Microsoft Copilot Adoption and Governance Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Microsoft 365 Administrators, Digital Workplace Managers and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-AI-075

Before you join: Participants should understand core Microsoft 365 services, including Teams, SharePoint, OneDrive, Outlook and document permissions.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Microsoft 365 Copilot can improve drafting, analysis, meeting follow-up and knowledge retrieval, but only when organisations prepare their data, permissions, workforce and controls. Poorly governed deployment can expose overshared files, produce unreliable outputs, create unmanaged use cases and leave managers unable to demonstrate value. Organisations need a practical adoption approach that connects business priorities with information protection, acceptable use, change management and measurable benefits.

This course examines how Microsoft 365 Copilot works within the Microsoft 365 tenant and how it accesses organisational content through Microsoft Graph, user permissions and the Semantic Index. Participants assess priority use cases, build pilot charters, establish data and security controls, define AI governance roles, and create workforce adoption plans. The course addresses prompting standards, human review, hallucination risk, prompt injection, sensitive-data handling, incident management, measurement and executive reporting.

Instructor-led teaching combines focused briefings, realistic cases, facilitated analysis, group exercises and planning sessions. Cases reflect common challenges in regulated and large-scale settings, including a bank protecting client information, a public agency managing records, and a multinational standardising adoption across business units. Participants work with practical templates throughout the course and leave with a structured Copilot adoption and governance package they can adapt to their organisation.

The course is suited to professionals responsible for Microsoft 365, digital workplace services, information security, data governance, AI risk, learning, change and business transformation. It is delivered over five days in the classroom in 50+ cities or live online. Each training day runs from 08:30 to 16:30 and provides approximately 6.5 contact hours. Participants receive a certificate of completion.

What you will be able to do

  • Assess Microsoft 365 Copilot architecture, tenant dependencies and information access paths
  • Prioritise Copilot use cases using value, feasibility, risk and readiness criteria
  • Create a pilot charter with success measures, safeguards and decision gates
  • Apply Microsoft Purview controls to sensitive data, retention and audit requirements
  • Develop an AI risk register using NIST AI RMF functions and control mappings
  • Design a Copilot governance operating model with RACI roles and escalation routes
  • Build role-based adoption plans using ADKAR, champion networks and manager toolkits
  • Produce a phased Copilot roadmap with metrics, owners and 90-day actions

Benefits of attending

For you

  • Build a credible Copilot adoption proposal for senior stakeholders
  • Assess AI use cases beyond informal productivity demonstrations
  • Apply practical controls for data protection and human review
  • Lead governance discussions across technology, risk and business teams
  • Create measurable adoption plans for Microsoft 365 Copilot deployment

For your organisation

  • Reduces unmanaged Copilot use through clear roles, policies and approval routes
  • Protects sensitive information through permission, labelling and DLP controls
  • Focuses investment on use cases with measurable business value
  • Improves employee adoption through role-based learning and manager support
  • Provides leaders with metrics for benefits, risk exposure and implementation decisions

Course modules

10 modules over 5 days

Participants can explain how Microsoft 365 Copilot accesses organisational information and identify core tenant dependencies.

  • Microsoft 365 Copilot architecture, service boundaries, and tenant data flow
  • Distinguishing work-grounded prompts from public web-grounded Copilot responses
  • Mapping Copilot experiences across Teams, Outlook, Word, Excel, and PowerPoint
  • Identifying prerequisite licences, Microsoft 365 apps, and supported languages
  • Tracing retrieval through Microsoft Graph, Semantic Index, and user permissions
  • Separating generative AI capabilities from workflow automation and search

Participants can select suitable Copilot use cases and define a controlled pilot.

  • Use-case intake scored by value, feasibility, risk, and adoption readiness
  • Personas, jobs-to-be-done, and task maps for priority user groups
  • Baseline measures for time saved, quality, adoption, and rework
  • Benefit hypotheses tested against process owners and representative users
  • Prioritisation matrix balancing business value, data readiness, and exposure
  • Pilot charter defining scope, success criteria, safeguards, and decision gates

Participants can assess information risks and specify data controls required before Copilot deployment.

  • Least-privilege access reviewed before Copilot exposes inherited SharePoint permissions
  • Microsoft Purview sensitivity labels and encryption applied to priority documents
  • DLP policies tested against prompts, generated content, and connector actions
  • Retention labels, eDiscovery, and audit records aligned with investigations
  • Data classification inventory identifies overshared sites, teams, and repositories
  • Conditional Access and device compliance considered for Copilot access

Participants can assess Copilot risks and define proportionate human and technical controls.

  • NIST AI RMF functions applied to Copilot use-case risk assessment
  • Risk register records hallucination, privacy, bias, IP, and accountability
  • Human review controls matched to consequence, autonomy, and error tolerance
  • Prompt injection and indirect prompt injection threat scenarios examined
  • Incident workflow defines reporting, triage, containment, and post-incident review
  • Acceptable-use rules distinguish approved assistance from prohibited decisions

Participants can establish governance roles, decision rights and control processes for Copilot.

  • Operating model assigns business, IT, security, legal, and records roles
  • RACI matrix clarifies ownership for approvals, controls, monitoring, and exceptions
  • Policy hierarchy links AI principles, standards, procedures, and guidance
  • Control library maps risks to preventive, detective, and corrective controls
  • Change-control process governs new agents, connectors, and high-risk capabilities
  • Governance forum cadence sets escalation thresholds and decision rights

Participants can establish prompting guidance and evaluate Copilot outputs for suitability and reliability.

