Operations scenario: Create a change management plan
Available with: Microsoft 365 Copilot 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.
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.
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.
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.
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.
Microsoft 365 Copilot Chat2
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.
Copilot in Outlook
Benefit: Accelerate copywriting and iterate more efficiently.
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 Microsoft Teams, and set toggle to “Work”.
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.
