๐Ÿ“‹ Participant Guide

AI in Action:
Building Learning Assets
with Microsoft CoPilot

โฑ
75 Minutes
๐Ÿ› 
copilot.microsoft.com
๐Ÿ“ฆ
Take-Home: Proof of Concept + Framework
P
PurposeDefine the learning need
A
AugmentUse AI to generate assets
C
CurateHuman review & refine
E
EmbedIntegrate into your workflow
๐Ÿฐ Introduction ยท 10 Minutes
Welcome to The Realm of the Learning Vault
โฑ 0:00โ€“0:10

You are a talent development professional standing at the gates of The Realm of the Learning Vault โ€” a vault that holds the most powerful learning assets in the kingdom. Three chambers stand between you and the vault unlock. Each one requires you to build something real, with AI, right now.

Your master key is the PACE framework. Let's use it.

๐Ÿ”ฎ
Chamber I
The Enchanter's Workshop
AI Governance + Visual Assets
โš”๏ธ
Chamber II
The Knight's Council
RTCF + Written Assets
๐Ÿ”ฎ
Chamber III
The Oracle's Dilemma
Human Review + POC + Vault Unlock
Today's Quest
  • Open copilot.microsoft.com in your browser โ€” your account works for everything today
  • Complete each chamber by building a real AI-assisted learning asset
  • Apply the PACE framework as your master key throughout
  • Leave with a proof of concept and a 30-day action commitment
Session Timeline

75-Minute Quest

0โ€“10 min
๐Ÿฐ Introduction โ€” The Realm of the Learning Vault
10โ€“35 min
๐Ÿ”ฎ Chamber I โ€” The Enchanter's Workshop
AI Governance & Visual Assets ยท PACE: Purpose
35โ€“60 min
โš”๏ธ Chamber II โ€” The Knight's Council
RTCF Framework & Written Assets ยท PACE: Augment
60โ€“75 min
๐Ÿ”ฎ Chamber III โ€” The Oracle's Dilemma + Vault Unlock
Human Review ยท Proof of Concept ยท Resources ยท PACE: Curate + Embed
Your Master Key โ€” PACE Framework
PACE Framework
๐Ÿ”ฎ Chamber I ยท PACE: Purpose
The Enchanter's Workshop โ€” Governance & Prompt Foundations
โฑ 0:10โ€“0:35 ยท 25 min

In this chamber you'll establish the governance foundation for AI-assisted design โ€” learning how to classify content, make prompt decisions responsibly, and connect input quality to output quality.

Learning Objectives
  • Classify content before selecting an AI tool using the asset first, tool second decision framework.
  • Recognize that the content of a prompt is a governance decision โ€” what goes in, and whether it belongs there.
  • Connect input quality to output quality using the garbage in, garbage out principle as a governance standard.
๐Ÿ“Š The Governance Gap โ€” Card 3
StatSource
60% of desk workers use free external AI tools at workEisnerAmper 2025
Only 18% know their organization has an AI policySurvey of 12,000+ white-collar employees, 2025
๐Ÿงญ Asset First. Tool Second. โ€” Card 4
Two questions before you pick a tool:
๐Ÿค”
What am I building?
Define the asset type first
๐Ÿ”
What is in it?
Classify the content before choosing the tool
This card travels with you through the rest of the session and back to your desk.
๐Ÿ” The Prompt Deconstructed โ€” Card 5

Every prompt contains content. Not all content belongs in every tool. This prompt makes the classification logic visible.

Prompt Under the Microscope
I am an instructional designer at a regional bank.
Write three learning objectives for a compliance training course on our internal data security policy and regulatory reporting.
๐Ÿ”ด Callout 1 โ€” Proprietary

"Our internal data security policy" โ€” this is organizational content. It is proprietary. Does it belong in a public or unsanctioned AI tool?

๐ŸŸข Callout 2 โ€” Likely Public

"Regulatory reporting requirements" โ€” this is likely an industry-standard reference. Publicly available. Lower governance risk.

๐Ÿ’ก The Governance Question

One prompt. Two types of content. Different governance implications. The classification decision happens before you type โ€” not after.

