Microsoft Scenario Library Nonprofit Simplify volunteer recruitment

Available with: Microsoft 365 Copilot Chat

Nonprofit scenario: Simplify volunteer recruitment

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Scenario

Microsoft 365 Copilot Chat can help draft outreach content, build onboarding materials, and even coordinate schedules—relieving a huge pain point for many nonprofits.

1. Draft volunteer outreach content

To help assemble a new volunteer team, a volunteer coordinator uses Copilot Chat to instantly generate professional, engaging volunteer role descriptions and flyers tailored to your outreach event—making recruitment easier and more effective.

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Sample prompt: Draft a volunteer role description for our upcoming outreach event based on [URL for event website].

2. Build onboarding materials

Once volunteers begin to sign up, the coordinator needs to welcome them and set expectations with a friendly welcome message and a step-by-step onboarding checklist. Copilot chat helps draft clear, personalized materials, making volunteers’ first experience positive and organized.

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Sample prompt: Create a welcome letter including
a detailed orientation checklist for new volunteers

3. Generate training outlines

With the team forming, the coordinator prepares for orientation. Copilot Chat produces structured training agendas and interactive quiz questions, accelerating the creation of resources that help volunteers get up to speed efficiently and confidently.

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Sample prompt: Generate a training agenda for
volunteer orientation.

4. Create engagement announcements

With training complete, the volunteer team lead now needs to create engaging announcements and reminders for distribution. Copilot Chat can help draft engaging reminders, enhancing volunteer engagement and retention through regular, informative communications.

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Sample prompt: Draft an email reminder for our upcoming volunteer appreciation event.

5. Coordinate shift schedules

Copilot Chat can help organize volunteer shift schedules and prepares reminder messages, simplifying scheduling and ensuring volunteers are ell-informed about their shifts.

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Sample prompt: Write a reminder email for assigned volunteers based on next month’s shift schedule.

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.

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

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.