Education scenario: Monthly board meeting management
Download scenario guideAvailable with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Operational efficiency
Value benefit
Reduced costs
Time savings
Using Copilot for monthly board meeting management
1. Meeting preparation
Use Copilot to effectively manage the next board meeting on curriculum and budget updates.
Business Chat2
Benefit: Quickly and easily analyze previous meeting notes and discussions, referencing relevant talking points on curriculum updates or budget proposals or specific follow-ups.
2. Agenda creation and meeting reminders
Create and refine meeting agendas with reminders and summary of email threads to recommend pertinent topics to the monthly board meeting and stakeholders.
Business Chat2
Benefit: Save time and ensure you’ve capture board recommendations by using Copilot to generate and refine meeting agendas and documentation.
3. Interactive meeting experience
Capture important notes and feedback relevant to the updates while staying highly engaged in the meeting.
Copilot in Teams
Benefit: Stay engaged by using Copilot to accurately summarize key points, action items for each participant, and upcoming deadlines.
4. Collaborative communication
Organize meeting key takeaways, gather survey insights, highlight themes, and emphasize action items into a recap communication.
Copilot in Teams
Benefit: Document next steps by using Copilot to create a meeting recap encompassing all to-dos and key points to help track progress over time.
5. Formalize an evidence-based process
Socialize the curriculum and budget plans to promote active refinement and transparency of information between Board members, and Superintendent office.
Copilot in PowerPoint
Benefit: Easily create what you need and apply branding guidelines, adjust layouts, and reformat text to socialize plans effectively.
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.
