IT scenario: Create a project plan

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Copilot for Microsoft 365 Scenario level:

KPIs impacted

Reduce 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. ​

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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.​

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Copilot in Teams

Sample Prompt: Summarize the meeting and list the action items discussed and their status.

Try in Copilot Lab: Summarize meetings and videos

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. ​

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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.​

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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.​

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Copilot in PowerPoint

Sample Prompt: Create an executive presentation from [Project Plan.docx].

Try in Copilot Lab: Create presentations

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.​

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Copilot in Word

Sample Prompt: Revise this draft to sound more professional but easy to comprehend for a wide employee audience.

Try in Copilot Lab: Improve this document

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.

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.