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AI for Nonprofits is Here: A Video Series Sharing how to use Microsoft's Copilot

It's planning season, and we are here for it.

Episode two: Hey AI, Help Me Plan My Quarter



With Microsoft's Copilot, you can trust to plan a solid and impactful quarter that references your previous work, upcoming tasks, schedule, emails, and more.




Planning quarterly OKRs (Objectives and Key Results) or goals can often feel like trying to navigate a maze blindfolded. Nonprofits, in particular, face the unique challenge of balancing mission-driven work with the need for strategic planning. Enter Microsoft's Copilot, your AI for nonprofits ally in goal-setting and planning.


Imagine this: you're sitting at your desk, a cup of coffee in hand, staring at a blank document titled "Quarterly OKRs." The pressure is on, and the clock is ticking. But instead of succumbing to the usual stress, you fire up Microsoft's Copilot. Instantly, you're greeted with a friendly interface that feels more like a conversation with a trusted colleague than a daunting task.


Copilot starts by pulling up your previous quarter's OKRs, clearly showing what was achieved and what still needs attention. No more digging through old files or remembering what was on last quarter's agenda. It's all right there, neatly organized, and ready for review.


Next, Copilot scans your upcoming tasks and schedule. It identifies key projects and deadlines, ensuring your new OKRs align with what's on the horizon. This proactive approach means you're not just setting goals in a vacuum but creating a roadmap grounded in reality.


Copilot doesn't stop there. It dives into your emails, extracting relevant information and insights that might have slipped through the cracks. Maybe you forgot about a grant application deadline or a partnership opportunity that needs to be nurtured. Copilot brings these to your attention, making sure nothing important gets overlooked.


As you start drafting your OKRs, Copilot offers suggestions based on best practices and industry standards. It helps you craft objectives that are specific, measurable, achievable, relevant, and time-bound (SMART). And if you ever feel stuck, Copilot is there with a gentle nudge, offering tips and examples to keep you moving forward.





One of Copilot's standout features is its ability to foster collaboration. Nonprofits thrive on teamwork, and Copilot makes it easy to involve your colleagues in the planning process. You can share your draft OKRs with your team, gather feedback, and make revisions in real-time. This collaborative approach ensures everyone is on the same page and working towards common goals.


And let's not forget the confidence boost that comes with using Copilot. Knowing that you have a powerful tool at your disposal can transform the way you approach planning. Instead of feeling overwhelmed, you feel empowered. Instead of second-guessing your priorities, you move forward with clarity and purpose.


One last word: Microsoft's Copilot is a game-changer for nonprofits looking to streamline their quarterly OKR and annual business planning. Ai for nonprofits takes the guesswork out of goal-setting, providing a structured yet flexible framework that adapts to your needs.


So, the next time you're faced with the daunting task of planning your quarterly goals, remember that Copilot has your back.


Happy planning! 🎯





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threshold.world is a growth-stage software company dedicated to improving the efficiency and transparency of nonprofit impact by leveraging the world’s most innovative technology.


Based in Puerto Rico with operations in the USA and a global customer base, threshold.world is recognized internationally for its commitment to challenging conventional ‘wisdom’ to create solutions of consequences that solve humanity’s most pressing issues and is a leading Microsoft partner in the design and development of the Common Data Model for Nonprofits launched in 2018.


We accelerate your organization’s impact through technology, data, and AI by co-creating durable change journeys to amplify nonprofits' missions.


We are a Microsoft Business Applications Solutions Partner, a Tech for Social Impact Partner, an Entrepreneurship for Positive Impact Partner, a Microsoft for Startups Partner, a SoftwareONE Partner, and a NetHope Corporate Partner.








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