Microsoft Scenario Library Nonprofit Improve onboarding and development processes

Available with: Microsoft 365 Copilot

Nonprofit scenario: Improve onboarding and development processes

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Scenario

Speed onboarding and knowledge sharing

1. Assess current processes

Evaluate the existing onboarding and development processes to identify strengths and areas for improvement.

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Copilot in Word

Example prompt: Create an assessment document of our current onboarding and development processes using feedback from recent hires and volunteers in [feedback document.ppt]

Create a detailed onboarding plan that outlines the steps new employees need to take to get up to speed.

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Microsoft 365 Copilot Chat2

Example prompt: Outline a structured onboarding plan for new hires, including timelines, key milestones, and required training sessions using /[past onboarding presentations.ppt] and the /[assessment document.docx]

Develop training materials and resources to support the onboarding process.

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Copilot in PowerPoint

Example prompt: Create a training presentation for new hires, covering our organization’s mission, values, policies, and procedures referencing the [Mission document.docx] and the [HR policy.ppt]

Capture insights from mentorship meetings to compile key learnings from experienced team members.

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Microsoft 365 Copilot Chat2

Example prompt: Document new hire key learnings and resources discussed across various mentor sessions.

Use Copilot in Loop to collaborate in real-time to track progress as new hires move through the onboarding process.

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Copilot in Loop

Example prompt: Create a checklist of onboarding tasks including links to training materials that new hires need to complete over the next 90 days.

Continuously evaluate the effectiveness of the onboarding and development processes and make necessary adjustments.

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Copilot in Word

Example prompt: Draft a quarterly evaluation report that suggests improvements based on feedback from new hires, volunteers, and mentors.

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.