Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Mastery of advanced formulas and functions, including INDEX/MATCH, XLOOKUP, IF, and nested formulas.
- Utilization of data analysis tools such as PivotTables, PivotCharts, and Power Query fundamentals.
- Implementing automation through macros and Copilot-generated suggestions.
- Designing dashboards and comprehensive reports to provide leadership with actionable insights.
- Practical exercises applied to healthcare and general management scenarios.
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Professional slide design principles and narrative storytelling techniques.
- Effective data visualization strategies and optimal chart usage.
- Seamless integration with Excel and generation of presentations using Copilot.
- Strategies for engaging and retaining executive audiences.
- Capstone project: Constructing a full presentation with Copilot support.
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting polished professional reports and business proposals.
- Utilizing templates and styles to ensure consistency and operational efficiency.
- Integrating Copilot for content writing, summarization, and editing tasks.
- Leveraging collaboration tools and managing version control effectively.
- Practical exercise: Developing a comprehensive leadership report.
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Advanced techniques for email and calendar management.
- Setting up rules, categories, and automations to maximize efficiency.
- Utilizing Copilot for drafting communications, summarizing threads, and assisting with scheduling.
- Integrating Outlook with Teams and other Microsoft 365 tools for a cohesive workflow.
- Leadership-focused strategies for effective time management.
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Overview of Copilot’s capabilities across the Microsoft 365 suite.
- AI-assisted task automation within Excel, Word, and Outlook environments.
- Designing effective prompts to maximize Copilot utility.
- Best practices for ethical AI usage and data privacy compliance.
- Hands-on practice: Building and optimizing workflows using Copilot.
Course Summary and Recommended Next Steps
Requirements
- A foundational understanding of basic data management and reporting principles.
- Prior experience with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Familiarity with digital collaboration platforms such as Microsoft Teams or OneDrive.
Target Audience
- Managers and decision-makers looking to elevate their productivity by harnessing Microsoft 365 and Copilot.
- Professionals tasked with generating reports, presentations, and documentation for executive stakeholders.
- Teams aiming to leverage AI-driven 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,
