CLM Glossary Build Kit — MS365 Copilot Edition (Approach & Work Breakdown)

Tag: S-2026-06-23-glossary-copilot-edition Type: own-writing Author(s): Paul Miles (produced with AI assistance) Date of source: 2026-06-23 Date ingested: 2026-06-23 Authority weight: high — Paul’s own delivery record for an active client engagement Raw file: _ClaudeWorkspace/09 Taxonomy Tool/Glossary Build Kit - MS365 Copilot Edition/_APPROACH_and_Work_Breakdown.md

What it claims

Records the creation of a Microsoft 365 Copilot–friendly second edition of the CLM Business Glossary Build Kit. The master kit needs a prompt file plus one-to-three skill files plus _guardrails.md attached per step; because Copilot users upload files into the chat window, this edition merges each step into a single uploadable instruction file. Seven merged files (C-01…C-07) were produced, each as .md and .docx, mapping 1:1 to master prompts P-01…P-07 and embedding the relevant skill method(s), the shared guardrails, and the template column schemas as a fallback. The master kit and the original process-diagram deck were left unchanged; all output sits in a new sibling folder Glossary Build Kit - MS365 Copilot Edition/. A copy of the process-diagram deck (..._Copilot.pptx) was updated so the diagram and table list the C-0x file to run at each step. Each merged file’s opening instruction was adapted from “read the external skill file, stop if you cannot access it” to “the method is embedded below”; the prompt, skill and guardrail wording is otherwise verbatim. The Copilot packaging was grounded in Microsoft’s published guidance on uploading and referencing files in Copilot Chat (file types, multi-file upload, source-last prompt structuring, sensible document size).

Update 2026-06-24 — governance docs added. The edition was extended with MS365 Copilot copies of the three governance documents — Squad Operating Guidelines, Squad Operating Procedures and Squad Task Checklist (guidelines/ subfolder, *_M365_Copilot as .md/.docx and .xlsx). They restate the master governance text verbatim except for the run model: every “execute P-0x with the skill files and _guardrails.md attached” instruction becomes “execute C-0x in Copilot — upload the single merged file plus the templates the step names”; the delivery-flow table and checklist columns change Prompt/Skill file → Copilot file (upload)/Skills (merged in C-file); cross-references point to the Copilot deck and checklist. All rules, roles, statuses, controls, the seven-stage flow, the manual fallbacks M-01…M-07 and the 59-task checklist are unchanged. Built by literal, verified string replacement plus a safe P-0x→C-0x token rename; master governance docs left untouched.

Notable quotes

“Nothing in the method changes — only the packaging.” (README, design principle.)

What’s speculative vs. asserted

Asserted: the seven-file mapping, the verbatim reproduction of master content, the no-modification constraint, and that the merged files fall within Copilot’s effective document-reasoning size (~2,800–4,300 words each). Speculative: that Copilot renders/reasons over the .docx consistently across tenants/versions (calibration on a small batch recommended, as with the master kit).

Topics this feeds

CLM Glossary Acceleration Squad — the Copilot edition is an additive distribution of the squad’s build kit for MS365 Copilot users.

Open questions raised

Whether single-file packaging (which duplicates skill/guardrail text into each step file) should be regenerated automatically whenever the master kit is revised, to prevent drift between the two editions.