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Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
- Data analysis tools: PivotTables, PivotCharts, and Power Query basics
- Automation using macros and Copilot suggestions
- Developing dashboards and reports for leadership insights
- Practical exercises applied to healthcare and management scenarios
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design and storytelling techniques
- Effective data visualization and chart utilization
- Integration with Excel and Copilot-generated presentations
- Tips for engaging executive audiences
- Final project: building a presentation using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals
- Using templates and styles for consistency and efficiency
- Integrating Copilot for writing, summarizing, and editing content
- Collaboration tools and version control
- Practical exercise: constructing a leadership report
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced email and calendar management techniques
- Rules, categories, and automation for improved efficiency
- Copilot assistance for drafting, summarizing, and scheduling
- Integration with Teams and other Microsoft 365 tools
- Time management strategies tailored for leadership
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Overview of Copilot across Microsoft 365
- AI-assisted task automation in Excel, Word, and Outlook
- Prompt design for effective Copilot usage
- Ethical use of AI and data privacy best practices
- Hands-on practice: creating workflows using Copilot
Summary and Next Steps
Requirements
- A fundamental understanding of data management and reporting concepts
- Experience using Microsoft Office applications such as Excel, Word, PowerPoint, and Outlook
- Familiarity with online collaboration tools like Teams or OneDrive
Audience
- Managers and decision-makers looking to boost productivity using Microsoft 365 and Copilot
- Professionals tasked with preparing reports, presentations, and documentation for leadership
- Teams aiming to leverage AI tools for automation and strategic insight generation
30 Hours
Testimonials (2)
the trainer's patience,
Agata Halubicka - Sad Rejonowy w Krosnie Odrzanskim
Course - Microsoft Office Excel - poziom średnio zaawansowany
well-prepared training, interesting topics