Practical Microsoft 365 Copilot training for project teams

Project management with Microsoft 365 Copilot

Apply one transferable prompt method across project initiation, planning, risk management, execution, monitoring, stakeholder communication and closure — with source verification, four-eyes review and authorised governance throughout.

One interactive dayEight Microsoft 365 toolsSeven project phases
Governed project workflow
Microsoft 365 Copilot

From approved project source to authorised action

1
Approved sourceCurrent charter, plan, RAID log, meeting or status data
2
Prompt methodRole, Context, Objective and Complexity
3
Draft outputPlan, analysis, report, communication or presentation
4
Expert validationProject manager, finance, risk, legal or specialist review
5
Formal governanceAuthorised decision, change control and project action
The project manager remains accountable

Copilot supports preparation and structure. Scope, budget, resources, risks and go/no-go decisions remain with authorised people and governance bodies.

RAIDRisks, assumptions, issues, dependencies
RAGStatus with approved definitions
PM assistantReusable support without decision authority
In short

What to know before choosing this workshop

A practical, role-based training day for project teams using Microsoft 365 Copilot across initiation, planning, risk, execution, monitoring and closure.

For
Your organisation uses Microsoft 365 and wants practical project workflows. · You want hands-on support across documentation, planning, risk, reporting and communication.
Format
Approximately seven hours, adapted to your team
Languages
English, French or Dutch
Main tools
Word, Excel, Microsoft 365 Copilot Chat, Outlook, PowerPoint, Teams, Microsoft 365 Copilot Notebooks, Agent Builder
What participants will be able to do
Prepare a project charter, business case and PID. · Structure SMART objectives, scope and stakeholders.
Access
Features and licences depend on your Microsoft 365 environment
Human review
Participants verify outputs; accountable decisions remain with people
WorkWithAI Belgium

A clearly scoped Copilot workshop

WorkWithAI is a Belgian provider of practical Microsoft 365 Copilot training, delivered by Arnaud Llamas Bravo in English, French and Dutch.

Planning, coordination, status communication and risk follow-up across a project lifecycle.

Designed for
Project managers, PMO teams, workstream owners and project contributors.
Business tasks
  • Structure plans and milestones
  • Summarise status, meetings and decisions
  • Track risks, actions and stakeholder updates
Choose this workshop when
you need project governance and delivery coordination rather than general personal productivity.
WorkWithAI

Sources and product notes

Primary sources supporting product, privacy and governance statements on this page.

  1. How Microsoft 365 Copilot worksMicrosoft Learn · 2026-07-22
  2. Security for Microsoft 365 CopilotMicrosoft Learn · 2026-07-22
  3. Microsoft 365 Copilot help and learningMicrosoft Support · 2026-07-22
Recognition

The project manager’s role is changing, while project information remains fragmented.

Teams spend too much time rebuilding documentation, status updates and follow-up across documents, email, meetings and spreadsheets.

Charters, plans, status reports, minutes and administration consume significant attention.

Project information is spread across documents, email, meetings and spreadsheets.

WBS, schedule, budget and resource data are maintained manually.

Risks, issues, assumptions and dependencies are not followed consistently.

Status reports and steering updates are rebuilt in every reporting cycle.

Stakeholders receive updates too late or at the wrong level of detail.

Actions, owners and deadlines are not visible enough.

Lessons learned are difficult to centralise and reuse.

Too little time remains for steering, leadership and risk control.

Teams remain uncertain about confidentiality, privacy, governance and reliable AI use.

Desired outcome

Your projects, strengthened by Copilot — with professional judgement and governance intact.

The training focuses on realistic project outputs. Their quality depends on source quality, project maturity, methodology, team process, licence availability and human validation.

Prepare a project charter, business case and PID.
Structure SMART objectives, scope and stakeholders.
Build a WBS, milestones, schedule and resource overview.
Organise budget and progress data clearly.
Prepare a risk register and RAID log.
Score risks using an approved method and structure mitigations.
Prepare status reports with defined RAG status.
Draft stakeholder updates and escalation communication.
Summarise meetings with actions, owners and deadlines.
Prepare kick-off, status and steering presentations.
Structure a final report and lessons learned.
Centralise a project dossier and prototype a PM assistant.
Why Microsoft 365 Copilot

Support project work in the Microsoft 365 applications teams already use.

Copilot can help structure documentation, planning, analysis, reporting and communication when it works with authorised, accessible and current sources.

01

Familiar applications

Work across Word, Excel, Outlook, Teams and PowerPoint without repeatedly rebuilding project context.

02

Approved project context

Use accessible project documents, email and meeting information that the participant is authorised to use.

