Microsoft Scenario Library Information Technology Create a project plan

Available with: Microsoft 365 Copilot

Information Technology scenario: Create a project plan

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Scenario

Speed operations with better planning from requirements to support.

1. Summarize requirements and data​

Leverage Microsoft Copilot to summarize all requirements and related data to build the framework for the project. ​

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Microsoft 365 Copilot Chat2

Sample Prompt: Clearly outline [project name]’s purpose, goals, and deliverables based on documents, chats, and emails that mention it.

Meet with the team to discuss the project plan and delegate responsibilities to team members based on their expertise.​

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Copilot in Teams

Sample Prompt: Summarize the meeting and list the action items discussed and their status.

Try in Copilot Lab: Summarize meetings and videos

Use Copilot in Whiteboard to capture a list of possible risks and categorize all the items at the end of the session. ​

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Copilot in Whiteboard

Sample Prompt: Categorize notes in view.​

Use Copilot in Teams to produce channel activity summaries each morning to stay up to date.​

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Copilot in Teams

Sample Prompt: Summarize all communication across Teams chats and share the latest project activity.

Use Copilot in PowerPoint to create a presentation based on the project plan to brief the CIO on the project status and results.​

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Copilot in PowerPoint

Sample Prompt: Create an executive presentation from [Project Plan.docx].

Try in Copilot Lab: Create presentations

After the project is completed, use Copilot in Word ​to revise procedures and change management documents for support teams and admins.​

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Copilot in Word

Sample Prompt: Revise this draft to sound more professional but easy to comprehend for a wide employee audience.

Try in Copilot Lab: Improve this document

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve budget variance

Keep your budgets on track by improving employee and process efficiency.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused on the value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help improve app usage rates

Create great onboarding experiences and collect and analyze feedback to improve user experiences
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve the product adoption rate

Create great onboarding experiences and collect and analyze feedback to improve user experiences.
Create onboarding materials:
  • Use Copilot to draft training guides
  • Use Copilot to enhance employee handbooks
  • Generate news and announcements

How Microsoft Copilot can help improve NPS

Real-time AI assistance for faster issue resolution allows agents to focus on delivering high-quality service.
Incorporate feedback:
  • Rapidly analyze customer feedback
  • Quickly create recommendations
  • Swiftly update scripts and processes
  • Create communications to socialize the changes

How Microsoft Copilot can help reduce costs

Use the time savings gained from Copilot to bring activities in-house and reduce reliance on external resources.
Create internal feedback loop to identify cost saving areas:
  • Draft employee surveys focused value of resources utilized and ideas for cost savings
  • Analyze surveys to gain valuable insights into what makes employees happy or areas that need improvement within the organization

How Microsoft Copilot can help optimize service outage response

Copilot helps you work to get your services back up and running and maximize user satisfaction.
Respond to user complaint or inquiry:
  • Respond quickly to inbound emails
  • Access customer records for improved support
  • Gets answer fast by searching internal sites and documents

How Microsoft Copilot can help reduce average support ticket resolution time

Microsoft Copilot enhances customer support by integrating AI assistance into self-service and service desk workflows.
Increase support communications and follow up efficiency:
  • Have Copilot assist with emails inbound and outbound emails
  • Draft email comms and announcements with Copilot
  • Generate meeting notes and follow up items

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.