Microsoft Copilot Enablement Toolkit
The complete operating model for rolling out the Copilot family — Microsoft 365 Copilot, Copilot Studio and GitHub Copilot — with the governance, coaching program and measurement that make the seat cost defensible.
Learn it as a course. Microsoft Copilot Professional in the Academy covers this toolkit as five modules with knowledge checks and a certificate.
Start the courseOverview
One brand, several products, one operating model
“Copilot” spans distinct products with different licences, risks and coaching needs. This toolkit takes an organisation through all of them — business enablement in the Office apps, custom agents in Copilot Studio, the engineering rollout of GitHub Copilot — plus the tool-matching framework for firms that run Claude alongside. The full package below is free to read with an account.
M365 Copilot rollout
Licensing strategy, readiness, and app-by-app enablement across Word, Excel, PowerPoint, Outlook and Teams.
Security & data governance
The Purview-centred model: sensitivity labels, DLP, the oversharing workstream, audit and eDiscovery.
Copilot Studio governance
Custom agents the governed way — environments, ALM, DLP policies and the maker lifecycle.
GitHub Copilot standards
Policy settings, review discipline and honest measurement for the engineering rollout.
Claude ↔ Copilot tool matcher
The per-task decision framework for organisations running both assistants — neutral, written down, versioned.
Trainer & coaching kit
Session plans, app-specific recipes, the question log and adoption metrics — the white-glove enablement model.
Keep going
Academy course
Microsoft Copilot Professional — five modules, knowledge checks and a certificate. The self-paced version of this toolkit.
Start the courseClaude Enablement Toolkit
Running both assistants? The Claude toolkit carries the deployment playbook, engineering standards and the shared coaching model.
Open the toolkitCopilot Enablement — PS Consulting
Hands-on rollout with our team — readiness, oversharing remediation, coaching program and adoption measurement, tailored to your organisation.
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