Microsoft Scenario Library Nonprofit Improve volunteer experiences​

Available with: Microsoft 365 Copilot and Copilot Studio

Nonprofit scenario: Improve volunteer experiences​

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Scenario

With Microsoft 365 Copilot, nonprofit organizations can streamline every stage of volunteer engagement and feedback through an integrated workflow—empowering organizations to make data-driven decisions, continuously improve volunteer experiences, and keep teams focused on their mission.

1. Onboard volunteers before an event

A volunteer coordinator is ready to onboard the volunteers who are registered for an upcoming event. A Copilot agent delivers an event briefing email with event-specific details and training materials.

Microsoft Copilot Studio icon

AI Agent

Benefit: Help ensure volunteer preparedness and engagement with efficient onboarding, including personalized briefing emails.

2. Quickly draft form for event feedback

To collect volunteer input about their experience supporting a recent event, the coordinator uses Copilot in Forms to quickly draft a survey.

Microsoft Forms icon

Copilot in Whiteboard

Benefit: Rapidly create and distribute custom surveys after each event to accelerate gathering actionable insights from volunteers, supporting continuous improvement and enhancing future volunteer experiences.

3. Automatically request

Then, once the event ends, a Copilot agent uses the volunteer scheduling system to email everyone from the event sign-up list a link to the recently created survey to collect feedback, eliminating manual follow-ups.

Microsoft Copilot Studio icon

AI Agent

Benefit: Streamlined feedback collection enables continuous improvement and keeps volunteers engaged through regular, automated touchpoints.

4. Log feedback in the correct locations

The agent recognizes when survey responses are completed by volunteers, and automatically records feedback to the appropriate database.

Microsoft Copilot Studio icon

AI Agent

Benefit: Automatically recording survey responses frees up employee time to focus on strategic efforts and helps ensures critical feedback improves the next volunteer experience.​

5. Categorize feedback

The agent helps analyze volunteer survey results, including categorizing open-ended response as positive or negative. It recognizes highly negative sentiments and notifies the coordinator for faster resolution.

Microsoft Copilot Studio icon

AI Agent

Benefit: Proactively monitor volunteer engagement, interpreting open-ended survey data to quickly identify emerging trends and ensure a more responsive volunteer experience.​

6. Analyze trends in volunteer feedback

Copilot in Power BI helps generate a weekly summary of the survey results. This enables the volunteer management team to see engagement trends and retention risks before they become problems.

Power BI icon

Copilot in Power BI

Benefit: Support strategic overviews so the team can create and test proactive engagement strategies.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow 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.