Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Mastery of advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
- Data analysis capabilities: PivotTables, PivotCharts, and foundational Power Query concepts
- Automating tasks using macros and leveraging Copilot suggestions
- Building dashboards and reports to provide leadership with actionable insights
- Practical exercises tailored to healthcare and management scenarios
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design principles and effective storytelling techniques
- Strategic data visualization and optimal use of charts
- Seamless integration with Excel and generating presentations via Copilot
- Strategies for engaging and retaining executive audiences
- Capstone project: Building a complete presentation using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting high-quality professional reports and proposals
- Utilizing templates and styles to ensure consistency and efficiency
- Integrating Copilot for content writing, summarization, and editing tasks
- Leveraging collaboration tools and managing version control
- Practical exercise: Developing a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced email and calendar management methodologies
- Implementing rules, categories, and automation to streamline operations
- Using Copilot for drafting, summarizing, and scheduling assistance
- Integrating Outlook with Teams and other Microsoft 365 components
- Leadership-oriented strategies for effective time management
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Comprehensive overview of Copilot’s capabilities across Microsoft 365
- AI-assisted task automation within Excel, Word, and Outlook
- Designing effective prompts for optimal Copilot utilization
- Best practices for ethical AI usage and data privacy compliance
- Hands-on workshop: Building custom workflows using Copilot
Course Summary and Recommended Next Steps
Requirements
- Foundational knowledge of basic data management and reporting principles
- 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 seeking to elevate their productivity using Microsoft 365 and Copilot
- Professionals tasked with preparing reports, presentations, and documentation for executive leadership
- Teams looking to harness AI tools for workflow automation and generating strategic insights
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,
