Education scenario: District-wide reporting and communication
Download scenario guideAvailable with: Microsoft 365 Copilot Scenario level:
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.
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.
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.
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.
Copilot in PowerPoint
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.
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.
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 company-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.
