Copilot TrainingCPS HR Training Center · Tue Oct 20, 2026
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Lab 5 · Module 4 · Create and Calculate

Build a Presentation in PowerPoint

17 minSlide 23 2-question quiz

Overview

What we are doing

The situation
A one-page project memo needs to become five slides for the directors' meeting.
Your role
You are presenting the project memo to department directors.
Your task
Use Copilot in PowerPoint to turn the memo into five slides.
Files you need
File 05A (05A_Sample_Memo.docx). If you did Lab 4, you can use your own memo instead.
Done when
You have five slides. Every claim and number on them also appears in the memo.
Why it matters
Slides squeeze text. When text is squeezed, a number can change or a caution can vanish. You check every slide against the memo.

Check before you finish

  • Does any slide make a claim that the memo never made?

How to do it: the basic steps

5 steps, one screen each. Select the ? on a card for why the step is needed and what each entry does.

  1. Give Copilot in PowerPoint the source memo (Put the memo in OneDrive and open PowerPoint)

    Why: Copilot builds slides from a file it can reach: your memo from Lab 4, or the sample memo 05A.

    1. Download 05A_Sample_Memo.docx (or use your Lab 4 memo)
    2. Save to OneDrive
    3. PowerPoint
    4. Blank presentation

    Download 05A_Sample_Memo.docx from the Files step (or use your own memo from Lab 4) and save it to OneDrive. Open PowerPoint (work account) and start a Blank presentation.

  2. Build five slides from the memo (Generate the slides)

    Why: The prompt asks for five slides that say no more than the memo. Copilot shows an outline first; you approve it before slides exist.

    1. Home
    2. Copilot
    3. Copy prompt
    4. Type / and pick the memo
    5. Send
    6. Generate slides

    On the Home tab select Copilot to open the pane. Select Show the prompts below, copy the Create prompt, paste it, type / and pick the memo, then Send. Review the outline, then select Generate slides.

  3. Refine one slide, nothing else (Make one change)

    Why: One deliberate edit shows how Copilot changes a deck without you redoing it, and lets you check it did only that.

    1. Copy prompt (Refinement)
    2. Send
    3. Check the one slide

    Copy the Refinement prompt into the Copilot pane and Send. Make only this one change. Check that other slides did not change too.

  4. Compare each slide with the memo (Check every number)

    Why: Slides compress. Compression is where a range becomes a single number and a maybe becomes a will.

    1. Each slide
    2. Each number
    3. Memo says?

    Open the memo next to the deck. For every number and every claim on every slide, find it in the memo. Anything the memo never said gets deleted or labeled.

  5. Decide what the deck can claim (Check and record)

    Why: A deck is ready when no slide says more than the memo.

    1. Any slide beyond the memo?
    2. Five Checks

    Did any slide gain a claim the memo never made? Run the Five Checks: Source, Verification, Context, Resilience, Authorized Owner. Then mark the lab steps done.

= why the step is needed and what each entry does. Like this = something you select or click. Like this = something you type or paste.

Microsoft changes these screens often; a label on your screen may differ slightly. If a button is missing, your organization may not have turned the feature on: use the Path B steps.

Where to click

  1. PowerPoint
  2. Blank presentation
  3. Home
  4. Copilot
  5. your memo (or file 05A)

Watch where to click Illustration - not the actual Copilot screen

A simplified, labeled diagram of the clicks. It is not the actual Copilot screen. The step list below the player is the text version.

Press Play to watch where to click.

Do it: step by step

Check off each step as you go. Your progress saves in this browser.

Path B (Copilot Chat only)? These steps are for Path A. Use the Path B steps in the Files step instead.

Prompts: vague vs detailed

Follow the brackets. The detailed prompt is built from the four C.H.A.T. parts: [Context], [How come], [Assign task], and [Type of output]. Keep the labels when you paste it; Copilot reads them fine, and they help you check that each part is there.

Compare a vague prompt with a detailed, source-checkable prompt. The activity below separates the request from the Guardrails you need before use.

Use CHATPROMPT to shape the request: Context, How come (why you need it), Assign task, Type of output, Persona, References, Optimize, Modularize, Progression, and Transcendence (expert level: the next useful question after the checked answer). Add Guardrails separately for training-only input, source checking, limits, and the Authorized Owner.

Create prompt

[Context] I am presenting the project memo to department directors.
[How come] Every claim and number on the slides must also appear in the memo.
[Assign task] Create a five-slide presentation or outline from the memo I shared (file 05A or my own memo) for department directors. Use only information in the memo.
[Type of output] Five slides: the problem, the evidence, the options, the recommendation, and next steps. For each slide, give a title and up to five bullets.

