Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Mastery of complex formulas and functions, including INDEX/MATCH, XLOOKUP, IF, and nested structures
- Utilizing data analysis tools such as PivotTables, PivotCharts, and foundational Power Query techniques
- Implementing automation via macros and leveraging Copilot-generated suggestions
- Developing executive dashboards and reports to provide leadership insights
- Applied exercises contextualized within healthcare and management scenarios
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Expert slide design principles and narrative storytelling techniques
- Effective data visualization strategies and chart utilization
- Seamless integration with Excel and the creation of presentations assisted by Copilot
- Strategies for engaging and persuading executive audiences
- Capstone project: Constructing a comprehensive presentation using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Drafting and formatting professional reports and business proposals
- Utilizing templates and styles to ensure consistency and workflow efficiency
- Integrating Copilot for content writing, summarization, and editing
- Applying collaboration tools and managing version control effectively
- Practical application: Compiling a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Sophisticated email and calendar management techniques
- Configuring rules, categories, and automation to maximize efficiency
- Using Copilot for drafting emails, summarizing content, and scheduling support
- Synergizing Outlook with Teams and other Microsoft 365 services
- Implementing leadership-oriented time management strategies
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Comprehensive overview of Copilot capabilities across the Microsoft 365 suite
- AI-assisted task automation within Excel, Word, and Outlook
- Crafting effective prompts for optimal Copilot utilization
- Navigating ethical AI usage and adhering to data privacy best practices
- Interactive practice: Designing and executing workflows powered by Copilot
Course Summary and Future Roadmap
Requirements
- A solid grasp of fundamental data management and reporting principles
- Proficiency with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Working knowledge of digital collaboration platforms such as Teams or OneDrive
Target Audience
- Leaders and decision-makers looking to elevate productivity through Microsoft 365 and Copilot
- Professionals tasked with producing reports, presentations, and executive documentation
- Teams seeking to integrate 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,
