Automate·Beginner·15 min·Updated Sep 30, 2026

Roll out a peer recognition program

Draft the program mechanics and the launch communications for a new peer recognition or awards program.

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Microsoft 365

Business Outcome

A recognition program that launches with clear, consistent rules and communications instead of ad hoc guidelines that create confusion later.

Workflow Overview

The apps run in this order. At the AI step, pick whichever of these you have — they're alternatives, not a sequence.

Word
Teams
ChatGPT
or
Claude
or
Copilot

Copilot works differently from the others: with a paid Microsoft 365 Copilot license it's built right into the app above, no copy-pasting needed. Without a license, use it the same way as ChatGPT or Claude — in its own chat window.

Step 1: Decide the program mechanics firstWord

Write down concrete answers to each mechanic before drafting anything: who can nominate whom (peers only, or managers too), what the recognition actually is (a public shoutout, a small reward, both), how often winners are announced, and who signs off on nominations before they go public.

Leaving any of these implicit means the draft in step 2 will have to guess, and a guessed mechanic is exactly the kind of thing that causes confusion after launch.

Step 2: Draft the program guideCopilotChatGPTClaude

Give Copilot your mechanics decisions and ask it to write a clear, short program guide covering eligibility, the nomination process, and the cadence.

Prompt idea:

Draft a one-page peer recognition program guide using these mechanics: [who can nominate whom], [what the recognition is], [how often winners are announced], and [who signs off on nominations]. Keep it simple enough that someone new to the company understands it in one read.

Step 3: Draft the launch announcementCopilotChatGPTClaude

Have Copilot draft a short, energizing launch message for Teams that explains how to participate, distinct from the more procedural program guide.

Step 4: Get HR/leadership sign-off before postingWordTeams

Have HR or the program sponsor review both the guide and the announcement for tone and policy fit before it goes out company-wide — recognition programs are visible and hard to walk back once launched.

Check the work

  • Confirm the guide's stated process matches what was actually decided in Step 1, not a plausible-sounding variation.
  • Check that eligibility rules don't inadvertently exclude a group (contractors, part-time staff) without that being an intentional decision.
  • Have someone outside the drafting team read the guide cold to confirm it's actually clear.

Source: Microsoft Copilot Scenario Library — HR (2026)

Expected Outcome

A written program guide covering nomination process, eligibility, and cadence, plus a launch announcement ready to post.

✓

AI is the right call here

Step 1's mechanics decisions (who nominates, cadence, approval) are a people/policy call no AI should make. Steps 2-3 are genuine drafting work once those decisions exist.

Related Workflows

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