Introduction to Microsoft Copilot for Safety Professionals | Safety Innovation Academy
Copilot for Safety Professionals

A practical online course from the Safety Innovation Academy™

3 modules 12 chapters ~2 hours of video Self-paced, online

Overview

Maximise the potential of Microsoft Copilot in safety professional practice

A practical course for safety teams to maximise the potential of Microsoft Copilot in safety professional practice. The course starts with the foundations: what Copilot is, how it works inside Microsoft 365, and why using AI in an enterprise environment is different from using standalone AI tools. It then builds fluency in how to partner with Copilot across the Microsoft 365 suite, using examples from real safety work — ways of working that transfer to other large language models. The course finishes with flow: how to turn one-off use into repeatable habits that responsibly and ethically augment safety practice, and how to measure what that is worth.

Foundations

What Copilot is, how it works inside Microsoft 365, and why enterprise AI is different.

Fluency

Partnering with Copilot across the Microsoft 365 suite on real safety work.

Flow

Turning one-off use into repeatable habits, and measuring what that is worth.

Course structure

Three modules, twelve chapters

Select a module to see its chapters.

A short Welcome and Conclusion bookend the modules, each module closes with a hands-on activity, and a matched questionnaire at the start and finish shows how far you've come. Around 2 hours of video across twelve chapters, plus practice on your own work.

Learning objectives

By the end of the course, participants can

01

Explain how Copilot is grounded in their organisation's own information, and why enterprise AI is different from standalone AI tools.

02

Check their own setup — licence, access, content quality and ways of working — with the Foundations Readiness Check.

03

Partner with Copilot in three modes — Think, Learn, Build — on real safety tasks in the Copilot app, Word, Excel and PowerPoint.

04

Apply the three use case categories of safety work: voice and video inputs into decisions and actions; reviewing, comparing and updating documents; and working across the Microsoft environment.

05

Brief, check and feed back with discipline — verify output against source, and diagnose the common reasons a result falls short.

06

Turn a one-off success into a repeatable way of working with saved prompts and markdown instruction files.

07

Measure the time and value Copilot delivers on real tasks with the EHS AI Work Receipt.

08

Understand ready-made and custom agents, Copilot Studio, and where Microsoft is taking workplace AI.

What you take away

Built to be used long after the videos end

The Field Notes pack

A comprehensive course companion — the ready-to-use prompt library, the EHS AI Work Receipt with the exact wording to paste in, the Think, Learn, Build modes explained and a quick reference for when something doesn't behave — alongside setup guides, use case patterns, a reuse guide, and pointers to the current Microsoft documentation. Built to be the go-to resource after the videos end.

Three repeatable activities

One closing each module: the Foundations Readiness Check to stocktake your own setup, the Use Case Worksheet to run a real job of your own, and the Work Receipt Worksheet to put a value on it. All three are built to be repeated — rerun the check whenever your setup changes, the worksheet for every new use case, a receipt for every task worth recording.

A before-and-after picture

A short questionnaire at the start and again at the end — the same questions both times — shows each person how far they have come. Organisations enrolling a team receive cohort-level reporting across the group.

Delivery

Individual or cohort delivery

The course is self-paced and accessible immediately from purchase. Plan for around 45 minutes of course content and one to two hours of practice on your own work each week — the practice is where the value builds. Each module closes with a repeatable activity you run on your own setup, your own use cases and your own tasks.

The course works well as either a one week compressed or a three-week staged team program: one module per week, with the closing activity as the shared exercise. That rhythm keeps the program sustainable alongside operational work. The activities are designed so a team can compare notes — what each person found in their own Copilot, what worked on their own tasks, and what the work receipt said about the time saved.

For organisations, the combination of the work receipt and the cohort reporting gives a practical answer to the question that decides whether Copilot investment continues: is this saving our people time and adding value?

Delivery and licensing

The course is delivered online through the Safety Innovation Academy on LearnWorlds. It is self-paced and accessible immediately from purchase with options for live sessions to augment online practice. The course teaches the licensed version of Microsoft 365 Copilot — participants get the most from it with the Premium licence in place, and the course shows what still works without one. Individual enrolments and team licences are available; team pricing is provided on enquiry. Live webinar sessions and individual or team coaching with the PKG team are available as add-on services on request.

About

Cam Stevens, founder of Pocketknife Group and the Safety Innovation Academy

About the Safety Innovation Academy

The Safety Innovation Academy is the learning arm of Pocketknife Group®, a Perth-based consulting practice specialising in digital safety transformation, AI adoption and critical risk management across high risk industry. Our philosophy is Better Work, By Design™: safety is an outcome of well-designed work.

Your facilitator

The course is led by Cam Stevens, a Chartered health and safety professional, founder of Pocketknife Group and the Safety Innovation Academy. Cam works with safety teams on digital transformation, AI adoption and responsible innovation. His focus is helping safety professionals move past generic AI awareness and build practical capability they can apply in real safety work. He is both pro-adoption and pro-caution, and the course reflects that: honest about what AI does well, and honest about what it does not.