A partner-ready operating system for Microsoft Copilot: strategy, economics, delivery mechanics, Customer Zero governance, workshops, demos, and field references. Start with the playbook, prove it in your own tenant, then turn the motion into repeatable customer services.
Ken Lince - Sr. Director Cloud Engineering, TD SYNNEX
These are the four foundation assets. Use them in order when you are turning Copilot from a resale conversation into a repeatable practice motion.
HTML - Executive playbook
What it isThe strategic case for building a Copilot practice: market backdrop, service model, monetization mechanics, and why recurring governance matters.
When to use itRead this first with leadership. Use it to align the team on the practice thesis before you model or package anything.
Excel - 9 tabs
What it isThe financial truth layer for practice economics, scenarios, RACI, sprint templates, and live worklists.
When to use itOpen after the playbook. Put your own numbers in it, then revisit it every quarter and before new offers are scoped.
HTML - Interactive field guide
What it isThe operating companion for live engagements: activation gates, agent builds, and the failure modes that slow delivery.
When to use itRead once before your first engagement. Return to the phase you are in when delivery gets stuck.
HTML - Program guide
What it isThe recognition and demand-generation layer for Frontier Partner positioning, buyer signals, and program direction.
When to use itUse when you are thinking about differentiation and future badging after the practice has proof behind it.
This is the bridge from strategy to credibility. Use these when the leadership question becomes: what do we do now, in what order, and how do we turn our internal work into sellable offers?
HTML - Two-part executive guide
What it isThe step-by-step Customer Zero motion: people, tools, licensing boundaries, governance order, assessment work, user enablement, and service packaging.
When to use itOpen immediately after the playbook. Assign an AI owner, run the work internally, capture proof, and package what you learned.
PowerPoint - Partner presentation
What it isThe master deck for partner Copilot practice sessions. Pull individual slides for customer conversations or use the full deck in partner rooms.
When to use itUse for QBRs, executive briefings, and partner enablement sessions when the room needs the story in slide form.
These are the assets you use once the conversation moves from practice strategy into customer-facing enablement, demos, and fast proof.
ZIP - Complete workshop materials
What it isPresentation materials, agent creation instructions, grounding guides, instruction blocks, demo scripts, and delivery talking points.
When to use itRun a productivity workshop for partners or customers when you need a practical, hands-on Copilot and agent session.
HTML - Delegation field manual
What it isA field manual for when to use Cowork instead of chat, how to delegate recurring work, and how to explain the difference clearly.
When to use itUse before you demo Cowork or when your own team is ready to move repeatable work onto autopilot.
HTML - Cowork blueprint
What it isA scheduled Cowork task that delivers a weekday executive briefing into Teams self-chat: priorities, schedule, inbox, loops, and context.
When to use itDeploy it on yourself, then demo it to customers as a simple, visceral example of recurring work handled by Copilot.
ZIP - Foundry Local demo
What it isA working local AI demo kit for Copilot+ PCs: no API keys, no internet dependency, and no cloud bill.
When to use itUse when data privacy is the objection and you need to show an AI model running locally on the machine.
These answer the practical questions that show up once users and builders are hands-on.
HTML - User orientation guide
What it isA clear answer to which Copilot surface to use, centered on one question: am I executing, or am I orienting?
When to use itSend to customers who just licensed Copilot or to admins and champions who need a simple usage model.
HTML - Agent builder reference
What it isA practical explanation of how personal-agent knowledge sources behave at query time, including URL handling and retrieval priority.
When to use itGive it to practitioners building agents before they spend delivery time troubleshooting why a source is not being used.