How Employee Learning & Development Is Changing With Copilot & AI

1. How Employee Learning &
Development Is Changing
With Copilot & AI
James Wood
Microsoft Digital
Technical Specialist
Wednesday, February 28, 2024 12:00 PM (EST)
SESSION 2 OF 4: MICROSOFT EX & AI
Jamie Cohen-Gronberg
Microsoft Digital
Technical Specialist
Richard Harbridge
2toLead Chief Technology
Officer & Microsoft MVP

2. Understanding AI, Viva & Copilots
For Learning & Development
AI & Employee Experience

3. Work Trend Index: 2022 Annual Report
76%
of employees would stay
longer at their company if
they could benefit more from
learning and development.

4. People don’t feel that their learning and development
is being prioritized at work
67%
wish they spent more time
on professional learning
and development1
48%
of all employees feel that neither
their manager nor leadership at
their company prioritize learning
and development2
61%
of employees would be more
engaged with learning if it was
intertwined throughout their work
and collaboration platform1
1People Science survey, July 2022
2Work Trend Index Pulse Report, Microsoft 2022

5. Important Stages to Improve
Employee Experience

6. You will love the way we work. Together.
This is why champion programs are so important but also why peer supported learning
matters a great deal.
We Learn From Non Manager & Non IT
Learning through coworkers is among the most effective and most used methods.
%
who
said
method
was
“very
helpful”
These methods are underutilized, but have high effectiveness. Learning through coworkers is among the most effective and most used methods.
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55%
My manager
Formal training
(external)
IT employee
Formal training
(internal)
Coworker
(non-manager, non-IT)
Community forums
User guide or manual
Microsoft’s website
Online tutorials or webinars
Search engine
Myself, through
trial and error
Self-learning is largely ineffective, but currently part of learning process for many.

7. While Managers should be more active in developing that doesn’t mean we can’t take
advantage of peer feedback, and learning recommendations.
Social Based Learning (Beyond LMS & Managers)

11. Viva Learning itself can be easy to implement,
but most organizations need to learn to
adapt their growth and development plan.

12. Scenarios: Learner
In a meeting with a colleague, they mention
wanting to brush up on their data analysis
skills
Chat and conversation
Send a relevant course in a meeting or
Teams chat
Include pointers to relevant sections or add
context in chat message
Enable peer coaching or mentor relationships –
formal or informal
A sales analyst is searching Office.com for
a customer pitch deck to give in an
upcoming sales meeting
Cross-M365 discovery
Relevant learning courses like “Effective sales
pitch strategies” surface in search results
alongside pitch decks
Bookmark courses in Viva Learning to consume
later in preparation for the meeting
A marketing analyst wants to improve
her knowledge on web and social media
strategy
Search for keywords like “SEO optimization” in
the Viva Learning home page or a channel
learning tab
See search results from Microsoft, 3rd party
providers, and internal sources
Bookmark interesting courses and recommend
courses to peers
Search and recommend

13. Scenarios: Manager
A new team member will be joining
next week
A manager wants to foster a culture
of learning and growth
A team member led a presentation on Diverse
and Inclusive marketing that would be helpful
for the broader organization
Onboarding
Add a learning tab to your Teams channel for
onboarding
Add relevant courses and team-specific
resources to the tab
Curate for your team and priorities
Manage view
Recommend relevant courses to team members
Check the completion status of recommended
content in the Manage view
Give kudos to team members who prioritize
learning
Crowdsource learning content
Add the presentation to the organization’s
collaborative SharePoint folder, connected to
Viva Learning
Employees can see added content in Viva
Learning as learning content

14. Page 16
ESTIMATED COMPLEXITY
Center Of Digital
Excellence
Adoption
Every organization is working hard
to improve digital excellence.
Having a center for digital
excellence is a foundational solution
that will work to reinforce and
communicate governance, provide a
hub for self-service learning,
connect champions, mentors, and
experts, and house tips, tricks and
considerable adoption material.
See A Demo Of This In Action Today
2toLead Solution Discover More (40+) Solution Ideas: M365Ideas.com

