Role-Based Programme
RB0455

Copilot for Microsoft 365 for Project & Program Management

Advanced AI-Assisted Planning, Program Governance & Delivery Intelligence

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in using Microsoft 365 Copilot across project initiation, planning, execution, monitoring, governance, and program-level coordination.
  • Synthesize approved project documentation, emails, meetings, schedules, reports, risks, and business data into actionable project intelligence.
  • Apply Copilot to scope development, work planning, RAID management, resource analysis, change control, status reporting, and executive reviews.
  • Build reusable AI-assisted workflows across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, OneDrive, Loop, Forms, and Copilot Chat.
  • Establish governance for source accuracy, confidentiality, approvals, decision traceability, responsible AI, and accountable project-management judgement.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsOneDriveSharePointMicrosoft LoopMicrosoft FormsMicrosoft Graph-Grounded Organizational ContextAI-Assisted SearchMeeting IntelligenceData AnalysisProject Reporting & Executive Communication

Who should attend

  • Senior Project Managers
  • Program Managers
  • Program Directors
  • PMO Managers
  • Portfolio Managers
  • Transformation Managers
  • Delivery Managers
  • Implementation Managers
  • Project Management Office Professionals
  • Project Controls Professionals
  • Project Analysts
  • Workstream Leads
  • Cross-Functional Program Leads
  • Transformation Office Professionals
  • Project & Program Management Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of project or program-management practices
  • Experience with scope, schedules, milestones, RAID, change control, governance, and stakeholder reporting
  • Regular working knowledge of Microsoft 365 applications
  • Familiarity with Excel-based project tracking and business reporting
  • Basic understanding of project governance, approvals, and decision-making
  • No programming expertise required
  • No previous Copilot course required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, OneDrive, Loop, Forms, and Copilot Chat
  • Mapping Copilot capabilities across initiation, planning, execution, control, reporting, and closure
  • Understanding organizational grounding, permissions, context, and information boundaries
  • Differentiating AI assistance from accountable project and program-management decisions
Practical activities
  • Mapping current PM workflows to suitable Copilot capabilities
  • Designing prompts using Objective → Project Context → Evidence → Constraints → Output
  • Building reusable prompt patterns for project-management activities

Scenarios

Complex Program Delay to Recovery Strategy

Multi-Workstream Updates → Microsoft 365 Copilot Synthesis → Schedule & Dependency Analysis → Resource Constraints → RAID Assessment → Recovery Options → Program Manager Review → Steering Committee Decision → Recovery Tracking

Participants use Microsoft 365 Copilot to analyse a complex program delay and prepare evidence-based recovery options while keeping schedule commitments, resource decisions, and governance approvals under accountable human ownership.

Strategic Initiative to Executive Program Governance

Business Objective → Program Charter → Workstreams & Milestones → Resource Plan → RAID Register → Performance Data → Copilot-Assisted Program Review → Executive Decision Pack → Leadership Decisions → Action Tracking

Participants build an advanced program-governance workflow that connects strategic objectives, delivery performance, risks, dependencies, and executive decisions while preserving formal project and program accountability.

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