Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Complex formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
- Data analysis capabilities: PivotTables, PivotCharts, and Power Query fundamentals
- Workflow automation using macros and Copilot-generated suggestions
- Developing dashboards and reports to provide leadership with actionable insights
- Applied exercises focused on healthcare and general management contexts
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design principles and effective storytelling strategies
- Best practices for data visualization and chart utilization
- Seamless integration with Excel and the use of Copilot-generated presentation aids
- Techniques for engaging and retaining executive-level audiences
- Capstone project: constructing a complete presentation using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Drafting and formatting high-quality reports and business proposals
- Implementing templates and styles to ensure consistency and speed
- Utilizing Copilot for content writing, summarization, and editing
- Leveraging collaboration features and version control mechanisms
- Practical exercise: compiling a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Sophisticated email and calendar management techniques
- Setting up rules, categories, and automations to enhance efficiency
- Employing Copilot for drafting emails, summarizing threads, and scheduling assistance
- Synergizing with Teams and other integrated Microsoft 365 services
- Strategies for time management tailored to leadership roles
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- A comprehensive overview of Copilot’s capabilities across the Microsoft 365 suite
- AI-assisted task automation within Excel, Word, and Outlook
- Designing effective prompts to maximize Copilot’s utility
- Best practices for ethical AI usage and maintaining data privacy
- Practical session: building custom workflows with Copilot
Summary and Future Steps
Requirements
- A solid grasp of fundamental data management and reporting principles
- Hands-on experience with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Familiarity with digital collaboration platforms such as Teams or OneDrive
Target Audience
- Managers and key decision-makers aiming to boost productivity through Microsoft 365 and Copilot
- Professionals tasked with creating reports, presentations, and documentation for executive leadership
- Teams looking to harness AI tools for process automation and the generation of strategic insights
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
Every step of the way, I was learning something.
