Microsoft Scenario Library Education Monthly board meeting management

Available with: Microsoft 365 Copilot

Education scenario: Monthly board meeting management

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Scenario

Using Copilot for monthly board meeting management

Save time on meeting preparation and follow-up, lead interactive meetings

1. Meeting preparation

Use Copilot to effectively manage the next board meeting on curriculum and budget updates.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Quickly and easily analyze previous meeting notes and discussions, referencing relevant talking points on curriculum updates or budget proposals or specific follow-ups.

Create and refine meeting agendas with reminders and summary of email threads to  recommend pertinent topics to the monthly board meeting and stakeholders.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Save time and ensure you’ve capture board recommendations by using Copilot to generate and refine meeting agendas and documentation.

Capture important notes and feedback relevant to the updates while staying highly engaged in the meeting.

Microsoft Teams icon

Copilot in Teams

Benefit: Stay engaged by using Copilot to accurately summarize key points, action items for each participant, and upcoming deadlines.

Organize meeting key takeaways, gather survey insights, highlight themes, and emphasize action items into a recap communication.

Microsoft Teams icon

Copilot in Teams

Benefit: Document next steps by using Copilot to create a meeting recap encompassing all to-dos and key points to help track progress over time.

Socialize the curriculum and budget plans to promote active refinement and transparency of information between Board members, and Superintendent office.

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Copilot in PowerPoint

Benefit: Easily create what you need and apply branding guidelines, adjust layouts, and reformat text to socialize plans effectively.

KPIs

Opportunity to impact key functional area KPIs

Copilot can empower everyone to free up their time and energy to focus on what matters most. Easily adjust, summarize, and create new content using natural language.
Speed up internal communications
  • Have Copilot assist with emails
  • Draft email comms and announcements with Copilot

Copilot provides an opportunity to identify areas for improvement and makes the most of your data. Discover and dig into new insights such as budget management, enrollment trends, survey data interpretation, and more.
Process optimization
  • Copilot assists with drafting mails
  • Analyze data and create actionable insights
  • Collaborate with Teams and rapidly create proposals

Copilot can help personalize learning by easily adapting content, simplifying complex topics, and helping students fully participate. Students can benefit from personalized 24/7 support, initial feedback on their work, and assistance getting started.
Improve quality of learning content
  • Improve learning content
  • Improve quality of emails and chats

Amplify your creativity by bringing your ideas to life with custom-generated images, presentations, and an agent for productivity. Copilot also takes collaboration to the next level to help you stay connected and able to achieve more together.
Improve quality of learning content
  • Improve learning content
  • Improve quality of emails and chats

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.