M365 Copilot Training Plan
Client name omitted to respect their privacy.
The Context
A professional contract services organization with 2,000 employees, including 650 information workers and 85 HQ staff, needed foundational training on AI concepts before adopting M365 Copilot. Leadership wanted employees to understand what AI is, how it works, and how it could support personal productivity, process optimization, decision intelligence, and competitive advantage at job sites. Copilot would be rolled out in phases, beginning with HQ employees and later expanding to the broader information worker population.
What Was Really Going On
The organization couldn’t adopt M365 Copilot because the fundamentals weren’t in place. Employees lacked a basic understanding of AI concepts, leadership had competing opinions on use cases, and concerns about data exposure and ROI slowed momentum. Training logistics added more friction, HQ staff couldn’t attend a single session, and time away from daily duties had to be minimized. To reduce upfront cost and risk, the rollout needed to start with M365 Copilot Chat.
What We Did
We designed a training curriculum that addressed every constraint: limited time, limited space, varying levels of technical fluency, and the need to build confidence before investing in Copilot. The curriculum introduced core AI concepts, demonstrated practical use cases, and created a repeatable structure the organization could use for future phases.
Outcomes
The organization used the curriculum to train HQ employees, build internal understanding, and prepare for a phased rollout of M365 Copilot. The structure was repeatable, allowing the client to continue the process internally as they expanded adoption across the company.
Reflections
With the right framing and a few structured thought exercises, AI readiness becomes a repeatable process. This approach made the Copilot rollout easier to justify at the executive level by aligning expectations, reducing risk concerns, and clarifying the path to ROI.