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Duration 7 hours
Course Outline
- Day 1: Applied project management using Copilot agents
- Project execution within the Microsoft 365 ecosystem
- Leveraging Teams, Planner, Lists, Loop, and SharePoint as integrated project environments
- Current capabilities of Copilot in facilitating project workflows
- Implementation of agents in Teams and Planner, subject to tenant-specific activation policies
- Practical Exercise: Analyze individual project workflows to identify and categorize the three most significant time-consuming activities.
- Status consolidation and reporting
- Synthesizing status data from emails, chat logs, meeting notes, and list items
- Standardizing status templates for consistency
- Automated identification of gaps and unresolved action items
- Practical Exercise: Generate a comprehensive status report, including open items, derived from a designated project folder and two specific meetings.
- Meeting management and task coordination
- Utilizing the meeting agent for agenda structuring, note-taking, and task extraction
- Automating the transfer of assigned tasks from meeting notes to Planner
- Streamlining follow-up processes to eliminate manual tracking
- Practical Exercise: Conduct and follow up on a project meeting, ensuring all actionable items are logged in Planner.
- Development of a project knowledge agent
- Curating a knowledge base from documentation, lessons learned, and contact information
- Configuring agent behavior and boundaries using the Agent Builder
- Facilitating onboarding for new project team members
- Practical Exercise: Construct a project-specific knowledge agent and validate its performance against five standard inquiries.
- Early risk identification and mitigation
- Assessing task dependencies and monitoring overdue items
- Identifying early warning indicators for critical path deviations
- Understanding the limitations of predictive analytics
- Practical Exercise: Review a task list for potential delay risks and critically evaluate the analytical results.
- Capstone exercise and solution presentation
- Collaborative group selection of a specific, real-world project challenge
- Developing a solution concept leveraging Microsoft 365 and Copilot capabilities
- Creating a functional prototype and delivering a concise pitch
- Practical Exercise: Develop and present a prototype, such as a status dashboard, risk assessment tool, or knowledge assistant, in small teams.
- Deliverables: Each participant will possess a finalized status report, a validated project knowledge agent, and a presented prototype addressing a tangible project issue.
- Project execution within the Microsoft 365 ecosystem
Requirements
- A valid Microsoft 365 Copilot license, confirmed access to Teams, Planner, and SharePoint, and an active or recently completed project with accessible documentation.
- No programming or coding proficiency is required.
Target Audience
- Project managers, PMO staff, team assistants, and project members who utilize Microsoft 365 components, including Teams, Planner, Lists, and SharePoint, for operational governance.
Testimonials (1)
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