
Copilot for GREAT Project Management Workshop
What You'll Learn in Copilot for GREAT Project Management Workshop
Course Length
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 onlinewith a live instructor
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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.
