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Copilot for Microsoft 365
Implementation executive summary
Get ready
User Enablement
Workstream
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
Workstream
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