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View downloadsIT scenario: Create a project plan
Download this scenario guidePotential benefits
Decrease costs
Using Copilot to create a project plan
1. Summarize requirements and data
Leverage Copilot to summarize all requirements and related data to build the framework for the project.
Copilot
Copilot in Word
Clearly outline the project’s purpose, goals, and deliverables using Copilot in Word
2. Discuss the plan
Meet with the team to discuss the project plan and delegate responsibilities to team members based on their expertise.
Copilot in Teams
Summarize the meeting and list the action items discussed and their status using Copilot in teams
3. Brainstorm risks
Whiteboard potential risks with the team and leverage Copilot to create an initial list and categorize all the items at the end of the session.
Copilot in Word
Copilot in Loop
Incorporate all categorized items into original project plan document using Copilot for Word
4. Coordinate updates
Coordinate all update activities in a Teams channel. Produce summaries to channel activities each morning to stay up to date.
Copilot
Copilot in Teams
Stay informed on project activities by using Copilot to summarize communications.
5. Create an executive update
Create a presentation to brief the CIO on the project status and results. Use Copilot to create slides based on the project plan.
Copilot in PowerPoint
Create a presentation from Project Plan Word document.
6. Revise support procedures
After project is completed, use Copilot to revise procedures and change management documents for support teams and admins.
Copilot in Word
Ensure high writing quality using Copilot to revise first drafts.