15. Microsoft Viva
Empower organizations to continuously improve workforce engagement and performance ​
Drive mission
and alignment
Viva Goals
Viva Engage
Viva Amplify
Enable a high-
performance workforce
Viva Connections
Viva Learning
Measure engagement
and productivity
Viva Glint
Viva Pulse
Viva Insights
Microsoft Copilot for Microsoft 365
Platform and admin services
Copilot in Microsoft Viva, people, answers, skills,
admin experience, common navigation
Privacy and security
Granular feature access controls, inherited
permissions for 3P, differential privacy for insights
Integrations to HCM, CRM, LMS, wellness, and more
Workday, Qualtrics, SAP SuccessFactors,
LinkedIn, Headspace, and more

16. Microsoft Viva
Empower organizations to continuously improve workforce engagement and performance ​
Drive mission
and alignment
Viva Goals
Viva Engage
Viva Amplify
Enable a high-
performance workforce
Viva Connections
Viva Learning
Measure engagement
and productivity
Viva Glint
Viva Pulse
Viva Insights
Microsoft Copilot for Microsoft 365
Platform and admin services
Copilot in Microsoft Viva, people, answers, skills,
admin experience, common navigation
Privacy and security
Granular feature access controls, inherited
permissions for 3P, differential privacy for insights
Integrations to HCM, CRM, LMS, wellness, and more
Workday, Qualtrics, SAP SuccessFactors,
LinkedIn, Headspace, and more

17. Microsoft Viva + Microsoft Copilot
Rolling out
Copilot in
Viva apps
Viva in-app Copilot summarizes,
recommends, creates content, and
simplifies tasks
Accelerate workforce insights
(sentiment, behavioral, collaboration)
Enhance organizational search and knowledge
Support with upskilling and reskilling
Create engaging workforce communications
Equip leaders with conversation starters
Preview December CY23 | GA CY24
Announcing
Copilot for Microsoft 365
enhanced with Viva
Copilot chat works across Viva data
and apps to support employees,
managers and HR leaders
Self-service coaching and experiences
Enriched with Viva data
Pre-configured prompt library
Simplifies tasks across Viva applications
Private Preview early CY24
Announcing
Microsoft Copilot Dashboard
powered by Viva
Measure the impact of
Copilot on productivity
and performance with Viva
Understand readiness for potential impact
Assess usage and adoption metrics
Measure how Copilot is transforming
the way people get work done
Preview November CY23

18. Copilot in Microsoft Viva
Accelerate workforce insights and boost employee engagement with next-generation AI
Drive mission
and alignment
Copilot in Viva Goals
Create actionable OKRs and scale
end-to-end goal management
Copilot in Viva Engage
Analyze employee commentary and
craft engaging communications
Enable High
Performance Organization
Copilot in Viva Learning
Deliver curated learning and help
employees build new skills
Measure engagement
and productivity
Copilot in Viva Glint
Streamline data analysis and make
informed decisions
Copilot in Viva Insights
Generate personalized reports and
simplify query building process

19. AI enables entirely new ways to scale
and support employee learning, but
requires us to adapt our learning
strategy to take full advantage of them.

20. Learning With AI & Copilots
AI & Employee Experience

71. The modern connected employee learning
experience becomes more accessible and
aligned with AI. We need to take
advantage of both the analysis and
engagement potential of Copilot & AI.

72. Future Of Learning With AI
AI & Employee Experience

73. You will love the way we work. Together.
How the roadmap is broken down into categories
Roadmap Streams
Facilitate Governance & Responsibly Empower
Absorb complexity into management, align with policies, simplify compliance, security and performance.
Establish An Effective Foundation
Foundational and important work from strategy to architecture that is necessary for continued digital workplace success.
Migrate & Modernize
Move away from legacy systems into long-term, supported, and more integrated experiences.
Foster Collaboration, Connection & Engagement
Make it easy and efficient for employees to onboard, teams to work together, from anywhere, to gain insights on
what is important and feel included.
Improve Communication, Navigation & Search
Provide more effective ways to communicate, reduce noise, feel informed, engaged and get their core tasks done
with increased efficiency.

