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Copilot for GREAT Project Management Workshop

What You'll Learn in Copilot for GREAT Project Management Workshop

Course Length

2 hours (1 day)

Learning Objectives

  • Understand how Copilot enhances project management workflows
  • Use Copilot to create plans, reports, and communications
  • Improve task tracking and team collaboration
  • Analyze project information to generate insights
  • Apply effective prompt strategies for project scenarios

Target Student

This workshop is designed for project managers, coordinators, team leads, and other professionals responsible for planning, managing, and delivering projects, as well as anyone involved in tracking progress or supporting project work. No prior Copilot experience is required.

Prerequisite

Participants should have basic project management knowledge and some familiarity of Microsoft 365 tools.

Course Outline

This workshop introduces project professionals to Copilot Premium, focusing on practical, time-saving applications for planning, communication, and reporting. Participants will learn how to streamline project tasks, improve collaboration, and make better decisions using AI within Microsoft 365.


Section 1: Foundations of Copilot in Project Management

Overview of Copilot and AI capabilities

Key benefits for project managers

Integration across Microsoft 365 tools

Responsible AI use and data considerations

Basics of effective prompting


Section 2: Planning & Task Management

Creating project plans and charters with Copilot

Breaking work into tasks and milestones

Using Copilot in Teams and Planner for tracking

Supporting resource and workload management

Prompt examples for structuring project work


Section 3: Communication & Collaboration

Summarizing meetings and capturing action items

Drafting stakeholder updates and emails

Creating status reports in Word

Improving clarity and tone of communication

Automating follow-ups and updates


Section 4: Reporting & Insights

Analyzing project data in Excel with Copilot

Generating summaries and simple dashboards

Identifying risks, delays, and trends

Supporting decision-making with AI insights

End-to-end workflow

Copilot for GREAT Project Management Workshop

Upcoming Classes

All Public classes are held online
with a live instructor

No dates have been scheduled for this class. Please contact us for more information or request a private class.

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The Great Canadian Training & Consulting Company Advantage

When you train with us, your training will not just check a box. We make sure it is GREAT!

  • Experienced Trainers
  • Learn or Come Back Free Policy on Public Classes
  • 24/7 After Training Support

PDF Reference Guide

Take your learning further with a digital Reference Guide you can access anytime. It’s practical, paper-free, and accessible on any device.

After-Training Support

Get 30 days of live 24/7 after-training support via phone, email and online chat to help apply what you've learned

Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.

Can I customize my course?
OF COURSE!

Customized to meet your unique needs

We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.


Access to your recorded session for 60 days

You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.