Education scenario: District-wide reporting and communication

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Available with: Microsoft 365 Copilot Scenario level:
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KPIs impacted

Operational efficiency

Improve materials

Value benefit

Time savings

Reduce costs

Using Copilot for district-wide reporting and communication


1. Data assimilation

Use Copilot to improve its performance reports (e.g., faster, visually appealing reports) and unify stakeholder communication across school boards and parents.

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Business Chat2

Benefit: Let Copilot help collate data for you from various organizational sources such as student information systems, financial databases, and more.

2. Report definition

Analyze the district-wide data and identify the specific KPIs and reporting needs for each audience group.

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Copilot in Excel

Benefit: Quickly extrapolate specific needs of different audiences such as school boards, parents, and the community (e.g., graduation rates for the board, student progress for parents, teacher effectiveness).

3. Report generation

Prepare customized reports tailored to different stakeholders' needs, highlighting district performance, challenges, and proposed strategies for improvement.

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Copilot in Excel

Benefit: Generate custom visuals to present data in an easily digestible and accessible manner to all using Copilot (e.g., a graduation rate graph over time for the board, student progress chart by grade level for parents).

4. Communication plan development

Develop a comprehensive communication strategy to determine communication channels, timelines, and messaging for effective engagement.

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Copilot in PowerPoint

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Copilot in Word

Benefit: Draft district-wide communication rollout plan in record time using Copilot.

5. Insights dissemination

Organize discussion forums to disseminate key findings, best practices, and address key concerns / clarifications real-time.

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Business Chat2

Benefit: Document key discussion points, decisions made, follow-ups, and next steps to share with a wider audience quickly and easily.

6. Continuous improvement

Gather feedback and engagement data to continuously refine the report format, content, and communication channels used for socialization.

Microsoft Copilot icon

Business Chat2

Benefit: Save time by having Copilot draft improvement areas for you to optimize engagement effectiveness.

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.