Education scenario: Efficient policy drafting

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Available with: Microsoft 365 Copilot Scenario level:
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KPIs impacted

Staff satisfaction

Operational efficiency

Value benefit

Cost savings

Time savings

Using Copilot for efficient policy drafting


1. Stakeholder management

Engage relevant stakeholders such as faculty senate, department chairs, and other administrative staff to seek their perspectives.

Microsoft Teams icon

Copilot in Teams

Benefit: Summarize insights from meeting notes and input from stakeholders, saving time and increasing collaboration.

2. Research and analysis

Research and collate information on best practices, legal requirements, and policies at peer institutions, along with their potential implications.

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Business Chat2

Benefit: Quickly elicit any relevant legal precedents or best practices from legal databases and university consortium repositories to support policy development – let Copilot help do the work!

3. Policy development

Draft the new policy, clearly outlining its purpose, scope, objectives, and the intended impact.

Word icon

Copilot in Word

Benefit: Generate initial drafts of the new policy document. Easily create a presentation summarizing the new policy using Copilot in PowerPoint.

4. Review and revision

Circulate the draft policy for stakeholder feedback to ensure policy appropriateness and effectiveness.

Microsoft Teams icon

Copilot in Teams

Benefit: Capture feedback and get support on suggested terminologies and compliance checks efficiently using Copilot in Teams and Outlook.

5. Approval and implementation plan

Finalize the policy and develop a detailed implementation plan including communication strategies, training & resourcing needs, R&Rs, and timelines.

Word icon

Copilot in Word

Benefit: Develop first draft of implementation plan with help from Copilot in Word.

6. Socialization

Communicate the policy to all relevant stakeholders, relaying its overall implications to relevant departments.

PowerPoint icon

Copilot in PowerPoint

Benefit: Easily create a presentation summarizing the implementation plan using Copilot in PowerPoint.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

3Copilot agents allow Microsoft 365 Copilot to access your company-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.