โ“ Three Questions Before You Build โ€” Card 6
QuestionWhat It Tells You
1. What is in this content?Classification โ€” public, proprietary, or sensitive
2. Which tool does that content belong in?Sanctioned vs. unsanctioned
3. What does review look like before this ships?Who confirms accuracy and appropriateness
๐Ÿฅ Regulated Industries Reference โ€” Card 7

Reference card โ€” not presented live. AI does not create this question. It makes it more urgent.

IndustryQuestion Already Being Asked
HealthcareWhat patient data leaves the building?
FinanceWhat client information is being handled and how?
EducationWhat student records are accessible?
GovernmentWhat is cleared for external use?
๐Ÿ—‘ Garbage In. Garbage Out. โ€” Card 8
The Prompt Foundations Principle
  • Vague prompt = generic output.
  • Specific prompt = useful output.
  • The content of your prompt is a governance decision. What goes in, and whether it belongs there.

Pairs with the Three Questions card. Use both together when building any AI-assisted asset.

๐Ÿ“Š Before/After and Spot the Gap โ€” Card 9

Two prompts. Same topic. Very different governance decisions. One was run live โ€” one is for reference only.

โš ๏ธ Prompt 1 โ€” Before
I am an instructional designer at a regional bank. Write three learning objectives for a compliance training course on our internal data security policy and regulatory reporting.
๐Ÿ”ด Internal policy named ๐ŸŸก Org identifier included
โœ… Prompt 2 โ€” After (reference only)
I am an instructional designer building compliance training for new tellers at a community bank. The audience has no prior compliance training. The course covers three areas: data handling, client confidentiality, and flagging suspicious transactions. Learners need to apply these behaviors in their daily interactions, not just recall definitions. Write three performance based learning objectives.
๐ŸŸข No internal identifiers ๐ŸŸข Behavioral language ๐ŸŸข Audience specified
๐Ÿ’ฌ Spot the Gap

What did Prompt 2 include that Prompt 1 left out โ€” and which of those additions also changed the governance picture? Use this as a reference when applying classification logic to your own work.

๐ŸŽฏ Chamber I Activity โ€” Card 10
Governance Thinking Exercise

Pick one asset you need to build. Answer these before you type anything:

  • What is in this content?
  • Does it belong in CoPilot?
  • If yes โ€” get something on the screen.
๐Ÿข
In-Person โ€” Pair & Share

Compare with your partner: What governance decision did you make before you typed?

๐Ÿ’ป
Online (Teams)

Drop one word in Teams chat โ€” what was your governance call?

๐Ÿ† Framework Card โ€” Govern It / Prompt It โ€” Card 11
Govern It
  • Asset first. Tool second.
  • What am I building?
  • What is in it?
  • Does this content belong in this tool?
  • Content drives tool choice drives review.
Prompt It
  • Garbage in, garbage out.
  • Vague prompt = generic output.
  • Specific prompt = useful output.
  • The content of your prompt is a governance decision.
  • What goes in, and whether it belongs there.
My Notes โ€” Chamber I

What governance decision will you make differently next time you build an AI-assisted asset?

โš”๏ธ Chamber II ยท PACE: Augment
The Knight's Council โ€” RTCF Framework & Written Assets
โฑ 0:35โ€“1:00 ยท 25 min

In this chamber you'll learn the RTCF prompt framework, understand how Microsoft CoPilot and Microsoft 365 work together, and draft one written learning asset.

The RTCF Prompt Framework

Use these four elements every time you prompt CoPilot for a learning asset.

R
Role
Tell CoPilot who to be โ€” the expertise and lens it should bring.
e.g. "You are an instructional designer..."
T
Task
Specify exactly what to produce โ€” asset type, length, purpose.
e.g. "Write a 90-second video script..."
C
Context
Include audience, experience level, tone, and constraints.
e.g. "...for new managers, warm tone, no jargon."
F
Format
Tell CoPilot how to structure the output for your workflow.
e.g. "Two-column script: visuals | voiceover."
RTCF Framework
Key Ideas
  • Microsoft CoPilot and Microsoft 365 work together โ€” CoPilot is embedded directly into Word, PowerPoint, Teams, and Outlook. AI-assisted content generation happens inside the tools your organization already uses, so your output lives right where you need it.
  • Different asset types need different prompt structures โ€” context is everything.
  • Iteration is design, not failure. Iterate 2โ€“5 times for best results.
Choose Your Written Asset
๐ŸŸข
Beginner โ€” Template Prompts

Facilitator Guide:
"Write a 2-min facilitator guide intro for a [TOPIC] session for [AUDIENCE]. Include welcome, session goal, warm-up question."

