Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Mastering advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas).
- Leveraging data analysis tools: PivotTables, PivotCharts, and Power Query fundamentals.
- Implementing automation through macros and Copilot suggestions.
- Building dashboards and reports to provide leadership with actionable insights.
- Applying practical exercises to healthcare and management contexts.
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Developing professional slide design and storytelling strategies.
- Mastering effective data visualization and chart usage.
- Integrating Excel data and Copilot-generated presentation features.
- Techniques for engaging executive audiences effectively.
- Final project: Constructing a presentation with the aid of Copilot.
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals.
- Using templates and styles to ensure consistency and efficiency.
- Integrating Copilot for writing, summarizing, and editing content.
- Utilizing collaboration tools and version control features.
- Practical exercise: Developing a comprehensive leadership report.
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Advanced techniques for email and calendar management.
- Implementing rules, categories, and automation for improved efficiency.
- Using Copilot for drafting, summarizing, and scheduling support.
- Seamless integration with Teams and other Microsoft 365 applications.
- Applying leadership-focused time management strategies.
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Comprehensive overview of Copilot across the Microsoft 365 suite.
- Automating tasks with AI assistance in Excel, Word, and Outlook.
- Designing effective prompts for optimal Copilot usage.
- Best practices for ethical AI usage and data privacy.
- Hands-on practice: Developing workflows utilizing Copilot.
Course Summary and Next Steps
Requirements
- A foundational understanding of data management and reporting principles.
- Prior experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Working knowledge of 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 aiming 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,
