The Copilot Shift – Full Master Series

The Copilot Shift - Master series

After releasing all ten episodes of The Copilot Shift, I’m excited to share the full Master Series as a single downloadable guide.

If you’re an SME looking to understand the foundations of Microsoft Copilot, build confidence, and bring AI into your business in a structured, practical way — this is for you.

The Master Series brings together everything from readiness and governance to use cases, personas, agentic AI, and measuring success. It’s designed to give smaller organisations the clarity and direction they need to adopt Copilot safely and effectively.

All 10 episodes. One PDF. A complete starting point for SMEs beginning their Copilot journey.


10 Episodes added into one downloadable PDF document.

Episode 1 – Understanding the Shift: What Copilot Really Is (and Why SMEs Should Care)

Episode 2 – The Copilot Ecosystem Explained (Without the Jargon)

Episode 3 – Foundations First: What You Need Before You Start

Episode 4 – Preparing Your Business for Copilot: Data, Security, and Culture

Episode 5 – The Copilot Adoption Stages: A Clear Roadmap for SMEs

Episode 6 – Will Copilot Benefit My Business? A Practical Assessment Guide

Episode 7 – How Copilot Will Benefit Your Business: Real Examples and Scenarios

Episode 8 – Who Benefits Most? Roles & Personas for Copilot in an SME (+ How Agentic AI & Security AI Support IT, Security & Compliance Teams)

Episode 9 – Building Your First Copilot Use Cases — A Practical Starter Kit

Episode 10 – Measuring Copilot Success — What Good Looks Like in an SME



In my next series I’ll be covering the emergence of Copilot studio, how to assess the use within an SME and go through the deployment for an agent. Plus I’ll be looking at new ways of managing the agents you deploy. Thanks for reading.

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