Catalogue › Microsoft 365 Copilot

CopilotForge - Microsoft 365 Copilot

Use it in Copilot Cowork: download the Microsoft 365 Copilot plugin for Copilot Cowork and upload it under Customize > Plugins > Upload plugin. How to install.

Help organisations introduce Microsoft Copilot as an everyday working capability.

Layer: delivery
Lead role: Microsoft 365 Copilot Specialist
Plugin name: copilotforge-m365-copilot

Skill Status Lifecycle Description

copilot-chat-rollout draft Mobilise, Enable, Launch Plans a safe workforce-wide rollout of Copilot Chat as the organisation's approved everyday AI assistant, deciding settings for web grounding, agents and app placement, approved-use guidance, displacement of unapproved AI tools, light-touch enablement and the route to licensed Copilot. Use when Copilot Chat is to be made available to everyone, when staff use consumer AI tools for work, or when Chat was enabled with no plan.

copilot-for-frontline draft Envision, Enable Assesses, scenario by scenario, whether Copilot use is feasible and safe for a frontline role - shared-device sign-in, connectivity, the mobile surface, the currency of procedures it would answer from and safety-critical limits - and records a constrained scenario set and safety boundary. Use when a frontline scenario is proposed, when safety-critical or regulated procedures are involved, or when shared or personal devices are in play.

copilot-for-leaders draft Enable, Launch Defines the scenario set and safeguards for leaders' own Copilot use - meeting preparation, mail triage, long papers, staff messages, working rules for delegates - and the firm limit on using Copilot near decisions about people, each scenario tested on real leadership work. Use when leaders need scenarios that fit their week, when delegate rules are unclear, or when Copilot has been used near a decision about a person.

copilot-role-scenarios draft Envision, Enable, Improve Turns a prioritised role task into worked Copilot scenarios across the Microsoft 365 apps, specifying the app surface, the work context it draws on, the prompt pattern, the verification step, prerequisites and known limits, each tested hands-on with people in the role. Use when a role needs concrete app-by-app guidance, when scenarios fail in practice, or when a role's apps or content change.

copilot-technical-readiness draft Discover, Mobilise, Assure Checks the technical readiness of a tenant and a target audience for Microsoft Copilot - identity and licence assignment, Microsoft 365 apps and update channels, tenant-wide oversharing controls, sensitivity labels, admin settings for web content and agents, audit and retention - and records owned fixes. Use when IT is asked to confirm prerequisites before a rollout, when a pilot hits technical faults, or when settings were never reviewed.

copilot-usage-reporting draft Measure, Improve Sets up and interprets Microsoft's Copilot usage reports and dashboards responsibly - who may access them, privacy and name-concealment settings, minimum group sizes, what each metric can and cannot show - and produces aggregate team or role reports with stated caveats. Use when usage reports are being switched on or shared, when a sponsor asks for usage figures, or when someone asks to see individual activity.

department-scenario-design draft Envision, Enable, Measure Works with a department head and process owners to redesign a department workflow that spans several roles around Copilot, agreeing where Copilot helps at each step, the shared team conventions it needs, the human checks, the department's data boundaries and a department-level measure. Use when a function such as finance or HR wants a joined-up way of working with Copilot, or when individual role scenarios do not add up.

m365-copilot-rollout draft Mobilise, Launch, Scale Plans the wave-by-wave rollout of licensed Microsoft 365 Copilot, choosing which roles receive licences first, the technical and work-context gates each wave must pass, licence allocation and reallocation rules agreed at role level, wave exit criteria and the rollout plan that ties them together. Use when licences are being allocated, when a wave is about to start, or when licences sit unused.

prompting-practice draft Enable, Improve Teaches people to prompt Microsoft Copilot effectively and safely - stating goal, context, sources and expected output, iterating, choosing what not to enter - and to verify outputs by checking citations, numbers and omissions before use. Produces a prompting guide, a verification checklist and prompt library standards. Use when users get generic or wrong answers, when a prompt library is being built, or when verification habits are weak.

work-context-readiness draft Mobilise, Enable, Improve Prepares the everyday work context licensed Copilot draws on for a team or role - where files are stored, how sites and libraries are shared, whether meetings are recorded or transcribed, how mail and chat are used - and fixes the gaps that make answers thin or expose content. Use when a group is about to receive Copilot, when answers miss obvious content, or when a team's sites look overshared.

