Microsoft Copilot Training for Non-Technical Teams
Help employees move from curiosity to confident use of Copilot with practical workflows they can apply right away.
Virtual or in person • Half-day or full-day programs
Many Teams Have Copilot — But Aren't Yet Using It Effectively
Organizations are investing in Microsoft 365 Copilot, but many staff members are still figuring out where it fits into their everyday work.
Common challenges include:
• not knowing when or what to ask Copilot
• getting inconsistent or confusing results
• uncertainty about accuracy, hallucinations, and bias
• difficulty turning experimentation into repeatable workflows
You’ve invested in Copilot. The next step is helping your team turn it into a useful, responsible part of everyday work.
What Changes When Your Team Puts Copilot to Work
This program helps teams move beyond experimenting with Copilot and use it to improve real work.
Teams learn to:
Save time on repetitive work
Summarize information, prepare for meetings, create first drafts, and repurpose existing content.
Communicate more effectively
Create clearer, more consistent internal and external communications while keeping human judgment in the process.
Use AI with greater confidence
Know when Copilot adds value, improve its output, and recognize what must be reviewed or verified.
By the end of the program, participants will have practical Copilot workflows they can use every day—and your organization will get more value from its investment.
“As a university research prospector, I was unsure about how to meaningfully use AI in my work. Shana’s Microsoft Copilot training changed that. She helped me integrate AI into my research process in a way that’s strategic, ethical, and incredibly efficient. I now feel confident using Copilot to synthesize information, extract key data from extensive research materials, and conduct complex analyses with clarity and accuracy. What used to take five hours now takes almost half the time. Shana's AI training has been a game-changer.”
Judith Magram
Prospect Researcher
Babson College
Designed for Teams Using Microsoft Copilot
This program is ideal for organizations that have Microsoft 365 Copilot and want their staff to use it confidently and effectively in everyday work.
Especially well-suited for associations, nonprofits, and other communication-heavy organizations.
Common participants include:
- communications and marketing teams
- agencies and client-facing teams
- content and brand teams
- training and enablement professionals
- project managers and team leaders
What Happens Before the Training
Many organizations already have Microsoft 365 Copilot, but employees often aren’t sure where it can make a meaningful difference in their day-to-day work.
Start with an AI Opportunity Assessment
Before training begins, I can work with your team to identify where Microsoft 365 Copilot can make the biggest difference in everyday work. Opportunities might include:
• reducing repetitive administrative and communication tasks
• improving member, customer, or stakeholder communications
• preparing for meetings and turning discussions into action
• streamlining research, analysis, and reporting
• creating and repurposing content, presentations, and educational materials
• finding and synthesizing information across documents and resources
The result is customized, workflow-based training tailored to how your team actually works.
What Teams Learn
Module 1
How Microsoft Copilot Actually Works
Participants gain a clear mental model of how Copilot generates responses and how it pulls information from documents, emails, chats, and meetings across Microsoft 365.
Participants learn how to:
- understand how Copilot generates responses
- recognize when outputs require verification
- interact with Copilot more effectively from the start
Module 2
Prompting and Working with Copilot
Participants learn how to communicate with Copilot in ways that produce more useful and reliable outputs.
Participants learn how to:
- structure prompts using the 4-R framework (Role, Request, Rules, Result)
- refine Copilot responses for better results
- apply prompting techniques in everyday work scenarios
Module 3
Using Copilot Across Microsoft 365
This module begins with responsible AI use before exploring Copilot across Microsoft apps.
Participants learn how to:
- recognize hallucinations and potential bias
- apply the 5 Habits of Responsible AI Use
- validate AI outputs while maintaining human judgment
- apply Copilot within apps such as Word, Excel, Teams, and PowerPoint
Module 4
Advanced Copilot Capabilities
Participants explore the newest Copilot features designed to accelerate productivity.
Participants learn how to:
- use Copilot Cowork to offload repetitive work
- organize knowledge with Copilot Notebooks
- improve accuracy using Copilot Council
- build a practical system for staying current as Copilot and AI evolve
“I would absolutely recommend Shana Burg’s Copilot training for an HR team that might be worried about the impact of AI on their jobs. In this training, I learned how to write strong prompts, leverage Copilot Notebooks to make our policies searchable, and use agents to spot trends and make predictions. I found this all very helpful and am able to apply what I learned immediately. Our fiscal year begins next week and now I have the tools to start fresh. Totally recommend.”
Marcie Austen
Director Human Resources
Shure Incorporated
Real Workplace Scenarios Participants Learn
During the training, participants explore practical workflows that show how Microsoft Copilot can support communication, content creation, research, and collaboration in everyday work.
Examples include:
Repurposing Content Across Channels
Turn webinars, newsletters, presentations, or long-form content into LinkedIn posts, summaries, internal updates, and other multi-channel assets.
Streamlining Research and Analysis
Use Copilot to synthesize long documents, summarize research, identify themes, and extract insights from complex information.
Drafting Proposals and Internal Communications
Create first drafts for proposals, stakeholder updates, executive communications, and internal messaging while still relying on human review and judgment.
Organizing Campaign and Messaging Materials
Use Copilot Notebooks to centralize campaign briefs, research, meeting notes, and messaging resources for easier collaboration and content creation.
Creating More Consistent Team Communications
Develop tone-of-voice guidance and AI-supported workflows that help teams create clearer, more aligned communication across channels.
Turning Research into Presentations
Transform research, reports, meeting notes, or existing documents into structured PowerPoint presentations and talking points.
What Makes This Training Different
Most AI training focuses on what the technology can do. This program focuses on what your team needs to get done.
The training is designed to help teams adopt AI in ways that are practical, responsible, and immediately useful.
Key elements include:
• realistic workflows drawn from participants’ everyday work
• hands-on practice with communication, research, meetings, documents, and other common tasks
• the 5 Habits of Responsible AI Use for reviewing and improving AI-generated work
• strategies for continuing to learn as Copilot and AI evolve
• follow-up support to help new habits stick
Every Program Includes:
- flexible delivery: in-person or virtual
- half-day or full-day training options
- four follow-up office hours to reinforce learning
- practical guidance on tools such as Notebooks, Agents and emerging features
What Happens After the Training
Building new ways of working takes practice. This program includes resources and follow-up support to help participants turn what they learn into everyday habits.
Copilot Workflow Library
Participants receive a practical take-home guide with the prompts and workflows used throughout the training. They can copy, customize, and reuse them for real work tasks such as:
• preparing for meetings and turning discussions into action
• drafting member, customer, or stakeholder communications
• researching, summarizing, and synthesizing information
• creating presentations, reports, and educational materials
• finding and working with information across Microsoft 365
• reducing repetitive administrative tasks
Participants can adapt the examples to their own roles and continue building their personal collection of useful prompts over time.
Follow-Up Office Hours
Participants can attend four live office-hour sessions to ask questions, troubleshoot real scenarios, and continue refining how they use Copilot.
Bring Microsoft Copilot Training to Your Team
If your organization has Microsoft 365 Copilot, this training helps staff move from experimentation to confident, responsible use in everyday work.
Schedule a 20-minute discovery call to talk through your goals, how your team is currently using Copilot, and whether this training is a good fit.
20 minutes • No preparation required