Copilot for Project Management: Automate Stakeholder Communications

1h 31mIntermediate2025-02-04

Authors

Heather Severino

Globally recognized Trainer with over 23 years of experience

Course details

If you’re a project or portfolio manager, AI-powered tools like Microsoft Copilot can help you automate a wide variety of previously tedious processes and workflows. Follow along with Microsoft MVP and Microsoft Certified Trainer Heather Severino as she guides you through a step-by-step overview of how to build an AI-generated project communications plan using Microsoft Copilot. From Teams and Outlook to PowerPoint, Forms, Whiteboard, and Excel, this course equips you with the skills you need to leverage Copilot across the entire Microsoft 365 suite.

Learning objectives
Identify the key components of a project communications plan and which could be best automated with AI.
Outline the steps to create a stakeholder communications plan using Microsoft Copilot.
Analyze different communication methods and identify which could be best used for various project stakeholder types.
Describe how to adjust the tone and length of an Outlook message using Microsoft Copilot.
Explain how to create a feedback survey using Copilot in Microsoft Forms.

Skills covered

Microsoft CopilotProject Management SkillsAI Productivity ToolsArtificial Intelligence for BusinessProjectProject ManagementBusiness Analysis and StrategyBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

01 - Streamline project stakeholder comms with Copilot
02 - What to know about Copilot
03 - How Copilot prompting works

1. Start with Inspiration from Copilot

04 - Create a communications plan outline in Copilot
05 - Set project communication goals

2. Identify Key Project Information

06 - Identify project stakeholders
07 - Determine communication methods for each stakeholder type

3. Copilot in Teams Meetings

08 - Create a meeting agenda based on project content
09 - Getting help from Copilot during and after a project meeting

4. Copilot in Outlook

10 - Adjust the content, tone, and length of project emails
11 - Summarize project messages in Outlook

5. Copilot in Teams Chat and Channels

12 - Create Teams chat project check-ins
13 - Get Copilot help with project status comms
14 - Open AI notes for a Teams chat

6. Copilot in Whiteboard

15 - Create a whiteboard with Copilot-suggested project ideas
16 - Categorize project ideas and notes with Copilot help
17 - Summarize project ideas and notes with Copilot

7. Copilot in PowerPoint

18 - Create PowerPoint presentations from Word documents and PDFs
19 - Create PowerPoint presentations from a Copilot prompt
20 - Summarize a presentation with a Copilot instruction

8. Copilot in Microsoft Forms

21 - Create project feedback surveys
22 - Analyze survey feedback with Copilot in Excel

Conclusion

23 - Scaling project content with Copilot