Microsoft Scenario Library Nonprofit Create framework to track and ​evaluate program success

Available with: Microsoft 365 Copilot Chat

Nonprofit scenario: Create framework to track and ​evaluate program success

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Scenario

From research and planning, to execution and evaluation, Microsoft 365 Copilot Chat can help nonprofit organizations with critical stages of Designing Program Goals, Program Launch Execution, and brainstorming future Monitor-Evaluate-Improve.

1. Conduct research

A new community liaison starts the day by asking Copilot Chat to gather insights from news outlets and research local community needs. Copilot helps save hours of manual research and enables data-driven decisions for impactful program planning.

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Microsoft 365 Copilot Chat1

Sample prompt: Summarize recent news and
research about local community needs for our new
program.

2. Design program goals and plan

With research in hand, the manager uses Copilot Chat to draft clear program goals, target outcomes, and a basic timeline. Copilot helps accelerate planning and ensuring team alignment with structured outputs ready for review and sharing.

Sample prompt: Draft program goals, target
outcomes, and a basic timeline for our upcoming
initiative based on /initiativedescription.docx.

3. Program launch execution

As launch day approaches, the manager asks Copilot Chat to build a step-by-step checklist, including tasks and milestones, streamlining preparation, reducing errors, and improving communication for a smooth and coordinated rollout.

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Microsoft 365 Copilot Chat1

Sample prompt: Create a launch checklist with
tasks and milestones for our program rollout.

4. Monitor, evaluate and improve

The liaison asks Copilot Chat to help design frameworks to track and evaluate program success, supporting continuous improvement by researching best practices and enabling ongoing refinement for maximum impact.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample prompt: Help design a framework to track and
evaluate our program’s success, including best practices.

5. Report and refine

Once a final report is created and content is drafted, the manager can prompt Copilot Chat to summarize it and adjust the message for various stakeholders and funders, maximizing long-term program value through tailored communication.​

Sample prompt: Summarize our final program report and
tailor it for different stakeholders and funders.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.