Operations scenario: Executing a project review​

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Available 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.​

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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.​

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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.​

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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.

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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. ​

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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.​

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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. ​

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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”