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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, and Power Query basics.
- Automation using macros and Copilot suggestions.
- Creating dashboards and reports to provide 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 strategic use of charts.
- Integration with Excel and Copilot-generated presentations.
- Strategies for engaging executive audiences.
- Final project: Building a presentation using Copilot.
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals.
- Utilizing templates and styles for consistency and efficiency.
- Integrating Copilot for writing, summarizing, and editing content.
- Collaboration tools and version control features.
- Practical exercise: Developing a leadership report.
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced email and calendar management techniques.
- Rules, categories, and automation for increased efficiency.
- Copilot capabilities 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
- A foundational understanding of data management and reporting concepts.
- Practical experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Familiarity with online collaboration platforms such as Teams or OneDrive.
Target Audience
- Managers and decision-makers looking to increase productivity through Microsoft 365 and Copilot.
- Professionals tasked with preparing reports, presentations, and documentation for leadership.
- Teams seeking to utilize AI tools for automation and strategic insight generation.
30 Hours
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,
