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Duration 30 hours
Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Mastery of advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas).
- Utilizing data analysis tools: PivotTables, PivotCharts, and Power Query fundamentals.
- Automating tasks using macros and Copilot recommendations.
- Building dashboards and reports to provide leadership with actionable insights.
- Practical exercises focused on healthcare and management scenarios.
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design and the application of storytelling techniques.
- Effective data visualization and strategic use of charts.
- Integrating Excel data and generating presentations with Copilot.
- Strategies for engaging executive audiences effectively.
- Final project: Constructing a presentation using Copilot.
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals.
- Leveraging templates and styles for consistency and operational efficiency.
- Incorporating Copilot for content writing, summarization, and editing.
- Utilizing collaboration tools and managing version control.
- Practical exercise: Developing a comprehensive leadership report.
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced techniques for email and calendar management.
- Implementing rules, categories, and automation to drive efficiency.
- Using Copilot for drafting, summarizing, and scheduling assistance.
- Seamless integration with Teams and other Microsoft 365 tools.
- Time management strategies tailored for leadership roles.
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- An overview of Copilot’s capabilities across the Microsoft 365 platform.
- AI-assisted task automation in Excel, Word, and Outlook.
- Designing effective prompts for optimal Copilot usage.
- Ethical AI use and adherence to data privacy best practices.
- Hands-on practice: Designing workflows with Copilot.
Summary and Next Steps
Requirements
- A solid grasp of fundamental data management and reporting concepts.
- Proficiency in using Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Familiarity with online collaboration platforms such as Teams or OneDrive.
Audience
- Managers and decision-makers looking to enhance productivity through Microsoft 365 and Copilot.
- Professionals tasked with creating reports, presentations, and documentation for leadership teams.
- Teams seeking to harness AI tools for 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,
