Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
- Data analysis tools: PivotTables, PivotCharts, Power Query basics
- Automation with macros and Copilot suggestions
- Creating dashboards and reports for leadership insights
- Practical exercises applied to healthcare and management scenarios
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design and storytelling techniques
- Effective data visualization and use of charts
- Integration with Excel and Copilot-generated presentations
- Tips for engaging executive audiences
- Final project: presentation building using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals
- Templates and styles for consistency and efficiency
- Integrating Copilot for writing, summarizing, and editing content
- Collaboration tools and version control
- Practical exercise: building a leadership report
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced email and calendar management techniques
- Rules, categories, and automation for efficiency
- Copilot for drafting, summarizing, and scheduling assistance
- Integration with Teams and other Microsoft 365 tools
- Leadership-focused time management strategies
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Overview of Copilot across Microsoft 365
- AI-assisted task automation in Excel, Word, and Outlook
- Prompt design for effective Copilot usage
- Ethical use of AI and data privacy best practices
- Hands-on practice: creating workflows using Copilot
Summary and Next Steps
Requirements
- An understanding of basic data management and reporting concepts
- Experience with Microsoft Office applications such as Excel, Word, PowerPoint, and Outlook
- Familiarity with online collaboration tools such as Teams or OneDrive
Audience
- Managers and decision-makers seeking to enhance productivity using Microsoft 365 and Copilot
- Professionals responsible for preparing reports, presentations, and documentation for leadership
- Teams aiming to leverage AI tools for automation and strategic insight generation
Testimonials (5)
learned new things
Daria Pawlak - LKQ Polska Sp. z o. o.
Course - Excel Modelling
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
The second day as Power Bi is a really friendly tool, and clearly Costas knows it very well, it was really good to learn about that tool. Unfortunately we have to see Power pivot in excel first which is really not user friendly but definitely a must see first in order to understand how Power Bi works, and it makes Power Bi look super cool :)
Anne-Cecile Jacquot - Ameropa
Course - Excel to Power BI
The fact he had dif excel and data sheets with exercises for us to do.