Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Complex formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested structures)
- Data analytics tools: PivotTables, PivotCharts, and introductory Power Query
- Workflow automation via macros and Copilot recommendations
- Construction of dashboards and reports to provide leadership insights
- Applied exercises relevant to healthcare and management contexts
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Professional slide aesthetics and narrative techniques
- Effective data visualization and chart utilization
- Synergy with Excel and presentation generation via Copilot
- Strategies for engaging executive audiences
- Capstone project: building a presentation with Copilot assistance
Module 3 – Word for Professional Documentation (6 hours)
- Drafting and formatting professional reports and proposals
- Utilizing templates and styles for consistency and efficiency
- Leveraging Copilot for content writing, summarization, and editing
- Collaboration features and version control mechanisms
- Practical exercise: developing a leadership report
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Advanced techniques for email and calendar management
- Efficiency through rules, categories, and automation
- Copilot support for drafting, summarizing, and scheduling
- Integration with Teams and broader Microsoft 365 tools
- Time management strategies tailored for leadership roles
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Overview of Copilot capabilities across Microsoft 365
- AI-assisted automation in Excel, Word, and Outlook
- Prompt engineering for optimal Copilot performance
- Ethical AI usage and data privacy best practices
- Practical session: designing workflows using Copilot
Summary and Recommended Next Steps
Requirements
- Foundational knowledge of data management and reporting principles
- Practical experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Proficiency in online collaboration platforms such as Teams or OneDrive
Target Audience
- Managers and decision-makers looking to elevate productivity through Microsoft 365 and Copilot
- Professionals tasked with creating reports, presentations, and documentation for leadership teams
- Teams seeking to harness AI tools for process 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,