Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Mastery of advanced formulas and functions, including INDEX/MATCH, XLOOKUP, IF, and nested structures
- Utilizing data analysis tools: PivotTables, PivotCharts, and introductory Power Query
- Implementing automation via macros and leveraging Copilot suggestions
- Developing dashboards and reports to provide leadership with actionable insights
- Applied practical exercises within healthcare and management contexts
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Professional slide design principles and effective storytelling techniques
- Creating effective data visualizations and chart integration
- Linking with Excel and utilizing Copilot-generated presentation features
- Strategies for capturing and maintaining the engagement of executive audiences
- Capstone project: Constructing a presentation with Copilot assistance
Module 3 – Word for Professional Documentation (6 hours)
- Drafting and formatting professional reports and business proposals
- Leveraging templates and styles to ensure consistency and operational efficiency
- Integrating Copilot for content writing, summarization, and editing tasks
- Utilizing collaboration tools and implementing version control practices
- Practical application: Developing a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Advanced management techniques for email and calendar synchronization
- Implementing rules, categories, and automation to maximize efficiency
- Employing Copilot for drafting emails, summarizing messages, and scheduling assistance
- Seamless integration with Teams and other Microsoft 365 ecosystem tools
- Leadership-centric strategies for effective time management
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Comprehensive overview of Copilot capabilities across the Microsoft 365 suite
- AI-assisted task automation in Excel, Word, and Outlook environments
- Designing effective prompts for optimal Copilot interaction
- Ethical considerations in AI usage and data privacy best practices
- Hands-on workshop: Building and testing automated workflows using Copilot
Course Summary and Recommended Next Steps
Requirements
- Foundational knowledge of data management and reporting principles
- Practical experience with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Competence with online collaboration platforms such as Teams or OneDrive
Target Audience
- Managers and decision-makers looking to amplify productivity through Microsoft 365 and Copilot
- Professionals tasked with generating reports, presentations, and documentation for executive leadership
- Teams aiming to harness AI tools for process automation and strategic insight generation
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
the trainer's patience,