CopilotForgeDraft

Programmes

Programmes orchestrate departments into complete outcomes. They are the main way to use CopilotForge; departments and skills are the reusable parts beneath them. Each artefact names the skill responsible for it, the template it is written on, and how deep it goes in each edition.

AI Transformation

The superset programme. Orchestrates strategy, adoption, Champions, CoE, delivery, assurance, operations and value realisation into one coherent transformation pack (decision D10).

Lifecycle: Discover, Envision, Mobilise, Enable, Deliver, Assure, Launch, Measure, Scale, Improve

Includes: Microsoft AI Discovery, Copilot Adoption, Copilot Champions, AI Centre of Excellence, Agent Factory (when agents are emerging or the organisation is a Builder or beyond), AI Governance

ArtefactStageResponsible skillTemplateStarterScaleEnterprise
Target operating modelMobiliseai-strategy:ai-operating-modelAI operating modellightstandardfull
Ownership mapMobiliseorganisation-tailoring:ownership-mapAI programme ownership maplightstandardfull
Transformation pack index and success measuresMobiliseorganisation-tailoring:transformation-packAI transformation pack index and success measureslightstandardfull
Programme charterMobiliseprogramme-management:programme-charterAI programme charteromitstandardfull
Benefits register and realisation planMeasurevalue-realisation:benefit-realisation-planBenefits registerlightstandardfull

Reviewer gates (cannot be skipped):

Copilot Adoption

Turn licences into consistent, responsible, role-based use with measurable outcomes.

Lifecycle: Discover, Enable, Launch, Measure

ArtefactStageResponsible skillTemplateStarterScaleEnterprise
Adoption readiness assessmentDiscovercopilot-adoption:adoption-readinessCopilot adoption planlightstandardfull
Persona and scenario catalogueEnablecopilot-adoption:scenario-discoveryPersona and scenario cataloguelightstandardfull
Adoption programme and launch planLaunchcopilot-adoption:launch-planCopilot adoption planlightstandardfull
Adoption measures and baselineMeasurecopilot-adoption:adoption-measurementAI KPI framework and scorecardlightstandardfull
Communications planEnablechange-and-communications:ai-communication-strategyAI communications planlightstandardfull
Role-based learning planEnablelearning-and-skills:ai-role-curriculumAI learning planlightstandardfull
User support modelLaunchcopilot-adoption:adoption-support-modelCopilot adoption support modellightstandardfull

Agent Factory

Give every agent idea one route from intake to retirement, with knowledge readiness, testing, reviewer gates and an owner.

Lifecycle: Envision, Deliver, Assure, Launch, Improve

ArtefactStageResponsible skillTemplateStarterScaleEnterprise
Opportunity intake and prioritisation processEnvisionopportunity-management:opportunity-prioritisationPrioritisation matrixlightstandardfull
AI suitability decisionEnvisionopportunity-management:ai-suitabilityOpportunity canvaslightstandardfull
Agent brief and use-case designDeliverm365-agents:agent-use-case-designAgent brieflightstandardfull
Knowledge source readinessDeliverm365-agents:knowledge-source-readinessAgent brieflightstandardfull
Agent test plan and evaluation setAssurem365-agents:agent-testingAgent release checklistlightstandardfull
Agent release readiness and ownershipLaunchm365-agents:agent-release-readinessAgent release checklistlightstandardfull
Scale-or-stop reviewImproveopportunity-management:scale-or-stopScale-or-stop reviewomitstandardfull
Knowledge readiness reportDeliverknowledge-management:knowledge-readiness-assessmentKnowledge readiness reportlightstandardfull
Agent evaluation planAssureevaluation-quality:ai-evaluation-strategyEvaluation planlightstandardfull
Agent card and ownershipLaunchm365-agents:agent-ownershipAgent cardlightstandardfull
Support and monitoring planLaunchai-operations:ai-support-modelSupport and monitoring planlightstandardfull

Reviewer gates (cannot be skipped):

AI Centre of Excellence

Establish a business-owned, AI-enabled operating model that governs once and repeats everywhere.

Lifecycle: Mobilise, Scale, Measure, Improve

ArtefactStageResponsible skillTemplateStarterScaleEnterprise
CoE charterMobiliseai-centre-of-excellence:coe-charterAI Centre of Excellence charterlightstandardfull
CoE operating modelMobiliseai-centre-of-excellence:coe-operating-modelAI operating modellightstandardfull
CoE RACIMobiliseai-centre-of-excellence:coe-raciAI CoE RACIlightstandardfull
Governance cadence and terms of referenceScaleai-centre-of-excellence:coe-cadenceAI Centre of Excellence charterlightstandardfull
KPI framework and scorecardMeasureai-centre-of-excellence:coe-kpi-frameworkAI KPI framework and scorecardomitstandardfull
CoE terms of referenceMobiliseai-centre-of-excellence:coe-team-designAI Centre of Excellence team terms of referenceomitstandardfull
CoE launch planMobiliseai-centre-of-excellence:coe-launch-roadmapAI Centre of Excellence launch planlightstandardfull

Copilot Champions

Build distributed capability through an evidence-led Champion community with clear operating boundaries.

Lifecycle: Mobilise, Enable, Measure, Scale

ArtefactStageResponsible skillTemplateStarterScaleEnterprise
Champions programme charterMobilisechampions:champion-programme-designChampions programme charterlightstandardfull
Champion capability framework and evidence rubricEnablechampions:capability-frameworkChampion capability framework and evidence rubriclightstandardfull
Champion Challenge catalogueEnablechampions:champion-challengesChampion Challenge catalogueomitstandardfull
Recognition and progression modelScalechampions:recognition-and-progressionChampions programme charterlightstandardfull
Champion guideMobilisechampions:champion-recruitmentCopilot Champions guidelightstandardfull

Microsoft AI Discovery

Understand context, ambition, current use and maturity, then agree outcomes and a first roadmap before any product decision.

Lifecycle: Discover, Envision, Mobilise

ArtefactStageResponsible skillTemplateStarterScaleEnterprise
AI maturity assessmentDiscoverai-strategy:ai-maturity-assessmentAI maturity assessmentlightstandardfull
Strategic outcomes and AI principlesEnvisionai-strategy:strategic-outcomesAI roadmaplightstandardfull
Prioritised AI roadmapMobiliseai-strategy:ai-roadmapAI roadmaplightstandardfull

AI Governance

Put proportionate controls in place, rising with impact, reach, data sensitivity and autonomy.

Lifecycle: Mobilise, Assure, Launch, Improve

ArtefactStageResponsible skillTemplateStarterScaleEnterprise
AI governance framework and acceptable-use starterMobiliseai-centre-of-excellence:coe-governance-modelAI governance framework and acceptable-use starterlightstandardfull
Risk tier classificationAssureopportunity-management:risk-classificationAI risk assessmentlightstandardfull
Data exposure reviewAssuresecurity-privacy:data-exposure-reviewAI risk assessmentlightstandardfull
Privacy assessmentAssuresecurity-privacy:privacy-assessmentAI risk assessmentlightstandardfull
AI solution inventoryLaunchplatform-governance:ai-solution-inventoryAI governance framework and acceptable-use starterlightstandardfull
Environment zoning planMobiliseplatform-governance:ai-environment-strategyEnvironment zoning planomitstandardfull
AI impact assessmentAssureresponsible-ai:ai-impact-assessmentAI impact assessment recordomitstandardfull

Reviewer gates (cannot be skipped):