Nonprofit scenario: Optimize program performance
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Program impact
Value benefit
Cost savings
Employee experience
Using Copilot to optimize program performance
1. Analyze performance data
Analyze performance data, generating insights and identifying key metrics. Use Excel formulas and functions to calculate performance indicators.
Copilot in Excel
Example prompt: Create a bar chart based on the latest performance data in the /[performance data.xlsx]
2. Identify improvement areas
Pinpoint areas where performance can be optimized. Create charts and graphs to highlight improvement opportunities.
Copilot in Excel
Example prompt: Highlight cells that show performance metrics hitting below identified benchmarks.
3. Create program reviews
Use Word to draft comprehensive reviews of existing programs, summarizing key performance metrics and feedback from stakeholders.
Copilot in Word
Example prompt: Generate a program review using the key performance metrics, identified improvement areas, and the latest stakeholder feedback from the /[program reporting deck.ppt]
4. Ensure team alignment
Use Copilot in Microsoft Teams to summarize key points and action items from weekly/monthly program syncs.
Copilot in Teams
Example prompt: Summarize key points and action items from the last program sync.
5. Document program goals
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 outline that summarizes program objectives, key performance metrics, recent achievements, and next steps using key points and action items gathered from /[program sync meeting notes] and /[program review document/docx].
6. Create implementation plan
Use Copilot in PowerPoint to create a presentation that summarizes the implementation plan and detailed action steps for program changes.
Copilot in PowerPoint
Example prompt: Create a PowerPoint presentation using the /[program goals outline] to showcase goals and next steps.
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.
