Operations scenario: Create a change management plan

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Available with: Copilot for Microsoft 365 Scenario level:

KPIs impacted

Improve efficiency​

Reduce risk

Employee satisfaction

Value benefit

Cost savings

Employee experience

Using Copilot to create a change management plan

1. Conduct change discovery

Meet with core stakeholders to understand the change and how it will impact people in the organization. Use Copilot in Teams to summarize the meeting, with action items.​

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Copilot in Teams

Benefit: Dedicate your focus to the meeting while Copilot focuses on capturing the notes.

2. Analyze change impacts

Use Copilot in Excel to support data analysis as you build a detailed change impact assessment. ​

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Copilot in Excel

Benefit: Easily summarize data and highlight trends without in-depth Excel knowledge.

3. Brainstorm an engagement plan

Brainstorm the best way to engage your impacted stakeholders and support change adoption. Prompt Copilot in Whiteboard to identify similar ideas and tactics discussed. ​

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Copilot in Whiteboard

Benefit: Quickly categorize inputs, identify winning ideas, and summarize results to share with participants.

4. Build the engagement plan

Use Copilot in PowerPoint to transform a detailed change management plan from Word into an executive presentation.​

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Copilot in PowerPoint

Benefit: Save time transforming existing content and accelerate content design.

5. Schedule planned events

Prompt Copilot to summarize meeting details over time, like how many events related to the change you have each week.​

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Benefit: Manage events more easily.

6. Draft communications

Use Copilot in Outlook to create and email to notify the team of the change management plan.​

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Copilot in Outlook

Benefit: Accelerate copywriting and iterate more efficiently.

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”.

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.