More clients are now asking for Microsoft Copilot training as part of my AI and future-of-work sessions. Below is an overview of what’s typically covered in the half-day workshop. There’s plenty of scope to adapt it to your teams, roles, and real-world use cases if needed.
Practical skills, hands-on demos, and a future-ready mindset
Workshop Purpose:
This session is designed to give your team the skills, confidence, and mindset to get real value from Microsoft Copilot. It’s not just about learning new features – it’s about understanding how AI is changing the way we work and how to make the most of it.
Outcomes – Practical Copilot skills in the core Microsoft apps your team uses every day:
– Simple prompting techniques to get better results, faster
– Clarity on Copilot’s limits – accuracy, privacy, and where to double-check
– A look ahead at what’s coming next – future-ready thinking baked in
Workshop Flow:
1. Welcome & Setting the Scene (30 mins)
– What’s changing in how we work – the impact of AI
– What Copilot actually is (and what it isn’t)
– Why prompting is the skill that makes it worthwhile
2. Live Copilot Demos: See It in Action (45 mins)
Practical walk-throughs, live on screen:
– Word – Draft reports, rephrase for tone, summarise text
– Outlook – Summarise threads, draft replies
– Excel – Analyse data, pull out insights, generate charts
– Teams – Summarise meetings, highlight actions
– PowerPoint – Generate slides, improve visuals
3. Guided Hands-On Practice (50 mins)
Work through real examples – Sales, Ops, Marketing, HR
– Test prompts, refine them, and see what works
– Live coaching moments to sharpen skills
4. Prompting Power Tips (20 mins)
– What makes a good prompt inside Copilot
– How to get clearer, faster results
– Spotting when Copilot gets it wrong – and what to do next
5. Future-Ready Workflows (30 mins)
What AI means for productivity and skills in the next few years
– Examples of where this is heading (AI agents, automation layers)
– How to stay valuable as AI keeps evolving
6. Wrap-Up & Next Steps (15 mins)
Recap of key takeaways
– Tips for building Copilot into your daily workflow
– Resources to keep learning
Optional: Invite to follow-up Prompting Masterclass
Takeaways:
- A simple cheat sheet of prompts to get started
- Clear use cases tailored to their role
- Confidence to experiment, build momentum, and stay ahead
If you’re rolling out Copilot and want your teams to be confident from day one, get in touch.