Your team has Copilot. Now give them a method.
A four-session course for Copilot in Word, Outlook, Excel and Teams. Your team learns one way to choose what to hand over, brief it clearly, check what comes back and agree who signs off.
- 4 facilitated
sessions - 3 exercises built
on your work - 30 days of
follow-up
Without a method, drafts get finished by hand.
Many firms already pay for Copilot licences, but most staff use it informally. Without training, people often need several attempts to get a usable draft, and end up finishing the work by hand.
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Used informally: Copilot used informally, by whoever thought to try it
After the course: Each person knows which of their tasks to hand to Copilot
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Used informally: Several attempts to get a usable draft
After the course: A four-part brief that gets to a usable draft sooner
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Used informally: Drafts finished by hand anyway
After the course: A four-question review before AI-drafted content goes into a formal document
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Used informally: No agreed rule on who checks AI-assisted work
After the course: Agreed rules on who reviews what, written into a shared Team Copilot Playbook
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Used informally: Everyone working it out on their own
After the course: One method across the team, and a library of tested instructions
Course structure
Four sessions: route, brief, verify, govern.
Each session has 60 to 90 minutes of facilitated content, and participants practise on their own work between sessions.
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Session 1
Route
Copilot's capabilities
Where Copilot works across Word, Outlook, Excel and Teams. Each person then maps their own working week against it to find the tasks worth delegating.
Your working week, mapped -
Session 2
Brief
Clear instructions
A four-part brief of context, task, format and checks, written as if for a junior colleague receiving a delegated task.
Practice: a report or proposal -
Session 3
Verify
Checking the output
A four-question review checklist to use before AI-drafted content goes into a formal document, and a simple scale for deciding whether to delegate a task, supervise it or keep it.
Practice: a briefing pack, against the clock -
Session 4
Govern
Team rules and accountability
The group agrees who reviews what, and when a document is ready to move on. These rules are written up in a shared Team Copilot Playbook.
Team Copilot Playbook
Practical exercises
Practised on your kind of work.
Before the course starts, we hold a one-hour call with you to understand your team's work. We then build three exercises around it.
Report drafting
Pull the key terms, obligations and conditions out of a long document and turn them into a report ready for sign-off.
Briefing pack
Combine a memo, an analysis and supporting notes into a one-page briefing.
Meeting follow-up
Turn a recorded meeting into a decision log, an action list and catch-up notes for people who missed it.
All the exercise documents are fictitious and watermarked, so no real client data is used in the course.
Participant materials
What every participant keeps.
Everything they need to keep using the method after the last session.
- A personal library of tested instructions for their most common tasks
- A personal task map showing which work they delegate to Copilot, which they supervise and which they keep
- The Team Copilot Playbook, with the team's agreed review and sign-off rules
- The briefing framework, review checklist and sign-off template
- 30 days of follow-up questions to the BluShift team by email or Teams
Delivery approach
We teach the method we use ourselves.
BluShift builds AI-enabled processes for service businesses, and our consultants use Copilot and similar tools in that work every day. The course is designed to give your existing team more capacity for a growing workload. It is not a headcount-reduction exercise.
Group size
We run the course for in-house groups of 3 to 15 people, and we recommend 5 to 8. Individuals and pairs can also enrol.
On its own, or with automation
The course can run on its own, or alongside a BluShift process automation project, where it prepares your people to work with the AI tools built into their new processes.
See what our AI agents doGetting started
From first call to first session.
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01
Discovery call
1 hour
We walk through the sessions, confirm the exercises against your team's work, and agree numbers and dates.
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02
Exercise design
About 2 weeks
We build the three practical exercises around your team's work.
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03
First session
Usually within 3 weeks of the call
Your team starts the course, and practises on its own work between sessions.
FAQ
Before you book a call.
The short version. We'll go deeper on the call.
Who is the course for?
Teams that produce reports, proposals, briefing packs and meeting notes. We run it for in-house groups of 3 to 15 people, and recommend 5 to 8. Individuals and pairs can also enrol.
How long does the course take?
Four sessions, each with 60 to 90 minutes of facilitated content. Participants practise on their own work between sessions. The first session is usually within three weeks of the discovery call.
Is any of our client data used in the course?
No. We build the exercises around your team's work, but all the exercise documents are fictitious and watermarked, so no real client data is used.
Is the course about reducing headcount?
No. It is designed to give your existing team more capacity for a growing workload. It is not a headcount-reduction exercise.
Can it run alongside an automation project?
Yes. The course runs on its own, or alongside a BluShift process automation project, where it prepares your people to work with the AI tools built into their new processes.
Start with one call.
A one-hour call, with no deck and no pressure. Tell us who would attend and what they produce, and we'll shape the exercises around it.