Education scenario: Workforce planning
Download scenario guideAvailable with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Educator satisfaction
Operational efficiency
Value benefit
Cost savings
Time savings
Employee Experience
Using Copilot for workforce planning
1. Issue identification
Draft a proactive workforce strategy & plan to future proof academic programs and research success at your university.
Business Chat2
Benefit: Identify current research goals and academic objectives across the university to save time and avoid the need to review manually.
2. Current state assessment
Assess departmental staffing needs and skills gaps, weighing-in data from HR records, budget reports, faculty profiles, feedback and enrollment projections to create a central repository.
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Benefit: Avoid manually reviewing relevant resources by using Copilot to retrieve relevant data from identified records, reports, and discussions, and summarize key insights.
3. Future state and gap analysis
Scan existing market reports such as retirement and research funding trends toward future workforce scenario modeling.
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Benefit: Quickly create customized ‘What-if’ scenarios with the identified data to expedite informed decision-making.
4. Action plan development
Create a comprehensive plan that outlines a dynamic faculty recruitment strategy with evidence to addresses the identified gaps.
Copilot in PowerPoint
Copilot in Word
Benefit: Copilot can help author early drafts of a faculty recruitment strategy report in Word, and help create an accompanying presentation, saving you time.
5. Share recommendations
Communicate the plan and proposed recommendations with the administration team and Deans.
Copilot in Outlook
Benefit: Let Copilot draft communication with faculty to share the future faculty recruitment strategy so you can focus on developing an action plan.
6. Continuous improvement and refinement
Revise the faculty recruitment strategy as needed to incorporate feedback and modify to enhance its effectiveness.
Copilot in Word
Benefit: Document improvement areas for further refinement (e.g., performance data, faculty feedback). Have Copilot generate recommended content and reference feedback to incorporate.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
