Don't just set goals—build an execution plan. Turn last year's lessons into this year's wins using the power of AI.
"Analyze my 2025 workload and identify automation targets."
Detected: 45% time spent on manual reporting. Efficiency gain: +12hrs/week.
Reflect on last year's work using Copilot insights
Turn reflection into clear SMART business goals
Build a practical execution plan with Microsoft tools
Leave with ready-to-use outputs, not just ideas
Tuesday, January 13th | 8:00 – 9:30 AM
SAM IT Solutions
$25
Business owners, managers, and team leads planning goals for the new year
Microsoft 365 users who want to use Copilot for real business planning
Teams looking to turn last year's lessons into clear priorities for the year ahead
A Copilot-generated summary of last year's work, trends, and focus areas
3–5 clear SMART business goals created and refined during the session
Reusable Copilot prompts for goal setting, planning, and progress tracking
Look back at last year using Copilot to uncover patterns, priorities, and time drains, so your goals are based on real work, not guesses.
Turn insights into 3–5 SMART business goals that are clear, measurable, and aligned with what matters most this year.
Break goals into actionable tasks with owners and due dates using Microsoft Planner, so plans don’t stall after January.
This is a working session. You’ll walk away with goals, tasks, and reusable Copilot prompts—not just ideas or inspiration.
Learn from an expert who's helped hundreds of businesses transform
Founder & Principal Consultant, SAM IT Solutions
Caroline is a recognized expert in helping businesses leverage Microsoft technologies to drive measurable results. With over 15 years of experience, she's passionate about making AI accessible and practical for organizations of all sizes.
Her approach focuses on real-world application over theory, ensuring every participant leaves with concrete tools they can implement immediately.
With over a decade of experience, Caroline has helped organizations of all sizes optimize their workflows and achieve measurable results through strategic technology implementation.
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