Purpose & Framing
This plan outlines a phased approach to driving Microsoft 365 Copilot adoption across Haworth through the Everyday AI lane. It is rooted in the conversations, strategic decisions, and goals established with the AI Transformation team.
Each phase builds on the last: the first 30 days establish the foundation, the next 30 days accelerate engagement and community, and the final 30 days shift focus to measuring impact and scaling reach.
Haworth's commitment is human-centered AI that amplifies craftsmanship — not replaces it.
Key Stakeholders
Isadora Godley
VP of AI Transformation — executive sponsor & strategic direction
Dan DeHaan
Sr. Everyday AI Adoption & Enablement Manager — plan owner
IS SMEs
Technical support for Copilot Studio, governance, and RACI
Lauren & Amanda
Data Catalog team — voice of authority on data readiness
The Geeks MRG
Grassroots AI community partner — workshops, content, champions
Copilot Super-Users
Level 3 graduates who become internal champions and facilitators
Guiding Principles
Human at the center — AI enables people to do their best work, not reduce headcount.
Bite-snack-meal model — quick tips, campaign moments, and deep-dive articles layered over time.
Meet members where they are — persona-based guidance, approachable voice, occasional humor.
Continuous improvement mindset — anchor adoption in HMS/Lean principles members already know.
Peer-driven scaling — super-users and the Geeks MRG extend reach organically.
Measure what matters — track license counts, training completion, usage, and AI wins.
Days 1–30
Build the Foundation
The first 30 days are about getting fundamentals in place — establishing structure, standing up communications infrastructure, launching training, and ensuring the right people, content, and systems are ready before adoption is accelerated. The goal is to create the conditions for success.
License Management & Readiness
- Establish a clear structure for acquiring, assigning, and tracking Copilot licenses.
- Document the current license landscape: seats deployed, to whom, and across which functions.
- Define seat prioritization criteria — who gets a license first and why (role-based use case alignment).
- Partner with IS to confirm Copilot is technically live and accessible for all licensed users.
- Confirm data security and acceptable use governance is in place before scaling adoption comms.
Communications Foundation
- Draft the Copilot Communications Plan — pillars, audiences, channels, cadence, and tone.
- Create the core messaging document anchored in: human at the center, upskilling, AI as an enablement layer.
- Publish the first Insight AI content establishing Isadora Godley as an AI thought leader.
- Launch the bite-snack-meal content cadence:
- Bite: A quick Copilot tip on Viva Engage (1x/week).
- Snack: A short 'What is Copilot?' awareness piece for all members.
- Meal: A foundational 'Copilot at Haworth' landing page on Insight AI.
- Define the contributor list of AI enthusiasts who will support content and community energy.
Training Ecosystem — Level 1 Launch
- Publish the Copilot Level 1 (Copilot Basics) learning path in Viva Learning for all licensed users.
- Curate Microsoft-provided modules into the Viva Learning playlist.
- Announce the training program via internal comms — position it as supportive, not mandatory.
- Set a target: 80% Level 1 completion within 30 days of assignment.
- Confirm Viva Learning admin access and content sourcing rules are clearly owned.
Stakeholder Alignment & RACI
- Facilitate or document a RACI for Copilot enablement across the AI Transformation team and IS.
- Schedule introductory alignment session with IS SMEs — define their role in Copilot Studio and governance.
- Brief Isadora Godley on the 30/60/90 plan and confirm shared success metrics.
- Reach out to the Geeks MRG to brief them on the Copilot roadmap and explore partnership opportunities.
HMS & Continuous Improvement Alignment
- Connect with the HMS team to explore an AI + continuous improvement joint content piece.
- Frame initial Copilot enablement through a lean/CI lens: small experiments, quick feedback, and iteration.
