Microsoft 365 Copilot for Charities: A Full Day Course

Designed for organisations with full Copilot subscription
Full day, with breaks
Delivered online or at your office (England and devolved nations all covered)
Run by Alex Reid, CPD-certified AI trainer with 15 years' experience in the non-profit sector
Prompt guide included
Suitable for any charity sector staff - no tech background needed

£950

Your team has Microsoft 365 Copilot. They just don’t know how to get value from it.

Copilot is turned on but barely used
Staff have had a go but don’t know what to ask it
There’s no shared approach across the team
Managers aren’t sure how to encourage adoption
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

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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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4.Other Features

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A look at Copilots other features including: Search, Notebooks & Create

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Copilot Chat

2.Copilot Chat

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All about the main chat function in Copilot and how to use it, including: prompting, integrations and lots more

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5. Agents

Copilot agents, how to create them and their application for the charity sector

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3.Tools

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A deep dive into Copilot in: Outlook, Teams, Excel, Word & Powerpoint

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5. Roadmap

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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?

Get to Know Us

What's included?

Full day facilitated workshop, online or at your office
Session built around the Microsoft 365 tools your team actually uses — Word, Outlook, Teams, Excel and PowerPoint
Copilot Chat deep dive — prompting, integrations and practical applications for charity work
Hands-on exploration of Copilot Agents — how to create them and put them to work
Copilot prompt guide tailored to the charity sector
Post-session slide deck shared with the whole team
30-day email support from your trainer
CPD-certified delivery

What's value will my organisation get?

Staff who know how to get real value from a Copilot subscription — not just occasional use
A shared approach across the team, so Copilot is used consistently rather than sporadically
Confidence using Copilot across every M365 tool — not just Chat
Each participant leaves with a personal AI roadmap and a plan for how to take their learning forward
Practical skills built around real charity tasks — funding bids, volunteer management, trustee reporting and more
A clear picture of where Copilot Agents can save your organisation time

Speak to us today to learn more

Enquire