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View downloadsHR scenario: Improve organizational health metrics
Download scenario guideAvailable with: Copilot for Microsoft 365 (with Copilot Studio plug-ins) Scenario level:
KPIs impacted
Improve eNPS
Employee turnover rate
Value benefit
Cost savings
Employee experience
Using Copilot to improve organizational health metrics
1. Identifying data sources
Identify multiple data sources which can provide insights into manager capability, employee relations, and organizational health. Use Copilot to access HR system data using plugins built in Copilot Studio.
Copilot2
Copilot Studio
Use Copilot to rapidly locate relevant data which indicates and impacts organization health.
2. Analyze data
Analyze data, summarize findings, provide insights and create organizational health reports.
Copilot in Excel
Highlight org health scores yellow where YoY % change exceeded -20%. Generate an org health report that summarizes the data and insights into 9 components: leadership, innovation, etc.
3. Develop action plan
Leverage insights and Copilot suggestions in Word to draft a detailed, actionable implementation plan to improve organizational health.
Copilot in Word
I am a human resources consultant. Create an action plan based on the organizational health report and insights. Include tasks and timelines.
4. Generate the proposal
Generate a presentation detailing the plan which includes images and tables.
Copilot in PowerPoint
Create a presentation from file [plan.docx] for HR leaders that clearly articulates how the plan will enable organizational health goals.
5. Meet with Key Stakeholders
Lead the meeting to present the plan, leveraging Copilot in Teams to suggest topics and take notes.
Copilot in Teams
Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan.
6. Communicate to managers
Communicate plan and actions to organization managers and monitor engagement.
Copilot in Outlook
Communicate plan and actions to organization managers and monitor engagement.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”