Success Metrics
License count documented
Inventory captured; prioritization criteria defined
Viva Learning Level 1
Playlist live and assigned to licensed users
Level 1 completion rate
Target: 80% within 30 days of assignment
Insight AI content
At least 1 foundational Copilot page live
Comms plan drafted
In draft for Isadora review
Viva Engage cadence
First Copilot bite tip published
Key Milestones
- Copilot Communications Plan drafted and reviewed by Isadora
- Viva Learning Level 1 playlist published and assignment confirmed
- Core messaging document finalized — AI as enablement layer, human at center
- License inventory and prioritization criteria documented
- RACI for Copilot enablement completed
- IS SMEs identified and aligned on their support role
- First Insight AI Copilot content published
- First Viva Engage bite tip posted — cadence launched
Days 31–60
Accelerate Engagement & Build Community
Days 31–60 shift from setup to momentum. With the foundation in place, the focus moves to engaging members more actively, launching Level 2 training, activating the super-user and Geeks community, and introducing the first campaign moments. This phase is about building habits, not just awareness.
Training Ecosystem — Level 2 Launch
- Identify Level 2 candidates from Level 1 completers — users actively experimenting with Copilot.
- Schedule and facilitate the first Level 2 'Working with Copilot' session.
- Target: 30–40% of licensed users progress to Level 2 within 60 days.
- Integrate the Haworth Pin Program — define the Copilot training milestone badge and recognition process.
- Encourage participants to bring a real task from their week and apply Copilot to it during the session.
Content Campaigns & AI Delights
- Launch the 'Copilot Agent Spotlight' article series on Insight AI — one agent per article, practical use cases.
- Activate the AI Delights series on Viva Engage — members share moments where Copilot made work magical.
- Move up to snack-level content: how-to posts, prompt tips, and role-specific use case spotlights.
- Partner with the Geeks MRG to co-create at least one piece connecting personal AI use to work scenarios.
- Develop persona-based content — at least one piece tailored to a specific role.
Super-User Identification & Champion Seeding
- Identify Level 3 candidates from Level 2 graduates — the enthusiasts and daily Copilot users.
- Begin planning the first Level 3 'Copilot Power Use' workshop (half-day, super-user led).
- Create an internal Copilot Champions Teams channel for Level 3 graduates to share tips and templates.
- Define what being a Copilot Champion means at Haworth — expectations, recognition, and peer facilitation role.
Copilot Studio — Foundations
- Confirm with IS SMEs that Copilot Studio is configured with appropriate governance.
- Identify and document at least one high-value agent use case for a pilot build.
- Evolve the Insight AI SharePoint site from news-centric to an enablement resource hub.
- Begin scoping an on-site Copilot/AI agent for the Insight AI SharePoint hub.
Listening & Feedback
- Launch a short Copilot pulse survey to gauge usage frequency, confidence, and barriers.
- Conduct at least one listening session or kaizen with a functional team to surface AI opportunity areas.
- Collect and document AI wins from members — formally (survey) and informally (Viva Engage).
Success Metrics
Level 2 completion rate
Target: 30–40% of licensed users within 60 days
Agent Spotlight articles
At least 2 published on Insight AI
AI Delights submissions
At least 5 member-shared moments on Viva Engage
Super-users identified
At least 1 per department or team
Pulse survey launched
Baseline data collected on usage and barriers
Copilot Studio scoped
At least 1 agent pilot use case identified with IS
Key Milestones
- Level 2 training path published and first cohort facilitated
- Copilot Agent Spotlight series launched (minimum 2 articles live)
- AI Delights series active on Viva Engage with member participation
- Super-user candidates identified and Champion program framing complete
- Pulse survey deployed and results reviewed with Isadora
- Copilot Studio governance confirmed; first agent use case scoped
- Insight AI evolving into a resource hub — navigation updated
- Geeks MRG partnership active — at least one joint workshop in motion
Days 61–90
Measure Impact & Scale
The final phase shifts from building to scaling and optimizing. With training tracks running, community active, and early wins documented, the focus turns to champions as facilitators, measuring impact with real data, celebrating success publicly, and positioning the program for long-term momentum.
Level 3 — Power Users & Champions
- Facilitate the first Level 3 'Copilot Power Use' half-day workshop with Level 2 graduates.
