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Role path 05

Leadership and boards

Prepare briefings and questions while keeping fiduciary decisions and accountability human.

Explainer · 7 min

What Microsoft 365 Copilot is, and what it is not

Separate the licensed Microsoft 365 experience from generic AI expectations before choosing a pilot.

Use guide →Checklist · 6 min

Verify nonprofit eligibility and licensing before a pilot

Confirm tenant eligibility, prerequisite licenses, current pricing, and the people who actually need access.

Use guide →Playbook · 9 min

Review permissions before Copilot can surface them

Use the pilot as a reason to find oversharing, stale access, and unclear content ownership.

Use guide →Playbook · 8 min

Write a one-page approved-use policy

Give staff clear green, yellow, and red boundaries tied to your actual data and decisions.

Use guide →Playbook · 7 min

Choose a small Copilot pilot that can teach you something

Select one repeatable, reviewable workflow with enough volume to measure and limited downside if a draft is wrong.

Use guide →Explainer · 6 min

Write a grounded prompt people can reuse

Describe the task, source, audience, constraints, output, and review instead of asking Copilot to guess.

Use guide →Checklist · 5 min

Review Copilot output before it becomes organizational work

Use a short verification routine for facts, numbers, sources, confidentiality, voice, and downstream impact.

Use guide →Playbook · 6 min

Use Copilot in Outlook without automating judgment

Draft or summarize routine email while keeping sensitive, relational, and consequential messages human-led.

Use guide →Playbook · 8 min

Use Copilot around Teams meetings with a clear record rule

Prepare questions and draft follow-up while defining consent, transcription, access, correction, and retention first.

Use guide →Playbook · 6 min

Use Copilot for a PowerPoint program update

Turn approved material into a first-pass narrative, then rebuild the evidence, accessibility, and audience fit.

Use guide →Playbook · 8 min

Use Copilot with Excel as an analysis assistant, not the final analyst

Ask bounded questions about a clean table and verify formulas, filters, definitions, and conclusions.

Use guide →