03

One transferable method

Apply Role, Context, Objective and Complexity across different project tasks and applications.

04

From documentation to communication

Support preparation across initiation, planning, risk, status reporting, stakeholder communication and closure.

05

Reusable project support

Use Notebook and Agent Builder to prototype governed project dossiers and assistants without decision authority.

Copilot across the project cycle

Use the right application for the project task.

Application and feature availability depends on the organisation’s Microsoft 365 setup. All outputs remain subject to source validation and authorised review.

Microsoft Word

Word

Project charter, business case, PID, scope, status reports, decision papers and final reports.

Word prepares drafts; it does not formally approve project documents.
Microsoft Excel

Excel

WBS, schedule, budget, resources, risk register, RAID log, KPIs, scenarios and dashboards.

Calculations, formulas, forecasts and scores must be validated.
Microsoft Copilot

Copilot Chat

Project research, risk and problem analysis, methodology comparison, scenarios and lessons learned.

Copilot does not independently choose the correct methodology.
Microsoft Outlook

Outlook

Stakeholder updates, escalation email, follow-up, decision requests and steering communication.

Sending does not guarantee receipt, approval or formal escalation.
Microsoft PowerPoint

PowerPoint

Kick-off decks, status presentations, steering updates, milestone and go/no-go review material.

A presentation is not a formal governance decision.
Microsoft Teams

Teams

Stand-ups, project and steering meetings, recaps, actions, owners and deadlines.

Review sensitive content, participants and action ownership.
Copilot Notebooks

Notebook

Centralise charter, plan, risks, minutes, decisions and lessons learned.

A single source of truth is a governance objective, not an automatic guarantee.
Microsoft Copilot

Agent Builder

Prototype status-report, risk and lessons-learned assistants.

Assistants have no scope, budget, resource, risk or decision authority.
Learning outcomes

Practical capabilities participants can practise in one day.

The training does not promise project-management mastery, correct budgets, successful projects, faster delivery or official certification.

Write prompts using Role, Context, Objective and Complexity.
Prepare a project charter, business case and PID in Word.
Structure SMART objectives, scope, assumptions and stakeholders.
Prepare a WBS, schedule, budget structure and resource overview in Excel.
Build a risk register and RAID log.
Score risks with an approved method and structure mitigations.
Prepare RAG-status reports for different audiences.
Draft stakeholder updates and escalation emails in Outlook.
Prepare kick-off and steering presentations in PowerPoint.
Summarise project meetings in Teams with actions, owners and deadlines.
Structure a final report and lessons learned.
Centralise a project dossier in Notebook.
Prototype a simple PM assistant with Agent Builder.
Apply confidentiality, traceability, governance and human judgement.
Programme of the day

A practical journey through the project lifecycle.

Welcome and kick-off: Microsoft 365 Copilot and Golden Rules
The method: prompting with Role, Context, Objective and Complexity
Word: project charter, business case and PID
Excel: schedule, WBS, budget and resource planning
Lunch break
Excel and Copilot Chat: risk register, RAID log and risk analysis
Word and PowerPoint: RAG status reporting and steering presentations
Outlook and Teams: stakeholder communication and meeting reports
Copilot Chat: lessons learned and methodologies such as Agile and Waterfall
Notebook and Agent Builder: centralise the project dossier and build a PM assistant
Wrap-up, action plan and Q&A
Responsible use and governance

Project governance, financial control and human judgement remain decisive.

Use fictional or explicitly approved project data during training. Production use may require PMO, finance, legal, procurement, privacy, security, architecture, HR and sponsor involvement.

This training does not provide legal, financial, security, procurement, audit or compliance advice. Copilot does not approve scope, budget, resources, risk acceptance, supplier selection or go/no-go decisions.

Minimise project and personal data.
Apply least-privilege access.
Separate demo, test and production data.
Use approved project, budget, resource, risk and decision sources.
Check source currency, version and ownership.
Keep reports, figures, actions and decisions traceable.
Validate schedules, budgets, risks, forecasts and status.
Use four-eyes review for important reports and decision papers.
Require financial review of budgets, forecasts and business cases.
Use formal change control for scope, baseline and budget.
Protect customer, partner, supplier, employee and security-sensitive data.
Do not use unauthorised resource or performance monitoring.
Log and manage reusable project assistants.
Escalate to authorised specialists and governance bodies.
Audience and suitability

For project professionals ready to apply Copilot without weakening governance.

Relevant for project managers, programme managers, PMO professionals, project coordinators, scrum masters, product and delivery leads, team leaders, business analysts, workstream leads, sponsors and steering members.

Suitable when

Your organisation uses Microsoft 365 and wants practical project workflows.

