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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
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,