Role-Based Programme
RB0274

Microsoft 365 Copilot for Project & Program Management

Plan, Analyse & Manage Smarter Project Workflows

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Microsoft 365 Copilot across project initiation, planning, execution, monitoring, stakeholder management, and programme reporting.
  • Apply advanced prompting and context techniques to create structured project artefacts, analyse project information, and support management decisions.
  • Use Planner, Teams, Loop, Outlook, Word, Excel, and PowerPoint to connect plans, meetings, actions, reporting, and stakeholder communication.
  • Apply Researcher, Analyst, and Planner Agent to support project research, data analysis, task management, status preparation, and repeatable work-management activities.
  • Apply confidentiality, permissions, source validation, governance, responsible AI, and human judgement across AI-assisted project and programme management.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft PlannerPlanner AgentResearcherAnalystTeamsLoopOutlookWordExcelPowerPointOneDrive & SharePoint

Who should attend

  • Project Managers
  • Program Managers
  • PMO Professionals
  • Project Coordinators
  • Program Coordinators
  • Delivery Managers
  • Project Leads
  • Implementation Managers
  • Transformation Managers
  • Agile Project Managers
  • Portfolio Management Professionals
  • Business Project Managers
  • Technical Project Managers
  • PMO & Program Leadership

Prerequisites & Participant Readiness

  • Basic familiarity with project or programme-management activities
  • Understanding of scope, milestones, risks, dependencies, stakeholders, and project reporting
  • Basic working knowledge of Microsoft 365 applications
  • Familiarity with project plans, status reports, spreadsheets, or meeting documentation is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Copilot programme is not required

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Planner, and AI-assisted work-management capabilities
  • Identifying Copilot opportunities across Initiation → Planning → Execution → Monitoring → Closure
  • Understanding how Microsoft 365 permissions and organisational context affect available information
  • Recognising hallucinations, incomplete context, outdated information, and project-governance risks
Practical activities
  • Mapping recurring project-management activities to appropriate Copilot workflows

Scenarios

Project Initiation to Executable Delivery Plan

Business Requirement → Copilot Analysis → Project Charter → Scope & Deliverables → Work Breakdown → Planner Tasks → RAID Register → Stakeholder Plan → Milestones → Project Kick-Off Pack

Participants use Microsoft 365 Copilot and Planner to convert a business requirement into a structured delivery plan, including scope, tasks, milestones, risks, dependencies, communication requirements, and a stakeholder-ready kick-off pack.

Program Review to Executive Decision Support

Multiple Project Updates → Teams / Project Files → Excel & Analyst → Cross-Project Dependencies → RAID Trends → Researcher → Priority Issues → Corrective Actions → PowerPoint Executive Brief

Participants consolidate information across multiple projects, analyse dependencies and delivery risks, investigate external factors where required, and prepare an evidence-backed programme review for executive decision-making.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.