Training Programme — Proposed Agenda

AI Security & Awareness : Fundamentals of Microsoft Copilot & Responsible Use

9 modules

across three stages

Any team

Finance, HR, Ops, Sales & more

Fundamentals level

with a path to go deeper

AI adoption has outpaced AI guidance.

Across most organisations, employees have already folded AI tools like Microsoft Copilot into their daily work — drafting emails, summarising documents, building reports — long before any formal guidance arrived. That gap is where the risk lives.

This programme closes it. It’s a practical, hands-on session that teaches people how to get genuinely useful results from AI, while drawing a firm, clear line around what should never be typed into it — personal data, confidential material, anything regulated.

Delivered at Fundamentals level, the course is built for every employee, regardless of role or technical background — with a natural next step into a deeper, function-specific Intermediate programme for teams who want to go further.

Bring this training to your team.

We tailor delivery and depth to your organisation — request a proposal or ask us about group pricing.

Course Outline

A three-stage journey: learn the tool, apply it, protect the business.

Nine modules, structured so each stage builds on the last — from hands-on fluency, through real workplace use, to the judgement and guardrails that keep AI use safe.

1 2 3

1 2 3

STAGE I

Learn the Tool

Building fluency with the platform and the craft of asking well.

Maximising Microsoft Copilot

Tips, shortcuts, and proven approaches for getting the most out of the platform in everyday workflows.

The Art of Prompting

How to craft clear, purposeful instructions that consistently produce accurate, high-quality AI outputs.

STAGE II

Apply It at Work

Turning fluency into everyday output, function by function.

Real-World Applications by Business Function

Hands-on use cases tailored to Finance, HR, Operations, Sales, and other relevant teams.

AI as a Productivity Multiplier

Practical demonstrations of how AI can streamline email drafting, report writing, document creation, data interpretation, and task management.

STAGE III

Protect the Business

The judgement, boundaries, and policy every user needs before they start.

Pitfalls to Avoid

A breakdown of the most common errors users make when working with AI tools, and how to sidestep them.

Understanding AI’s Boundaries

What the technology can and cannot do, and why human review and validation of AI-generated content is non-negotiable.

Using AI Responsibly Inside Your Organisation

Ethical considerations, internal policies, and the behaviours that define a trustworthy AI user.

Information Boundaries — What Stays Off the Platform

Clear guidance on the categories of data that must never be entered into AI systems, including personally identifiable information, confidential business data, commercially sensitive material, and regulated content.

Compliance, Privacy & Data Governance

How data protection legislation and organisational policy intersect with AI use, and what every employee needs to know before they start.

About the Fundamentals-level modules

About the Fundamentals-level modules Modules marked Fundamentals are covered at a high level, giving every attendee a working understanding regardless of role. Where a client wants to go deeper — with function-specific exercises and extended practice — these two modules can be quoted and delivered separately as part of our Intermediate Level Training, offered as an option alongside this programme.

Learning Outcomes

By the end of the session, attendees will:

01

Use Copilot and everyday AI tools with real fluency

Confident, efficient use of the platform in day-to-day tasks — not just awareness of its existence.

02

Write prompts that consistently work

A repeatable approach to instructing AI that produces accurate, usable output the first time.

03

Apply AI directly to their role

Concrete techniques for their own function — Finance, HR, Operations, Sales, and beyond.

04

Know where the line sits

A clear, working sense of what must never be entered into an AI system, and why human review still matters.

Delivery

Choose the depth that fits your team.

Every organisation starts here. Some stop here — others build on it.

 

Included in this programme

Fundamentals Level

A single, high-level session covering all nine modules — built for every employee, regardless of role or technical background.

Available as an add-on, quoted separately

Intermediate Level

A deeper, function-specific extension of the two applied modules — for teams who want more than a high-level overview.

Frequently Asked Questions

Good to know before you register.

Who should attend this training?

Anyone using AI tools like Microsoft Copilot in their day-to-day work — no prior AI experience or technical background is required.

Yes — the Fundamentals level is designed to work across Finance, HR, Operations, Sales and other functions in a single session, with real-world examples drawn from each.

Fundamentals gives every attendee a working, high-level grasp of all nine modules. Intermediate goes deeper into the applied, function-specific modules with extended exercises — it’s quoted separately and best suited to teams who’ve already completed Fundamentals.

On-site or virtually, in a single instructor-led session — let us know your preference when you register interest and we’ll confirm what works best for your team.

Yes — HR and L&D managers can request a quotation for one or multiple groups. Get in touch and we’ll scope it around your headcount and preferred format.

Give your team the AI fluency — and the judgement — this moment calls for.

Request a proposal for your organisation, or ask us about scheduling a session.