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 Duration 30 hours

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

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