Applying AI and Improvement Tools to Real Workflows | Morning Excellence Webinar

Organizations across sectors are exploring AI tools, yet many professionals are still working through a practical question: how can these tools be used to improve real work? From preparing meeting summaries and drafting communications to organizing information and supporting process improvement efforts, AI has the potential to help teams work more effectively when applied thoughtfully and intentionally.

IQC — in partnership with PEN , WCPE, and GRQC— is pleased to host an online webinar discussion on Thursday, Sept. 3rd: “Applying AI and Improvement Tools to Real Workflows.”

In this webinar, Jan Lehman will share practical approaches for using Microsoft Copilot and foundational AI techniques within everyday workflows. Participants will explore where AI can support common work activities, how to write more effective prompts, and how to identify opportunities to reduce repetitive work while maintaining sound judgment and oversight. The discussion will also cover differences between Microsoft 365 Copilot free and paid experiences and considerations for organizations beginning or expanding their AI adoption efforts.

What You’ll Take Away

• An understanding of where AI tools can support everyday work
• Practical examples of using Microsoft Copilot within common workflows
• Basic prompting techniques that improve results
• Ideas for identifying repetitive tasks that may be good candidates for AI support
• Greater confidence in evaluating how AI can complement improvement and productivity efforts within their organization

Our Speaker

Jan Lehman, CSP helps organizations work smarter by combining practical productivity strategies, leadership development, and effective use of technology. As founder of CTC Productivity and author of Work Smart Do More, she and her team have worked with leaders and teams across industries to improve how work gets done. CTC Productivity is known for translating emerging tools into practical applications, helping professionals move beyond the technology itself to focus on the work, processes, and outcomes that matter most. During this session, Jan and her team will share approachable, real-world examples of how AI and Microsoft Copilot can be incorporated into everyday workflows and improvement efforts.

Who should attend:

• Leaders and managers looking for practical ways to apply AI within existing workflows
• Performance Excellence, quality, and continuous improvement practitioners
• Professionals responsible for process improvement, productivity, or operational effectiveness
• Teams beginning to explore Microsoft Copilot or other AI tools
• Knowledge workers interested in reducing repetitive work and improving information flow
• Anyone seeking a realistic, experience-based introduction to applying AI at work

Can’t make it live? Register anyway – all registered attendees will receive access to the recording.