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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 formulas)
  • Data analysis utilities: PivotTables, PivotCharts, and introductory Power Query
  • Workflow automation using macros and Copilot-assisted suggestions
  • Designing dashboards and reports to provide leadership insights
  • Practical exercises focused on healthcare and management scenarios

Module 2 – PowerPoint for High-Impact Presentations (6 hours)

  • Professional slide design and narrative storytelling techniques
  • Effective data visualization and chart utilization
  • Synergy with Excel and Copilot-generated presentation drafts
  • Strategies for engaging executive audiences
  • Capstone project: constructing a presentation with Copilot support

Module 3 – Word for Professional Documentation (6 hours)

  • Drafting and formatting professional reports and proposals
  • Implementing templates and styles for consistency and efficiency
  • Leveraging Copilot for content writing, summarization, and editing
  • Utilizing collaboration tools and managing version control
  • Practical exercise: developing a leadership report

Module 4 – Outlook for Productivity and Team Organization (6 hours)

  • Sophisticated email and calendar management methods
  • Implementing rules, categories, and automation for enhanced efficiency
  • Using Copilot for drafting, summarizing, and scheduling support
  • Integrating with Teams and other Microsoft 365 components

Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)

  • AI-assisted task automation within Excel, Word, and Outlook
  • Designing prompts for optimal Copilot performance
  • Best practices for ethical AI usage and data privacy
  • Hands-on practice: building workflows with Copilot

Summary and Path Forward

Requirements

  • A solid grasp of fundamental data management and reporting principles
  • Practical experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook

Target Audience

  • Managers and decision-makers looking to elevate productivity via Microsoft 365 and Copilot
  • Professionals tasked with preparing reports, presentations, and documentation for leadership teams
  • Teams seeking to harness AI tools for workflow automation and strategic insight generation

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