Catalogue › AI Strategy

CopilotForge - AI Strategy

Use it in Copilot Cowork: download the AI Strategy plugin for Copilot Cowork and upload it under Customize > Plugins > Upload plugin. How to install.

Define the organisation's AI ambition, target outcomes, principles, operating model and roadmap, starting from business outcomes rather than products.

Layer: transformation
Lead role: AI Strategy Lead
Plugin name: copilotforge-ai-strategy

Skill Status Lifecycle Description

ai-maturity-assessment draft Discover, Improve Diagnoses an organisation's current AI maturity across strategy, people and adoption, knowledge, governance, platform and delivery capability, and value measurement, using observed evidence rather than self-scored opinion, and maps the result to a CopilotForge archetype. Use when a programme is starting, when leaders disagree about how ready they are, or when a strategy refresh needs an honest baseline.

ai-operating-model draft Mobilise, Scale Designs the target operating model for AI - who decides, who builds, who supports and who owns value - choosing a central, hub-and-spoke or federated shape to suit the edition and archetype, and placing the Centre of Excellence within it. Use when AI work is spreading without clear ownership, when leaders ask how AI should be organised, or before a CoE is chartered.

ai-roadmap draft Mobilise, Scale, Improve Builds a prioritised, sequenced AI roadmap across the Adopt AI, Build with AI and Scale AI journeys and the lifecycle stages, showing dependencies, capacity, foundations and review points against the agreed outcomes. Use when leaders need a plan for the next twelve to twenty-four months, when initiatives compete for the same people, or when an existing roadmap has drifted from its outcomes.

ai-vision draft Discover, Envision Articulates the organisation's AI ambition - a deliberately chosen level of ambition, a short vision statement staff can repeat, a narrative of how work will change and a handful of guiding principles - agreed by the leadership team and written for the whole workforce. Use when leaders cannot say in a sentence why the organisation is adopting AI, when functions hold competing pictures of it, or before outcomes and a roadmap are set.

executive-sponsorship draft Envision, Mobilise, Scale Secures and equips an active executive sponsor for the whole AI programme - choosing the right executive, agreeing time, decision rights and visible behaviours in a sponsor agreement, building a peer sponsor coalition and checking sponsor engagement each quarter. Use when an AI programme has no sponsor or only a nominal one, when the sponsor has gone quiet, or when the sponsor changes role.

investment-case draft Envision, Mobilise, Scale Builds the funding case for the AI programme as a whole across the Adopt, Build and Scale journeys - investment options, full cost of ownership by category, benefit ranges tied to strategic outcomes, staged funding tranches released at evidence gates and the funding model. Use when leaders must decide how much to invest in AI overall, when a budget round needs a programme request, or when funding was approved for licences alone.

platform-strategy draft Envision, Mobilise, Scale Sets the organisation's strategic position on the Microsoft AI platform mix - Copilot Chat, Microsoft 365 Copilot, agents, Copilot Cowork, Copilot Code, Copilot Studio and Microsoft Foundry - giving each a posture, audience, owner, entry criteria and sequence. Use when leaders ask which Microsoft AI platforms the organisation should offer and to whom, when teams adopt platforms ad hoc, or when Microsoft change prompts a rethink.

strategic-outcomes draft Envision, Mobilise Turns an AI ambition into three to five measurable business outcomes, a short set of AI principles and an explicit statement of where AI will not be used, with clear expectations of the executive sponsor. Use when leaders say they want an AI strategy, when a programme has activity but no agreed outcomes, or when a sponsor needs to explain why the organisation is investing in AI.

strategy-refresh draft Measure, Improve, Scale Refreshes an existing AI strategy on a fixed cycle or a defined trigger, testing the vision, outcomes, platform position and roadmap against measured outcomes, a re-run maturity baseline, Microsoft product change and new regulation, and records what changed and why. Use when the annual strategy review is due, when outcomes are off track, or when a major Microsoft or regulatory change makes the current strategy doubtful.

