Role-Based Programme
RB0453

Copilot for Microsoft 365 for Project & Program Management

Build AI-Assisted Planning, Tracking & Delivery Workflows

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

Programme Objectives

  • Build foundational capability in using Copilot across project planning, documentation, tracking, communication, and delivery coordination.
  • Use approved project information to summarise requirements, documents, emails, meetings, risks, issues, and decisions.
  • Create structured project plans, trackers, RAID logs, status reports, action registers, and stakeholder communications.
  • Apply Copilot across Word, Excel, Teams, Outlook, PowerPoint, and Copilot Pages to improve project collaboration and follow-through.
  • Maintain source validation, confidentiality, human oversight, and project-manager accountability when using AI-generated outputs.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsMicrosoft 365 Copilot PagesOneDrive & SharePoint Content

Who should attend

  • Project Managers
  • Program Managers
  • Project Coordinators
  • Program Coordinators
  • PMO Professionals
  • Project Management Officers
  • Delivery Managers
  • Implementation Managers
  • Project Analysts
  • Transformation Project Professionals
  • Project Leads
  • Program Leads
  • Portfolio Coordination Professionals

Prerequisites & Participant Readiness

  • Basic understanding of project or program management
  • Familiarity with scope, tasks, milestones, risks, issues, dependencies, and stakeholder communication
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI is helpful
  • No programming expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across documents, spreadsheets, meetings, emails, presentations, and collaborative work
  • Mapping AI assistance across Initiate → Plan → Execute → Monitor → Close
  • Identifying project use cases across planning, coordination, reporting, and decision support
  • Differentiating AI assistance from accountable project and program management decisions
Practical activities
  • Exploring representative project-management prompts in Copilot
  • Mapping Project Activity → Copilot Capability → Delivery Outcome

Scenarios

Project Kick-Off to Structured Delivery Plan

Project Brief → Copilot-Assisted Requirement Analysis → Project Charter in Word → Work Plan & RAID Log in Excel → Team Review → Owners & Milestones → Stakeholder Communication

Participants transform an initial business requirement into a structured delivery plan while validating scope, milestones, dependencies, risks, and responsibilities before execution.

Weekly Project Review to Corrective Action

Project Tracker → Copilot-Assisted Status Analysis → Teams Meeting → Delays / Risks / Issues → Decisions → Action Owners → Executive Status Report → Follow-Up

Participants combine project data and meeting information to create a concise project review, identify delivery exceptions, and coordinate corrective actions while keeping project decisions and commitments under accountable human ownership.

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