Get in Touch
 Duration 30 hours

Course Outline

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

  • Mastery of complex formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested structures)
  • Utilizing data analysis features: PivotTables, PivotCharts, and Power Query fundamentals
  • Implementing automation through macros and leveraging Copilot suggestions
  • Building dynamic dashboards and reports to provide leadership with actionable insights
  • Applying practical exercises tailored to healthcare and general management contexts

Module 2 – PowerPoint for High-Impact Presentations (6 hours)

  • Developing professional slide designs and effective storytelling techniques
  • Creating compelling data visualizations and utilizing charts effectively
  • Seamlessly integrating Excel data and generating presentations with Copilot
  • Techniques for engaging and influencing executive audiences
  • Capstone project: Constructing a complete presentation using Copilot assistance

Module 3 – Word for Professional Documentation (6 hours)

  • Drafting and formatting high-quality professional reports and proposals
  • Utilizing templates and style guides to ensure consistency and workflow efficiency
  • Integrating Copilot for content creation, summarization, and editing
  • Managing collaboration and maintaining version control in shared documents
  • Practical exercise: Developing a comprehensive leadership report

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

  • Advanced strategies for email and calendar management
  • Setting up rules, categories, and automations to maximize efficiency
  • Using Copilot for drafting emails, summarizing conversations, and assisting with scheduling
  • Integrating Outlook seamlessly with Teams and other Microsoft 365 components
  • Applying leadership-focused time management best practices

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

  • Comprehensive overview of Copilot’s capabilities across the Microsoft 365 suite
  • Automating tasks with AI assistance in Excel, Word, and Outlook
  • Crafting effective prompts to optimize Copilot usage
  • Understanding ethical AI usage and adhering to data privacy best practices
  • Hands-on session: Designing and executing workflows powered by Copilot

Course Summary and Path Forward

Requirements

  • A foundational understanding of basic data management and reporting principles
  • Practical experience with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
  • Proficiency in using online collaboration platforms such as Teams or OneDrive

Target Audience

  • Managers and key decision-makers looking to amplify productivity through Microsoft 365 and Copilot
  • Professionals tasked with producing high-quality reports, presentations, and documentation for executive leadership
  • Teams eager to harness AI tools for process automation and generating strategic insights

Testimonials (3)

Upcoming Courses

Related Categories