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Microsoft Copilot EnablementGuide

Copilot Workshop for Companies — Hands-On Training That Drives Adoption

February 11, 202610 min readPertama Partners

A structured Copilot workshop designed for corporate teams. Hands-on training across M365 applications, prompt engineering, governance, and department-specific use cases.

Copilot Workshop for Companies — Hands-On Training That Drives Adoption

What Is a Copilot Workshop for Companies?

A Copilot workshop is a structured, hands-on training programme designed to teach corporate teams how to use Microsoft Copilot for M365 effectively in their daily work. Unlike self-paced online courses or Microsoft's built-in tutorials, a workshop provides live instruction, customised content, real-time practice with feedback, and a focus on your company's specific use cases.

The workshop format is the single most effective way to drive Copilot adoption. Companies that invest in structured workshops see 2-3x higher utilisation rates compared to those that simply distribute licences and expect employees to figure it out.

Workshop Formats

Half-Day Workshop (3-4 Hours)

Best for: Executive briefings, quick introductions, teams with limited availability

Typical agenda:

TimeSession
09:00 - 09:30Introduction to Copilot and the business case for AI
09:30 - 10:30Hands-on: Copilot in Outlook and Teams (the most universal use cases)
10:30 - 10:45Break
10:45 - 11:45Hands-on: Copilot in Word, Excel, or PowerPoint (choose based on audience)
11:45 - 12:15Safe use guidelines and next steps

Outcome: Participants can use Copilot for email, meetings, and one additional application immediately.

Best for: All teams, the standard starting point for corporate Copilot training

Typical agenda:

TimeSession
09:00 - 09:30Welcome and context: why your company is investing in Copilot
09:30 - 10:30Copilot overview: capabilities, limitations, and realistic expectations
10:30 - 10:45Break
10:45 - 12:15Hands-on: Copilot in Outlook, Teams, and Word
12:15 - 13:15Lunch
13:15 - 14:45Prompt engineering: writing effective prompts for business tasks
14:45 - 15:00Break
15:00 - 16:00Hands-on: Copilot in Excel and PowerPoint
16:00 - 16:45Department-specific use cases and practice
16:45 - 17:00Safe use, governance, and action planning

Outcome: Participants are proficient in Copilot across all core M365 applications with a library of tested prompts.

2-Day Workshop (14-16 Hours)

Best for: AI champions, innovation teams, or teams that need deep Copilot skills and a concrete adoption plan

Day 1: Complete coverage of all M365 applications plus prompt engineering fundamentals (same as 1-day workshop)

Day 2:

TimeSession
09:00 - 11:00Advanced prompt engineering: chain prompts, personas, few-shot techniques
11:15 - 12:15Use-case prototyping: plan your department's AI workflow
12:15 - 13:15Lunch
13:15 - 14:45Use-case prototyping: build and test your workflow with Copilot
14:45 - 15:00Break
15:00 - 16:00Copilot governance: usage policy, data privacy, quality assurance
16:00 - 16:4590-day adoption plan: action plan with owners and deadlines
16:45 - 17:00Presentations and wrap-up

Outcome: Participants have advanced skills, a working AI workflow prototype, a team prompt library, and a concrete 90-day adoption plan.

What Makes a Good Copilot Workshop

1. Hands-On Practice (60%+ of Time)

The biggest differentiator between effective and ineffective Copilot workshops is the ratio of practice to lecture. Participants should spend at least 60% of the time actively using Copilot on real or realistic tasks. Watching a demonstration is not training — doing the work is training.

2. Customised Content

Generic workshops that use the same examples for every company miss the point. An effective Copilot workshop uses:

  • Your industry scenarios — A bank should practise with financial data, not marketing data
  • Your M365 environment — Train on the version and configuration your team actually uses
  • Your company policy — Governance modules should reflect your organisation's rules
  • Your pain points — Focus on the tasks that waste the most time for your specific team

3. Prompt Libraries

Every participant should leave with a curated prompt library — a collection of tested prompts for their specific role. This gives them a running start and reduces the "blank page" problem when they return to their desk.