Skill	Status	Lifecycle	Description
`copilot-chat-rollout`	draft	Mobilise, Enable, Launch	Plans a safe workforce-wide rollout of Copilot Chat as the organisation's approved everyday AI assistant, deciding settings for web grounding, agents and app placement, approved-use guidance, displacement of unapproved AI tools, light-touch enablement and the route to licensed Copilot. Use when Copilot Chat is to be made available to everyone, when staff use consumer AI tools for work, or when Chat was enabled with no plan.
`copilot-for-frontline`	draft	Envision, Enable	Assesses, scenario by scenario, whether Copilot use is feasible and safe for a frontline role - shared-device sign-in, connectivity, the mobile surface, the currency of procedures it would answer from and safety-critical limits - and records a constrained scenario set and safety boundary. Use when a frontline scenario is proposed, when safety-critical or regulated procedures are involved, or when shared or personal devices are in play.
`copilot-for-leaders`	draft	Enable, Launch	Defines the scenario set and safeguards for leaders' own Copilot use - meeting preparation, mail triage, long papers, staff messages, working rules for delegates - and the firm limit on using Copilot near decisions about people, each scenario tested on real leadership work. Use when leaders need scenarios that fit their week, when delegate rules are unclear, or when Copilot has been used near a decision about a person.
`copilot-role-scenarios`	draft	Envision, Enable, Improve	Turns a prioritised role task into worked Copilot scenarios across the Microsoft 365 apps, specifying the app surface, the work context it draws on, the prompt pattern, the verification step, prerequisites and known limits, each tested hands-on with people in the role. Use when a role needs concrete app-by-app guidance, when scenarios fail in practice, or when a role's apps or content change.
`copilot-technical-readiness`	draft	Discover, Mobilise, Assure	Checks the technical readiness of a tenant and a target audience for Microsoft Copilot - identity and licence assignment, Microsoft 365 apps and update channels, tenant-wide oversharing controls, sensitivity labels, admin settings for web content and agents, audit and retention - and records owned fixes. Use when IT is asked to confirm prerequisites before a rollout, when a pilot hits technical faults, or when settings were never reviewed.
`copilot-usage-reporting`	draft	Measure, Improve	Sets up and interprets Microsoft's Copilot usage reports and dashboards responsibly - who may access them, privacy and name-concealment settings, minimum group sizes, what each metric can and cannot show - and produces aggregate team or role reports with stated caveats. Use when usage reports are being switched on or shared, when a sponsor asks for usage figures, or when someone asks to see individual activity.
`department-scenario-design`	draft	Envision, Enable, Measure	Works with a department head and process owners to redesign a department workflow that spans several roles around Copilot, agreeing where Copilot helps at each step, the shared team conventions it needs, the human checks, the department's data boundaries and a department-level measure. Use when a function such as finance or HR wants a joined-up way of working with Copilot, or when individual role scenarios do not add up.
`m365-copilot-rollout`	draft	Mobilise, Launch, Scale	Plans the wave-by-wave rollout of licensed Microsoft 365 Copilot, choosing which roles receive licences first, the technical and work-context gates each wave must pass, licence allocation and reallocation rules agreed at role level, wave exit criteria and the rollout plan that ties them together. Use when licences are being allocated, when a wave is about to start, or when licences sit unused.
`prompting-practice`	draft	Enable, Improve	Teaches people to prompt Microsoft Copilot effectively and safely - stating goal, context, sources and expected output, iterating, choosing what not to enter - and to verify outputs by checking citations, numbers and omissions before use. Produces a prompting guide, a verification checklist and prompt library standards. Use when users get generic or wrong answers, when a prompt library is being built, or when verification habits are weak.
`work-context-readiness`	draft	Mobilise, Enable, Improve	Prepares the everyday work context licensed Copilot draws on for a team or role - where files are stored, how sites and libraries are shared, whether meetings are recorded or transcribed, how mail and chat are used - and fixes the gaps that make answers thin or expose content. Use when a group is about to receive Copilot, when answers miss obvious content, or when a team's sites look overshared.

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.