IT scenario: Draft a product strategy document
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Adoption
IT management costs
Value benefit
Cost savings
Using Copilot to draft a product strategy document
1. Define the opportunity and impact
Use Copilot to identify major opportunities in the enterprise and leverage market research as inputs to the product strategy.
Business Chat1
Sample Prompt: I am product manager working in [Industry] in data and analytics. Please find the top opportunities in this area for an Enterprise. Our work encompasses 5 key activities [list].
2. Obtain customer feedback
Synthesize customer insights and feedback to provide insight into user experiences and highlights areas of opportunity.
Copilot in Outlook
Sample Prompt: Catch me up on the emails from X customer. Summarize the customer’s feedback.
3. Gain technical input
Meet with senior engineers to discuss the technical direction of the product as an input to the product strategy document.
Copilot in Teams
Sample Prompt: Summarize this meeting and provide an outline of our product strategy’s technical considerations based on this discussion.
4. Draft a product strategy document
Use Copilot to write a product strategy document that incorporates product vision, customer feedback, existing product documents, and market analysis.
Business Chat2
Sample Prompt: I am a Product Manager supporting the information technology organization. Create a persuasive and visionary product strategy document in paragraph form using [doc1.docx] as a template. Reference [file1.pptx] and [doc2.docx].
5. Collaborate with team
Solicit input from product leads to finalize the strategy document.
Copilot in Loop
Sample Prompt: Generate a list of questions to ask product managers as they review a product strategy document.
6. Create OKRs
Draft Objectives and Key Results (OKRs) based on the updated product strategy using Copilot.
Business Chat2
Sample Prompt: Create OKRs (objectives and key results) for a product management team from this product strategy document /strategy.docx.
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.
