What is Copilot?
Copilot is Microsoft's AI assistant. Think of it as a knowledgeable colleague you can have a conversation with — not a search engine, not a form to fill in. You type something in plain English, it responds, and you can go back and forth until you get what you need.
It won't judge your question, it doesn't get impatient, and there's no wrong way to start. The more context you give it, the more useful it becomes.
How to open Copilot
There are two versions — which one you have depends on your Microsoft licence. Both work for today's session.
Open any web browser and go to:
copilot.microsoft.com
Sign in with your work Microsoft account. This is the version we'll use today.
If your organisation has the full licence, you'll see a Copilot button or sidebar built into Word, Outlook, Teams, and Excel. You can use it from there — or still use copilot.microsoft.com.
Free vs full licence — what's the difference?
Free Copilot Chat: Works from the web. Knows a huge amount about the world, but doesn't know anything about your company's files, emails, or documents — unless you paste that information in yourself. That's exactly what our prompts are designed to do.
Microsoft 365 Copilot (paid): Can see your work emails, files on OneDrive, Teams conversations, and calendar. More powerful, but the free version is all you need for today's session.
How to type your first message
Click the message box at the bottom of the Copilot screen and just start typing. Write like you're sending a message to a helpful colleague — full sentences, normal punctuation, no special commands needed.
Don't worry about getting it perfect. If Copilot misunderstands, you can just clarify. That back-and-forth is normal — it's how the tool is designed to work.
Three things that make Copilot more useful
Give it context. Tell it who you are and what you're trying to do. The more it knows about your situation, the more relevant its answers will be.
Be specific. "Help me with my career" is hard to answer. "Help me identify the skills I need to develop as a finance manager over the next three years" is much easier.
Follow up. If the first response isn't quite right, tell it: "That's not quite what I meant — can you try again and focus more on X?" Don't just accept the first answer.
When it doesn't get it right
Copilot will sometimes give you a response that's too generic, misses the point, or goes off on a tangent. That's normal — don't give up. Here are three ways to fix it:
- Say: "That's not quite what I meant — let me be more specific..."
- Say: "Can you simplify that? I'd like a shorter, plainer answer."
- Say: "Ignore that last response and start again with this..."
Try this warm-up prompt first
Before you start the career planning exercise, try this simple prompt to get comfortable with how Copilot responds. There's nothing personal in it — it's just to get a first message on screen.
What Copilot doesn't know — and why that matters
Copilot is very capable, but it's worth knowing its limits before you start:
- It doesn't know anything about your company, your team, or your personal circumstances — unless you tell it
- It can occasionally get facts wrong or make things sound more certain than they are — use your own judgement
- Don't put sensitive personal data (e.g. salary details, other people's information) into the free version
- It doesn't remember previous conversations — each new session starts fresh
- You don't need to write an essay — bullet points are fine
- Replace everything in [square brackets] with your own words
- If Copilot asks you a follow-up question, answer it — that's the conversation starting
- Rate yourself honestly — there's no right answer, and no one else will see this
- If a description doesn't feel right for your role, tell Copilot and ask it to adjust
- Don't overthink the ratings — your first instinct is usually accurate
- The last line matters — asking Copilot to "be direct" changes the tone of the response significantly
- If the response feels too generic, say so: "That feels a bit vague — can you be more specific about my role?"
- Push back if you disagree with any of the priorities — that's a valid conversation
- If a suggestion doesn't fit your life, tell Copilot your constraints: "I work part-time", "I don't have budget for courses", "I work remotely"
- Ask it to prioritise if the plan feels too much: "If I could only focus on one of these for the next month, which would you recommend and why?"
- You can ask it to format the plan as a table if that's easier to save and refer back to
- The "mentor rather than AI" framing shifts the quality of the response — try it
- If the answer feels too safe, push: "What would you say if you weren't worried about being too direct?"
- This is a good prompt to return to every few months as your situation changes
- Try asking: "What questions should I be asking myself that I haven't asked yet?"
- Once Copilot has generated the report, look for the copy button on the response
- Open a new Word document, paste the content, and save it — it formats cleanly
- If you have the full Microsoft 365 Copilot licence, you can also say: "Create a Word document from this" and Copilot will generate it directly
- Give the file a name like My Career Development Plan – [Month Year] so it's easy to find later
You've used Copilot to build a personalised career development plan and exported it as a Word document. The next step is to bring that into Excel so you can score yourself on your skills, track your actions, and see your progress over time.
Open the Word document Copilot exported at the end of your session. Open a blank Excel workbook next to it.
Open Copilot (or paste into the chat window) and use this prompt:
Copy what Copilot gives you and paste it into your Excel workbook. Tidy up the layout — add bold headers, freeze the top row, and colour any cells you want to edit in a light yellow so they stand out.
In the gap column of your skills table, click the first empty cell and type: =D2-C2 (replacing D2 with your target column and C2 with your current column). Drag it down to fill all rows — Excel calculates the rest.
Update your status column as you complete actions. Revisit your ratings every few months — you'll see the gaps close over time.