Plan
Gather your team and make a plan.
The essential guide to
Microsoft 365 Copilot adoption
Back to the essential guide
Implement
Get Copilot in the hands of your people.
Adopt
Nurture a learning community.
Manage
Review results and resolve issues.
Improve
Leverage the Copilot Success Kit.
Learn from customers
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Join the Copilot community
Ask questions and share your experience with other customers on the Microsoft Tech Community.
Microsoft 365 Copilot adoption planning checklist
Gather your team and use this checklist to begin your planning process. Import it into Microsoft Lists or add additional content as needed in your organization. Click here to download this checklist in Excel.
- Identify technology enablement team members: Identify adoption specialist/user experience staff, IT technical staff, executives, and other stakeholders for the core team.
- Participate in an Art of the Possible workshop: Understand the key capabilities of Microsoft 365 Copilot and prioritize business scenarios.
- Design user experience strategy including end user support and readiness communications plan: Use Microsoft documentation and Copilot Center of Excellence for design guidance.
- Complete technical readiness work including configuration of Center of Excellence: Prepare tenant for healthy deployment per Microsoft recommendations.
- Select early adopter/rapid deployment program users: Select employees who will use new capabilities and share feedback
- Train Copilot Flight Crew (Champions): Onboard and train peer to peer Champion team to provide support and guidance during end user onboarding and initial usage of Copilot features.
- Schedule learning series activities: “Copilot for You” and “Copilot for your Team” hands-on learning series with Copilot Prompt Gallery, followed by per app and AI-ready scenario sessions. Schedule office hours for support and prompt sharing.
- Deploy licenses: Manage in the Microsoft admin center.
- Schedule executive onboarding: White glove onboarding sessions for executives.
- Kick off user communications series with a welcome email from executive stakeholder and invite into the Community of Practice: Implement ongoing communications to new users to drive learning series attendance, community engagement and product usage.
- Schedule feedback roundtables and community calls: Provide employee only opportunities to provide feedback on Copilot features.
- Review Adoption Score reporting with enablement team and executive stakeholders: Establish collaboration best practice baselines; drive meaningful awareness of success.
- Create feedback analysis workstream: Participate in internal and Microsoft-led feedback sessions.
- Implement executive white glove sessions: Invite executive level staff to thought.
- Conduct service health review: Review service usage & health against selected AI-ready scenarios and support ticket volumes and open issues. Validate AI-ready roadmap.
- Nominate success stories: Identify successful scenarios that have been impacted by Copilot usage to share.
Join the Copilot community
Ask questions and share your experience with other customers on the Microsoft Tech Community.
Pick your people and deploy Copilot licenses
Pick your people
Select your early adopters – users who will use new capabilities and share feedback.
Deploy licenses
You can manage Microsoft 365 Copilot licenses in the Microsoft 365 admin center. You can assign to individual users or to groups of users, and also reassign licenses to other users.
Join the Copilot community
Ask questions and share your experience with other customers on the Microsoft Tech Community.
Nurture a learning community
A Community of Practice generates excitement, encourages sharing learnings, and supports future Copilot Champions and experts. We recommend using the Copilot community template in Microsoft Viva Engage for enterprise organizations already utilizing Viva Engage, but small/medium business may opt for Microsoft Teams or other community chat tools.
Join the Copilot community
Ask questions and share your experience with other customers on the Microsoft Tech Community.
Review results and resolve issues
Review user feedback
Review success measures. Conduct user feedback surveys and review results. Review feedback with stakeholders. Gather and amplify success stories.
Perform Service Health Reviews
Service health reviews are where different teams come together on a regular basis to review the insights from their AI transformation journey. Use the Microsoft 365 admin center and the Copilot Dashboard for these check-ins.
Join the Copilot community
Ask questions and share your experience with other customers on the Microsoft Tech Community.
Dive the deeper with the Copilot Success Kit
For enterprise
Ready to go deeper? Our Copilot Success Kit features how-to resources organized by role to help you streamline and accelerate your time to value with Copilot.
For SMB
Are you a small/medium business? Check out our Copilot Success Kit for SMB, which boils the kit down to the critical components.
Join the Copilot community
Ask questions and share your experience with other customers on the Microsoft Tech Community.
