive meetings, reports, presentations, or stakeholder communication
  • Basic understanding of organisational goals, KPIs, risks, and business priorities
  • No AI or programming expertise required
  • No previous Microsoft 365 Copilot experience required
  • Feature availability may vary according to Microsoft 365 Copilot licensing and organisational configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot and its role in executive productivity
  • Exploring Copilot across Outlook, Teams, Word, Excel, PowerPoint, and Copilot Chat
  • Understanding how Microsoft Graph provides permitted organisational context
  • Mapping leadership work across Understand → Analyse → Decide → Communicate → Follow Up
Practical activities
  • Exploring Copilot across selected Microsoft 365 applications
  • Testing an executive productivity prompt
  • Identifying high-value leadership use cases
  • Creating a personal executive Copilot use-case map

Scenarios

Business Performance Review to Executive Decision

Outlook Updates + Business Documents + Excel KPI Data → Copilot Synthesis → Performance Analysis → Word Executive Brief → PowerPoint Decision Deck → Leadership Review → Decision

Participants consolidate distributed business information into a concise executive decision package containing performance insights, risks, management questions, and recommended next actions.

Leadership Meeting to Organisational Action

Teams Meeting → Copilot Meeting Summary → Decisions & Actions → Executive Communication → Owners & Deadlines → Follow-Up

Participants use Copilot to transform a leadership discussion into validated decisions, responsibilities, executive communication, and structured follow-through while keeping final accountability with the leadership team.

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