Role-Based Programme
RB0272

Microsoft Copilot for Project & Program Management

AI Skills for Smarter Project Delivery

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot can support everyday Project and Program Management activities across planning, meetings, communication, reporting, and coordination.
  • Explore practical prompting techniques for scope definition, task planning, risk management, stakeholder communication, and project updates.
  • Apply Copilot across Microsoft 365 applications to summarise, structure, analyse, draft, and communicate project information.
  • Experience how project briefs, meeting notes, trackers, status reports, presentations, and emails can be transformed into useful management outputs.
  • Recognise confidentiality, data accuracy, governance, accountability, and human-review requirements when using AI in project environments.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeams

Who should attend

  • Project Managers
  • Program Managers
  • Project Coordinators
  • Program Coordinators
  • PMO Professionals
  • Project Management Office Managers
  • Delivery Managers
  • Project Leads
  • Program Leads
  • Implementation Managers
  • Transformation Project Professionals
  • Scrum Masters
  • Project Analysts
  • Functional Project Managers
  • Project & Program Management Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Project or Program Management activities
  • Familiarity with project plans, meetings, risks, tasks, or status reporting is helpful
  • Basic familiarity with Microsoft 365 applications
  • No AI or programming knowledge required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Microsoft Copilot and Generative AI from a Project Management perspective
  • Exploring Copilot Chat and Copilot across Microsoft 365 applications
  • Identifying project applications across planning, meetings, communication, reporting, and documentation
  • Understanding AI assistance versus Project Manager judgement, ownership, and accountability
Practical activities
  • Exploring Copilot through common Project and Program Management activities
  • Comparing a traditional project-productivity task with a Copilot-assisted approach

Scenarios

Project Brief to Kickoff Plan

Project Brief → Copilot Analysis → Objectives & Scope → Deliverables → Milestones → Stakeholders → Risks → Kickoff Plan

Participants use Microsoft Copilot to transform an initial project brief into a structured kickoff plan covering objectives, scope, deliverables, milestones, stakeholders, and initial risks for Project Manager review.

Project Meeting to Executive Status Update

Teams Meeting → Summary → Decisions → Actions & Owners → Risks / Issues → Excel Tracker → PowerPoint / Outlook Status Update

Participants use Copilot across Teams, Excel, PowerPoint, and Outlook to convert project-meeting information into clear actions, risk visibility, and an executive-ready status update.

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