Required Skills & Competencies
Core Copilot Expertise
Strong hands-on experience delivering enablement for Microsoft 365 Copilot across major apps and key user scenarios.
Ability to translate business tasks into Copilot workflows: summarization, drafting, re-writing, analysis, meeting intelligence, email triage, document understanding, and presentation creation.
Training & Facilitation
Excellent presentation and storytelling ability confident facilitating large webinars and interactive sessions.
Adult learning design: lesson planning, learning paths, hands-on labs, assessments.
Discovery & Consulting Skills
Interviewing and workshop facilitation (persona discovery, DITL, design thinking).
Ability to synthesize insights into structured outputs: persona maps, scenario library, training backlog.
Change Management & Adoption
Experience running adoption motions: champion networks, reinforcement loops, nudges, success stories, communication planning.
Data-driven Approach
Comfort with adoption metrics, survey insights, and value narratives ability to drive actions based on dashboards and feedback loops.
Qualifications Experience
5+ years in trainingfacilitation, digital adoption, OCM, or productivity transformation (preferred).
Demonstrated experience delivering training for Microsoft 365 (TeamsOffice apps) andor AI assistants.
Certifications (preferred, not mandatory):
o Microsoft fundamentals Modern Work Copilot-related badges
o Change management (ProsciADKAR) or Design Thinking facilitation (bonus)
Deliverables Owned (What this role produces)
Persona-based training strategy + learning paths
Lesson plans + facilitator guides
Copilot demo scripts and show me workflows
Hands-on lab guides and learner workbooks
Prompt library + persona scenario bank
Change Corner runbooks + FAQs
Targeted campaign content (tips, prompts, newsletters, success stories)
TTT certification kit and trainer playbook
Feedback insights and adoption improvement recommendations
Success Metrics KPIs (Examples)
Enablement coverage: # webinars, # learners trained, completion rates
Adoption improvement: weeklymonthly active usage movement in target cohorts (tracked via dashboards)
Capability transfer: # internal trainers certified (e.g., 30+)
Scenario adoption: # validated persona scenarios in use
Business outcomes: documented time savings productivity gains + executive-ready value stories (and where available, ROI dashboards)
Satisfaction: post-session CSAT, confidence uplift, reduced how do I start tickets
Nice-to-Have (Differentiators)
Experience in regulated industries (insurancefinancial services) and compliance-sensitive communication
Familiarity with Copilot extensibility concepts (pluginsagents) at a functional level (not a developer requirement)
Experience running enterprise communities (Viva EngageTeams) and adoption hubs
Working Model Stakeholders
Works closely with: Program Lead AI Office, Communications Lead, SecurityGovernance, and business SMEs.
Supports joint operating cadence with the broader one AI team model where Copilot adoption is run in parallel with technical readiness.
Skills: Office 365 AdministrationAI & Gen AI - Products & Tools
Experience Required: 10 & Above
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