AI in Transformation Office
Your Transformation Office teams get introduced to the rapidly evolving world of artificial intelligence, with a practical focus on how Copilot and AI agents can accelerate delivery, improve decisionmaking, and strengthen governance across projects, processes, and portfolios.
This is not a general Copilot training, but a hands-on workshop tailored to the daily activities of Project Managers, Process Experts, and Portfolio Managers. Essential AI concepts, risks and safeguards, and prompting techniques are covered before the workshop takes a more practical turn with live demos and breakout exercises for building prompts and agents.
The goal is an AI-powered Transformation Office — more predictable, more consistent, and more productive — while staying compliant, secure, and aligned with your company’s governance model.
Course objectives
- AI essentials: key concepts, risks, limitations, and responsible use.
- Effective prompting: how to structure prompts for clarity, accuracy, and better outcomes.
- Using Copilot in M365: practical demos in Excel, Outlook, Teams, and Word.
- Transformation Office use cases: project reporting, RAID logs, critical path analysis, process mapping, portfolio prioritisation, dependency tracking, and more.
- Building reusable AI assets: how to turn expert prompts into Copilot Agents and create team prompt libraries.
Course outline
- Setting the Context: AI concepts, pitfalls and how to mitigate them, responsible, use
- Copilot fundamentals: Copilot Chat as well as Copilot in Excel, Outlook and Teams
- Prompting techniques: anatomy of a prompt, good vs bad examples, prompt optimisation techniques
- Live demo: a concrete use case for which a prompt is created in under 10 minutes, followed by converting the prompt into an agent
- Break-out exercises: separate teams of Project Managers, Process Experts and Portfolio Managers select a scenario for which they can build a prompt and even an agent
- Group pitching: exercise results are presented in a closing plenary session, followed by the selection of the winner
Logistics
- When: On request
- Where: On request or in our offices in Belgium, The Netherlands, Germany, France or the UK
- Duration: 4 hours
- Price: On request
- For whom: Transformation Office team members
- Prerequisites: basic AI awareness equivalent to having followed the AI Awareness e-learning
- Certification: Certificate of attendance