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 Duration 30 hours

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

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