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View downloadsOperations scenario: Executing a project review
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Improve efficiency
Reduce risk
Value benefit
Cost savings
Employee experience
Using Copilot to executing a project review
1. Consolidate project scope
Leverage Microsoft Copilot to summarize related project data on scope, core project objectives and KPIs.
Copilot1
Automatically extract key project requirements from scattered documents, streamlining the process for your operations team.
2. Baseline project milestones
Meet with project team to discuss key milestones and project status. Use Copilot in Teams to summarize the meeting, with action items.
Copilot in Teams
Save time by using Copilot summaries as a starting point for project milestones and status updates.
3. Find service manual information
Documentation provided for a new procedure isn’t written very clearly. Ask Copilot to create a draft with simpler writing.
Copilot2
Get a first draft faster with Copilot by providing a few details and letting Copilot figure out the best way to say it.
4. Assess key risks/issues
Use Copilot in Whiteboard to map mitigation plans to top risks/issues and categorize all the items at the end of the meeting.
Copilot in Whiteboard
Identify and flag potential data compliance and security risks, allowing your operations team to proactively investigate.
5. Create a presentation
Use Copilot in PowerPoint to create a presentation based on overall project plan and status.
Copilot in PowerPoint
Transform existing written documents into decks complete with speaker notes and sources.
6. Meet with key project stakeholders
Gain alignment with key stakeholders on project health and next steps/actions. Use Copilot in Teams to summarize the meeting, with action items.
Copilot in Teams
Stay focused during the meeting by asking Copilot for suggestions on questions to ask or next steps to keep the conversation on track.
7. Send a post-meeting recap
Send a meeting recap with Copilot in Outlook, emphasizing stakeholder feedback and next steps from the stakeholder meeting.
Copilot in Outlook
Generate a meeting summary, including action items, allowing you focus on the meeting discussion.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”
