Copilot Champions – Planning For Impact

Overview

Effective planning helps Copilot Champions deliver structured, impactful support that accelerates adoption. This three-hour collaborative workshop helps newly appointed Copilot Champions and super users move from learning to planning and execution.

Learners will explore how to identify user needs, prioritise support topics, and design practical engagement activities. They will consider different support formats, including drop-ins, success hours, and booked slots, before developing a four-week Champion roadmap aligned with team goals and adoption milestones.

The workshop also covers communication and engagement planning, including how to use nudge emails and videos to promote support activities and signpost users to further learning. Learners will leave with an actionable support plan that can guide their Champion activity over the following four weeks.

Prerequisites

This workshop is designed for newly appointed Copilot Champions and super users who are ready to move from learning to planning and execution.

Learners should have an understanding of the Champion role and the purpose of supporting Copilot adoption within their organisation.

Target audience

This workshop is designed for:

• Newly appointed Copilot Champions
• Copilot super users
• Learners who are ready to plan and deliver structured user support
• Champions who need to align engagement activities with team goals and adoption milestones

Objectives

By the end of this workshop, learners will be able to:

• Describe the purpose of the Copilot Champion role and what effective Champion support looks like
• Identify common user challenges, needs, and support requirements
• Map user personas and prioritise relevant support topics
• Design effective support sessions using formats such as drop-ins, success hours, and booked slots
• Plan communications and engagement activities to promote Champion support and signpost further learning
• Create a four-week support roadmap aligned with team goals and adoption milestones
• Review and refine their plan using peer feedback

Outline

Welcome and objectives

The workshop begins by reconnecting learners with the Copilot Champion role and establishing what effective support looks like.

• Recap of the Champion role
• Purpose of the planning workshop
• What success looks like
• Transitioning from learning to planning and execution

Understanding user needs

Champions need to understand the people they are supporting before deciding what activities to deliver. This session focuses on identifying user challenges and turning those insights into practical support priorities.

• Identifying common user challenges
• Mapping user personas and support requirements
• Understanding different user needs
• Prioritising support topics
• Connecting user needs with relevant engagement activities

Designing support sessions

Learners explore how to create practical support sessions that respond to identified user needs. The focus is on choosing an appropriate format and creating a structure that enables useful, focused engagement.

• Choosing between drop-ins, success hours, and booked slots
• Structuring effective support sessions
• Facilitation tips for Champion-led sessions
• Identifying the tools and resources available
• Matching session formats to user needs and support requirements

Communication and engagement planning

Effective support depends on users knowing what is available and where to find additional help. Learners develop approaches for promoting their activities and maintaining engagement.

• Using nudge emails effectively
• Using videos to support engagement
• Promoting Champion sessions internally
• Creating clear signposting to further learning
• Connecting communication activity with planned support sessions

Building your Champion roadmap

Learners bring the workshop together by developing a practical four-week support plan. The roadmap provides a clear structure for planned engagement and helps Champions connect their activities to wider organisational priorities.

• Drafting a four-week support plan
• Planning engagement activities across the four-week period
• Aligning activities with team goals
• Connecting support activities with adoption milestones
• Identifying priorities and actions
• Reviewing plans with peers
• Refining the roadmap based on feedback

Sharing and wrap-up

The final session gives learners an opportunity to share their plans, learn from other Champions, and identify the actions they will take after the workshop.

• Group sharing of Champion roadmaps
• Peer discussion and learning
• Final tips for planning and delivering support
• Questions and answers
• Confirming next steps
• Identifying follow-up support

Exams and assessments

No formal exam is specified for this workshop.

Learning is reinforced through collaborative planning activities, practical exercises, peer feedback, and the development of a four-week Champion roadmap. Learners use the workshop to create an actionable support plan that can be taken back into their organisation and refined through feedback.

Hands-on learning

This is a collaborative, activity-led workshop focused on practical application.

Learners will:

• Identify user needs and prioritise support topics
• Design appropriate Champion engagement sessions
• Plan communications to promote support activities
• Build a four-week support roadmap
• Share their plans with peers and use feedback to refine them

The emphasis is on moving from learning to application and creating a plan that supports real organisational adoption.