Session
From Catch-Up to Takeoff: How to Take Charge of an Existing M365 Copilot Adoption Journey
Starting a Microsoft 365 Copilot adoption journey is one thing when you're there from the beginning—but what happens when you step into an initiative that’s already underway?
In this session, Lindsay Shelton shares her experience stepping into a newly created role focused on Microsoft 365 adoption and training—and how she took the lead in shaping and driving the company's M365 Copilot adoption efforts. When she stepped into the role, multiple adoption efforts were already underway—but many had stalled or lacked clear ownership. She identified these gaps, reignited momentum, and provided the structure needed to turn scattered initiatives into a cohesive strategy that empowered users at scale.
You'll gain insights into assessing an ongoing adoption effort, fostering collaboration, and implementing training that empowers employees to make the most of Copilot. Whether you're launching an adoption plan or enhancing an existing one, you'll walk away with practical strategies to guide your journey.
Key takeaways:
• How to assess and document an ongoing adoption effort
• Strategies for gathering data around existing usage across departments
• Best practices for user engagement and training at scale
• Lessons learned from a real-world Microsoft 365 Copilot adoption case study

Lindsay Shelton
Digital Workplace Advisor | MVP, MCT | she, her
Kansas City, Missouri, United States
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