About this Event
STRIVE WISDOM | EVENT LEARNING BRIEF
Microsoft Copilot for Business Professionals
New York City, NY, USA
NOTE: The course will be delivered by experienced local trainers.
01 | THE SESSION AT A GLANCE
Location: New York City, NY, USA
Duration: 1 Full Day – 8 Hours
Delivery: Instructor-led Classroom Training
Format: In-Person Classroom Training / Virtual Session
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Complimentary Beverages, Lunch, and Snacks Included
02 | Why This Session?
Microsoft Copilot can assist with common workplace tasks across Microsoft 365 applications. Using it effectively involves clear instructions, appropriate application of AI-generated content and careful review of the results.
- Workplace Applications: Explore Copilot across documents, spreadsheets, presentations, emails and meetings.
- Everyday Productivity: Practise drafting, summarising, refining content and identifying action items.
- Effective Prompting: Learn to provide clear instructions and relevant context.
- Responsible Use: Consider privacy, output verification and human judgement when working with AI-generated content.
03 | What You Will Actually Do
Icebreaker
Identify familiar workplace tasks and discuss where Microsoft Copilot may be useful.
Hands-On Activity – Microsoft Word
Practise drafting, summarising, rewriting and improving workplace documents.
Hands-On Activity – Microsoft Excel
Explore spreadsheet data, formulas, charts and potential trends using Copilot.
Case Study – Microsoft PowerPoint
Examine a presentation scenario involving content creation, slide structure and refinement.
Role Play – Microsoft Outlook
Practise email drafting, summarisation and identifying follow-up actions in a workplace scenario.
Simulation – Microsoft Teams
Explore meeting preparation, summaries, key discussion points and action items.
Group Discussion – Responsible AI Use
Discuss integrated Copilot workflows, privacy, output verification and responsible workplace use.
04 | What You Can Take Into Your Work
- Explain the fundamental capabilities and workplace applications of Microsoft Copilot.
- Apply effective prompting techniques by providing clear instructions and relevant context.
- Use Copilot to assist with drafting, rewriting and summarising documents in Word.
- Explore spreadsheet information, formulas, charts and potential insights in Excel.
- Apply Copilot-assisted approaches to presentation content and slide organisation in PowerPoint.
- Explore email drafting, summarisation and follow-up tasks in Outlook.
- Identify meeting summaries, key discussion points and action items in Teams.
- Recognise opportunities to integrate Copilot into everyday business workflows.
- Identify privacy considerations and verify AI-generated information before using it.
- Apply professional judgement when reviewing and using AI-generated outputs.
05 | Is This Session For You?
Business Leaders & Executives
Explore how Microsoft Copilot may support business communication, information review and routine decision-support activities.
Managers & Department Heads
Examine practical applications for preparing reports, reviewing information and coordinating workplace tasks.
Team Leaders & Supervisors
Explore approaches to team communication, meeting preparation and follow-up activities.
Administrative & Business Support Professionals
Learn about Copilot-assisted document preparation, email management, summarisation and routine office tasks.
Sales & Marketing Professionals
Consider applications for drafting business communications, preparing presentations and organising information.
HR & People Professionals
Explore potential uses for internal communications, document preparation and information summarisation, subject to organisational privacy requirements.
Operations & Business Professionals
Identify suitable opportunities to apply Copilot to routine workflows, data exploration and business reporting.
Project & Programme Professionals
Explore how Copilot can assist with meeting preparation, action items, summaries and project communications.
06 | The Strive Wisdom Approach
Practical
The session focuses on workplace applications across Microsoft Word, Excel, PowerPoint, Outlook and Teams.
Human-Centred
Participants consider how AI assistance fits into their existing responsibilities, communication practices and professional judgement.
Responsible
Privacy, verification and appropriate handling of AI-generated information are included in the learning.
Workflow-Oriented
The course examines how Copilot can support connected tasks rather than treating each application as an isolated tool.
Applied
Participants explore practical scenarios and activities aligned with the seven course modules.
07 | From Individual Learning To Team Practice
In-House Session
Want to train your entire team?
Strive Wisdom can deliver this course as an in-house session tailored to your organisation's responsibilities, workflows and professional context.
The training can focus on relevant Microsoft 365 applications and practical use cases for departments such as administration, sales, marketing, HR and operations. It can also address responsible AI use, output verification, privacy considerations and appropriate human oversight across teams.
08 | New York City Session | Quick Reference
Course Title: Microsoft Copilot for Business Professionals
Location: New York City, NY, USA
Duration: 1 Full Day – 8 Hours
Delivery: Instructor-led Classroom Training
Format: In-Person Classroom Training / Virtual Session
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Complimentary Beverages, Lunch, and Snacks Included
Trainer: Experienced Local Trainers
Core Areas
Microsoft Copilot Fundamentals → Copilot in Microsoft Word → Copilot in Microsoft Excel → Copilot in Microsoft PowerPoint → Copilot in Microsoft Outlook → Copilot in Microsoft Teams → AI-Powered Workplace Productivity & Responsible Use
Agenda
Module 1: Microsoft Copilot Fundamentals
Info: • AI & Copilot Essentials
• Copilot Capabilities & Use Cases
• Effective Prompting Techniques
• Icebreaker
Module 2: Copilot in Microsoft Word
Info: • Drafting & Content Creation
• Summarising & Rewriting
• Document Improvement
• Hands-On Activity
Module 3: Copilot in Microsoft Excel
Info: • Data Analysis & Insights
• Formulas & Data Exploration
• Charts & Trend Identification
• Hands-On Activity
Module 4: Copilot in Microsoft PowerPoint
Info: • Presentation Content Creation
• Slide Structure & Ideas
• Content Refinement & Summarisation
• Case Study
Module 5: Copilot in Microsoft Outlook
Info: • Email Drafting & Refinement
• Email Summarisation
• Action Items & Follow-Ups
• Role Play
Module 6: Copilot in Microsoft Teams
Info: • Meeting Preparation
• Meeting Summaries & Key Points
• Action Items & Follow-Ups
• Simulation
Module 7: AI-Powered Workplace Productivity & Responsible Use
Info: • Integrated Copilot Workflows
• Productivity & Efficiency Opportunities
• Responsible AI, Privacy & Verification
• Group Discussion
Event venue & nearby stays
Regus - NY, New York City - Brookfield Place, 200 Vesey Street, 24th Floor, New York, United States
Concerts, fests, parties, meetups — all the happenings, one place.