Course Outline
Module 1 – Advanced Excel for Strategic Decision-Making (6 hours)
- Mastering complex formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested logic)
- Utilizing data analysis tools: PivotTables, PivotCharts, and Power Query fundamentals
- Implementing automation through macros and leveraging Copilot suggestions
- Building executive dashboards and reports to drive leadership insights
- Applying practical exercises to healthcare and management case studies
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Applying professional slide design principles and narrative storytelling techniques
- Effective data visualization and strategic use of charts
- Seamlessly integrating Excel data and generating presentations with Copilot
- Techniques for engaging and retaining executive audiences
- Capstone project: developing a complete presentation assisted by Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Structuring and formatting professional reports and business proposals
- Establishing consistency and efficiency through templates and style management
- Enhancing writing, summarization, and editing processes with Copilot integration
- Managing collaboration tools and document version control
- Practical exercise: constructing a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Advanced techniques for email and calendar management
- Setting up rules, categories, and automation for operational efficiency
- Utilizing Copilot for drafting, summarizing, and scheduling support
- Integrating Outlook with Teams and other Microsoft 365 applications
- Leadership-oriented time management strategies
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Comprehensive overview of Copilot capabilities within Microsoft 365
- Automating tasks using AI assistance in Excel, Word, and Outlook
- Designing effective prompts for optimal Copilot interaction
- Best practices for ethical AI usage and data privacy compliance
- Hands-on session: building and testing workflows powered by Copilot
Course Summary and Future Steps
Requirements
- Foundational understanding of basic data management and reporting principles
- Prior 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 leadership
- Teams seeking to utilize 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,
