Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Mastering complex formulas and functions (including INDEX/MATCH, XLOOKUP, IF, and nested formulas)
- Leveraging data analysis tools such as PivotTables, PivotCharts, and Power Query fundamentals
- Implementing automation via macros and Copilot-driven suggestions
- Building dashboards and reports to provide clear leadership insights
- Applied practical exercises in healthcare and management contexts
Module 2 – Creating Impactful Presentations with PowerPoint (6 hours)
- Applying professional slide design and narrative storytelling techniques
- Utilizing effective data visualization and chart integration
- Syncing with Excel and generating presentations with Copilot
- Strategies for engaging executive-level audiences
- Capstone project: developing a presentation with the aid of Copilot
Module 3 – Professional Documentation in Word (6 hours)
- Drafting and formatting professional reports and proposals
- Utilizing templates and styles to ensure consistency and speed
- Integrating Copilot for content writing, summarization, and editing
- Managing collaboration tools and version control
- Practical session: constructing a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Advanced techniques for managing emails and calendars
- Setting up rules, categories, and automation to streamline workflows
- Using Copilot for drafting, summarizing, and scheduling support
- Seamless integration with Teams and other Microsoft 365 applications
- Time management strategies tailored for leadership roles
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Overview of Copilot capabilities across the Microsoft 365 suite
- AI-assisted automation of tasks in Excel, Word, and Outlook
- Designing effective prompts for optimal Copilot utilization
- Best practices for ethical AI use and data privacy protection
- Practical session: developing and executing workflows using Copilot
Course Summary and Future Steps
Requirements
- A solid grasp of fundamental data management and reporting principles
- Working experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Familiarity with digital collaboration platforms such as Teams or OneDrive
Target Audience
- Managers and decision-makers looking to elevate productivity through Microsoft 365 and Copilot
- Professionals tasked with creating reports, presentations, and documentation for senior leadership
- Teams aiming to harness AI tools for process automation and generating 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
the trainer's patience,