Example prompt library sections:

  • Email prompts (drafting, replying, summarising)
  • Meeting prompts (preparation, summaries, follow-ups)
  • Document prompts (drafting, rewriting, summarising)
  • Data prompts (analysis, charts, formulas)
  • Presentation prompts (creation, formatting, conversion)

4. Qualified Instructors

The best Copilot workshop instructors have three qualities:

  • Real implementation experience — They have deployed and trained Copilot in corporate environments, not just read about it
  • Corporate training skills — They can engage a room of 20-30 professionals with varying skill levels
  • Industry knowledge — They understand your sector's specific AI applications and risks

5. Post-Workshop Support

Learning does not stop when the workshop ends. Effective programmes include:

  • A follow-up Q&A session 2-4 weeks after the workshop
  • A shared Teams channel or group for ongoing tips and questions
  • Access to updated prompt libraries as Copilot evolves
  • Optional coaching sessions for AI champions

Workshop Logistics

Group Size

  • Ideal: 15-25 participants
  • Maximum: 30 participants (beyond this, individual attention suffers)
  • Minimum: 10 participants (for group exercises to work effectively)

For companies with more than 30 employees needing training, run multiple sessions rather than one large group.

Requirements for Participants

  • Laptop with Microsoft 365 Apps installed (desktop version, not web-only)
  • Active Microsoft 365 Copilot licence
  • Stable internet connection
  • Optional: bring real work examples (emails, spreadsheets, documents) for practice

Venue Options

  • Your office — Most convenient and cost-effective for groups of 15+
  • Hotel meeting rooms — Professional setting for important team events
  • Co-working spaces — Modern venues with good tech infrastructure
  • Virtual — Microsoft Teams-based delivery for remote or distributed teams

Measuring Workshop Impact

Immediately After the Workshop

  • Confidence survey: How confident do participants feel using Copilot? (Target: > 7/10)
  • Net Promoter Score: Would they recommend the workshop to colleagues? (Target: > 50)
  • Skill assessment: Can participants demonstrate key Copilot tasks? (Target: > 80% pass rate)

2-4 Weeks After the Workshop

  • Usage data: Are participants using Copilot regularly? (Target: > 70% weekly active)
  • Time savings: How many hours per week are participants saving? (Target: > 2 hours)
  • Use case adoption: How many of the workshop use cases are being applied? (Target: > 3 per person)

90 Days After the Workshop

  • Sustained adoption: Are participants still using Copilot? (Target: > 60% weekly active)
  • ROI calculation: Time saved × hourly cost ÷ licence cost (Target: > 3x)
  • Organisational impact: Has Copilot usage spread beyond the workshop participants?

Cost and Funding

Malaysia

FormatTypical Cost (15-25 pax)HRDF
Half-day workshopRM8,000 - RM18,000Up to 100% claimable
1-day workshopRM15,000 - RM35,000Up to 100% claimable
2-day workshopRM28,000 - RM55,000Up to 100% claimable

Singapore

FormatTypical Cost (15-25 pax)SkillsFuture
Half-day workshopS$3,000 - S$8,00070-90% subsidised
1-day workshopS$5,000 - S$15,00070-90% subsidised
2-day workshopS$9,000 - S$25,00070-90% subsidised

With government funding in both countries, the net cost is typically zero or near-zero.

Getting Started

The fastest path from decision to impact:

  1. Week 1: Contact a training provider for a needs assessment
  2. Week 2: Review customised proposal and confirm dates
  3. Week 3: Provider customises content based on your industry and M365 setup
  4. Week 4: Deliver the workshop
  5. Week 5-6: Participants apply skills; provider conducts follow-up Q&A
  6. Week 8: Review adoption metrics and plan next steps (advanced workshop or broader rollout)

Every week of delay is a week your team could have been saving hours of work. With government funding covering the cost, the question is not whether to invest in Copilot training — it is how quickly you can schedule it.

Frequently Asked Questions

Copilot workshops are available in half-day (3-4 hours), 1-day (7-8 hours), and 2-day (14-16 hours) formats. The 1-day workshop is the most popular starting point, covering all M365 applications and prompt engineering. The 2-day format adds advanced techniques, use-case prototyping, and adoption planning.

The ideal group size is 15-25 participants. This allows for hands-on practice, individual attention, and effective group exercises. Maximum is 30 per session. For larger teams, run multiple sessions — this ensures everyone gets enough practice time to build real skills.

Each participant needs a laptop with Microsoft 365 desktop apps installed, an active Copilot licence, and stable internet. Participants are encouraged to bring real work examples (emails, spreadsheets, documents) for practice exercises. The training provider handles all other materials and resources.

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