Microsoft Scenario Library Operations Create a change management plan

Available with: Microsoft 365 Copilot

Operations scenario: Create a change management plan

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Scenario

Collaborate and communicate change management.

1. Conduct change discovery

Meet with core stakeholders to understand the change and how it will impact people in the organization. Use Copilot in Teams to summarize the meeting, with action items.​

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Copilot in Teams

Benefit: Dedicate your focus to the meeting while Copilot focuses on capturing the notes.

Use Copilot in Excel to support data analysis as you build a detailed change impact assessment. ​

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Copilot in Excel

Benefit: Easily summarize data and highlight trends without in-depth Excel knowledge.

Brainstorm the best way to engage your impacted stakeholders and support change adoption. Prompt Copilot in Whiteboard to identify similar ideas and tactics discussed. ​

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Copilot in Whiteboard

Benefit: Quickly categorize inputs, identify winning ideas, and summarize results to share with participants.

Use Copilot in PowerPoint to transform a detailed change management plan from Word into an executive presentation.​

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Copilot in PowerPoint

Benefit: Save time transforming existing content and accelerate content design.

Prompt Copilot to summarize meeting details over time, like how many events related to the change you have each week.​

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Microsoft 365 Copilot Chat2

Benefit: Manage events more easily.

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Use Copilot in Outlook to create and email to notify the team of the change management plan.​

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Copilot in Outlook

Benefit: Accelerate copywriting and iterate more efficiently.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve operational efficiency

By streamlining processes, optimizing resources, or identifying bottlenecks, Copilot can help inform decision making and drive productivity.
Save time​
  • Generate meeting notes and follow up items​
  • Improve email and chart quality​

How Microsoft Copilot can help manage operational risks

By identifying anomalies, suggesting preventive measures, and streamlining processes, Copilot enhances operational reliability and minimizes risks.
Identify ​risks​
  • Continuously monitor regulations​
  • Enable timely detection and proactive risk management​

How Microsoft Copilot can help increase employee satisfaction

Leverage Microsoft’s Copilot to streamline operations, enhance efficiency, and deliver exceptional service, ensuring employee satisfaction.​
Efficient ticket resolution​
  • Quickly identify urgent issues​
  • Organize information from past interactions​

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.