Video Script:
"Write a 90-sec video script on [TOPIC] for [AUDIENCE]. Opening, 3 key points, call to action."

Podcast Intro:
"Write a 60-sec podcast intro for an episode about [TOPIC]. Host tone: [TONE]. Start with a hook."

๐Ÿ”ต
Intermediate โ€” Build with RTCF

Write your own RTCF prompt. Run it. Evaluate against:

  • โœ… Accuracy for your context
  • โœ… Alignment to learning objective
  • โœ… Organizational voice

Add one refinement line and regenerate. Compare versions.

๐Ÿข
In-Person โ€” Pair & Share

Swap drafts with your partner: one strength + one suggestion to make the prompt more specific.

๐Ÿ’ฌ "Could you tell this was AI-generated? How would you make it sound more like your organization?"
๐Ÿ’ป
Online (Teams) โ€” Self-Assessment

Rate: โœ… Accuracy ยท โœ… Alignment ยท โœ… Voice. Add one refinement line. Regenerate. Note what changed.

๐Ÿ’ฌ What changed between version 1 and version 2?
My Notes โ€” Module 2

What would you change about your prompt next time? What iteration taught you the most?

๐Ÿ”ฎ Chamber III + Vault Unlock ยท PACE: Curate + Embed
The Oracle's Dilemma โ€” Proof of Concept, Resources & Vault Unlock
โฑ 1:00โ€“1:15 ยท 15 min

The Oracle sees all โ€” but cannot act without human judgment. That is your role. Review your assets, combine them, and unlock the vault.

Human Review Checklist
  • Factual accuracy verified against a trusted source
  • Aligned to stated learning objective(s)
  • Reflects organizational voice and brand
  • No sensitive or inappropriate content
  • Accessible and inclusive language
  • Meets your organization's AI disclosure policy
๐Ÿ† Vault Unlock โ€” Proof of Concept Steps
  • Step 1: Review your visual asset โ€” edit for voice and context
  • Step 2: Review your written asset โ€” accuracy, alignment, tone
  • Step 3: Connect both to the same learning purpose
  • Step 4: Complete your vault unlock statement below
My Vault Unlock Statement

"With AI, I built ___. I can use this for ___ at work."

My PACE Master Key Card
  • P โ€” Purpose: My learning need is ___
  • A โ€” Augment: I will use CoPilot for ___ and CoPilot for ___
  • C โ€” Curate: My review process will include ___
  • E โ€” Embed: This asset will live in ___ in my workflow
๐Ÿข
In-Person โ€” Pair & Share

Show your POC. Share your vault unlock statement. Where does PACE fit in your workflow next week?

๐Ÿ’ป
Online (Teams)

Complete your PACE card. Drop your vault unlock statement in Teams chat.

๐Ÿ—“ My 30-Day Commitment

"In the next 30 days, I will use PACE to build ___ for ___."

๐Ÿ“š Resources & Learning More

๐Ÿ–ผ Visual Asset Prompt

You are an instructional designer and visual design consultant. Create a structured design brief for a [ASSET TYPE] on [TOPIC]. Audience: [AUDIENCE]. Tone: [TONE]. Include: layout, color palette, typography, key icons, headline.

๐Ÿ“„ Facilitator Guide Prompt

You are an instructional designer. Write a facilitator guide intro for a [DURATION]-min session on [TOPIC] for [AUDIENCE]. Include: welcome, 3 goals, warm-up question, timing. Tone: professional and encouraging.

๐ŸŽ™ Podcast Script Prompt

You are a podcast producer for a professional development series. Write a 90-second intro for "[EPISODE TITLE]." Host: [DESCRIPTION]. Audience: [AUDIENCE]. Start with a hook. End with a preview. Tone: [TONE].

๐ŸŽฌ Video Script Prompt

Write a [DURATION]-second video script on [TOPIC] for [AUDIENCE]. Hook (15s) ยท Key insight (30s) ยท Example (25s) ยท CTA (10s). Tone: [TONE].

