Martin Broadhurst delivering hands-on training to a seated team

AI Training · Microsoft 365 Copilot

Microsoft 365 Copilot training

Copilot is only as good as the people prompting it. I train teams to get real work out of Copilot in Word, Excel, PowerPoint, Outlook and Teams — and to go beyond chat into agents that deliver finished work.

In plain terms: you are already paying for Copilot. This is the day your team starts getting the value back — on your documents, in your tenant, with your IT constraints respected.

Curriculum

Eight modules, built on a competency spine

A full day covers all eight. A half-day executive briefing takes modules 1, 6 and 8 at leadership altitude. Nothing here is demoed on a sample dataset — we use your work.

My sessions are built on a four-competency spine rather than a walk through a product's feature list — because prompting is only about a quarter of the skill, and feature tours do not survive contact with a Monday morning.

  1. Delegation Knowing which work to hand over, and which to keep.
  2. Description Asking for it in a way that gets the right thing back.
  3. Discernment Judging what comes back, including when it is confidently wrong.
  4. Diligence Using it responsibly — sources, disclosure, data and accountability.

Those four competencies will be familiar if you have read the open AI Fluency framework published by Anthropic with Prof. Rick Dakan and Prof. Joseph Feller — I reference it because it is good, public research and it matches what I see in the room. The curriculum, exercises and materials on the day are my own, and the spine is deliberately vendor-neutral: I teach the CIM's Level 6 AI module, and what changes between my four platform days is the tooling underneath, not the teaching.

  1. Delegation — why Copilot underdelivers, and what to hand it

    Most teams use Copilot as a slightly worse search box and conclude it is overhyped. We start with the judgement call: which of your work it should touch, which it should not, and how to tell. Usually the moment the room turns.

  2. Description — Word and Outlook

    Drafting from bullet points and source documents, rewriting to house style, summarising a 60-message thread, turning a morning inbox into a prioritised action list. Asking properly is most of the difference.

  3. Description — PowerPoint and Teams

    Building a deck from a document, restructuring one that is not landing, and using meeting recaps and action capture so nobody has to take minutes again.

  4. Discernment — Excel and data analysis

    Formula generation, cleaning messy exports, explaining what a sheet actually does, and getting to an insight rather than a chart — including how to spot the moment Copilot has guessed. The session most people say they came for.

  5. Discernment — grounding and the oversharing trap

    Copilot inherits your SharePoint permissions, so it will happily surface the salary spreadsheet somebody left open to everyone. What it can see, why that matters, and what IT must check before a wide rollout.

  6. Delegating bigger units — Researcher and Analyst agents

    The reasoning agents that go well beyond chat: multi-step research across your tenant and structured analysis of your own data, with sources you can check.

  7. Copilot Studio and custom agents

    Building an agent for a job your team does every week — onboarding, bid qualification, policy questions — plus the honest conversation about what is actually worth automating.

  8. Diligence — licences, adoption and measurement

    Who genuinely needs a seat, how to spot the people who have quietly stopped using theirs, disclosure norms, and what to report to the board at 90 days.

The day itself

How a training day runs

A typical on-site workshop day. It flexes around your team, but this is the shape, so you know exactly what you are buying.

  • 09:30 The reset: why Copilot has underdelivered so far, and what good looks like.
  • 10:15 Word and Outlook, hands-on with everyone’s own real documents and inbox.
  • 11:15 Excel clinic — bring your worst spreadsheet, we will work on it together.
  • 12:30 Lunch.
  • 13:15 PowerPoint and Teams: deck from document, meeting recap to actions.
  • 14:15 Researcher and Analyst agents on a live business question.
  • 15:15 Building one custom agent for a job your team repeats every week.
  • 15:45 Three committed use cases each, plus a 30-day adoption plan. Close at 16:00.

Formats & pricing

However your team learns best

Real numbers, not “contact us for a quote”. Prices are per session, exclusive of VAT, and cover a normal-sized team — the instant quote gives you your exact figure in about a minute.

