Nonprofit scenario: New program launch
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Program impact
Value benefit
Cost savings
Employee experience
Using Copilot to speed program launches
1. Conduct needs assessment
Conduct thorough research to understand the needs of the community and assess the feasibility of the new program.
Business Chat1
Example prompt: Conduct a needs assessment for our new community health program, including data on community health indicators, stakeholder interviews, and feasibility analysis.
2. Design and plan
Work as a team to develop a detailed program plan outlining objectives, scope, deliverables, milestones, and timelines.
Copilot in Loop
Example prompt: Create a detailed project plan for our new educational outreach program, including objectives, scope, deliverables, milestones, and timelines.
3. Engage stakeholders
Engage with key stakeholders to gather input, build support, and ensure alignment with the program's goals. Use Copilot in Microsoft Teams to share updates, gather feedback, and track action items.
Copilot in Teams
Example prompt: Summarize the new environmental conservation program discussed in the meeting and outline next steps.
4. Analyze proposed budget
Allocate resources and develop a budget to ensure the program has the necessary funding and support. Use Copilot in Excel to analyze budgets and financial projections.
Copilot in Excel
Example prompt: Analyze budget requests for our new youth mentorship program and add a column to calculate the gaps between requested and allocated budget.
5. Create implementation plan
Use Copilot in Word to help draft up and document an implementation plan that can be referenced and shared by team members.
Copilot in Word
Example prompt: Draft an implementation plan for the new disaster relief program, including detailed action steps, timelines, responsible team members, and resources required.
6. Create program presentation
Use Copilot in PowerPoint to create a presentation that showcases the program plan.
Copilot in PowerPoint
Example prompt: Create a PowerPoint presentation using the information in the /[implementation plan.docx]
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.
