Microsoft Scenario Library Nonprofit Optimize program performance

Available with: Microsoft 365 Copilot

Nonprofit scenario: Optimize program performance

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Scenario

Improve program efficiency

1. Analyze performance data

Analyze performance data, generating insights and identifying key metrics. Use Excel formulas and functions to calculate performance indicators.

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Copilot in Excel

Example prompt: Create a bar chart based on the latest performance data in the /[performance data.xlsx]

Pinpoint areas where performance can be optimized. Create charts and graphs to highlight improvement opportunities.

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Copilot in Excel

Example prompt: Highlight cells that show performance metrics hitting below identified benchmarks.

Use Word to draft comprehensive reviews of existing programs, summarizing key performance metrics and feedback from stakeholders.

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Copilot in Word

Example prompt: Generate a program review using the key performance metrics, identified improvement areas, and the latest stakeholder feedback from the /[program reporting deck.ppt]

Use Copilot in Microsoft Teams to summarize key points and action items from weekly/monthly program syncs.

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Copilot in Teams

Example prompt: Summarize key points and action items from the last program sync.

Use Copilot in Word to help draft up and document an implementation plan that can be referenced and shared by team members.

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Copilot in Word

Example prompt: Draft an outline that summarizes program objectives, key performance metrics, recent achievements, and next steps using key points and action items gathered from /[program sync meeting notes] and /[program review document/docx].

Use Copilot in PowerPoint to create a presentation that summarizes the implementation plan and detailed action steps for program changes.

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Copilot in PowerPoint

Example prompt: Create a PowerPoint presentation using the /[program goals outline] to showcase goals and next steps.

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.

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.