Get ready

    User Enablement

  • Secure exec sponsorship, create AI Council, and define RAI principles
  • Identify success owners, Champions, and early adopter cohorts
  • Detail high value scenarios and personas
  • Be intentional with assignment and concentrate seats
  • Define success criteria, KPIs, and success measurement plan

Onboard & engage

  • Complete User Enablement Strategy training
  • Define user experience and feedback strategy
  • Design and deploy training and engagement community (Center of Excellence/
    Champion Platform)
  • Launch employee communications and Champion program
  • Onboard executives and user cohorts
  • Deliver user Champions and support staff training

Deliver impact

  • Review success measures and user survey results
  • Conduct feedback and reporting analysis
  • Deliver extended training and adoption support
  • Identify additional optimization scenarios
  • Iterate user experience strategy
  • Gather and amplify success stories

Extend & optimize

  • Extend to new high value scenarios
  • Deliver business process transformation with Copilot Studio, plugins, and connectors
  • Drive group and cross-organizational productivity and innovation
  • Understand custom line of business opportunities

    Technical Readiness

  • Perform the Copilot for Microsoft 365 Optimization Assessment
  • Address data security, governance, and data access questions
  • Build shared Copilot for Microsoft 365 implementation plan with User Enablement team
  • Ensure appropriate Data Security controls are in place
  • Prepare your organization for Copilot for Microsoft 365 with setup guide: deploy Microsoft 365 apps, if needed; assign licenses
  • Assign permissions by role to provide access to the Copilot for Microsoft 365 usage report
  • Establish service management plan
  • Analyze Copilot for Microsoft 365 usage reports and the Microsoft Copilot Dashboard to observe user adoption, retention, and engagement
  • Design, build, and publish plugins to deliver unique experiences
  • Build your own copilots