  • Prompt framework specifies goal, context, source, constraints, and output
  • Grounding instructions cite approved files, meetings, and organisational knowledge
  • Structured outputs use tables, headings, criteria, and verification requests
  • Iterative prompting refines drafts while preserving human authorship and accountability
  • Response evaluation checks factuality, relevance, confidentiality, and unsupported claims
  • Role-based scenarios cover drafting, analysis, meetings, and knowledge retrieval

Participants can design a role-based Copilot adoption programme that addresses behaviour and capability.

  • ADKAR assessment identifies awareness, desire, knowledge, ability, and reinforcement gaps
  • Champion network design defines selection, briefing, feedback, and escalation routes
  • Role-based learning paths separate foundational, specialist, manager, and administrator needs
  • Communications plan addresses benefits, boundaries, examples, and employee concerns
  • Manager toolkits support team norms, safe experimentation, and performance conversations
  • Resistance analysis distinguishes skills gaps, trust concerns, and workload pressures

Participants can measure Copilot adoption, business benefits and control performance.

  • Adoption dashboard combines active usage, feature usage, and repeat engagement
  • Benefits-realisation plan links use cases to measurable operational outcomes
  • Control metrics track policy exceptions, sensitive-data events, and incidents
  • Qualitative feedback captures confidence, friction points, and unmet information needs
  • Evaluation cadence compares pilot cohorts, baselines, and target measures
  • Executive reporting presents value, risk, decisions, and investment requirements

Participants can identify additional governance requirements for Copilot agents, connectors and extensions.

  • Copilot Studio agent types compared with Microsoft 365 Copilot capabilities
  • Connector approval process assesses data sources, permissions, and business purpose
  • Agent instructions reviewed for scope, transparency, and human escalation
  • Knowledge-source governance identifies ownership, currency, and access restrictions
  • Lifecycle controls cover testing, publishing, monitoring, retirement, and auditability
  • Environment strategy separates experimentation, testing, production, and administrative access

Participants can prepare a phased Copilot implementation roadmap for their organisation.

  • Phased roadmap sequences readiness, pilot, scale, optimisation, and review
  • Workstream plan coordinates technology, data, risk, learning, and communications
  • 90-day action plan assigns owners, milestones, dependencies, and measures
  • Decision log captures assumptions, approvals, unresolved risks, and review dates
  • Stakeholder briefing translates governance design into executive decisions
  • Implementation backlog ranks policy, data, training, and configuration actions

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Copilot use-case prioritisation matrix
  2. Copilot pilot charter template
  3. AI risk register and control library
  4. Copilot governance RACI matrix
  5. Role-based adoption and communications plan
  6. Phased implementation roadmap and 90-day action plan

Who should attend

  • Microsoft 365 Administrators — responsible for tenant readiness, configuration and service controls
  • Digital Workplace Managers — accountable for productive and controlled employee adoption
  • Information Security Managers — required to manage data exposure and AI-related threats
  • Data Governance Leads — responsible for classification, retention and information ownership
  • AI and Digital Transformation Leaders — directing enterprise AI priorities and operating models
  • Learning and Change Managers — building role-based capability, communications and reinforcement

Skills and tools covered

Copilot governance designAI risk assessmentInformation protection controlsUse-case prioritisationAdoption change managementBenefits measurement

Tools and standards

Microsoft 365 Copilot, Microsoft Purview, Microsoft Copilot Studio, NIST AI RMF

How the course runs

Training methodology

Teaching combines short instructor briefings with case-based analysis, group exercises, governance simulations and structured planning. Participants examine Copilot scenarios involving overshared SharePoint content, regulated communications, unreliable generated outputs and workforce resistance. Facilitated discussions compare policy choices, control designs and adoption approaches. Teams use practical templates to assess use cases, assign responsibilities, identify risks and prepare implementation actions. The final sessions focus on adapting course methods to each participant's organisational priorities and constraints.

Requirements and prerequisites

Participants should understand core Microsoft 365 services, including Teams, SharePoint, OneDrive, Outlook and document permissions. Experience with digital workplace delivery, information security, data governance, change management or business transformation is useful. Participants should be comfortable discussing organisational policies, business processes and technology controls with technical and non-technical stakeholders. Prior use of Microsoft 365 Copilot is helpful but not required. The course does not require coding, Power Platform development, machine learning expertise, tenant administrator privileges or a live Copilot licence.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should understand the main Microsoft 365 applications and the basics of document permissions and collaboration. You do not need programming skills, AI model development experience or Microsoft 365 administrator access.

Bring a laptop for course materials and, where permitted, examples of your current AI policy, information classification approach or Copilot plans. Do not bring confidential documents, client data or restricted organisational content.

The course suits professionals coordinating Microsoft 365 Copilot deployment or advising on its governance. It is particularly relevant for digital workplace, IT, security, data governance, change and transformation roles.

User training focuses on using prompts and features in applications such as Teams, Word and Outlook. This course focuses on organisational deployment decisions: data readiness, controls, policy, adoption, measurement and governance.

You can use the templates to assess proposed use cases, prepare a pilot charter and identify information protection gaps. The roadmap and action plan provide a starting point for discussions with technology, risk and business stakeholders.

The course includes approximately 32.5 contact hours, delivered from 08:30 to 16:30 each day. Time is divided among Copilot foundations, data and risk controls, governance design, adoption planning, measurement and implementation planning.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.

Ask on WhatsApp info@skillsetdevelopment.com

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