IT scenario: Create a project plan
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
IT management costs
Value benefit
Cost savings
Employee experience
Using Copilot to create a project plan
1. Summarize requirements and data
Leverage Microsoft Copilot to summarize all requirements and related data to build the framework for the project.
Business Chat2
Sample Prompt: Clearly outline [project name]’s purpose, goals, and deliverables based on documents, chats, and emails that mention it.
2. Discuss the plan
Meet with the team to discuss the project plan and delegate responsibilities to team members based on their expertise.
Copilot in Teams
Sample Prompt: Summarize the meeting and list the action items discussed and their status.
3. Brainstorm risks
Use Copilot in Whiteboard to capture a list of possible risks and categorize all the items at the end of the session.
Copilot in Whiteboard
Sample Prompt: Categorize notes in view.
4. Track progress
Use Copilot in Teams to produce channel activity summaries each morning to stay up to date.
Copilot in Teams
Sample Prompt: Summarize all communication across Teams chats and share the latest project activity.
5. Create an executive update
Use Copilot in PowerPoint to create a presentation based on the project plan to brief the CIO on the project status and results.
Copilot in PowerPoint
Sample Prompt: Create an executive presentation from [Project Plan.docx].
6. Revise support procedures
After the project is completed, use Copilot in Word to revise procedures and change management documents for support teams and admins.
Copilot in Word
Sample Prompt: Revise this draft to sound more professional but easy to comprehend for a wide employee audience.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
