Capstone - Create a complete leadership briefing pack

Item Detail
Level 100 to 200
Suggested duration 45 minutes
Apps Copilot Chat, Word, Excel, PowerPoint, Agent Builder, Copilot Studio
Source files 01, 08, 09, 10, 05, 06, 07, 11

[!IMPORTANT] These labs use synthetic mock content only. Do not use real BP confidential information, employee data, supplier records, operational procedures, or restricted business data in prompts.

Scenario

Your team must prepare a leadership-ready briefing pack for the mock Energy Data Platform initiative. The pack should combine project context, cost and procurement insight, HSSE awareness, and a simple knowledge agent demonstration.

Deliverables

Deliverable Tool Minimum requirement
Executive report Word A 2 to 3 page report with summary, risks, decisions, and actions.
Procurement insight dashboard Excel At least two charts and one summary table.
HSSE briefing summary Excel or Word A concise leadership update based on HSSE KPI data.
Leadership presentation PowerPoint A 6 to 8 slide deck with speaker notes.
Knowledge agent Agent Builder A working or designed knowledge agent using the provided FAQ and classification guide.
Agent test report Copilot Studio or Word A table of test questions, pass/fail results, and improvements.

Suggested capstone prompt sequence

Step 1: Summarize the project, procurement workbook, HSSE workbook, and cost workbook into a single leadership briefing outline.

Step 2: Create the executive report in Word using the outline.

Step 3: Analyze the Excel workbooks and identify the top project, procurement, and HSSE risks.

Step 4: Create a PowerPoint presentation for leadership review.

Step 5: Build or design an agent that answers questions from the approved knowledge documents.

Step 6: Test the agent and document improvements.

Assessment checklist