Nonprofit scenario: Improve onboarding and development processes
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Program impact
Volunteer retention
Value benefit
Cost savings
Employee experience
Using Copilot to improve onboarding and development processes
1. Assess current processes
Evaluate the existing onboarding and development processes to identify strengths and areas for improvement.
Copilot in Word
Example prompt: Create an assessment document of our current onboarding and development processes using feedback from recent hires and volunteers in [feedback document.ppt]
2. Develop an onboarding plan
Create a detailed onboarding plan that outlines the steps new employees need to take to get up to speed.
Business Chat2
Example prompt: Outline a structured onboarding plan for new hires, including timelines, key milestones, and required training sessions using /[past onboarding presentations.ppt] and the /[assessment document.docx]
3. Create training materials
Develop training materials and resources to support the onboarding process.
Copilot in PowerPoint
Example prompt: Create a training presentation for new hires, covering our organization’s mission, values, policies, and procedures referencing the [Mission document.docx] and the [HR policy.ppt]
4. Facilitate knowledge sharing
Capture insights from mentorship meetings to compile key learnings from experienced team members.
Business Chat2
Example prompt: Document new hire key learnings and resources discussed across various mentor sessions.
5. Track progress
Use Copilot in Loop to collaborate in real-time to track progress as new hires move through the onboarding process.
Copilot in Loop
Example prompt: Create a checklist of onboarding tasks including links to training materials that new hires need to complete over the next 90 days.
6. Evaluate and refine
Continuously evaluate the effectiveness of the onboarding and development processes and make necessary adjustments.
Copilot in Word
Example prompt: Draft a quarterly evaluation report that suggests improvements based on feedback from new hires, volunteers, and mentors.
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 organization-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.
