How to Use Copilot for Project Management

Overview:

Managing projects often means juggling documents, timelines, data, and endless communication. In this 60-minute webinar, discover how Microsoft Copilot can transform the way you plan, track, and deliver projects.

We’ll explore practical, real-world examples across Word, Excel, PowerPoint, Outlook, and Teams to show how AI can help you:

• Draft project charters, scope documents, and status reports in minutes
• Generate timelines, task lists, and risk registers directly in your workflow
• Analyze project data in Excel for insights, forecasts, and dashboards
• Create clear, professional presentations for stakeholders in PowerPoint
• Summarize meetings, emails, and chats into actionable next steps

Whether you’re a project manager, team lead, or business professional, you’ll walk away with practical strategies to save time, reduce manual effort, and drive better project outcomes using Copilot.

Areas Covered in Session:

• Welcome & Objectives
  
  • Why AI matters for project management
  • Overview of what we’ll cover
• Introduction to Copilot for Project Management
  
  • Where Copilot lives in Microsoft 365
  • How it supports daily PM workflows
• Planning & Documentation
  
  • Drafting project charters, scope documents, and risk registers in Word
  • Creating project timelines and task lists
• Data Tracking & Analysis
  
  • Using Excel with Copilot for KPIs, budgets, and forecasts
  • Building dashboards and trend analysis with natural language
• Communication & Collaboration
  
  • Summarizing Teams meetings into clear actions
  • Drafting concise Outlook emails and follow-ups
  • Extracting key updates from long chat threads
• Stakeholder Reporting & Presentations
  
  • Auto-creating slide decks in PowerPoint from project briefs
  • Refining slides for clarity, tone, and consistency
• Best Practices & Limitations
  
  • How to prompt effectively for PM tasks
  • Security, compliance, and organizational adoption tips

Who Will Benefit:

• Business Owners
• CEO's / CFO's / CTO's
• Managers of all Levels
• Anybody who uses Excel on a regular basis, and want to be more Efficient and Productive
• Administrators
• Salespeople
• Trainers
• Bankers
• Office Workers