Education scenario: Efficient policy drafting
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Staff satisfaction
Operational efficiency
Value benefit
Cost savings
Time savings
Using Copilot for efficient policy drafting
1. Stakeholder management
Engage relevant stakeholders such as faculty senate, department chairs, and other administrative staff to seek their perspectives.
Copilot in Teams
Benefit: Summarize insights from meeting notes and input from stakeholders, saving time and increasing collaboration.
2. Research and analysis
Research and collate information on best practices, legal requirements, and policies at peer institutions, along with their potential implications.
Business Chat2
Benefit: Quickly elicit any relevant legal precedents or best practices from legal databases and university consortium repositories to support policy development – let Copilot help do the work!
3. Policy development
Draft the new policy, clearly outlining its purpose, scope, objectives, and the intended impact.
Copilot in Word
Benefit: Generate initial drafts of the new policy document. Easily create a presentation summarizing the new policy using Copilot in PowerPoint.
4. Review and revision
Circulate the draft policy for stakeholder feedback to ensure policy appropriateness and effectiveness.
Copilot in Teams
Benefit: Capture feedback and get support on suggested terminologies and compliance checks efficiently using Copilot in Teams and Outlook.
5. Approval and implementation plan
Finalize the policy and develop a detailed implementation plan including communication strategies, training & resourcing needs, R&Rs, and timelines.
Copilot in Word
Benefit: Develop first draft of implementation plan with help from Copilot in Word.
6. Socialization
Communicate the policy to all relevant stakeholders, relaying its overall implications to relevant departments.
Copilot in PowerPoint
Benefit: Easily create a presentation summarizing the implementation plan using Copilot in PowerPoint.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