74. You will love the way we work. Together.
PHASE 1 - Modernize
0-6 months
PHASE 2 – Connect & Integrate
6-12 months
PHASE 3 – Intelligent & Automated
12-24 months
A summary of the initiatives planned over the next 24 months
AI & Copilot Experience Roadmap Sample
AI Workplace
Strategy & Roadmap
Modern Navigation
(With Semantic Search)
Connected Copilot
Experiences
Migrate & Develop
AI Content
Establish AI &
Copilot Backlog
AI & Copilot Scenario &
Journey Design
AI Governance
Design & Planning
Viva Engage Premium Pilot
(For Leaders)
LEGEND
Foster Collaboration,
Connection & Engagement
Improve Communication,
Navigation & Search
Migrate
& Modernize
Establish An
Effective Foundation
Facilitate Governance
& Responsibly Empower
AI Amplify Pilot
(For Leaders)
Employee Onboarding
Copilot(s)
Employee Assistant
Copilot Experiences
Copilot Directory
(Release 1)
Copilot Directory
(Release 2)
Viva Pulse Pilot
(For Leaders)
AI Amplify Rolling Pilots
(For Everyone)
Targeted AI Experience &
Search Optimization
Copilot Navigation
& Search Design
Copilot Integration
& Solution Design
AI Content Design &
Migration Planning
Configure &
Improve Security
Automating & Improving Targeted
Processes & Solutions (Release 1)
Viva Topics Pilot
(For Curators)
Bring Knowledge To Users In The Context
Of Their Work (Topics Broader Rollout)
Enhanced Copilot
Insights (Release 1)
Copilot Personalization
(Release 1)
Digital Center Of
Excellence (Release 1)
Digital Center Of
Excellence (Release 2)
Targeted Viva
Learning (Pilot)
Copilot For Microsoft 365 Launch

75. Sample Viva Learning Pilot Timeline
Weeks 1-2
Assess pilot goals and
scenarios
Week 6
Configure Viva
Learning
Week 3-5
Plan pilot
Week 7
Trial Licenses/ Roles
assigned
Pilot Communications
Week 8
Pilot
begins
Weeks 10-11
Feedback/
Readouts
Week 11
Trial
End
Pre-work
Pre-work
Pre-work: 7 weeks Pilot: 4 weeks
Week 10
Company
rollout begins

76. Activities
Pre-Pilot Planning
Pre-Pilot
Questionnaire
Project Kick-Off
Pilot Project Plan
Configure Viva Learning Service
& Teams App
Optimize Learning Content
Repositories
Gather Data & Surveys
Preparing for Next Steps
Outcomes
Responsible Enablement
Learning Pilot Planning
Working Session(s)
Pilot Planning & Support
Viva Learning Integration
Planning Working
Session(s)
Train the Trainer Sessions
Viva Learning Pilot Documentation
Outcomes
Executive Summary
Outcomes
Review Pilot Results
Create & Optimize Learning
Content Repositories
Pilot Alignment Pilot Planning & Execution Pilot Review
Adoption & Digital
Excellence Planning
Viva Learning Pilot

77. Page 81
ESTIMATED COMPLEXITY
Champion
Management
Platform
Adoption
The Champion Management
Platform enables organizations to
adopt, onboard, and maintain
Champions, allowing everyone to
discover Champions right where
they collaborate.
Hold organizational-wide
tournaments promoting adoption
themes and more.
Try It Yourself Today
Microsoft Solution

78. Page 82
CROSS-INDUSTRY
INDUSTRIES
Administrators can nominate and approve employees to be
champions, champions can nominate their peers to be a champion,
and employees can earn or be assigned digital badges that can be
displayed automatically as an overlay on their profile image.
Employees can search for, discover, and find champions via
leaderboards that encourage employees to get connected to the
champions in their organization.
Tournament of Teams enables the organization to create and conduct
tournaments for anyone in the organization to use to drive healthy
usage habits and skilling on the areas of focus. Users also gain access
to tournament-specific badges once they complete the tournaments.
WHAT DOES IT DO?
Champion Management Platform
Adoption
EMPLOYEE NETWORKING
ADOPTION
CHAMPION PROGRAMS
EMPLOYEE RECOGNITION
SOLUTION AREAS
TECHNOLOGIES USED
Customized implementation plans are available for purchase.
Interested? We Can Help

