Role-Based Programme
RB0452

Copilot for Microsoft 365 for Project & Program Management

Accelerate Planning, Tracking & Project Communication

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support project and program planning, coordination, tracking, documentation, and reporting.
  • Use Copilot to summarize project documents, email threads, meeting discussions, requirements, risks, and action items.
  • Explore Copilot for drafting project charters, status updates, stakeholder communications, meeting summaries, and management presentations.
  • Use Excel with Copilot to organize tasks, milestones, risks, dependencies, owners, and basic project-performance information.
  • Apply responsible AI practices covering project-data accuracy, confidentiality, commitments, approvals, and human project ownership.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePoint

Who should attend

  • Project Managers
  • Program Managers
  • Project Coordinators
  • Program Coordinators
  • PMO Professionals
  • Project Analysts
  • Delivery Managers
  • Implementation Managers
  • Technical Project Managers
  • Transformation Professionals
  • Business Project Managers
  • Project & Program Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of project or program management concepts
  • Familiarity with tasks, milestones, risks, meetings, and stakeholder communication
  • Basic experience with Microsoft 365 applications
  • Basic familiarity with Microsoft Excel is helpful
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and OneDrive
  • Identifying project use cases across initiation, planning, execution, monitoring, and reporting
  • Understanding AI-assisted productivity across common project activities
  • Differentiating AI-generated support from project-manager judgement and accountability
Practical activities
  • Exploring Copilot in common project-management workflows
  • Testing basic project and program prompts
  • Mapping Project Activity → Microsoft 365 App → Copilot Support

Scenarios

Project Kickoff to Structured Execution Plan

Business Requirement → Word Project Charter → Copilot Draft → Excel Task & Milestone Tracker → Teams Kickoff → Actions & Owners

Participants convert an approved business requirement into a basic project charter, task plan, milestones, and kickoff actions while retaining human ownership of project scope and commitments.

Project Status Review to Corrective Action

Project Tracker → Excel Review → Delayed Milestone / Risk → Teams Meeting → Copilot Summary → PowerPoint Status Update → Owner & Corrective Action

Participants identify a project exception, organize supporting information, capture review decisions, and communicate approved corrective actions to stakeholders.

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