Why the detailed version works (letter by letter)
  • CContext I am presenting the project memo to department directors
  • HHow come Every claim and number on the slides must also appear in the memo
  • AAssign task Create a five-slide presentation or outline from the memo I shared
  • TType of output the problem, the evidence, the options, the recommendation, and next steps
  • RReference from the memo I shared
  • GGuardrail: keep it off-limits Use only information in the memo

Use CHATPROMPT to shape the request, as described above the first prompt.

Refinement prompt

[Context] Same presentation or outline as the Create prompt.
[How come] I am making one change at a time so I can see exactly what changed.
[Assign task] Reduce the text on the evidence slide. Change nothing else.
[Type of output] Cut it down to three short bullets.

Why the detailed version works (letter by letter)
  • CContext Same presentation or outline as the Create prompt
  • HHow come so I can see exactly what changed
  • AAssign task Reduce the text on the evidence slide
  • TType of output to three short bullets
  • OOptimize: refine and recheck I am making one change at a time

Quiz

1. What is the key check for the slides?
2. A slide says 'Triage cut the backlog in half.' The memo only recommends triage. What do you do?

Self-check only. Answers stay on your device.

Path B Text Pack and downloads

Download the practice files (Path A)

Path A (full access): these downloads are for you. Save them where Copilot can reach them (OneDrive for the Office app labs). Path B: nothing to download; the files are below as text, ready to paste. Path C: nothing to download; read the text below when you check sources.

Path B (Chat only): short steps

Path B makes a five-slide outline in Copilot Chat, not a PowerPoint file. It uses the sample memo, file 05A, which is already in the Copy all text.

  1. Select Copy all files + create prompt below, paste it into the chat, and select Send. You get a five-slide outline, not a PowerPoint file.
  2. Copy Refinement prompt below and send it in the same chat.
  3. Compare every number and claim in the outline with the memo text below.

These prompts work on both paths. They say "I shared," which fits whether you attach or paste the files.

Create prompt (Path A & B)
[Context] I am presenting the project memo to department directors.
[How come] Every claim and number on the slides must also appear in the memo.
[Assign task] Create a five-slide presentation or outline from the memo I shared (file 05A or my own memo) for department directors. Use only information in the memo.
[Type of output] Five slides: the problem, the evidence, the options, the recommendation, and next steps. For each slide, give a title and up to five bullets.
Refinement prompt (Path A & B)
[Context] Same presentation or outline as the Create prompt.
[How come] I am making one change at a time so I can see exactly what changed.
[Assign task] Reduce the text on the evidence slide. Change nothing else.
[Type of output] Cut it down to three short bullets.
File 05A - Sample Memo (backup for Lab 5) (1,644 characters)
Download .txt
FICTIONAL TRAINING FILE - The City of Fernhollow, its staff, residents and data are invented for the CPS HR Microsoft 365 Copilot workshop. Do not use real work data.

MEMORANDUM
==========
TO: Department Directors · FROM: Jordan Ekwueme, Senior Analyst · DATE: October 9, 2026 · SUBJECT: Service Request Improvement Project - Phase 1 Findings and Proposed Next Steps


Purpose
-------
This memo shares what we learned about the growing service-request backlog and the options we propose to test. It is for information; no decision is requested today.

What we found
-------------
  1. The backlog doubled between January and May 2026, from 135 to 270 open requests at month end.
  2. Average days to resolve rose from 6.1 days in January to 8.4 days in June.
  3. About 31 percent of sampled requests (300 requests, April-May) were first sent to the wrong unit.

Options we considered
---------------------
  - Keep the current process and add overtime (short-term relief only).
  - Add a single intake triage step (recommended).
  - Add Saturday intake hours (proposed by the Intake Lead; requires confirmation of staffing and cost).

Recommendation
--------------
Pilot a single intake triage step, publish a weekly backlog report, and send plain-language status updates to residents.

Risks
-----
Four of 22 positions are vacant; August data are incomplete; residents who do not use the portal may benefit less from portal updates.

Next steps
----------
Complete design in October; pilot November 2026 to January 2027 if the Department Director approves; review results in February 2027. Exact pilot start date: requires confirmation.

Path C (Watch and verify): Check the trainer's slides against file 05A and post one added claim in the chat.

Debrief question: Which slide did Copilot add something extra to?