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How to use CoPilot for Project Management
- 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
Overview of the webinar
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.
Who should attend?
- Business owners
- CEO’s / CFO’s / CTO’s
- Managers of all levels
- Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
- Administrators
- Salespeople
- Trainers
- Bankers
- Self Employed
- HR Professionals
- Project Managers
- Office Workers
Why should you attend?
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.
Faculty - Mr.Tom Fragale
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.