Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Complex formulas and functions (including INDEX/MATCH, XLOOKUP, IF, and nested logic).
- Data analysis utilities: PivotTables, PivotCharts, and introductory Power Query.
- Process automation via macros and Copilot-driven suggestions.
- Developing dashboards and reports to provide leadership with actionable insights.
- Applied exercises relevant to healthcare and management contexts.
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Professional slide architecture and narrative storytelling methods.
- Effective data visualization strategies and chart utilization.
- Seamless integration with Excel and Copilot-assisted presentation creation.
- Techniques for engaging and persuading executive audiences.
- Capstone project: constructing a full presentation using Copilot.
Module 3 – Word for Professional Documentation (6 hours)
- Drafting and formatting polished reports and proposals.
- Utilizing templates and styles for document consistency and efficiency.
- Incorporating Copilot for writing, summarization, and content refinement.
- Managing collaboration tools and version control.
- Practical task: assembling a comprehensive leadership report.
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Sophisticated email and calendar management practices.
- Implementing rules, categories, and automation for improved workflow efficiency.
- Using Copilot to assist with drafting, summarizing, and scheduling tasks.
- Interfacing with Teams and broader Microsoft 365 ecosystem tools.
- Leadership-oriented time management and prioritization strategies.
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- A comprehensive overview of Copilot’s capabilities across Microsoft 365.
- AI-assisted automation of tasks within Excel, Word, and Outlook.
- Crafting effective prompts to maximize Copilot’s output.
- Best practices for ethical AI usage and data privacy compliance.
- Hands-on session: designing and executing workflows with Copilot.
Course Summary and Future Pathways
Requirements
- Fundamental knowledge of data management and reporting principles.
- Practical experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Basic familiarity with digital collaboration platforms such as Teams or OneDrive.
Target Audience
- Managers and decision-makers looking to amplify productivity through Microsoft 365 and Copilot.
- Professionals tasked with creating reports, presentations, and documentation for executive leadership.
- Teams seeking to harness 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,
