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Duration 30 hours
Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Mastery of advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
- Utilizing data analysis tools: PivotTables, PivotCharts, and Power Query fundamentals
- Implementing automation via macros and Copilot suggestions
- Designing dashboards and reports to provide leadership with actionable insights
- Practical exercises applied to healthcare and management scenarios
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design principles and storytelling techniques
- Effective data visualization and strategic use of charts
- Integrating data from Excel and generating presentations with Copilot
- Strategies for engaging executive audiences effectively
- Final project: constructing a presentation using 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
- Leveraging Copilot for writing, summarizing, and editing content
- Collaborating on documents and managing version control
- Practical exercise: developing a leadership-focused report
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced techniques for email and calendar management
- Configuring rules, categories, and automation for improved efficiency
- Using Copilot for drafting emails, summarizing content, and scheduling assistance
- Integrating Outlook with Teams and other Microsoft 365 tools
- Leadership-oriented time management strategies
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Overview of Copilot capabilities across the Microsoft 365 suite
- AI-assisted task automation in Excel, Word, and Outlook
- Designing prompts for optimal Copilot usage
- Best practices for ethical AI use and data privacy
- Hands-on practice: building workflows with Copilot
Summary and Next Steps
Requirements
- A solid understanding of fundamental data management and reporting concepts.
- Experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Familiarity with 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 preparing reports, presentations, and documentation for leadership teams.
- Teams aiming to harness AI tools for automation and generating 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,
