Rolling out Microsoft 365 Copilot in a mid-sized company: use, governance and pilot

Two days (14 hours) to move from scattered use of Copilot to a managed rollout: trained managers, data ready, a measured pilot.

DAI-COPILOT-ETI · 2 days · from €3,800 excl. VAT per session

At a glance

Reference: DAI-COPILOT-ETI
Duration: 2 days (14 hours), back to back or one to two weeks apart
Format: In-house, on site or live online, in your Microsoft 365 environment
Group size: 4 to 6 participants
Price: In-house: from €3,800 excl. VAT for the 2-day session (up to 6 participants).
Lead time: 3 to 6 weeks.
Trainer: Taha Daanoun, AI and data expert, trainer for about ten years, master’s degree in mathematical engineering and data science
Certificate: given to each participant at the end of the course, stating the objectives and the assessment results

Lead the Copilot rollout in your area, balancing productivity gains, data security and team buy-in.

By the end of the course, you will be able to:

Use Copilot in Outlook, Teams, Word, Excel and PowerPoint for management tasks.
Identify and rank their department’s use cases by expected gain and ease of implementation.
Check that company data is ready: access rights, SharePoint and OneDrive sharing, sensitive documents.
Write a usage policy and compliance rules (GDPR, EU AI Act, informing employee representatives).
Design a 6 to 8-week pilot: scope, users, indicators, role of champions.
Support their team through the change: communication, peer training, usage follow-up.

Designed for the team driving Copilot adoption in a company of 250 to 5,000 employees.

Audience: executive team members, department managers, CIO or IT lead, HR, future Copilot “champions”.
Prerequisites: everyday use of Microsoft 365; no technical AI knowledge.
Technical prerequisites: Microsoft 365 Copilot licences assigned to participants; an IT contact present or available on day 2.
Needs assessment: individual questionnaire + one-hour scoping meeting with the sponsor (goals, rollout status, how data is organised).
Tailoring: exercises and the pilot are built on 2 or 3 business processes chosen by the company.

Day 1: master everyday use. Day 2: prepare the rollout. Each day is 7 hours, from 9:00 to 17:00.

Time	Session	Activity
9:00 – 9:30	Welcome and needs check Expectations, rollout status	Entry quiz
9:30 – 10:30	Understanding Copilot How it works, data access, Copilot Chat, prompting good practice	Demo + first prompts
10:45 – 12:30	Copilot for managers Teams meetings, emails, notes and reports in Word and Excel	Exercises on department cases
13:30 – 15:00	Presenting and deciding PowerPoint presentations, data analysis, summaries for leadership	Guided work
15:15 – 16:45	Mapping use cases Expected gains, ease, risks; prioritisation matrix	Small-group workshop
16:45 – 17:00	Day 1 review Questions, practice before day 2	Round table

Time	Session	Activity
9:00 – 10:30	Data ready for Copilot Access rights, over-shared files, sensitivity labels, clean-up	Demo with the IT contact
10:45 – 12:30	Governance and compliance Usage policy, GDPR, EU AI Act, informing the works council	Writing the policy
13:30 – 15:00	Designing the pilot Scope, users, champions, usage and gain indicators	Building the pilot plan
15:15 – 16:30	Change management Communication, peer training, resistance, follow-up	Role play
16:30 – 17:00	Assessment and wrap-up Exit quiz, pilot presentation, satisfaction	Presentation to the sponsor

Hands-on teaching in your real environment: the outputs (matrix, policy, pilot plan) are ready to use after the course.

Methods: demos, exercises on company processes, small-group workshops, role play, presentation to the sponsor.
Materials provided: PDF handout, prompt guide for managers, templates for the prioritisation matrix, usage policy and pilot plan, data-readiness checklist.
Technical setup: one computer per participant with a Copilot licence; equipped room on site; Teams online.
Support: AI and data expert trainer; a one-hour follow-up with the sponsor is included 30 days after the session.

Assessment combines individual quizzes with team outputs presented to the sponsor.

When	Tool	What is measured
Before	Questionnaire + scoping meeting	Needs, rollout status
Start of day 1	Entry quiz (12 questions)	Starting knowledge
Day 1	Corrected exercises, use-case matrix	Objectives 1 and 2
Day 2	Data checklist, policy, pilot plan	Objectives 3 to 5
End of day 2	Exit quiz + presentation to the sponsor	Progress, objective 6
End of day 2	Satisfaction survey	Satisfaction
1 and 3 months later	Follow-up meeting + follow-up survey	Pilot launch and results

Each participant receives a certificate of completion stating the objectives and the assessment results.

The session is scheduled 3 to 6 weeks after the scoping meeting, to allow time to prepare licences and use cases.

How to enrol: scoping meeting, proposal, quote, training agreement, technical check, invitations.
Lead time: 3 to 6 weeks.
Price: In-house: from €3,800 excl. VAT for the 2-day session (up to 6 participants).
Disability: the course is accessible to people with disabilities. The disability contact reviews each need together with your company’s disability contact.
Disability contact: Taha Daanoun, through the contact form (mention “accessibility” in your message).
Contact: Taha Daanoun, Datanai SASU (Data & AI Organization), through the contact form. We reply within one business day.

To go further:

Tell us about your team and your goals. We reply within one business day with a tailored proposal.