Skill	Status	Lifecycle	Description
`ai-maturity-assessment`	draft	Discover, Improve	Diagnoses an organisation's current AI maturity across strategy, people and adoption, knowledge, governance, platform and delivery capability, and value measurement, using observed evidence rather than self-scored opinion, and maps the result to a CopilotForge archetype. Use when a programme is starting, when leaders disagree about how ready they are, or when a strategy refresh needs an honest baseline.
`ai-operating-model`	draft	Mobilise, Scale	Designs the target operating model for AI - who decides, who builds, who supports and who owns value - choosing a central, hub-and-spoke or federated shape to suit the edition and archetype, and placing the Centre of Excellence within it. Use when AI work is spreading without clear ownership, when leaders ask how AI should be organised, or before a CoE is chartered.
`ai-roadmap`	draft	Mobilise, Scale, Improve	Builds a prioritised, sequenced AI roadmap across the Adopt AI, Build with AI and Scale AI journeys and the lifecycle stages, showing dependencies, capacity, foundations and review points against the agreed outcomes. Use when leaders need a plan for the next twelve to twenty-four months, when initiatives compete for the same people, or when an existing roadmap has drifted from its outcomes.
`ai-vision`	draft	Discover, Envision	Articulates the organisation's AI ambition - a deliberately chosen level of ambition, a short vision statement staff can repeat, a narrative of how work will change and a handful of guiding principles - agreed by the leadership team and written for the whole workforce. Use when leaders cannot say in a sentence why the organisation is adopting AI, when functions hold competing pictures of it, or before outcomes and a roadmap are set.
`executive-sponsorship`	draft	Envision, Mobilise, Scale	Secures and equips an active executive sponsor for the whole AI programme - choosing the right executive, agreeing time, decision rights and visible behaviours in a sponsor agreement, building a peer sponsor coalition and checking sponsor engagement each quarter. Use when an AI programme has no sponsor or only a nominal one, when the sponsor has gone quiet, or when the sponsor changes role.
`investment-case`	draft	Envision, Mobilise, Scale	Builds the funding case for the AI programme as a whole across the Adopt, Build and Scale journeys - investment options, full cost of ownership by category, benefit ranges tied to strategic outcomes, staged funding tranches released at evidence gates and the funding model. Use when leaders must decide how much to invest in AI overall, when a budget round needs a programme request, or when funding was approved for licences alone.
`platform-strategy`	draft	Envision, Mobilise, Scale	Sets the organisation's strategic position on the Microsoft AI platform mix - Copilot Chat, Microsoft 365 Copilot, agents, Copilot Cowork, Copilot Code, Copilot Studio and Microsoft Foundry - giving each a posture, audience, owner, entry criteria and sequence. Use when leaders ask which Microsoft AI platforms the organisation should offer and to whom, when teams adopt platforms ad hoc, or when Microsoft change prompts a rethink.
`strategic-outcomes`	draft	Envision, Mobilise	Turns an AI ambition into three to five measurable business outcomes, a short set of AI principles and an explicit statement of where AI will not be used, with clear expectations of the executive sponsor. Use when leaders say they want an AI strategy, when a programme has activity but no agreed outcomes, or when a sponsor needs to explain why the organisation is investing in AI.
`strategy-refresh`	draft	Measure, Improve, Scale	Refreshes an existing AI strategy on a fixed cycle or a defined trigger, testing the vision, outcomes, platform position and roadmap against measured outcomes, a re-run maturity baseline, Microsoft product change and new regulation, and records what changed and why. Use when the annual strategy review is due, when outcomes are off track, or when a major Microsoft or regulatory change makes the current strategy doubtful.

Credit

Created by Simon Foote as part of CopilotForge. Content is licensed under CC BY 4.0; keep the credit in each skill's license and authors fields when you share or adapt it. See NOTICE.md in the repository.