Microsoft Copilot Training for Executives and Managers: Greater Clarity, Better Decisions, and Less Effort in Day-to-Day Leadership
Upon request
1–2 days
Munich, Online, or In-House
Upon request
German or English
Digital Certificate of Participation
Executives and managers must process large amounts of information, prepare decisions, lead meetings, and guide teams through change on a daily basis. At the same time, relevant content is often scattered across emails, documents, presentations, and Microsoft 365 applications. Microsoft Copilot can help you organize information more quickly, create content more efficiently, and prepare for leadership tasks in a more targeted way.
Our Microsoft Copilot training for executives and managers shows you how to use Copilot in Microsoft 365 strategically and securely. You’ll learn to develop effective prompts, support management and communication tasks, and efficiently analyze data, documents, and meetings. You’ll also learn how to ensure quality, data protection, and governance, and how to integrate Copilot sustainably into your daily leadership routine.
Content and Structure of the Microsoft Copilot Training Course
This continuing education program combines the fundamentals of artificial intelligence (AI) with specific real-world applications in leadership, management, communication, and strategic planning. Each training course is tailored to your needs on a modular basis.
- Introduction to Artificial Intelligence and Microsoft Copilot
- Opportunities and Limitations of Copilot in a Corporate and Leadership Context
- Integration of Copilot, Microsoft 365, and the Microsoft data environment
- Key concepts such as context, retrieval-augmented generation, hallucinations, and bias
- Typical areas of application for executives:
- Communication
- Strategy
- Reporting
- Meetings
- Team Management
- Fundamentals of Effective Prompts: Goal, Context, Role, Requirements, and Output Format
- Precise Communication with Copilot for Better and More Consistent Results
- Development of Power Prompts and Meta Prompts for Management and Leadership Tasks
- Prompts for draft decisions, strategic planning, risk analyses, and change communication
- Support with difficult conversations, feedback, and stakeholder communication
- Reusable Prompt Templates for Everyday Personal Leadership
- Critical review and iterative improvement of Copilot results
- Efficient Meeting Preparation with Teams and Outlook
- Create agendas, meeting materials, summaries, and task overviews
- Analyze information from Microsoft 365 documents and workflows
- Creating management reports, presentations, and decision-making documents
- Use Copilot to Support Excel Analyses, Key Metrics, and Visualizations
- Formulating Clear Messages for Employees, Stakeholders, and Change Processes
- Develop scenarios, alternatives, and strategic recommendations for action
- Data Protection, Information Security, and the Responsible Handling of Corporate Data
- Quality Assurance, Fact-Checking, and Handling Incorrect Results
- Context of the GDPR, the EU AI Act, and Internal Company Policies
- Developing Practical Copilot Use Cases for Leadership and Management
- Basics of Copilot Agents and Advanced Automation Capabilities
- Creating a Personal Copilot Toolbox and Individual Use Cases
- Next Steps for Sustainable Integration into Day-to-Day Management
Tangible Results – What You Can Put into Practice Right Away After the Microsoft Copilot Training
After the training, you will be able to use Microsoft Copilot specifically for leadership and management tasks.
- Prepare for, conduct, and follow up on meetings more efficiently
- Organize information from documents, emails, and Teams more quickly
- Creating management reports, presentations, and decision-making documents
- Prepare strategies, scenarios, and risk analyses
- Improving Communication with Employees and Stakeholders
- Use Copilot for Data Analysis, Key Metrics, and Reporting
- Critically review quality, data protection, and permissions
- Developing Copilot Use Cases and Personal AI Routines
Who is the Microsoft Copilot training course intended for?
This training is intended for:
- Executives and Managers
- Team and Division Leadership
- Project and Program Management
- Head of Strategy, Transformation, and Change
- Specialists and managers who already use Microsoft 365
- Companies that want to use Copilot safely and productively
The training is suitable for both beginners and managers with some experience using AI tools.
Prerequisites for the Microsoft Copilot Training Course
Basic knowledge of Microsoft 365 is helpful, but not a requirement. No prior technical knowledge of AI is required.
Custom Microsoft Copilot Training Sessions
We design customized in-house training programs—tailored perfectly to your needs.
- Customized Training Programs for Executives and Management Teams
- Integration of one's own documents, processes, and leadership situations
- Exercises Using Relevant Microsoft 365 Applications
- Development of Custom Prompts, Use Cases, and Copilot Routines
- Offered as a seminar, workshop, or in-house training session
About Us as a Training Provider
We are an experienced management consulting firm with expertise in digital transformation, leadership, and artificial intelligence. Our training programs combine strategic management knowledge with practical applications in Microsoft 365. In this way, we help executives and companies integrate Microsoft Copilot confidently, save time, and make better decisions.
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Expertise in Microsoft Copilot – Your Trainer
Jonas helps companies implement modern AI technologies and digital work practices. He explains the features and use cases of Microsoft Copilot in a clear, structured way that directly relates to the day-to-day realities of leadership. In doing so, he demonstrates how executives can use Copilot for communication, analysis, strategic planning, and decision support—safely, efficiently, and responsibly.
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- Efficient: Create meetings, reports, and presentations faster
- Strategic: Preparing Decisions, Scenarios, and Communication in a Targeted Manner
- Tried and Tested: Handle Your Own Management Tasks Directly with Copilot
- Secure: Ensuring Data Protection, Governance, and the Quality of Results
- Sustainable: Establishing Personal Prompts and Copilot Routines
TISAX and ISO certification apply only to the Munich location
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TISAX and ISO certification apply only to the Munich location
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FAQ – Frequently Asked Questions About Microsoft Copilot Training for Executives and Managers
No. This training is designed for executives and managers who do not have a technical background in AI. Copilot’s features and the most important basics are explained in an easy-to-understand way. Knowledge of Microsoft 365 is helpful but not required.
During the training, we’ll cover Outlook, Teams, Word, PowerPoint, Excel, OneDrive, and OneNote, among other topics. The focus is on the applications that managers use most frequently in their day-to-day work. The content can be tailored to your specific Microsoft 365 environment.
For example, Copilot can assist with meeting preparation, minutes, management reports, presentations, and decision-making documents. It can also help make strategic planning, risk analyses, and the preparation of employee or stakeholder meetings more efficient. Responsibility for decisions and communication remains with the manager.
Yes. Prompt engineering is a central component of the training. You will learn to clearly define objectives, context, roles, and quality criteria, and to develop your own prompt templates for recurring leadership tasks.
Yes. You can incorporate your own topics—such as difficult conversations, upcoming presentations, management reports, or change initiatives—into the exercises. This creates a direct connection to your day-to-day leadership responsibilities and your current challenges.
Data protection and information security are integral parts of the training. You’ll learn how to manage permissions, data access, and confidential content in the Microsoft 365 environment. We’ll also cover how to critically evaluate Copilot results and handle corporate data responsibly.
Copilot agents are specialized AI assistants that can be tailored to specific tasks, processes, or areas of expertise. During the training, you’ll receive an introduction to their capabilities and areas of application. The training will also cover the requirements for their safe and effective use.
Many use cases can be implemented immediately after training, such as meeting summaries, email support, or the creation of decision-making documents. Through reusable prompts and personalized Copilot routines, executives can quickly develop productive workflows.