Microsoft 365 Copilot for Government Use: Efficiency, Communication, and Insight Training Course
Copilot by Microsoft 365 is an AI-driven assistant integrated into well-known Microsoft applications designed to boost content creation, automate regular tasks, and deliver intelligent insights.
This instructor-led training session (held either online or in-person) targets public sector employees who have little to no prior experience with AI tools. The goal is to help them utilize Microsoft 365 Copilot to improve communication, simplify document management, and more efficiently analyze data and meeting notes.
Upon completion of this course, participants will be able to:
- Employ Copilot in Word, Excel, and Outlook for drafting, analyzing, and refining communications.
- Automate recurring documentation and summarization tasks across Microsoft 365 applications.
- Create insights from meeting minutes, spreadsheets, and written reports.
- Adhere to responsible use guidelines for Copilot within the public sector environment.
Course Format
- Engaging lectures and discussions.
- Practical application of Microsoft 365 Copilot in simulated government scenarios.
- Guided exercises focusing on communication, reporting, and meeting productivity.
Customization Options for the Course
- To request a tailored training session based on your department's specific workflows or internal tools, please contact us to make arrangements.
Course Outline
Introduction to Copilot in the Public Sector
- What Microsoft 365 Copilot is and how it works
- Public sector use cases for AI in Microsoft apps
- Understanding Copilot’s data sources and security boundaries
Working with Documents in Word
- Drafting policy memos, letters, and reports
- Rewriting, summarizing, and clarifying language
- Creating structured content from bullet points or tables
Email and Calendar Assistance in Outlook
- Composing and responding to emails faster with Copilot
- Scheduling meetings and drafting follow-up notes
- Summarizing long email threads and highlighting key points
Data and Reporting Tasks in Excel
- Explaining complex spreadsheets in plain language
- Generating charts, summaries, and visual insights
- Using Copilot to spot trends or answer questions
Copilot in Meetings and Presentations
- Generating meeting summaries and action items in Teams
- Creating presentation drafts in PowerPoint from brief notes
- Converting transcripts into briefs or reports
Prompting Strategies and Custom Scenarios
- Writing effective prompts for consistent results
- Adapting prompts for your department’s tone and needs
- Reusing prompt templates for recurring tasks
Responsible Use in Government Contexts
- Confidentiality, oversight, and appropriate use
- Internal policy alignment and IT governance
- Building trust with ethical AI use in public service
Summary and Next Steps
Requirements
- An understanding of Microsoft 365 applications (Word, Outlook, Excel, etc.)
- Familiarity with common public sector tasks such as reporting, communication, and documentation
- No prior experience with AI or Copilot required
Audience
- Government staff using Microsoft Office in daily operations
- Administrative teams handling communication, documentation, and reporting
- Policy and program staff seeking to improve productivity with AI assistance
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