Microsoft Scenario Library Nonprofit Optimize program performance

Available with: Microsoft 365 Copilot

Nonprofit scenario: Optimize program performance

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Scenario

Tracking program performance and collaborating on improvements is easier with Copilot.

1. Analyze performance data

Analyze performance data, generating insights and identifying key metrics. Use Excel formulas and functions to calculate performance indicators.

Excel icon

Copilot in Excel

Example prompt: Create a bar chart based on the latest performance data in the /[performance data.xlsx]

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.

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.