You want hands-on support across documentation, planning, risk, reporting and communication.

You accept that sources, calculations and decisions require authorised review.

Less suitable when

You need a complete beginner introduction to AI.

You need a full PMP, PRINCE2, Scrum, Agile or programme-management course.

You expect automated planning, budgeting, resourcing, risk acceptance or governance.

You require guaranteed faster delivery, lower cost, lower risk or project success.

Your trainer

Arnaud Llamas Bravo

Clear.Practical.Human.

Since January 2024, I have trained more than 8,500 professionals. I am passionate about helping individuals and organisations build the skills they need to use AI effectively. My practical, hands-on approach ensures that every participant leaves with tools and ideas they can apply immediately.

I specialise in delivering trilingual training in English, French and Dutch across recruitment, human resources, education, marketing and sales. My mission is to make AI accessible, useful and transformative for teams that want to work smarter and achieve measurable results.

Through collaborations with renowned organisations including Proximus, Honda and the Flemish Government — and by creating tailored programmes for different sectors — I combine real-world experience with an in-depth understanding of AI’s potential.

8,500+ professionals trained247 verified participant storiesTraining in English, French and Dutch
Practical information

Confirmed training facts

Duration
One full day of approximately seven hours with a lunch break.
Approach
Interactive and hands-on.
Audience
Project managers, programme managers, PMOs, scrum masters, team leaders and project coordinators.
Applications
Word, Excel, Copilot Chat, PowerPoint, Teams, Outlook, Notebook and Agent Builder.Copilot NotebooksMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft TeamsMicrosoft Copilot
Project phases
Initiation, planning, risk management, execution, monitoring, communication and closure.
Participation
A laptop with an active Microsoft 365 Copilot licence is recommended or may be required for active participation.Microsoft Copilot
Prior knowledge
No technical prior knowledge is required. Project-management familiarity is useful.
Practice data
Use personal, fictional or explicitly approved project data in line with organisational policy and permissions.
Trainer
Arnaud Llamas Bravo.
Frequently asked questions

Practical answers before requesting a proposal

Who is this project-management training for?

Project managers, programme managers, PMO professionals, coordinators, scrum masters, delivery leads, workstream leads and stakeholders who consume project reporting.

Is technical or project-management prior knowledge required?

No technical prior knowledge is required. Familiarity with project work is useful. This is not a complete project-management foundation course.

Which Microsoft 365 Copilot licence is needed?

Exact licence and feature requirements must be confirmed for the organisation. An active Microsoft 365 Copilot licence is recommended or may be required for active participation.

Can I attend without an active licence?

Participation may be more observational when required access is unavailable. The practical setup should be confirmed before delivery.

Can I work with my own project documents or data?

Only fictional, anonymised or explicitly approved project information should be used, subject to confidentiality, permissions and organisational policy.

How are project, budget, resource and risk data protected?

Use approved environments, data minimisation, least privilege, current sources and organisational governance. The training is not legal, security or privacy advice.

Can Copilot automatically create a reliable schedule or budget?

No. Copilot can support draft structure and analysis, but estimates, formulas, dependencies, resource commitments and financial figures require expert validation.

How reliable are risk scores, scenarios and forecasts?

They depend on source quality, methods, assumptions and current data. They are estimates and scenarios, not objective facts.

Can Copilot choose a project methodology?

No. It can compare or explain methodologies, but authorised project leadership selects the context-appropriate approach.

Can Copilot decide scope changes, go/no-go or risk acceptance?

No. These decisions remain with authorised professionals and governance bodies through the organisation’s formal processes.

What is the role of human, financial and governance validation?

People verify sources, calculations, ownership, risks, budgets, reports and decisions before formal project action.

What is the difference between Copilot Chat, Notebook and Agent Builder?

Copilot Chat supports conversational analysis and preparation, Notebook centralises an approved project dossier, and Agent Builder can prototype reusable support. Availability must be verified.

Will I build a PM assistant?

The programme includes a simple training prototype with no scope, budget, risk, resource or decision authority.

Can the training be delivered in-company, modularly or adapted?

Potential formats and modular delivery can be discussed, but must be commercially and operationally confirmed.

In which languages is it available?

The page is available in English, French and Dutch. Final delivery-language availability must be confirmed.

Which materials or follow-up are included?

Materials and follow-up are not stated until the final offer is approved.

What participants say

Practical learning you can apply immediately at work.

Participants value the clarity, energy and immediate application of every WorkWithAI workshop.

50 selected testimonialsSelected from 247 approved participant stories across practical AI and Copilot workshopsView the public source

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Written and reviewed by Arnaud Llamas Bravo · Last reviewed 22 July 2026