Role-Based Programme
RB0494

Copilot for Microsoft 365 for Senior Leadership

AI-Assisted Executive Productivity, Strategic Insight & Leadership 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 across executive communication, strategic analysis, meetings, reporting, and decision preparation.
  • Synthesize approved organizational information from emails, documents, spreadsheets, presentations, meetings, OneDrive, and SharePoint.
  • Apply Copilot to business reviews, strategic planning, executive briefings, KPI analysis, scenario evaluation, and stakeholder communication.
  • Build reusable leadership workflows across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, and Copilot Chat.
  • Apply confidentiality, data permissions, factual verification, governance, and accountable leadership judgement throughout AI-assisted work.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsOneDriveSharePointMicrosoft Graph GroundingCopilot PagesAI-Assisted SearchMeeting SummariesData AnalysisPresentation Creation & Executive Communication

Who should attend

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

Prerequisites & Participant Readiness

  • Working knowledge of Microsoft 365 applications
  • Experience with business reports, management meetings, presentations, emails, or strategic initiatives
  • Basic understanding of organizational strategy, KPIs, and executive decision-making
  • Access to an eligible Microsoft 365 Copilot environment
  • No programming expertise required
  • No previous Copilot training required

TOC Modules

Concepts
  • Understanding Copilot across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, OneDrive, and Copilot Chat
  • Understanding grounding in organizational context and user-access permissions
  • Mapping Copilot to executive productivity, strategy, analysis, communication, and management reviews
  • Differentiating AI assistance from accountable executive judgement
Practical activities
  • Exploring a leadership workflow across multiple Microsoft 365 applications
  • Creating structured executive prompts using Objective → Context → Evidence → Constraints → Output
  • Refining prompts for concise, decision-oriented results

Scenarios

Enterprise Performance Review to Executive Decision

Business Reports & Functional Updates → Microsoft 365 Copilot Synthesis → KPI Analysis → Performance Variances → Strategic Implications → Options Analysis → Executive Brief → Leadership Meeting → Human Decision

Participants use Copilot across Microsoft 365 to transform validated enterprise information into a decision-ready management package while maintaining executive ownership of interpretation and decisions.

Strategic Initiative to Leadership Execution Review

Strategic Priority → Cross-Functional Inputs → Copilot-Assisted Initiative Plan → Milestones & KPIs → Leadership Review → Risks & Dependencies → Executive Presentation → Decisions → Stakeholder Communication → Follow-Up

Participants build an integrated leadership workflow that connects strategic planning, business performance, executive communication, and execution tracking while preserving accountable human leadership.

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