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Workshop outline

Run a Copilot decision session before a rollout session.

Use this free agenda internally. If you want facilitation or implementation help, the optional Bridgepath path is separate below.

1

Map two workflows

Name inputs, people, systems, sensitive data, decisions, outputs, review, time, and rework.

2

Check product and access

Verify current licensing and inspect the specific Microsoft 365 locations the pilot would use.

3

Set the boundary

Agree on green, yellow, and red uses, plus stop conditions and an incident path.

4

Write one test

Define pilot users, baseline, source, prompt, reviewer, measure, and end date.