Microsoft Scenario Library Nonprofit New program launch

Available with: Microsoft 365 Copilot

Nonprofit scenario: New program launch

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Scenario

Using Copilot to speed program launches

Reduce the effort to launch programs

1. Conduct needs assessment

Conduct thorough research to understand the needs of the community and assess the feasibility of the new program.

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Example prompt: Conduct a needs assessment for our new community health program, including data on community health indicators, stakeholder interviews, and feasibility analysis.

Work as a team to develop a detailed program plan outlining objectives, scope, deliverables, milestones, and timelines.

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Copilot in Loop

Example prompt: Create a detailed project plan for our new educational outreach program, including objectives, scope, deliverables, milestones, and timelines.

Engage with key stakeholders to gather input, build support, and ensure alignment with the program's goals. Use Copilot in Microsoft Teams to share updates, gather feedback, and track action items.

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Copilot in Teams

Example prompt: Summarize the new environmental conservation program discussed in the meeting and outline next steps.

Allocate resources and develop a budget to ensure the program has the necessary funding and support. Use Copilot in Excel to analyze budgets and financial projections.

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Copilot in Excel

Example prompt: Analyze budget requests for our new youth mentorship program and add a column to calculate the gaps between requested and allocated budget.

Use Copilot in Word to help draft up and document an implementation plan that can be referenced and shared by team members.

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Copilot in Word

Example prompt: Draft an implementation plan for the new disaster relief program, including detailed action steps, timelines, responsible team members, and resources required.

Use Copilot in PowerPoint to create a presentation that showcases the program plan.

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Copilot in PowerPoint

Example prompt: Create a PowerPoint presentation using the information in the /[implementation plan.docx]

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

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.