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Project Management with Microsoft Copilot

Project Management with Microsoft Copilot

1h 22mBeginner2024-11-01

Authors

Cindy Lewis

Cindy Lewis

Microsoft Certified Trainer, MVP, PMP, Author, Educator, and Speaker

Course details

Unlock the potential of Microsoft Copilot to streamline your project management tasks and boost efficiency. Taught by certified Project Management Professional and Microsoft MVP Cindy M. Lewis, this course is designed to equip project managers with skills to leverage Copilot seamlessly in daily workflows. Cindy provides practical, actionable tips for everything from generating clear project scope documents and effective communication plans to streamlining stakeholder reporting. Learn how to develop detailed project timelines, manage risks, and create compelling status reports. Harness the power of Copilot to stay on top of project discussions, identify data trends, and even get ideas to keep your team motivated and engaged.

Learning objectives
Produce deliverables fast tailored to your business, and your project.
Employ Copilot before, during, and after a Teams meeting to gather action items, summarize, and help you stay focused.
Learn how Copilot can summarize and audit information based on job role, tone, or issue.
Explain how to generate a populated risk matrix using Microsoft Copilot.
Identify Copilot features that can assist with team motivation efforts.
Describe how to use Copilot to extrapolate insights and trends from project data.

Skills covered

Microsoft CopilotProject Management SkillsAI Productivity ToolsArtificial Intelligence for BusinessProject ManagementBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off

Concepts

0. Introduction

  • 01 - Boost project management productivity with Copilot
  • 02 - What to know before starting this course
  • 03 - Selecting a Copilot version

1. Starting Your Day

  • 04 - Summarizing emails and collecting to do items
  • 05 - Reviewing your calendar
  • 06 - Auditing long documents or contracts
  • 07 - Analyzing sentiment and composing emails

2. Using Efficiency Features in Teams

  • 08 - Catching up on conversations and other changes to a project
  • 09 - Building your meeting agenda
  • 10 - Holding a meeting with live copilot assistance.
  • 11 - Reviewing past meetings

3. Generating Key Documents for Your Project

  • 12 - Creating key scope documents
  • 13 - Preparing project goals
  • 14 - Developing a project task list
  • 15 - Creating a populated risk matrix
  • 16 - Creating a change process
  • 17 - Developing communication plans

4. Analyzing Information and Preparing Reports

  • 18 - Use insights to identify data trends
  • 19 - Evaluating project suggestions
  • 20 - Organizing project information for stakeholder reporting

5. Addressing Project Issues

  • 21 - Aligning an issue with a risk strategy
  • 22 - Auditing vendor records for compliance issues
  • 23 - Analyzing vendor performance
  • 24 - Organize project information to onboard a new employee
  • 25 - Researching team motivation solutions

6. Closing Out Your Project

  • 26 - Writing team member thank yous
  • 27 - Collecting and summarizing lessons learned

Conclusion

  • 28 - Keeping up with Copilot's new features

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