Template Action Plan

My Copilot Action Plan — 30 Days

One concrete move per week, over four weeks. The goal: turn Microsoft 365 Copilot into a daily reflex and prove the first hours saved. Fill this in during the workshop — it becomes your personal roadmap once you are back at your desk.

My profile

Name: _______________________________________________

Role: ________________________________________________

Team / Department: ___________________________________

My first surface (Chat, Outlook, Teams, Word, Excel): __

My 30-day objective: _________________________________

Week 1 (Day 1 to Day 7) — My first reflex

Goal: one daily task handled with Copilot, starting tomorrow.

My daily task

A task I do often that Copilot can speed up (e.g. summarise an email thread, draft a reply, recap a Teams meeting):

___________________________________________________

My first prompt (POWER method)

Persona · Objective · What/Context · Examples · Refine — my draft prompt:

___________________________________________________

Where I run it

☐ Microsoft 365 Copilot Chat ☐ Outlook ☐ Teams ☐ Word ☐ Excel ☐ Other: ______

Measure

Time WITHOUT Copilot: _____ min | Time WITH Copilot: _____ min | Saved: _____ min

Week 1 success criteria

☐ I used Copilot at least 3 times this week on this task

☐ I measured the time saved

Week 2 (Day 8 to Day 14) — POWER on 3 real tasks

Goal: the POWER method applied to 3 real tasks from my week.

My 3 tasks this week

Task 1: _________________________ Surface: _____________

Task 2: _________________________ Surface: _____________

Task 3: _________________________ Surface: _____________

Did I use POWER each time?

Persona set? ☐ Objective clear? ☐ What/Context given? ☐ Examples? ☐ Refined? ☐

Result per task

Task 1: ☐ Used as-is ☐ Edited ☐ To refine — quality (1-5): _____

Task 2: ☐ Used as-is ☐ Edited ☐ To refine — quality (1-5): _____

Task 3: ☐ Used as-is ☐ Edited ☐ To refine — quality (1-5): _____

Measure

Estimated time saved this week across the 3 tasks: _____ min

Week 2 success criteria

☐ I applied the full POWER method on at least 3 real tasks

☐ I have one reliable prompt I can reuse next week

Week 3 (Day 15 to Day 21) — One team use case + share a prompt

Goal: one use case that helps my team, plus one prompt shared with a colleague.

My team use case

A challenge my team faces that Copilot can help with (e.g. weekly report, onboarding, meeting prep):

___________________________________________________

How I run it

☐ Copilot Chat with /reference to files & people (Context IQ) ☐ Agent Mode in Word/Excel/PowerPoint

☐ Teams Facilitator / recap ☐ Researcher or Analyst agent ☐ Other: ______

The prompt I share

My best prompt this week: ____________________________

Shared with (name): __________________________________

Format: ☐ 15-min demo ☐ Teams / email message ☐ Shared note ☐ 1:1

Week 3 success criteria

☐ My team use case produced a usable result

☐ I shared at least one prompt with a colleague

Week 4 (Day 22 to Day 30) — Measure hours saved + pick the next process

Goal: quantify the hours saved and choose the next process to bring into Copilot.

Hours saved this month

Total time saved across my tasks: _____ hours / month

The task where Copilot helped most: ___________________

My next process

The next recurring process I want to bring into Copilot:

___________________________________________________

Frequency: ☐ Daily ☐ Weekly ☐ Monthly ☐ Ad hoc

Going further

☐ Explore an agent in the Agent Store relevant to my role

☐ Try Copilot Notebooks to keep my prompts & sources in one place

☐ Note any data-residency / sensitivity question to raise with IT

Week 4 success criteria

☐ Copilot has become a reflex — I no longer go back to the old way

☐ I can state my weekly hours saved

☐ I have picked my next process

Day-30 review

Indicator	Before the workshop	At Day 30
How often I use Copilot
Hours saved per week	—
Number of tasks handled with Copilot
Confidence using Copilot (1-10)
Colleagues I brought on board	—

My biggest takeaway in 30 days

___________________________________________________

Day-30 check-in: a private maars follow-up session is planned to share what worked, troubleshoot, and go further with Microsoft 365 Copilot. Keep an eye on your inbox.

My 3 commitments today

Tomorrow, I run my first reflex (Week 1)
This week, I use Copilot at least 3 times in my real work
In 30 days, I can state the hours I save every week

Sign your commitment: