Specialised Track · Enterprise Workforce

Put Copilot and Claude to work in every department.

A two-day, hands-on programme for the enterprise workforce, from directors and team leads to analysts, specialists and administrators. Prompt engineering, Microsoft Copilot across Microsoft 365, Claude for procedures, reports and research, then agent skills and a first Copilot Studio agent, all on participants' own work. Every delegate leaves with a personal prompt library, a tested agent skill and a 90-day action plan.

2 days 12 modules 60%+ hands-on Copilot and Claude labs STOA certified
Daniel Sto
Why this programme exists
"The licence is already on every desk. What is missing is a prompt library, one working agent skill and the habit of checking the output."
Daniel Sto · Director of Faculty, STOA Institute
Duration
2 days
Format
Live online or on site
Next open date
Private cohorts
Fee
On request
per delegate
For teams
Private cohort from 8 delegates
Schedule a TNA call
Programme overview

Built around the working day in Microsoft 365 and Claude.

This two-day programme is built for organisations that have put Microsoft Copilot and Claude on their employees' desks and now need those employees to use them well. Most of the working day runs through the same tools: the inbox, documents, spreadsheets, meetings and presentations in Microsoft 365, and the longer written work of procedures, policies, reports and research. The programme is practical and business-focused throughout: every concept is applied at once to participants' own tasks, in the environment they already work in, with techniques that transfer across AI tools.

Day one builds AI fluency from the ground up: what generative AI is, what it does well, where it fails, and how to prompt it with the C.L.E.A.R. framework and K-shot prompting. Participants then work hands-on with Microsoft Copilot across Word, Excel, PowerPoint, Outlook and Teams on writing, research, analysis, meetings, reporting and presentations, and with Claude on standard operating procedures, policy drafts, reports and research summaries. Day two moves from using AI to directing it: participants are introduced to AI agents in Claude and in the Microsoft ecosystem, build and test an agent skill on one real workflow, configure a simple workflow agent in Microsoft Copilot Studio, work through governance and responsible use in a corporate environment, and close by identifying, scoring and prioritising AI use cases in their own functions.

All exercises run on participants' own work scenarios. For private cohorts, a short pre-course input on licence types and typical internal workflows is used ahead of delivery to shape the exercises around real internal processes. Participants leave with a personal prompt library, working Copilot and Claude routines, a tested agent skill, a first configured agent and a 90-day action plan. The programme finishes with advanced concepts such as: agentic workflows, context engineering, retrieval-augmented generation and the Model Context Protocol.

Who should attend

This programme is designed for the enterprise workforce across the core business functions, with exercises adapted to each group:

  • Directors, Heads of Department and Senior Managers
  • Managers, Team Leads and Supervisors across operations, engineering and projects
  • Finance, Procurement, Planning and Supply Chain Professionals
  • Sales, Marketing and Customer Service Teams
  • HR, Communications and Administration Teams
  • Executive Assistants, Office Managers and Coordinators
  • Analysts, Engineers and Technical Specialists
  • L&D, IT Adoption and Digital Workplace Leads

Learning outcomes

By the end of this programme, participants will be able to:

  • Explain what generative AI is, its capabilities and its limitations
  • Apply the C.L.E.A.R. framework and K-shot prompting to daily tasks
  • Choose between Microsoft Copilot and Claude for the task at hand
  • Use Microsoft Copilot across Word, Excel, PowerPoint, Outlook and Teams for writing, analysis, meetings, reporting and presentations
  • Use Claude for procedures, policy drafts, reports and research summaries
  • Verify AI output and manage hallucination and non-determinism
  • Explain how AI agents work and where they fit in day-to-day workflows
  • Apply agentic prompting in Claude and Microsoft Copilot
  • Build and test a working agent skill on a real workflow
  • Configure a simple workflow agent in Microsoft Copilot Studio
  • Apply data privacy, security and good governance practices to AI use at work
  • Score and prioritise AI use cases in their own function and commit to a 90-day action plan
Programme outline

Twelve modules. Two days. Both tools on your own work.

Each module follows the TEA™ framework, twenty percent theory, twenty percent examples, sixty percent hands-on application on your own work scenarios. Day one builds prompting and everyday productivity in Copilot and Claude; day two moves from using AI to directing it, with agent skills, Copilot Studio, governance and a 90-day plan.

Day 1: AI Foundations and Everyday Productivity with Copilot and Claude

01
Day 1 · Module

Generative AI Essentials

  • What is generative AI?
  • Tokens, context windows and model behaviour
  • Capabilities and limitations:
    • Hallucination and non-determinism
    • Knowledge cutoffs and live data
  • The AI landscape (Microsoft Copilot, ChatGPT, Claude, Gemini)
  • Responsible use at work
Live demonstration the calculator test
02
Day 1 · Module

Effective Prompting

  • Anatomy of a strong prompt
  • The C.L.E.A.R. framework
  • K-shot prompting (zero-shot, one-shot, few-shot, multi-shot)
  • Role, context and constraint prompting
  • Iterating and refining outputs
  • Prompt libraries and reusable prompts
Hands-on exercise applying C.L.E.A.R. to participants' own work scenarios
03
Day 1 · Module

AI for Workplace Productivity

  • Writing and editing (emails, reports, summaries)
  • Research and analysis
  • Meeting preparation, notes and follow-ups
  • Summarisation of long documents
  • Presentations and briefing packs
  • Tool selection for the task (Microsoft Copilot, Claude)
Individual and pair work rebuilding a real weekly task with AI support
04
Day 1 · Module

Microsoft Copilot in Daily Work I

  • Copilot across Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)
  • Copilot Chat and Microsoft 365 Copilot
  • Drafting and reworking documents in Word
  • Managing the inbox in Outlook
  • Meeting recaps and actions in Teams
Live demonstration and guided practice one working day run through Copilot
05
Day 1 · Module

Microsoft Copilot in Daily Work II

  • Data analysis in Excel with Copilot
  • Building presentations in PowerPoint with Copilot
  • Grounding Copilot in internal files and SharePoint content
  • Prompting patterns specific to Copilot
  • Common failure modes and output verification
Hands-on exercise producing a report and presentation pack from participants' own material
06
Day 1 · Module

Claude for Documentation, Research and Communication

  • Working in Claude (conversations, projects, uploaded documents)
  • Structured documents from raw notes
  • Standard operating procedures and policy drafting:
    • SOP structure (purpose, scope, numbered steps, owners, timings)
    • Procedures and policies drafted from existing documents
  • Reports and management summaries
  • Question answering over uploaded documents
  • Research summarisation and fact-checking of results
  • Rewriting for audience and tone (formal, plain English, multilingual)
  • Domain knowledge and model limitations
Hands-on exercise the one-page SOP, drafting and refining a procedure from participants' own process notes

Day 2: Agents, Governance and Applied Use Cases

07
Day 2 · Module

Agentic AI with Claude and Copilot

  • What is an AI agent?
  • Chat assistants vs. agents
  • Tool calling
  • Agents in the Microsoft ecosystem (Copilot agents, Copilot Studio, Power Automate)
  • Agentic work in Claude (agent skills, connectors)
  • The prompts behind every agent (instructions, context, tools, expected outputs)
  • Working with documents, spreadsheets and meeting outputs
  • Where agents fit in day-to-day workflows
Live demonstration and guided practice agentic workflows on participants' own working documents
08
Day 2 · Module

Building an Agent Skill

  • Deterministic vs. probabilistic workflows
  • Human in the loop and professional judgement points
  • Domain expertise as the number one success factor
  • Mapping a business process for AI
  • What is an agent skill?
  • The anatomy of an agent skill (inputs, steps, output format)
  • Prompt templates and multi-step instructions
  • Testing and refining the skill
  • Skill reuse across the team and across tools
Lab building and testing an agent skill on one real workflow (own, team or department)
09
Day 2 · Module

Building with Microsoft Copilot Studio

  • The Copilot Studio interface
  • Configuring a simple agent (instructions, knowledge sources, triggers)
  • Testing and refining agent behaviour
  • Publishing and sharing within the organisation
  • Guardrails for agent use
Lab configuring a simple workflow agent in Copilot Studio
10
Day 2 · Module

Governance and Responsible AI Use

  • Data privacy and confidentiality in a corporate environment
  • Enterprise data boundaries (public tools, enterprise controls, approved tools)
  • Security and access control for AI tools
  • Output verification and quality control
  • Acceptable-use policies and good governance practices
  • The regulatory and standards direction (national AI guidelines, ISO/IEC 42001, the EU AI Act)
Controlled group discussion appropriate and inappropriate AI use at work
11
Day 2 · Module

Applied Use Cases Across the Business

  • Use-case identification in participants' own functions
  • Individual, team and department-level use cases
  • Scoring use cases (impact, feasibility, data readiness, risk)
  • Quick wins and longer-term opportunities
  • Prioritising the next build
  • Where the field is heading (agentic workflows, context engineering, retrieval-augmented generation, Model Context Protocol, multi-agent workflows)
Gamified task use-case tournament across teams
12
Day 2 · Module

Capstone: Personal Action Plans

  • The 90-day action plan (priority use case, next steps, timeline, owners)
  • Committing to the first workflows
  • Support and follow-up options
Personal action planning drafting and peer review of 90-day plans
Day 2 · Course closing

Course closing

  • Course debrief and key takeaways
  • Final Q&A
  • Official closing ceremony and award of certificates
  • Group photo
Our training methodology

Three frameworks behind every programme.

Whatever programme you choose, it follows three proven instructional frameworks, from design to delivery to evaluation.

Delivery

TEA™ Delivery Framework

  • T Theory, core concepts & frameworks
  • E Examples, live demos & case studies
  • A Application, hands-on exercises & practice

Our signature approach structures every module into three phases for maximum retention and practical application.

Design

ADDIE Instructional Design

  • A Analyse, assess learner needs
  • D Design, structure the learning path
  • D Develop, build materials & activities
  • I Implement, deliver the programme
  • E Evaluate, measure outcomes & refine

The industry-standard model for course design and learning alignment.

Evaluation

Kirkpatrick Model

  • L1 Reaction, participant satisfaction
  • L2 Learning, knowledge & skills gained
  • L3 Behaviour, on-the-job application
  • L4 Results, business impact & ROI

The globally recognised four-level framework for measuring training effectiveness, from initial reaction to long-lasting post-training effects.

Upcoming sessions

Choose your date.

Private cohorts for organisations rolling out Microsoft Copilot and Claude, live online or on site, in your own Microsoft 365 and Claude environment. Schedule a TNA call and receive a custom proposal within 48 hours.

Date
Format
Duration
Price
Private cohorts run on request.
Live virtual or On-site
1/2 to 5 days
Custom
What every participant gets

You keep everything.

No vendor lock-in, no paywalled materials. Every delegate leaves with the working files, the templates, and the post-programme support to actually use them.

Personal prompt library

8 – 12 tested prompts built during the session on your actual work scenarios.

Templates & dashboards

Dashboards, workflow templates, and evaluation frameworks ready to use.

Learning materials

Full soft copy of all session materials, handouts, and reference guides.

STOA certificate

Certificate of Completion plus a guided pathway to the Google AI certificate.

30-day support

Post-programme Q&A availability and implementation guidance.

Lifetime updates

Access to updated prompt libraries and resources as AI tools evolve.

Delivery options

Choose how your team learns.

In-Person

Instructor-led on-site

Delivered at your offices or venue. Maximum engagement for teams of 8 – 25 participants. All exercises use your team's actual work scenarios.

Live Online

Virtual instructor-led

Real-time delivery via Zoom, Meet, or Teams. Interactive breakout rooms, same content depth as in-person. Ideal for distributed teams.

Hybrid

Blended approach

Combine in-person and virtual sessions. Flexible scheduling across time zones. Pre-work materials and follow-up resources included.

Training catalogue

104 courses in nine families, overview level, methodology up front.

Download the catalogue
Ready to roll out

Put the Copilot and Claude licences you already have to work.

Book a private programme for your organisation, shaped around your licence types and internal workflows. Custom proposal within 48 hours. Delivery live online or on site.