---
title: Agility Recovery — Co-pilot Course Development
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-02-27-agility-recovery-soar-course-126095027.md
tags:
- agility-recovery
- copilot
- elearning
- instructional-design
- sales-enablement
- soar
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Agility Recovery — Co-pilot Course Development

Part of the [[wiki/clients/agility-recovery/_index|Agility Recovery]] SOAR new hire training program. This article covers the design decisions and current status of the Microsoft Co-pilot course module.

## Overview

The Co-pilot course teaches Agility Recovery employees how to use Microsoft Co-pilot effectively, with emphasis on practical, integrated use cases rather than treating Co-pilot as a standalone app. The primary learning goal is **effective prompting** — accelerating adoption by shortening the time it takes employees to get real value from the tool.

The course is being built in **Articulate Rise** and includes a simulator/storyline component alongside the core module.

## Storyline Scenario — Finalized Direction

The two original storyline ideas were dropped in favor of a single, stronger scenario demonstrating **Co-pilot's integrated search capabilities within Outlook and Teams**.

**Scenario concept:** A user needs to locate a past meeting (e.g., an "Arctic Wolf session") without remembering the exact date or attendees. Using Co-pilot inside Teams or Outlook, they:

1. Search for the meeting by topic or contact name via a natural-language prompt
2. Surface the meeting record, including notes, recording link, and action items
3. Follow up on action items directly from the Co-pilot chat interface

**Why this scenario:** It demonstrates Co-pilot's value as an *integration layer* across Microsoft 365 — not just a chat interface — which is the most practically useful framing for the target audience.

> *"Being directly in that app, I feel like there might be a little bit of value to that."* — Gus Donelson

### Screenshots Needed

Isalia does not have the chat history needed to mock up this scenario authentically. Gus offered to provide Outlook/Teams screenshots if needed early the following week.

## Prompt Convoy

Prompt Convoy is included as a **lightweight tip**, not a dedicated module. The treatment:

- A callout block explaining what Prompt Convoy is and when to use it
- A link to the Prompt Convoy site that opens in a new tab
- A brief exercise: learner writes a prompt in Prompt Convoy, then returns to Rise to self-assess whether the output meets the criteria covered in the course

This depth is intentional. The course goal is teaching effective prompting habits; Prompt Convoy is a scaffold for learners who want a structured starting point, not the destination.

> *"After you learn how to do the prompts, you don't need any tools. You just write in the prompt."* — Gus Donelson

## Course Manuals

Three manuals are drafted and ready to share once the Co-pilot module is finalized:

| Manual | Status |
|---|---|
| Facilitator Guide | Drafted |
| Participant Guide | Drafted |
| Answer Key | Drafted |

Gus requested these be sent together after the Co-pilot module is incorporated, rather than in advance.

## Action Items

- [ ] Revise storyline with the Outlook/Teams integrated search scenario (@Isalia Ramirez)
- [ ] Add screenshots to Co-pilot module — request from Gus if needed early next week (@Isalia Ramirez)
- [ ] Finalize Co-pilot module and share with Gus alongside all three manuals for review (@Isalia Ramirez)
- [ ] Provide Outlook/Teams screenshots for the scenario if requested (@Gus Donelson)

## Related

- [[wiki/clients/agility-recovery/_index|Agility Recovery Client Overview]]
- [[wiki/knowledge/elearning/agility-recovery-salesforce-tools-training|Agility Recovery — Salesforce Tools Training Strategy]]
- [[wiki/knowledge/elearning/sales-enablement-tool-integration-training|Sales Enablement Tool Integration Training (Pattern)]]