Role-Based Programme
RB0273

Microsoft 365 Copilot for Project & Program Management

Practical AI for Planning, Coordination & Delivery

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft 365 Copilot across practical Project and Program Management activities.
  • Apply structured prompting techniques for project planning, RAID management, meetings, stakeholder communication, reporting, and delivery coordination.
  • Use Copilot across Teams, Word, Excel, Outlook, PowerPoint, and Planner to create, analyse, summarise, and manage project information.
  • Analyse approved project documents, trackers, meeting information, schedules, risks, and performance data to identify priorities and follow-up actions.
  • Build repeatable Copilot-assisted project workflows while maintaining accuracy, confidentiality, traceability, governance, and human Project Manager judgement.

Tools covered

Microsoft 365 CopilotCopilot ChatTeamsOutlookWordExcelPowerPointMicrosoft Planner with Copilot where enabledWeb-Grounded ResearchOrganisational Work Data where authorised

Who should attend

  • Project Managers
  • Program Managers
  • Project Coordinators
  • Program Coordinators
  • PMO Professionals
  • Delivery Managers
  • Implementation Managers
  • Transformation Program Professionals
  • Portfolio Management Professionals
  • Scrum Masters & Agile Delivery Professionals
  • Business Analysts
  • Project Leads
  • Workstream Leads
  • Functional Leaders Managing Strategic Initiatives

Prerequisites & Participant Readiness

  • Basic understanding of Project or Program Management activities
  • Familiarity with project plans, milestones, risks, issues, meetings, and status reporting
  • Basic familiarity with Microsoft 365 applications such as Teams, Outlook, Word, Excel, and PowerPoint is helpful
  • Basic document and spreadsheet-handling knowledge
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Microsoft 365 Copilot experience required
  • Participants should use anonymised or organisation-approved project information during practical exercises
  • Availability of Planner Copilot and other advanced features may depend on Microsoft licensing, organisational configuration, and rollout status
  • Final scope, schedule, budget, risk, resource, and project commitments must remain under authorised human ownership

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Generative AI, and work-grounded assistance
  • Understanding how Copilot works across Teams, Word, Excel, Outlook, PowerPoint, and Planner
  • Identifying project applications across planning, coordination, meetings, reporting, risk, and stakeholder management
  • Understanding permissions, hallucinations, confidentiality, incomplete information, and governance requirements
Practical activities
  • Exploring Copilot through common Project and Program Management activities
  • Comparing a simple project prompt with a structured prompt
  • Reviewing generated project information for unsupported assumptions
  • Identifying activities suitable for Copilot assistance versus Project Manager judgement

Scenarios

Project Kick-Off to Initial Delivery Plan

Project Brief → Copilot Analysis → Deliverables → Work Breakdown → Milestones → Planner Tasks → RAID → Kick-Off Pack → Stakeholder Review

Participants use Microsoft 365 Copilot to convert an approved project brief into an initial delivery structure, including workstreams, tasks, milestones, risks, and kick-off material while retaining Project Manager ownership of delivery commitments.

Weekly Project Review to Executive Status

Project Tracker + Teams Meeting → Copilot Analysis → Progress & Delays → RAID → Decisions & Actions → Excel Summary → PowerPoint Status Update → Sponsor Review

Participants combine project tracking data and meeting information to create a concise weekly status package highlighting progress, risks, issues, dependencies, decisions, and required management actions.

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