Microsoft 365 Copilot for Charities: A Half Day Course
Designed for organisations with full Copilot subscription.
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Copilot chat, Word, Excel, Powerpoint, agent creation & more
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Delivered online, or at your office (England, devolved nations & Republic of Ireland all covered) on request
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Run by Alex Reid, CPD-certified AI trainer with 15 years' experience in the non-profit sector
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Prompt guide included
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Suitable for any charity sector staff - no tech background needed
Book this course for your team on assigned dates - £500
Book a place on this course with other charity peers - £145
Enquire about the course first, book an in-person session (all UK and ROI covered), or request a specific date
Your team has Microsoft 365 Copilot. They just don’t know how to get value from it.
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Copilot is turned on but barely used
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Staff have had a go but don’t know what to ask it
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There’s no shared approach across the team
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Managers aren’t sure how to encourage adoption
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You know it could save time, but it doesn’t feel like it yet
Most Copilot training is built for corporate teams with technical roles. It doesn’t speak to the reality of charity work — writing funding bids, managing volunteers, communicating with beneficiaries, reporting to trustees.
Our half day course is a charity-specific introduction to Microsoft 365 Copilot.
We focus on the tools your team actually uses, including: Word, Outlook, Teams, Excel and PowerPoint, and show them how to get real results from Copilot today.
What we cover
1
Getting started
What it is, what it does, and why it matters for charities.
We look at some direct use cases for charities
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Copilot chat
All about the main chat function in Copilot and how to use it, including: prompting, integrations and lots more
3
Tools
A deep dive into Copilot in: Outlook, Teams, Excel, Word & Powerpoint
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Other features
A look at Copilots other features including: Search, Notebooks & Create
5
Agents
Copilot agents, how to create them and their application for the charity sector
6
Roadmap
Each participant creates their AI roadmap and plan for how to take their training forward
What's included in the session and what value will my organisation get from this training?
What's included?
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Half day facilitated workshop, online or at your office
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Session built around the Microsoft 365 tools your team actually uses — Word, Outlook, Teams, Excel and PowerPoint
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Copilot Chat deep dive — prompting, integrations and practical applications for charity work
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Hands-on exploration of Copilot Agents — how to create them and put them to work
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Copilot prompt guide tailored to the charity sector
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Post-session slide deck shared with the whole team
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30-day email support from your trainer
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CPD-certified delivery
What value will my organisation get?
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Staff who know how to get real value from a Copilot subscription — not just occasional use
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A shared approach across the team, so Copilot is used consistently rather than sporadically
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Confidence using Copilot across every M365 tool — not just Chat
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Each participant leaves with a personal AI roadmap and a plan for how to take their learning forward
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Practical skills built around real charity tasks — funding bids, volunteer management, trustee reporting and more
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A clear picture of where Copilot Agents can save your organisation time