IT scenario: Draft a product strategy document

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Available with: Copilot for Microsoft 365 Scenario level:
Buy

KPIs impacted

Adoption

Reduce costs

Value benefit

Cost Savings

Using Copilot to draft a product strategy document


1. Define the opportunity and impact

Use Copilot to identify major opportunities in the enterprise and leverage market research as inputs to the product strategy.

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Sample Prompt: I am product manager working for a big tech firm in data and analytics. Please find the top opportunities in this area for an Enterprise. Our work encompasses 5 key activities [list].

2. Obtain customer feedback

Synthesize customer insights and feedback to provide insight into user experiences and highlights areas of opportunity.

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Copilot in Outlook

Sample Prompt: Catch me up on the emails from X customer. Summarize the customer’s feedback.

Try in Copilot Lab: What’s new

3. Gain technical input

Meet with senior engineers to discuss the technical direction of the product as an input to the product strategy document.

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Copilot in Teams

Sample Prompt: Summarize this meeting and provide an outline of our product strategy’s technical considerations based on this discussion.

Try in Copilot Lab: Summarize meetings and videos

4. Draft a product strategy document

Use Copilot to write a product strategy document that incorporates product vision, customer feedback, existing product documents, and market analysis.

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Sample Prompt: I am a Product Manager supporting the information technology organization. Create a persuasive and visionary product strategy document in paragraph form using [doc1.docx] as a template. Reference [file1.pptx] and [doc2.docx].

5. Collaborate with team

Solicit input from product leads to finalize the strategy document.

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Copilot in Loop

Sample Prompt: Generate a list of questions to ask product managers as they review a product strategy document.

Try in Copilot Lab: Create a list

6. Create OKRs

Draft Objectives and Key Results (OKRs) based on the updated product strategy using Copilot.

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Sample Prompt: Create OKRs (objectives and key results) for a product management team from this product strategy document /strategy.docx.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.

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.