Course Outline

Module 1 – Advanced Excel for Decision-Making (6 hours)

  • Advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
  • Data analysis tools: PivotTables, PivotCharts, Power Query basics
  • Automation with macros and Copilot suggestions
  • Creating dashboards and reports for leadership insights
  • Practical exercises applied to healthcare and management scenarios

Module 2 – PowerPoint for Impactful Presentations (6 hours)

  • Professional slide design and storytelling techniques
  • Effective data visualization and use of charts
  • Integration with Excel and Copilot-generated presentations
  • Tips for engaging executive audiences
  • Final project: presentation building using Copilot

Module 3 – Word for Professional Documentation (6 hours)

  • Creating and formatting professional reports and proposals
  • Templates and styles for consistency and efficiency
  • Integrating Copilot for writing, summarizing, and editing content
  • Collaboration tools and version control
  • Practical exercise: building a leadership report

Module 4 – Outlook for Productivity and Team Organization (6 hours)

  • Advanced email and calendar management techniques
  • Rules, categories, and automation for efficiency
  • Copilot for drafting, summarizing, and scheduling assistance
  • Integration with Teams and other Microsoft 365 tools
  • Leadership-focused time management strategies

Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)

  • Overview of Copilot across Microsoft 365
  • AI-assisted task automation in Excel, Word, and Outlook
  • Prompt design for effective Copilot usage
  • Ethical use of AI and data privacy best practices
  • Hands-on practice: creating workflows using Copilot

Summary and Next Steps

Requirements

  • An understanding of basic data management and reporting concepts
  • Experience with Microsoft Office applications such as Excel, Word, PowerPoint, and Outlook
  • Familiarity with online collaboration tools such as Teams or OneDrive

Audience

  • Managers and decision-makers seeking to enhance productivity using Microsoft 365 and Copilot
  • Professionals responsible for preparing reports, presentations, and documentation for leadership
  • Teams aiming to leverage AI tools for automation and strategic insight generation
 30 Hours

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