79. Accelerate your path to Copilot with Microsoft Viva
Copilot Onboarding Copilot Enablement Copilot Adoption & Value Realization
* Use Viva Insights reports and
Microsoft Copilot Dashboard
to identify ideal pilot groups.
Use Viva Pulse to get feedback
and insights before Copilot/AI
roll out to capture productivity
obstacles & create baseline key
metrics.
Create & drive actionable plans
from Viva Insights reports to
remove productivity barriers
and obstacles.
* Use Viva Engage to share
progress, learnings and
activities in communities.
Curate knowledge base
via Topics & Answers
in communities.
* Use Microsoft Copilot
Dashboard powered by Viva
to understand adoption rate,
productivity gains and ROI
for Copilot users
Use Skills in Viva to assess
current readiness and assign *
Viva Learning path on
Generative AI based
on proficiency level.
Use Viva Goals to unite Copilot
users around shared adoption
goals and measure progress.
Use Viva Amplify to run iterative
AI campaigns on Copilot
launch, use cases, trainings
& support for different
user groups.
* Use Viva Learning to deliver
bite-sized trainings on AI,
Copilot and lessons learned
in flow of work.
Use Viva Glint to get feedback ,
insights and user sentiment
after Copilot/ AI roll out
Leverage Viva apps to identify core business scenarios
& pain points to resolve with AI Transformation
Leverage Viva apps to drive AI /Copilot for
Microsoft 365 Adoption and change management
Leverage Viva apps to measure effectiveness,
productivity gains and ROI of AI Adoption
* Seeded Capabilities of app can also be Utilized

80. Supporting Copilot for
Microsoft 365 adoption
with Viva Learning
Drive engagement with pilot or general
users in the right way
• Learn about Copilot for Microsoft 365
in the flow of work
• Curate Copilot learning content
in Teams channels
• Recommend Copilot content to colleagues
and track reported completion progress
• Share learning content in a Teams chat
or email

81. Curate, recommend and share
Copilot learning content in Teams

82. Copilot Learning Paths
and Learning Academy in
Viva Learning
Enable courses so that employees can learn
how to use Copilot in their day-to-day
Coming March 2024

83. Get started with your Copilot learning
Measure adoption
View and report on
Viva Learning active
and engaged users
Curate Copilot
content
Curate Copilot learning
content in Teams
Track course completion
Create Objectives and Key Results.
Ex: Use Copilot OKR template
Find and share learning
Users can find and share Copilot
training with teammates through
Teams or email
Recommend courses
Configure Copilot for
Microsoft 365 team
structure under AI Org
Complete
Copilot courses
Users receive notifications
of recommended courses
and view directly in Teams
or Viva Learning web

84. There are always ways to improve key
experiences like Employee Learning &
Development. If your experience isn’t
improving, then you won’t be able to
keep up with an accelerating demand.

85. How Employee Communication
& Connections Are Changing
With Copilot & AI
Tuesday, February 27, 2024 12:00 PM (EST)
SESSION 1 OF 4: MICROSOFT EX & AI
WATCH NOW

86. How Employee Workplace
Analytics & Feedback Is
Changing With Copilot & AI
Thursday, February 29, 2024 12:00 PM (EST)
SESSION 3 OF 4: MICROSOFT EX & AI
REGISTER NOW

87. How Employee Performance
& Management Is Changing
With Copilot & AI
Tuesday, March 5, 2024 12:00 PM (EST)
SESSION 4 OF 4: MICROSOFT EX & AI
REGISTER NOW

88. You will love the way we work. Together.
Download our free
80+ page whitepaper
Transform your Employee Experience
at every stage with Microsoft 365
and Microsoft Viva!
Download Today