Role-Based Programme
RB0454

Copilot for Microsoft 365 for Project & Program Management

AI-Assisted Planning, Tracking, Governance & Stakeholder Coordination

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

Programme Objectives

  • Develop functional proficiency in using Microsoft 365 Copilot for project planning, execution tracking, RAID management, governance, reporting, and stakeholder coordination.
  • Build reusable Copilot workflows that transform project documents, emails, meetings, and structured data into actionable project intelligence.
  • Use Copilot in Excel to analyse milestones, tasks, risks, issues, dependencies, resources, and programme-performance information.
  • Integrate Word, Excel, Outlook, Teams, PowerPoint, Copilot Chat, and Copilot Search across realistic project and programme workflows.
  • Apply source validation, confidentiality, project governance, human judgement, and responsible AI practices to AI-assisted project management.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in WordExcelOutlookMicrosoft TeamsPowerPointMicrosoft GraphTeams Recap

Who should attend

  • Project Managers
  • Program Managers
  • Senior Project Managers
  • PMO Professionals
  • Project Management Officers
  • Project Coordinators
  • Program Coordinators
  • Delivery Managers
  • Implementation Managers
  • Transformation Project Managers
  • Project Analysts
  • Project & Program Management Team Leads

Prerequisites & Participant Readiness

  • Working understanding of project or programme-management practices
  • Familiarity with scope, schedules, milestones, RAID logs, stakeholders, actions, and status reporting
  • Basic working knowledge of Word, Excel, Outlook, Teams, and PowerPoint
  • Basic spreadsheet and project-analysis skills
  • No programming expertise required
  • No requirement to complete shorter Copilot for Microsoft 365 courses
  • Feature availability may vary according to organisational licensing, permissions, and administrator configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Microsoft Graph, and organisational work context
  • Exploring Copilot across Word, Excel, Outlook, Teams, PowerPoint, and Copilot Search
  • Mapping project work across Initiate → Plan → Execute → Monitor → Govern → Close
  • Identifying where Copilot supports project productivity versus where accountable project decisions remain essential
Practical activities
  • Exploring Copilot across selected Microsoft 365 applications
  • Mapping an existing project-management workflow to Copilot capabilities
  • Creating an initial cross-application project workflow

Scenarios

Project Delay to Recovery Plan

Project Tracker + Stakeholder Emails + RAID Register → Copilot Synthesis → Excel Variance Analysis → Delay Drivers → Recovery Options → Teams Review → Approved Recovery Plan

Participants combine project performance, communication, and RAID information to analyse a delivery delay and prepare a structured recovery plan while keeping final schedule and resource decisions under accountable project governance.

Programme Review to Steering Committee Decision

Workstream Updates + Milestones + Risks + Meeting History → Copilot Search / Chat → Programme Synthesis → Word Status Report → PowerPoint Steering Deck → Teams Review → Decisions & Actions

Participants transform distributed programme information into a concise governance package highlighting performance, major risks, dependencies, decision requests, owners, and required follow-through.

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Instructor-ledVirtualHybrid

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