From £1,250

Executive briefing

A half-day literacy session for leadership: capabilities, risks, and where to move first. Built for people who have to make the call, not operate the tool.

From £2,500

Team workshop day

Morning fundamentals, afternoon hands-on with your real work — your documents, your processes, your sanitised data. People leave using it.

Monthly retainer

Embedded support

Adoption help, agent building and office hours after the training lands. The part that turns a good day into a changed habit.

Proof

Delivered, not theorised

Copilot and AI-literacy engagements with UK manufacturers and national operators — including a Copilot rollout for the bilstein group UK.

Lighting Manufacturer

Luceco

Executive AI literacy for the SLT, then hands-on Copilot training for HR — presentations, data analysis and live agent demos.

Daily Copilot use, confirmed by HR leadership

Read the case study

Student Accommodation

Student Roost

A full generative-AI training day: literacy in the morning, team workshops on a live brief in the afternoon.

Sceptics to daily users

Read the case study
We have made some changes to our processes since the session and are all using Copilot daily following the session we had with you in June.
Director of People and TalentLuceco Group

I am not a Microsoft reseller. I earn nothing from your licence count — which is why I will happily tell you that half your seats are going unused, and how to fix it.

Questions

The things people ask before booking

Do you deliver Copilot training in London?

Yes — London is one of the most frequent destinations. I deliver on-site anywhere in the UK from a base in Derby, and travel is included in the quoted price for mainland Britain. Same day rate whether you are in Shoreditch or Sheffield.

We pay for Copilot already and hardly anyone uses it. Is that normal?

Completely normal, and it is the single most common reason people call. Microsoft sold the licence; nobody taught the habit. The gap is almost never the software — it is that people do not know what to ask for, and got burned by a bad first answer. A workshop day usually turns that around because everyone works on their own real tasks rather than a demo.

Is this for IT or for the business?

The business, primarily — the people doing the work in Word, Excel, Outlook and Teams. IT should be in the room for modules 7 and 8, because permissions and grounding are their call and the oversharing risk is real. Some clients run a separate short IT session; happy to do either.

What is the difference between Copilot Chat and the licensed version?

Copilot Chat is web-grounded and free with a work account; the licensed Microsoft 365 Copilot is grounded in your own tenant — your files, mail, meetings and SharePoint — which is where the actual value sits. A lot of disappointment comes from people testing the free one and judging the paid one on it. We use both on the day so the distinction is obvious.

Will you tell us to buy more licences?

No. I am not a Microsoft reseller and I earn nothing from your licence count, so the advice runs the other way as often as not — most organisations are better off with fewer seats and better training than the reverse. I will tell you which roles genuinely benefit.

Can you train on Copilot and another platform together?

Yes, and for leadership audiences it is often the better format — a comparison session across Copilot, ChatGPT, Claude and Gemini so decision-makers understand what they are choosing between. For hands-on team days, one tool per day works far better.

How many people can attend?

A hands-on workshop day works best at 8–14 people. Executive briefings work at any size. For larger rollouts the usual pattern is one leadership briefing plus repeated department workshops — that is how the bilstein and Luceco engagements ran.

What happens after the day?

Everyone leaves with three committed use cases, a 30-day plan and the prompt library we built together. Embedded support afterwards — office hours, agent building, adoption chasing — is where most of the measurable change actually happens.

Can we use apprenticeship levy or public funding for this?

No — I am not a levy provider or a registered training body, and I would rather say so plainly than send you round the houses. If funded training is the priority, an apprenticeship route through a registered provider is a genuinely good option and will cost you less. What I do is a different purchase: one senior specialist, on site, changing how your team works within a day or two, invoiced as a normal consultancy engagement. People come to me when they need the capability this quarter rather than next year.

Training on the other platforms

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Half-day executive briefings from £1,250, full workshop days from £2,500, UK travel included — build your exact quote instantly. Prefer to talk it through first?

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