Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Mastery of complex formulas and functions, including INDEX/MATCH, XLOOKUP, IF, and nested logic.
- Utilizing data analysis tools such as PivotTables, PivotCharts, and fundamental Power Query operations.
- Implementing automation through macros and leveraging Copilot suggestions.
- Building dashboards and reports that provide actionable leadership insights.
- Scenario-based practical exercises applied to healthcare and management contexts.
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Techniques for professional slide design and effective storytelling.
- Best practices for data visualization and the strategic use of charts.
- Seamless integration with Excel and the creation of presentations assisted by Copilot.
- Strategies for engaging executive audiences effectively.
- Capstone project: constructing a complete presentation using Copilot.
Module 3 – Word for Professional Documentation (6 hours)
- Drafting and formatting professional reports and business proposals.
- Utilizing templates and styles to ensure consistency and workflow efficiency.
- Incorporating Copilot for content writing, summarization, and editing.
- Managing collaboration features and version control.
- Practical exercise: developing a comprehensive leadership report.
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced techniques for email and calendar management.
- Setting up rules, categories, and automated workflows to maximize efficiency.
- Using Copilot for drafting emails, summarizing messages, and assisting with scheduling.
- Integration of 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 the Microsoft 365 suite.
- AI-assisted automation of tasks within Excel, Word, and Outlook.
- Developing effective prompts to optimize Copilot usage.
- Guidelines for ethical AI application and best practices in data privacy.
- Hands-on session: designing and implementing workflows utilizing Copilot.
Course Summary and Recommended Next Steps
Requirements
- A foundational grasp of data management and reporting principles.
- Working experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Familiarity with digital collaboration platforms such as Teams or OneDrive.
Target Audience
- Managers and key decision-makers looking to elevate productivity through Microsoft 365 and Copilot.
- Professionals tasked with creating reports, presentations, and documentation for executive leadership.
- Teams seeking to utilize AI tools for process automation and the generation of 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,