- Champions complete the Champion Practicum — each designs a 15-minute Copilot tip session for their team.
- Champions begin delivering Level 1 and Level 2 sessions organically within their departments.
- Encourage Level 3 graduates to pursue the Microsoft 365 Copilot and Agent Administration Fundamentals credential.
- Plan quarterly Level 3 cohort refreshes as new Copilot capabilities are released.
Impact Measurement & Reporting
- Pull Copilot Dashboard data — active users, features used, and engagement trends.
- Report 'baseball card stats' to Isadora: license count, L1 %, L2 %, champion count, AI wins.
- Run second pulse survey vs. baseline — measure confidence, frequency, and barriers at 90 days.
- Produce a brief internal impact report for leadership visibility.
- Partner with IS to review security, usage patterns, and any governance adjustments needed.
Celebration & Recognition
- Publicly celebrate milestones — acknowledge contributing teams, spotlight power users, share success stories.
- Feature an AI win or member story in an Insight AI article or Viva Engage post.
- Recognize Copilot Champions formally — include in the Haworth Pin Program milestone.
- Host a public 'Copilot celebration moment' — Viva Engage livestream, Teams spotlight, or short showcase.
Copilot Studio — First Agent Pilot
- Build and test the first Copilot Studio agent with IS SMEs based on the scoped use case from Days 31–60.
- Publish a 'Copilot Agent Spotlight' article covering the live agent — practical value and how to use it.
- Begin defining governance and RACI for future agent development across functions.
Centers of Excellence & Long-Term Roadmap
- Identify at least one functional area ready to establish a Copilot/AI Center of Excellence (CoE).
- Document an opportunity map of high-value Copilot use cases by function — input for Q3/Q4 roadmap.
- Schedule the first recurring AI champion council meeting to make progress review standard.
- Begin scoping Dealer AI enablement integration — apply Everyday AI learnings to the dealer channel.
Success Metrics
Level 3 Champions
Minimum 1 champion per department
Copilot Dashboard
Active users trending up vs. 30-day baseline
Level 1 (cumulative)
Target: 80%+ of all licensed users
Level 2 (cumulative)
Target: 30–40% of licensed users
AI wins documented
10+ member stories captured
First agent live
Pilot agent deployed and used in production
Impact report delivered
Leadership-facing summary published
CoE scoped
At least 1 functional CoE identified and defined
Key Milestones
- Level 3 Power Use workshop completed — first cohort of champions trained
- Champions actively facilitating sessions within their departments
- Copilot Dashboard data reviewed and reported to leadership
- 90-day impact report delivered to Isadora and stakeholders
- First Copilot Studio agent piloted with real users
- AI wins celebration published — stories, recognition, milestones shared
- Pin Program Copilot milestone formalized and awarded to first completers
- At least 1 functional CoE scoped and assigned
- Q3/Q4 roadmap input documented — opportunity map by function
- Recurring AI champion council cadence established
At-a-Glance Summary
| Focus | Days 1–30 | Days 31–60 | Days 61–90 |
|---|---|---|---|
| Theme | Build the Foundation | Accelerate & Engage | Measure & Scale |
| Training | Level 1 live in Viva Learning; 80% completion target | Level 2 facilitated; 30–40% completion target | Level 3 workshop; champions actively facilitating |
| Content | Comms plan, core messaging, Insight AI launch, first bite tips | Agent Spotlight series, AI Delights, persona content | Celebration stories, impact articles, champion spotlights |
| Community | Contributors defined; Geeks MRG briefed | Geeks co-content; super-users identified; Champions channel live | Champions facilitating; CoE scoped; council active |
| Technology | License inventory; IS RACI; Viva Learning admin confirmed | Copilot Studio scoped; Insight AI hub evolving; agent use case identified | First agent piloted; agent governance defined; CoE launched |
| Measurement | License count; L1 completion rate; comms plan published | Pulse survey baseline; AI wins collected; L2 completions tracked | Dashboard reporting; 90-day impact report; opportunity map |
North Star
Enable Haworth members to do their best work —
with AI as the amplifier.