Strategy & Planning — Free AI Prompts for M365 Copilot

Write a business case for [INITIATIVE/INVESTMENT]. Include: (1) Executive summary, (2) Problem statement with data, (3) Proposed solution, (4) Options considered (including do nothing), (5) Cost breakdown (one-time and recurring), (6) Expected benefits (quantified where possible), (7) Timeline, (8) Risks, (9) Recommendation. Format for [AUDIENCE — board / leadership / finance].

Build a decision framework for [DECISION]. Include: (1) Decision statement, (2) Decision criteria with weights, (3) Options to evaluate, (4) Scoring template, (5) Risk assessment per option, (6) Stakeholder input needed, (7) Timeline and decision deadline, (8) Communication plan for the decision. Help us make this decision objectively.

Create an agenda for a [DURATION]-minute [MEETING TYPE — team meeting / planning session / review / workshop]. Include: (1) Meeting purpose (one sentence), (2) Pre-read or preparation required, (3) Agenda items with time allocation, discussion lead, and expected outcome (decision, input, or FYI), (4) Parking lot section, (5) Action items template. Total time must equal [DURATION].

Generate OKRs for [TEAM/DEPARTMENT] for [PERIOD — Q1/Q2/H1/annual]. Create [NUMBER — 3 / 4] objectives, each with 3-4 key results. Objectives should be ambitious and qualitative. Key results should be specific, measurable, and have a clear target number. Align with company goal: [COMPANY GOAL]. Include a confidence rating (30/50/70 percent) for each KR.

Build a quarterly plan for [TEAM/DEPARTMENT] for [QUARTER]. Include: (1) Top 3-5 priorities aligned to [COMPANY GOALS], (2) Key deliverables with owners and deadlines, (3) Dependencies on other teams, (4) Resource requirements, (5) Risks and contingencies, (6) Success metrics, (7) Review cadence. Format as a one-page plan the team can reference daily.

Structure a [DURATION]-hour quarterly review for [TEAM]. Agenda: results vs goals, wins, challenges, next quarter priorities, resource needs, action items. Include pre-work.

Create mitigation plans for [RISKS]. For each: description, triggers, preventive actions, contingency plan, early warnings, owner, review cadence, budget needed. Prioritise by score.

Create a risk register for [PROJECT/INITIATIVE]. Include columns: (1) Risk ID, (2) Description, (3) Category, (4) Likelihood (1-5), (5) Impact (1-5), (6) Risk score, (7) Mitigation plan, (8) Contingency plan, (9) Owner, (10) Status. Pre-populate with [NUMBER — 10 / 15] likely risks based on [PROJECT TYPE]. Sort by risk score descending.

Evaluate these strategic initiatives: [LIST INITIATIVES]. For each assess: (1) Strategic alignment score (1-10), (2) Expected impact, (3) Resource requirements, (4) Time to value, (5) Risk level, (6) Dependencies. Rank by weighted score. Present as a prioritisation matrix with a recommendation for what to pursue this [PERIOD].

Create a strategic review framework for [BUSINESS AREA] covering [PERIOD]. Include: (1) Mission and strategy recap, (2) Performance vs goals, (3) What worked and why, (4) What did not work and root causes, (5) Market and competitive changes, (6) Resource utilisation, (7) Priorities for next period, (8) Key bets and experiments to run.

Help me plan capacity for [TEAM] for [PERIOD]. We have [NUMBER] team members with these roles: [ROLES]. Available working hours: [HOURS/WEEK per person] minus meetings, admin, and leave. Map our committed projects: [LIST PROJECTS] against available capacity. Identify: over-allocation, under-allocation, and hiring needs. Present as a visual capacity chart.

Plan a [DURATION]-day team offsite for [TEAM]. Include: (1) Objectives (what we want to walk away with), (2) Agenda with session timing, (3) Strategic sessions (vision, priorities, OKRs), (4) Team building activities, (5) Working sessions with clear outputs, (6) Social programme, (7) Pre-work for participants, (8) Follow-up actions framework.

Facilitate a retrospective for [TEAM] covering [PERIOD/SPRINT]. Structure: (1) Set the stage with a one-word check-in, (2) Gather data in three columns (What went well, What to improve, Ideas to try), (3) Group themes and vote on top 3, (4) Define specific actions for each with owner and deadline, (5) Review actions from last retro — were they completed? End on a positive note.