Microsoft Scenario Library Nonprofit Expedite drafting processes ​and compliance tests

Available with: Microsoft 365 Copilot Chat

Nonprofit scenario: Expedite drafting processes ​and compliance tests

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Scenario

Copilot Chat helps clarify requirements, generate documentation, create checklists, simulate audits, and communicate status—saving time, reducing errors, and improving organizational readiness for compliance.

1. Brainstorm requirements

A new operations employee needs to review and update case management processes for compliance requirements. Copilot Chat can search the web to instantly surface relevant compliance guidelines and reducing time spent searching for requirements.

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Sample prompt: Summarize best practices and regulatory standards for case management compliance.

2. Draft standard operating procedures​

Next, the employee can leverage Copilot Chat ​to generate a customizable Standard Operating Procedure template, accelerating documentation while ensuring consistency and saving time on manual drafting.

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Sample prompt: Generate a customizable Standard Operating Procedure template for case management, including intake, documentation, review, and reporting.

3. Create checklists for case reviews​

When prompted, Copilot Chat can help brainstorm generic checklists that cover types of documents, signatures, and review points—to support consistent and effective case file reviews before audits.​

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Sample prompt: I am a nonprofit agency providing to . Draft a repeatable checklist to help review case files for compliance with .

4. Simulate audit preparation​

Copilot Chat boosts confidence and preparedness by guiding employees through mock audits. This exercise will guide the employee through typical audit questions, examples of suggested evidence, and common pitfalls so the operations and legal teams are prepared and stay compliant. ​

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Sample prompt: Walk me through a mock audit for our case
management process, including typical questions and example
of suggested evidence. ​

5. Summarize and communicate compliance status​

Lastly, the employee needs to summarize recent compliance evaluation and steps taken into a short report. Copilot Chat enables transparent reporting by summarizing recent compliance evaluations and steps taken.​

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Sample prompt: Summarize our recent compliance evaluation and steps taken into a short report for the legal team. ​

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.