CONSULTANCY  ·  1–2 DAYS

Copilot Strategy Workshop

A structured 1–2 day engagement to define your Microsoft Copilot vision, identify your highest-value use cases, and leave with a concrete 90-day roadmap your team can act on immediately.

Workshop at a Glance
Day 1 AM
Discovery & Stakeholders
Context-setting, goals alignment, and structured stakeholder perspectives to surface what matters most.
Day 1 PM
AI Opportunity Mapping
Facilitated session to identify, score, and prioritise Copilot use cases across departments.
Day 2
Strategy & Roadmap
Build your 90-day rollout plan, agree the executive narrative, and lock in next steps.
1–2 Days
Up to 10 Stakeholders
90-Day Roadmap
30-Day Follow-up

The Workshop Journey

Three carefully designed phases that take you from initial questions to a ready-to-execute Copilot strategy.

1
Pre-Workshop
Discovery & Preparation

We invest time before the room opens to ensure every hour in the workshop is high-value and tailored to your organisation.

  • 60-minute discovery call with your leadership team
  • Structured stakeholder interviews (up to 6 people)
  • Review of your M365 environment and current tooling
  • Custom agenda and materials prepared for your context
2
Workshop Day(s)
AI Mapping & Strategy

A structured, facilitated session bringing your decision-makers together to align, prioritise, and plan.

  • AI opportunity mapping across teams and functions
  • Use case scoring and prioritisation exercise
  • Licensing and deployment options review
  • Live roadmap build with your stakeholders in the room
3
Post-Workshop
Delivery & Follow-up

You leave with everything you need to present to leadership and start your Copilot journey with confidence.

  • Polished executive presentation deck delivered within 5 days
  • 90-day roadmap document with prioritised milestones
  • Use case prioritisation matrix as a working artefact
  • Structured 30-day check-in call to track progress

Everything included

A comprehensive programme built to give your organisation clarity, alignment, and a plan that can start on Monday.

Pre-workshop discovery call

A 60-minute call to understand your organisation, current tools, challenges, and priorities — so we tailor every minute of the workshop to your specific context.

Stakeholder interviews (up to 6)

Structured interviews with up to six key stakeholders across IT, HR, Finance, and Operations to gather diverse perspectives on AI opportunity and readiness.

AI opportunity mapping session

Facilitated session to identify, score, and map AI use cases across your organisation — surfacing the quick wins and the transformational long plays.

Use case prioritisation matrix

A scored matrix of your top Copilot use cases, ranked by business value, implementation complexity, and expected ROI — take the guesswork out of where to start.

90-day Copilot roadmap

A practical, sequenced 90-day plan covering licensing, technical setup, champion identification, training, and initial rollout — ready to hand to your project team.

Executive presentation deck

A polished, branded PowerPoint presentation summarising findings, recommended strategy, and roadmap — ready for your board or senior leadership team.

30-day follow-up call

A structured check-in 30 days after the workshop to review progress, answer emerging questions, and adjust the roadmap based on what you've learned in the field.

Built for decision-makers

The Strategy Workshop is designed for leaders who are serious about AI but need a structured framework to move forward with confidence.

IT Leaders & CIOs

Evaluating Copilot for their M365 estate and needing a clear technical and business case to present to the board. The workshop gives you the evidence and the roadmap.

C-Suite Executives

CEOs, COOs, and CFOs seeking to understand the strategic value of AI and where to invest first for the highest return with manageable risk.

Transformation Leads

Programme managers and change leads driving digital transformation who need an AI strategy to anchor their programme and bring stakeholders on the journey.

HR & Operations Directors

Functional leaders exploring how Copilot can drive productivity and efficiency in their teams — and who need a clear deployment plan that works for their people.

What you leave with

Every organisation leaves the Strategy Workshop with the same three things — clarity, alignment, and a plan that's ready to execute.

Clear AI strategy aligned to business goals

Not a generic technology plan — a Copilot strategy built around your specific business objectives, culture, and competitive context, ready to present to any stakeholder.

Prioritised use cases with ROI estimates

A ranked shortlist of Copilot use cases your organisation should pursue first, each with a business case and indicative ROI calculation to support investment decisions.

Stakeholder buy-in and a deployment plan

The executive presentation and 90-day roadmap give you everything you need to secure internal approval and start your Copilot journey with confidence on day one.

Ready to define your Copilot strategy?

Get in touch and we'll schedule a no-obligation discovery call to explore whether the Strategy Workshop is the right fit for your organisation.

Contact Us to Book