๐Ÿ” Human Review Checklist

  • โœ… Factual accuracy verified
  • โœ… Aligned to learning objective
  • โœ… Organizational voice
  • โœ… No sensitive content
  • โœ… Accessible language
  • โœ… AI disclosure met
  • โœ… Copyright-clear

๐Ÿ“– Learning More

  • Microsoft CoPilot: copilot.microsoft.com
  • ATD AI Resources: td.org/topic/artificial-intelligence
  • ATD Capability Model: td.org/capability-model
PACE Framework โ€” Take-Home Reference
PACE Framework
RTCF Prompt Framework โ€” Take-Home Reference
RTCF Framework

๐Ÿ“š Prompt Resource Guide

All prompts from today's session compiled in one place. Use these as starting templates and adapt them using the RTCF framework.

Your Prompt Formula โ€” RTCF Framework
RTCF Framework
๐Ÿ”ฎ Chamber I โ€” Governance Prompts
Classify Before You Build

These prompts demonstrate the asset-first, governance-aware approach. Use Prompt 2 as your model โ€” notice how it removes internal identifiers and adds behavioral specificity.

Prompt 1 โ€” Before (Governance Issues Highlighted)
I am an instructional designer at a regional bank. Write three learning objectives for a compliance training course on our internal data security policy and regulatory reporting.
๐Ÿ”ด Internal policy named ๐ŸŸก Org identifier included ๐ŸŸข Regulatory ref โ€” likely public
Prompt 2 โ€” After (Governance-Aware)
I am an instructional designer building compliance training for new tellers at a community bank. The audience has no prior compliance training. The course covers three areas: data handling, client confidentiality, and flagging suspicious transactions. Learners need to apply these behaviors in their daily interactions, not just recall definitions. Write three performance based learning objectives.
๐ŸŸข No internal identifiers ๐ŸŸข Audience specified ๐ŸŸข Behavioral language
โš”๏ธ Chamber II โ€” RTCF Template Prompts
Written Asset Templates

Replace every bracket with your specific details. The more specific you are, the better your output.

๐Ÿ“„ Facilitator Guide Intro
You are an instructional designer. Write a [DURATION]-min facilitator guide intro for a session on [TOPIC] for [AUDIENCE]. Include: welcome, 3 session goals, warm-up question, and timing. Tone: professional and encouraging.
๐ŸŽฌ Video Script
You are a video scriptwriter for corporate learning. Write a [DURATION]-second video script on [TOPIC] for [AUDIENCE]. Structure: Hook (15s) ยท Key insight (30s) ยท Application example (25s) ยท Call to action (10s). Tone: [TONE].
๐ŸŽ™ Podcast Script Intro
You are a podcast producer for a professional development series. Write a 90-second intro for "[EPISODE TITLE]." Host: [HOST DESCRIPTION]. Audience: [AUDIENCE]. Start with a hook. End with a preview. Tone: [TONE].
๐Ÿ–ผ Visual Asset / Design Brief
You are an instructional designer and visual design consultant. Create a structured design brief for a [ASSET TYPE] on [TOPIC]. Audience: [AUDIENCE]. Tone: [TONE]. Include: suggested layout, color palette, typography style, key icons, and headline text.
Full RTCF Example โ€” Assembled
[R] You are an instructional designer specializing in corporate learning and development.
[T] Write a 90-second video script for a microlearning module on giving effective feedback.
[C] Audience: mid-level managers, ages 28-45, retail company. Comfortable with tech but little formal training experience. Tone: warm, direct, practical. Avoid corporate jargon.
[F] Two-column script: Column 1 = on-screen visuals, Column 2 = narrator voiceover. Hook in first 10 seconds. Call-to-action in final 10 seconds.
RTCF Quick Reference
R
Role
Tell CoPilot who to be.
e.g. "You are an instructional designer..."
T
Task
Specify exactly what to produce.
e.g. "Write a 90-second video script..."
C
Context
Audience, tone, constraints.
e.g. "...for new managers, warm tone."
F
Format
How to structure the output.
e.g. "Two-column script: visuals | voiceover."
๐Ÿ“ My Prompt Workspace
Build Your Own

Write and iterate your own RTCF prompt here. Record what changed between versions and what improved.

My Prompt Draft

[R] You are...
[T] Write...
[C] Audience...
[F] Format as...

Refinement Notes

What changed between version 1 and 2? What improved?

๐Ÿฐ Escape Room Prompt Guide

The master prompt guide for building your own Realm of the Learning Vault experience โ€” for conferences, workshops, chapter events, or team learning.