Trainings & Guides

Project Management with Microsoft Copilot

This course, taught by PMP and Microsoft MVP Cindy M. Lewis, shows project managers how to use Microsoft Copilot to streamline everyday project management tasks. It provides practical guidance for creating project documents, managing risks and timelines, improving communication, and leveraging Copilot to enhance team engagement and reporting.

Instructor: Cindy M Lewis
Released: 11/01/2024
Length: ~1 hour, 49 minutes
Platform: LinkedIn Learning
Skill Level: Beginner
Purpose: To teach project managers how to use Microsoft Copilot to enhance efficiency and streamline core project management tasks.

Project Management with Microsoft Copilot

This course, taught by PMP and Microsoft MVP Cindy M. Lewis, shows project managers how to use Microsoft Copilot to streamline everyday project management tasks. It provides practical guidance for creating project documents, managing risks and timelines, improving communication, and leveraging Copilot to enhance team engagement and reporting.

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This course will provide the following:

1. Starting Your Day
  • Summarizing emails and collecting to‑do items
  • Reviewing your calendar
  • Auditing long documents or contracts
  • Analyzing sentiment and composing emails
2. Using Efficiency Features in Teams
  • Catching up on conversations and other changes to a project
  • Building your meeting agenda
  • Holding a meeting with live Copilot assistance
  • Reviewing past meetings

 

3. Generating Key Documents for Your Project
  • Creating key scope documents
  • Preparing project goals
  • Developing a project task list
  • Creating a populated risk matrix
  • Creating a change process
  • Developing communication plans
4. Analyzing Information and Preparing Reports
  • Use insights to identify data trends
  • Evaluating project suggestions
  • Organizing project information for stakeholder reporting
5. Addressing Project Issues
  • Aligning an issue with a risk strategy
  • Auditing vendor records for compliance issues
  • Analyzing vendor performance
  • Organize project information to onboard a new employee
  • Researching team motivation solutions

 

6. Closing Out Your Project
  • Writing team member thank yous
  • Collecting and summarizing lessons learned