Copilot for Leaders
Executives, IT and business leaders who own the decision to roll Microsoft 365 Copilot out, or who own the budget after someone else decided
Prerequisites: Module 401 (Copilot 101) or equivalent experience. Module 104 (AI for Your Team) recommended. No admin skills needed; access to whoever has them helps.
Last verified 2026-09-17
Learning objectives
By the end, participants can:
- Explain the licence tiers (Copilot Chat (Basic), Microsoft 365 Copilot (Basic), Microsoft 365 Copilot (Premium)) and the cost (Microsoft 365 Copilot Business add-on from $18 per user per month paid yearly (list $21), or $25.20 billed monthly) and decide who gets the add-on and who gets Chat
- Name the Purview controls that apply to Copilot (sensitivity labels with the EXTRACT usage right, Data Security Posture Management for AI, DLP, Insider Risk Management, audit, Communication Compliance, eDiscovery and retention) and the oversharing problem they exist for
- Describe Copilot controls (security and governance, management controls, measurement and reporting) and where agents are governed (Microsoft 365 admin center, Agents page and Agent Registry, with agent requests approved or rejected before an agent reaches the Agent Store)
- Read the Copilot Dashboard (the Microsoft Copilot Dashboard in Viva Insights, covering readiness, adoption, impact and sentiment, viewable without a Viva Insights or Copilot licence) and the admin-centre reports critically
- Place Microsoft's own training and certifications (MS-4004 Empower your workforce with Microsoft 365 Copilot Use Cases (one day), MS-4018 Draft, analyze, and present with Microsoft 365 Copilot, and MS-4023 Transform Ideas into Action with Copilot Chat, AB-900 Microsoft 365 Certified: Copilot and Agent Administration Fundamentals (45 minutes, beginner) and AB-620 Microsoft Certified: AI Agent Builder Associate (120 minutes, intermediate)) in a rollout, and write a 90-day plan with owners
What's in this module
7 lessons · 5 exercises · ~7 min reading
Starts withWhat you are buying~1 minExecutive summary
You will learn what a Microsoft 365 Copilot rollout actually costs and buys, the Purview and Copilot controls that decide whether it is safe, the dashboards that tell you whether it is working, the Microsoft training and certification landscape, and a 90-day plan that survives contact with a real organisation. End state is a one-page rollout decision: who gets licences and why, the three governance controls you will insist on before day one, the two numbers you will report at day 90, and the named owners for each. After this module you can defend a licence count to a finance committee, ask an IT team the right three questions about oversharing, read the Copilot Dashboard without being led by it, and tell a vendor's adoption kit from your own plan.
Sources
- Microsoft, Microsoft 365 Copilot pricing, the current add-on price, which will move: https://www.microsoft.com/en-us/microsoft-365-copilot/pricing
- Microsoft Learn, "Copilot controls overview", the three pillars and where each is administered: https://learn.microsoft.com/en-us/microsoft-365/copilot/copilot-controls/overview
- Microsoft Learn, "Microsoft Purview data security and compliance protections for Microsoft 365 Copilot", labels, DSPM for AI, DLP, audit, eDiscovery and retention: https://learn.microsoft.com/en-us/purview/ai-microsoft-purview
- Microsoft Learn, "Connect to the Microsoft Copilot Dashboard", what the dashboard shows and the licence thresholds that gate it: https://learn.microsoft.com/en-us/viva/insights/org-team-insights/copilot-dashboard
- Microsoft Learn, "Microsoft 365 Certified: Copilot and Agent Administration Fundamentals", the AB-900 credential for administrators: https://learn.microsoft.com/en-us/credentials/certifications/copilot-and-agent-administration-fundamentals/
- Microsoft Adoption, Copilot Success Kit, the vendor's rollout kit, to borrow templates from and argue with: https://adoption.microsoft.com/en-us/copilot/success-kit/
Prefer the live room?
This module also runs inside our in-person bootcamps and workshops in Copenhagen.
Rolling this out across an organisation?
We run this material as executive briefings and team programmes, tailored to your stack, your data policies, and your pace.
More in Track I
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Measuring AI Adoption
What the admin dashboards on all four assistants actually measure, how to take a time-saved baseline that survives a finance review, which quality signals to collect, and what good looks like at three, six and twelve months.
Gemini for Leaders
What a Gemini rollout across Workspace actually involves: which licences buy what, which switches the admin console has and what they default to, what Google commits to about your data, how adoption is measured with the reports you already have, what Google's own training and certification landscape offers, and how to sequence the first ninety days.