ADVANCE AGILITY LTD

Governed Copilot Adoption Day: Practical, Safe AI for Regulated Teams

A hands-on, tailored day that moves your people from curiosity to confident, responsible everyday use of Microsoft 365 Copilot. It is led by Gaurav Rajwanshi, who has 25+ years in banking and insurance technology and most recently enabled 700+ auditors across 22 countries at a global bank to adopt governed AI. Optional add-on: a half-day, 'AI governance for regulated teams (using DIRECT)', based on his own Responsible AI framework, DIRECT, built on ISO/IEC 42001 and the EU AI Act.

Course outline: 1) What Copilot can and can't do: plain-English generative AI and where it fits your work. 2) Prompting that works: context, iteration and checking output. 3) Copilot in Outlook, Teams, Word, Excel and PowerPoint, using your real tasks. 4) Data, privacy and safe use: what to share, what not to, and why human review matters. 5) Role-based use cases: each team builds and tests its own. 6) Making it stick: habits, measures and next steps. Add-on half-day: AI risk in regulated firms; the DIRECT framework (Define the purpose; Identify and empower owners; Review risks and impacts; Establish safeguards; Check results and practice; Take action to improve); turning policy into day-to-day decisions; an action plan for leaders.

Outcomes: Delegates will use Copilot confidently on their own work; write and refine effective prompts; check AI output for accuracy and risk; apply your organisation's data and AI policies; and leave with a prioritised list of use cases for their role.

Audience: Staff and managers in banks, insurers, building societies and other regulated organisations rolling out Microsoft 365 Copilot. The add-on suits leaders and risk, compliance, audit and L&D teams. No technical background needed.

Duration: 1 day (6 hours), remote or in person. Add-on: half-day (3 hours).

Price: Governed Copilot Adoption Day £1,200/day remote, £1,500/day on site. Half-day add-on on request.