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Nano-Workshop: The Hands-On Copilot Guide for Executives

Beyond the Corner Office: Microsoft Copilot’s Guide to Agile Leadership 
audience (1).png Audience CEOs, CFOs, COOs, CTOs, CIOs, and Senior Executives
Technology-1.png Technology Microsoft Copilot (M365, Teams, Outlook, Word, Excel, Power BI), Microsoft Viva, Azure OpenAI
type-1.png Type Nano-Workshop
service-category-1 Service Category Executive Productivity & Strategic Decision-Making
Duration-1 Duration 2 hours
skills-1 Skill Set

Non-Technical (Focus on Leadership Outcomes)
Executives have demanding roles: They need to turn complicated information into communicable plans, keep their teams focused despite changing priorities, and manage day-to-day operations while planning for the future. 
 
Microsoft Copilot acts as an AI-powered “chief of staff,” automating routine tasks, sharpening decision-making, and freeing executives to focus on what only they can do—lead.
 
C-Suite Pain Points Addressed:  
 
  • I’m drowning in emails, reports, and meetings—how do I reclaim time for strategy?
  • How do I quickly distill trends from financial/operational data without relying on my team?
  • How do I ensure my communications align teams and stakeholders in high-stakes moments?
  • How do I stay ahead of risks and opportunities buried in unstructured data?
In this session, we’ll demonstrate how Copilot helps C-Suite leaders:  
 
  • Automate routine work: Draft emails, summarize reports, and prep for meetings in minutes.
  • Sharpen decisions: Surface hidden risks/opportunities in financials, market data, or employee sentiment. 
  • Lead with clarity: Turn complex ideas into crisp communications for boards, employees, or investors.  
  • Protect time: Delegate tasks like data analysis or research to AI, not overburdened teams. 
Focused on high-leverage executive scenarios (non-technical demos):  
 
1. Prep for the Board Meeting in 10 Minutes 
 
Use Copilot in Teams to:  
 
  1. Summarize a 100-page earnings report into 3 bullet points.  
  2. Generate talking points from last quarter’s customer feedback data.  
  3. Draft a CEO message for all-hands meetings, adjusting tone (confident, empathetic, urgent). 
2. Decode the Signal in the Noise
 
  1. Analyze a messy Excel dataset in natural language: “What’s driving the 15% cost spike in Region X? → Copilot identifies outliers and suggests root causes.  
  2. Use Power BI + Copilot to ask, “Show me underperforming products linked to employee turnover.
3. Lead in Crisis Mode
 
  1. Draft a stakeholder email during a PR crisis: “Write a calm, transparent update addressing the data breach.”  
  2. Auto-summarize legal/risk documents with Azure OpenAI: “Highlight clauses that could delay the merger.” 
4. Protect Strategic Time
 
  1. Use Copilot in Outlook to triage emails: “Flag anything urgent from the CFO or related to Q4 cash flow.”  
  2. Auto-generate meeting follow-ups: “Turn this Teams call into action items and send to attendees.” 

Tool Comparison:  
 
  • Copilot in Outlook/Teams: For communication efficiency and meeting prep.  
  • Copilot in Excel/Power BI: For instant data insights without analyst dependency.  
  • Copilot in Word: For refining high-stakes messaging (investor letters, strategy docs).  
  • Azure OpenAI: For analyzing unstructured data (contracts, surveys, competitor filings). 
C-Suite leaders will leave with: 
 
  • A personalized “AI Delegation Plan”: Tasks to offload to Copilot (e.g., report summaries, data Q&A).  
  • 3–5 actionable shortcuts: They can use immediately (e.g., Use ‘/summary’ in Teams to prep for earnings calls).  
  • A strategic roadmap: To pilot Copilot in one high-impact area (e.g., automating monthly operational reviews).

Ready to lead at the speed of AI? Let’s turn Copilot into your force multiplier.  

 

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