🎯 Learning Objectives
- Use Copilot Chat to summarize complex topics quickly
- Draft executive communications and memos in Word
- Build leadership presentations in PowerPoint
- Adopt a repeatable executive workflow with Copilot
📋 Demo Setup
There are no sample documents required for this demo.
📝 NOTE: The default demonstrations for this experience are Microsoft 365 Copilot Chat (Work tab), Copilot in Word, and Copilot in PowerPoint. If you have previously delivered demos for MS-4008 or MS-4012, use the same structure and format for your demonstrations in this course.
Part 1: Copilot Chat — Brief Yourself in Minutes
💡 Why This Matters: Executives can't read everything. Copilot Chat distills internal knowledge and external signals into briefings that fit between meetings.
Use the Work tab to ground answers on company content (emails, files, Teams), or switch to Web mode for market and competitor context.
- Open M365copilot.com and ensure Work is selected.
- Ask for a briefing on a current strategic topic.
- Follow up with sharper, more specific prompts to refine.
Give me a one-page executive briefing on our top 3 strategic priorities this quarter. Reference recent emails, Teams messages, and shared files I'm involved in. Surface key risks, decisions needed from me, and recommended talking points.
✅ Self-Check: Part 1
Part 2: Copilot in Word — Draft a Leadership Memo
💡 Why This Matters: Strong written communication scales executive influence. Copilot gives you a polished first draft so you focus on the message — not the mechanics.
- Open Word (web or desktop).
- In Describe what you'd like to write, enter the prompt below.
- Use Copilot to refine tone, length, and structure.
Draft a 1-page memo to the leadership team on our Q3 priorities. Include: a 3-sentence executive summary, top 3 priorities with owners, key risks, and a clear call-to-action for the next leadership meeting. Tone: confident, direct, and concise.
✅ Self-Check: Part 2
Part 3: Copilot in PowerPoint — Build a Leadership Deck
💡 Why This Matters: Turn a Word memo into a presentation in under a minute. Copilot respects your template and brand.
- Open a new presentation at PowerPoint.new.
- Click Copilot → Create presentation from file.
- Paste the link to the Word memo from Part 2.
Create a presentation from [Link to leadership memo]. Keep slides minimal — 4 bullets max per slide. Include a title slide, executive summary, priorities, risks, and an 'asks of leadership' closing slide.
✅ Self-Check: Part 3
🔑 Key Takeaways
⚡
Move Faster
Get from question to insight in minutes, not hours.
🎯
Stay Strategic
Spend time on judgment, not on first drafts.
🔗
Chain Your Tools
Chat → Word → PowerPoint — one fluid workflow.
🧠
AI Assists, You Decide
Copilot accelerates the work — executive judgment remains with you.