Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Complex formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
- Data analysis utilities: PivotTables, PivotCharts, and introductory Power Query
- Streamlining processes through macros and Copilot-based suggestions
- Building dashboards and reports to provide leadership with actionable insights
- Applied exercises relevant to healthcare and management contexts
Module 2 – Creating High-Impact PowerPoint Presentations (6 hours)
- Professional slide design and narrative storytelling techniques
- Effective data visualization and strategic chart usage
- Seamless integration with Excel and Copilot-assisted presentation creation
- Strategies for engaging executive audiences
- Capstone project: constructing a presentation using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Drafting and formatting high-quality reports and proposals
- Utilizing templates and styles to ensure consistency and efficiency
- Employing Copilot for content writing, summarization, and editing
- Collaborative workflows and version control management
- Practical assignment: developing a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Sophisticated email and calendar management methodologies
- Implementing rules, categories, and automation for improved efficiency
- Utilizing Copilot for drafting, summarizing, and scheduling support
- Synchronization with Teams and broader Microsoft 365 ecosystem
- Leadership-oriented strategies for effective time management
Module 5 – Integrating Microsoft Copilot into Leadership Workflows (6 hours)
- Comprehensive overview of Copilot’s capabilities across Microsoft 365
- AI-driven task automation within Excel, Word, and Outlook
- Designing effective prompts for optimal Copilot interaction
- Best practices for ethical AI usage and data privacy
- Hands-on session: building automated workflows with Copilot
Course Summary and Future Steps
Requirements
- Foundational knowledge of data management and reporting principles
- Prior experience using Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Basic familiarity with digital collaboration platforms such as Teams or OneDrive
Target Audience
- Managers and decision-makers looking to boost productivity via Microsoft 365 and Copilot
- Professionals tasked with creating reports, presentations, and documentation for executive stakeholders
- Teams seeking to harness AI tools for workflow 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,
