The PM playbook: plan, run meetings, track KPIs, and communicate.
β±οΈ Length: 6.8 total hours
β 4.30/5 rating
π₯ 6,754 students
π January 2026 update
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- Course Overview
- This specialized curriculum bridges the gap between traditional project management methodologies and the emerging era of generative AI, focusing specifically on the Microsoft Copilot ecosystem.
- Students will explore how to transition from manual administrative overhead to AI-augmented leadership, allowing them to focus on strategic decision-making rather than rote data entry and document formatting.
- The course provides a deep dive into the Microsoft 365 Copilot interface, demonstrating how it integrates natively with the tools project managers use daily to maintain a single source of truth.
- Participants will learn to navigate the nuances of AI governance, ensuring that project data handled by Copilot remains secure and compliant within corporate environments.
- The syllabus covers the entire project lifecycle, from the initial chartering phase and resource allocation to execution, performance monitoring, and formal closing procedures.
- Instruction emphasizes the “Copilot-first” mindset, teaching managers how to delegate repetitive tasks like minute-taking and status updates to a digital assistant.
- Requirements / Prerequisites
- An active Microsoft 365 Business or Enterprise subscription is essential, as the course relies on features available in the premium AI-enabled tiers.
- Access to a Copilot for Microsoft 365 license is highly recommended to follow along with the live demonstrations and interactive lab exercises.
- A foundational understanding of Project Management Body of Knowledge (PMBOK) principles or Agile frameworks will help students apply AI prompts to real-world scenarios.
- Users should have a working knowledge of the Microsoft 365 suite, particularly Teams, Excel, and Outlook, as these serve as the primary host applications for the AI.
- No prior experience with Artificial Intelligence or Large Language Models (LLMs) is required, as the course includes a primer on interacting with neural networks.
- Skills Covered / Tools Used
- Advanced Prompt Engineering: Master the art of crafting specific, context-aware prompts designed to generate project schedules, risk registers, and stakeholder reports.
- Microsoft Teams Integration: Utilize Copilot to transcribe meetings, generate instant summaries, and extract action items without pausing the conversation.
- Data Analysis in Excel: Leverage AI to identify trends in project spending, forecast budget overruns, and create dynamic visualizations from raw data sets.
- MS Project & Planner: Automate the creation of WBS (Work Breakdown Structures) and task lists by feeding project briefs directly into the Copilot-enabled planning tools.
- PowerPoint Automation: Transform complex project proposals or post-mortem documents into professional stakeholder presentations with a few natural language commands.
- Microsoft Loop: Use collaborative AI workspaces to brainstorm project goals and keep distributed teams synchronized on evolving project requirements.
- Outlook Management: Summarize long, convoluted email threads and draft professional communications to clients or executives in seconds.
- Benefits / Outcomes
- Drastic Efficiency Gains: Reduce the time spent on routine documentation and reporting by up to 50%, freeing up time for team coaching and problem-solving.
- Improved Data Accuracy: Minimize human error in KPI tracking and resource forecasting by letting AI handle the heavy lifting of cross-referencing multiple data sources.
- Enhanced Communication: Produce higher-quality, more concise updates for stakeholders, ensuring that project health is clearly understood by non-technical audiences.
- Proactive Risk Mitigation: Learn to use AI to scan project logs and identify potential bottlenecks or resource conflicts before they escalate into critical issues.
- Future-Proofing Your Career: Position yourself as a forward-thinking PM who is capable of leading digital transformation initiatives within your organization.
- Standardized Workflows: Establish a consistent AI-driven workflow that can be replicated across different departments and project types to ensure quality.
- PROS
- Real-World Applicability: The course focuses on hands-on labs rather than theoretical lectures, ensuring you can apply these skills the very next work day.
- Up-to-Date Content: Includes the latest features from the January 2026 update, covering the most recent iterations of Microsoft’s AI engine.
- Role-Specific Context: Unlike general AI courses, every module is tailored to the specific pain points and responsibilities of a professional Project Manager.
- Scalable Techniques: The strategies taught are applicable to both small-scale internal projects and massive, enterprise-wide deployments.
- CONS
- Software Dependencies: The value of the course is heavily tied to the costly licensing of Microsoft Copilot, which may not be available to all students in their current workplace.
Learning Tracks: English,Business,Project Management
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