Empowering Transformation: The Copilot Workshop Journey
- Brad Koontz
- Oct 9
- 2 min read
In today’s rapidly evolving business landscape, organizations are seeking ways to harness AI to drive real outcomes. The Copilot Workshop, offers a proven, step-by-step approach to maximize Copilot’s impact—from initial planning to ongoing optimization.
Vision & Value: A Structured Path to Copilot Success
The Copilot Workshop is designed to guide organizations through every stage of their AI adoption journey:
Value Planning Begin by identifying your business needs and discovering high-impact Copilot use cases. Build a compelling business case and roadmap to ensure your investment aligns with real business outcomes.“We help you pinpoint where Copilot will deliver the greatest impact, ensuring your investment is aligned to real business outcomes.”
Get Ready Assess and secure your data and environment, establish governance structures like an AI council, and prepare change management plans.“We set you up for success by ensuring your environment, people, and processes are ready for Copilot—minimizing risk and accelerating adoption.”
Onboard & Engage Facilitate onboarding, training, and hands-on workshops. Build communities and drive ongoing engagement and support.“We drive rapid user engagement and build momentum, empowering your teams to adopt Copilot confidently and collaboratively.”
Deliver Impact Measure Copilot’s impact using dashboards and feedback, validate business outcomes and ROI, and celebrate wins.“We quantify the value Copilot delivers, helping you showcase results and reinforce ongoing investment in AI.”
Enhance and Optimize Tailor and expand Copilot solutions with Copilot Studio and the Power Platform, optimizing for evolving business needs.“We help you unlock even greater productivity by refining Copilot usage and scaling AI benefits across your organization.”
Workshops & Deliverables: Building AI Champions
The journey is supported by a series of workshops and deliverables:
Copilot Experience Workshop (2 days):Set out what it means to be an AI Champion, explore Copilot’s capabilities, participate in hands-on labs, and master the art of prompting and best practices. Ideate use cases and compete in a GenAI Use Case contest. Establish an AI Council to guide governance.
Deliverables:Develop a business case, roadmap, pilot program, champions enablement, change management plan, Copilot dashboard, and executive completion report.
Executive Briefing:Frame the conversation around Gen AI and Agentic AI, explore the art of the possible with Copilot, and set strategic direction.
Office Hours:Weekly open sessions for four weeks to address questions and concerns, ensuring ongoing support.
Technical Readiness Workshop:Prepare your organization for Copilot adoption with technical readiness and GenAI-based business change planning.
Example Timeline:The journey unfolds over several weeks, with key milestones including kickoff, workshops, office hours, and pilot launch.
Conclusion:The Copilot Workshop is more than a training program—it’s a comprehensive transformation journey. By following this structured approach, organizations can confidently adopt Copilot, empower their teams, and realize measurable business value from AI.