Catalogue › Organisation Tailoring

CopilotForge - Organisation Tailoring

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

Turn an organisation profile into a recommended edition and maturity archetype, a scaled programme, an ownership map and a transformation pack.

Layer: spanning
Lead role: Transformation Architect
Plugin name: copilotforge-organisation-tailoring

Skill Status Lifecycle Description

ai-profile-intake draft Discover Creates or validates an organisation profile - size, business units, regulatory context, Microsoft estate, current AI use, knowledge, governance, adoption and delivery capability - by short interview or from a file, capturing only what tailoring needs and marking unknowns. Use when someone asks for help with an AI programme and no profile exists, when a profile file is supplied, or when circumstances have changed since the last pack.

ai-role-catalogue draft Mobilise, Enable, Scale Maintains the catalogue of AI transformation roles - department lead roles plus sponsor, business, knowledge, solution and reviewer roles - each with purpose, responsibilities, decisions, capabilities, separation rules and typical time, and maps them to the job roles the organisation has declared. Use when an operating model names roles nobody recognises, when job titles must be matched to AI roles, or when the catalogue needs updating.

capability-gap-analysis draft Envision, Mobilise, Scale Compares what the recommended AI programme demands - capabilities and time by role and quarter - with what the organisation has declared, classifies each shortfall as capability, capacity or vacancy, and chooses how to close it (develop, recruit, partner, borrow, re-sequence or defer) with the effect on the programme. Use when a pack or roadmap looks unstaffable, when capacity is the stated constraint, or before committing to delivery dates.

edition-and-archetype draft Discover, Envision Applies the CopilotForge tailoring rules to a validated organisation profile to recommend an edition (starter, scale or enterprise), an assurance overlay and a maturity archetype, citing the rule id behind each, reporting emerging signals and explaining the result to the sponsor before any pack is built. Use when a profile is ready, when a sponsor asks why they got a lighter or heavier programme, or when circumstances change.

operating-model-tailoring draft Envision, Mobilise Right-sizes the AI target operating model for one organisation from its confirmed edition, overlay, archetype, signals and declared constraints - which structures to adopt now, which roles to combine, which forums to merge, what a partner covers, what to defer and what would trigger a change - each decision traced to a rule or constraint. Use when a generic operating model looks too heavy or too light, or when constraints change.

ownership-map draft Mobilise Produces a role-based ownership map for an AI programme from declared roles only - the accountable role for each engaged department and each pack artefact, named owners only where the organisation has declared them, and roles left without an owner. Use when a transformation pack needs owners, when a sponsor asks who will do this work, or when nobody can say who owns adoption, governance or agents.

transformation-pack-refresh draft Measure, Scale, Improve Refreshes an existing transformation pack when the organisation's profile, signals or the CopilotForge library change - compares old and new profiles and tailoring results, classifies each change as material or minor, maps it to affected artefacts, protects decisions already taken, and agrees a change summary before any document is replaced. Use when a pack is due for review, after a merger or new regulation, or when agents or shadow AI appear.

transformation-pack draft Discover, Envision, Mobilise, Enable, Deliver, Assure, Launch, Measure, Scale, Improve Orchestrates a tailored AI transformation pack from a confirmed profile - assessment, target operating model, adoption and Champions programmes, CoE, opportunity process, agent delivery, governance, roadmap, ownership map, templates and success measures - at the depth the edition sets, each artefact naming its responsible skill and sources. Use when an organisation asks for help adopting Copilot, scaling agents or setting up an AI CoE.

Skill	Status	Lifecycle	Description
`ai-profile-intake`	draft	Discover	Creates or validates an organisation profile - size, business units, regulatory context, Microsoft estate, current AI use, knowledge, governance, adoption and delivery capability - by short interview or from a file, capturing only what tailoring needs and marking unknowns. Use when someone asks for help with an AI programme and no profile exists, when a profile file is supplied, or when circumstances have changed since the last pack.
`ai-role-catalogue`	draft	Mobilise, Enable, Scale	Maintains the catalogue of AI transformation roles - department lead roles plus sponsor, business, knowledge, solution and reviewer roles - each with purpose, responsibilities, decisions, capabilities, separation rules and typical time, and maps them to the job roles the organisation has declared. Use when an operating model names roles nobody recognises, when job titles must be matched to AI roles, or when the catalogue needs updating.
`capability-gap-analysis`	draft	Envision, Mobilise, Scale	Compares what the recommended AI programme demands - capabilities and time by role and quarter - with what the organisation has declared, classifies each shortfall as capability, capacity or vacancy, and chooses how to close it (develop, recruit, partner, borrow, re-sequence or defer) with the effect on the programme. Use when a pack or roadmap looks unstaffable, when capacity is the stated constraint, or before committing to delivery dates.
`edition-and-archetype`	draft	Discover, Envision	Applies the CopilotForge tailoring rules to a validated organisation profile to recommend an edition (starter, scale or enterprise), an assurance overlay and a maturity archetype, citing the rule id behind each, reporting emerging signals and explaining the result to the sponsor before any pack is built. Use when a profile is ready, when a sponsor asks why they got a lighter or heavier programme, or when circumstances change.
`operating-model-tailoring`	draft	Envision, Mobilise	Right-sizes the AI target operating model for one organisation from its confirmed edition, overlay, archetype, signals and declared constraints - which structures to adopt now, which roles to combine, which forums to merge, what a partner covers, what to defer and what would trigger a change - each decision traced to a rule or constraint. Use when a generic operating model looks too heavy or too light, or when constraints change.
`ownership-map`	draft	Mobilise	Produces a role-based ownership map for an AI programme from declared roles only - the accountable role for each engaged department and each pack artefact, named owners only where the organisation has declared them, and roles left without an owner. Use when a transformation pack needs owners, when a sponsor asks who will do this work, or when nobody can say who owns adoption, governance or agents.
`transformation-pack-refresh`	draft	Measure, Scale, Improve	Refreshes an existing transformation pack when the organisation's profile, signals or the CopilotForge library change - compares old and new profiles and tailoring results, classifies each change as material or minor, maps it to affected artefacts, protects decisions already taken, and agrees a change summary before any document is replaced. Use when a pack is due for review, after a merger or new regulation, or when agents or shadow AI appear.
`transformation-pack`	draft	Discover, Envision, Mobilise, Enable, Deliver, Assure, Launch, Measure, Scale, Improve	Orchestrates a tailored AI transformation pack from a confirmed profile - assessment, target operating model, adoption and Champions programmes, CoE, opportunity process, agent delivery, governance, roadmap, ownership map, templates and success measures - at the depth the edition sets, each artefact naming its responsible skill and sources. Use when an organisation asks for help adopting Copilot, scaling agents or setting up an AI CoE.

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.