Define one outcome for the day
Choose an outcome such as preparing a reviewed management update from an approved pack. Identify the roles that produce, check and use that update. A single connected workflow is easier to assess than a rapid tour of many features. Ask participants about prior experience so the trainer can distinguish account problems, prompting problems and subject-matter questions during the workshop.
Prepare access before live teaching begins
Have the IT owner confirm the accounts, app versions, licences and organization settings needed for the agreed exercises. Run a short access check using non-sensitive files. If an app feature is unavailable, decide whether a Copilot Chat exercise teaches the same learning objective or whether the activity should be rescheduled. Avoid discovering these dependencies while an entire cohort waits.
Use a demonstration that includes a mistake
Show how the assistant drafts from a limited source and how a reviewer finds an unsupported statement. Ask participants to predict which parts need checking before showing the final correction. This helps them understand that the goal is a reviewed work product. It also makes room to discuss when a better prompt is useful and when missing source material must be obtained from a person.
Give learners time to do the work
After each short demonstration, let participants complete a comparable task and explain their checks to a colleague. Supply a complete input and a second input with a contradiction or gap. Keep the expected output modest enough to review during the session. A learner who can identify a limitation has demonstrated a more useful skill than one who merely repeats a memorized prompt.
Close with transfer to the workplace
Each participant records the source boundary, task instruction, review checklist and named workflow owner. Managers choose an approved follow-up task for the next week. The trainer can use questions from that practice to scope a later clinic. Confirm these follow-up arrangements in the proposal; a sample agenda is not a promise that every workshop includes ongoing support.
