From the course: Project Management with Microsoft Copilot

Creating key scope documents - Microsoft Copilot Tutorial

From the course: Project Management with Microsoft Copilot

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Creating key scope documents

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- [Jennifer] Proper scope planning is the key to success in all projects, and Copilot can help make sure you don't miss any key elements. What I'm showing you right now is Microsoft Word and I'll click the Copilot icon. This is the desktop version of Word. Now previously, we have used the box to type in our prompt, but we can actually talk as well. If you would like to do an audio prompt, be sure to click the microphone, say the prompt, and then click it again to turn it off. So let's do that. Can you help me make a detailed scope statement for Landon Hotels who is hosting Red 30 Tech's yearly convention? Now, after I pause the microphone, I do typically review what's been typed and make any corrections. So in this example, I will replace tax with tech. And let's go ahead and send that prompt along by clicking this arrow. Well, let's see what Copilot generated for us. As shown it did create a detailed scope statement, and I can use that information and copy it right into Word, and I'll just click the copy icon, and you can paste that any way you'd like in your Word document. For example, I could just click the paste button. Now, let's say you thought of some other things that could be important for your scope, such as success factors. Let me see if Copilot can assist with that. And again, I'll click the microphone, say the prompt, and then pause the microphone. Can you help me generate success factors for the scope statement above? And I will send that prompt along and let's see what Copilot created for us. Quite a few success factors such as effective communication, detailed planning, exceptional guest services, and so on. What you will know as a project manager is it's not just completing the project, but completing it to what others feel is success. And this is something that it just helped us with. I can copy that content as well and include that in my document. I clicked copy, let me go back to the document and I'll click paste. I should point out that Copilot might surprise you and begin to recognize names of people on your team. Copilot might even ask you, what is this person's role on the project? Feel free to educate Copilot if those things come up. Now people often ask me, would I get the same results if I did this in another way? Well, let's try Copilot in the browser and see if that changes. Now I've launched the Edge browser, I'm on the Bing homepage and I am logged in as Jennifer Dawson, which is the work account. And where people get confused with Copilot in the browser is they click work thinking that is where they would like to go. Well, I should point out this is a traditional search. If you really are looking for Copilot, you could click this icon here, or you could start from the previous page and click Copilot in the top left. I would like to get started with Copilot right away, so I'm going to click the Copilot in the top left, and as soon as I navigate to the next screen, I always make sure I have work selected, and I'll close any old chats if needed by clicking on the X on the right side. And I'm able to enter my prompt. Well, this time, I'm going to type some information in. I did press the enter key on my keyboard, but you're welcome to click the arrow instead if you prefer. So let's see what Copilot created. And as I scroll up, you'll see I have a lot of very good information. It is organized in a little bit different way, but you can take this and copy it just like we did before. This could be pasted in Word, in email, wherever you like it. Use Copilot to help you define your scope, specify key elements, designate success factors, and help you make sure you don't miss key elements. This will help you be a successful project manager on your next project.

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