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