Microsoft Scenario Library Nonprofit Optimize staff and volunteer planning

Available with: Microsoft 365 Copilot

Nonprofit scenario: Optimize staff and volunteer planning

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Scenario

Improve recruitment, training, and staffing

1. Assess current staffing

Evaluate current staffing to understand the existing skills, roles, and gaps.

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Copilot in Word

Example prompt: Create a report that describes our current workforce across departments, roles, and skills using the information captured in the /[resource management document.docx]

Use Copilot in Excel to help visualize current staffing/volunteer needs.

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Copilot in Excel

Example prompt: Highlight cells where staffing/volunteer hours are below required hours.

Create a recruitment plan to fill identified gaps and meet future staffing/volunteer needs.

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Copilot in Word

Example prompt: Outline a recruitment plan to address identified staffing gaps and future needs. Include strategies for sourcing candidates, timelines, and key milestones based on past /[recruitment strategy plan.docx]

Develop and implement training programs to upskill current staff members and volunteers.

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Microsoft 365 Copilot Chat2

Example prompt: Create a training outline for our new development program, covering required skills and competencies.

Regularly monitor and evaluate staff and volunteer utilization to ensure alignment with organizational goals.

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Copilot in Excel

Example prompt: Tell me what data is required to calculate key performance indicators (KPIs) such as overtime hours, peak interval staffing levels, and skill utilization.

Continuously adjust staffing and volunteer plans based on feedback and data to ensure optimal staffing levels.

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Copilot in Teams

Example prompt: Summarize regular meetings to review workforce performance data and gather feedback from team members.

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.