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Microsoft 365 Copilot for Executive Leadership

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Microsoft 365 Copilot for Executive Leadership

In Person

This course is available as a private group session or 1-on-1 training only. Enquire today to learn more!

Location: Training can be delivered at our Perth CBD training centre, at your site or virtually for added convenience
Duration: 1 day, with the option to deliver as two half-day sessions.

Our Perth CBD venue is easy to access by public transport.

Course Overview

Course Overview

Strategic Productivity, Communication and AI-Powered Decision-Making

Learn how to use Microsoft 365 Copilot to manage complex information, strengthen executive communication and support more informed decision-making. Through realistic leadership scenarios, participants will explore practical ways to prepare briefings, manage meetings, review organisational updates and improve everyday productivity. The course also examines where human judgement remains essential, helping leaders use AI confidently and responsibly while maintaining privacy, governance, compliance and professional oversight.

Dates

No upcoming dates available.

Book a course

This course is available as a private group session or 1-on-1 training only. Enquire today to learn more!

Course Information

Course Content

This course is best suited to executive leaders, senior managers and decision-makers who work with complex information, competing priorities, organisational updates, executive briefings, board reporting and high-level communications. It is designed for leaders who want to use Microsoft 365 Copilot confidently and responsibly in their day-to-day work.

Delivery format: This practical, scenario-based workshop combines trainer demonstrations with guided activities using realistic executive examples. Participants will practise applying Copilot to common leadership tasks and evaluate the quality, accuracy and appropriateness of its outputs.

How Microsoft 365 Copilot Understands Your Organisation

  • Work IQ: How Copilot connects meetings, emails, documents and people
  • What Copilot can and cannot access
  • Enterprise security
  • Data privacy considerations

Executive Prompting

  • Writing effective prompts for Copilot
  • Examples of business-focused prompt strategies
  • Troubleshooting and refining AI outputs

Executive Productivity and Information Management

Outlook for Executives

  • Morning briefings
  • Inbox management
  • Prioritising critical communications
  • Summarising long email chains

Teams for Executives

  • Catching up on discussions
  • Reviewing organisational updates
  • Understanding stakeholder viewpoints

Executive Meetings

  • Before Meetings:
  • Preparation for the meeting
  • Stakeholder summaries
  • Reviewing previous actions

  • During Meetings:
  • Asking Copilot questions
  • Clarifying discussions
  • Capturing key decisions

  • After Meetings:
  • Meeting recaps
  • Action tracking
  • Decision registers
  • Executive follow-up

Executive Briefing Creation with Copilot in Word

  • Converting lengthy reports into 1-page executive briefs
  • Generating executive summaries from multiple documents
  • Comparing policy versions and identifying key changes
  • Using Word Agent to generate structured executive documents

Copilot in PowerPoint

  • Create presentation outlines from briefing notes
  • Refine slide messaging for executive audiences
  • Summarise key points for speaking notes
  • Adapt presentations for different stakeholder groups

Board and Executive Communications

  • Responsible AI principles
  • Risks of AI-generated content
  • Hallucinations and human oversight
  • Privacy and compliance obligations
  • Organisational AI policies and governance considerations

By the end of the workshop, you will be able to:

  • Identify and prioritise high-value executive use cases for Microsoft 365 Copilot based on organisational needs, information sources and leadership responsibilities.

  • Use effective prompts to summarise information, prepare briefings, draft communications and support presentations.

  • Apply responsible AI practices, including privacy, governance, compliance and human oversight.

  • A general working knowledge of Microsoft 365 apps such as Outlook, Teams, Word and PowerPoint.
  • Access to Microsoft 365 Copilot, where available, to follow along with demonstrations and activities.

“Our trainer, Deepika, was excellent, clear and., also very personable. I Learnt lots of great tips and short cuts that will help free up my time to focus on high level work.” – Allana from Department of Health, Disability and Ageing

“Thank you so much. I feel like this unlocked a lot of unused potential with copilot. I feel much more confident” – Stephanie from Department of Health, Disability and Ageing

“This course will really help in consistent application & use of copilot across our teams” – Emma from Department of Health, Disability and Ageing

“Good venue, nice clean facilities. Facilitator had a very good knowledge of the subject and was able to give multiple examples and explanations.” – Michael from WISE

“Great course delivery, has provided context and confidence to implement the use of CoPilot across my day-to-day functions.”– Matt from Aurizon Rail

“It will revolutionise the way we do things in our team.” – Kevin from Aurizon Rail

“Lots of time saving techniques and better ways to collaborate with other people in my team. The training course was great, day ran really well. Feel like I learnt plenty” – Michael from City of Karratha

FAQs

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