Course Outline
Module 1 – Leveraging Advanced Excel for Strategic Decisions (6 hours)
- Complex formulas and functions, including INDEX/MATCH, XLOOKUP, IF, and nested structures.
- Data analysis capabilities: PivotTables, PivotCharts, and introductory Power Query.
- Workflow automation utilizing macros and Copilot-assisted suggestions.
- Development of executive dashboards and reports for actionable insights.
- Applied exercises focusing on healthcare and management contexts.
Module 2 – Crafting High-Impact PowerPoint Presentations (6 hours)
- Professional slide architecture and narrative design.
- Effective data visualization strategies and chart utilization.
- Seamless integration with Excel and generation of Copilot-assisted decks.
- Techniques for engaging senior executive audiences.
- Capstone project: constructing a presentation with Copilot support.
Module 3 – Word for Executive-Grade Documentation (6 hours)
- Authoring and formatting high-standard reports and proposals.
- Utilizing templates and styles for consistency and rapid production.
- Employing Copilot for drafting, summarization, and content refinement.
- Collaborative features and version management protocols.
- Practical task: compiling a comprehensive leadership report.
Module 4 – Outlook for Peak Productivity and Team Coordination (6 hours)
- Sophisticated email and calendar administration techniques.
- Implementing rules, categorization, and automation for optimal efficiency.
- Leveraging Copilot for drafting, summarization, and scheduling support.
- Synchronization with Teams and broader Microsoft 365 ecosystem tools.
- Leadership-centric strategies for time optimization.
Module 5 – Microsoft Copilot in Executive Workflows (6 hours)
- Comprehensive overview of Copilot’s role within Microsoft 365.
- AI-driven task automation across Excel, Word, and Outlook.
- Effective prompt engineering for maximizing Copilot utility.
- Best practices for ethical AI application and data privacy.
- Interactive session: building automated workflows with Copilot.
Wrap-up and Future Steps
Requirements
- Foundational knowledge of data management and reporting principles.
- Practical experience with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
- Proficiency with digital collaboration platforms such as Teams or OneDrive.
Target Audience
- Leaders and decision-makers looking to enhance operational efficiency through Microsoft 365 and Copilot.
- Specialists tasked with creating executive reports, presentations, and documentation.
- Teams aiming to integrate AI tools for workflow automation and strategic intelligence.
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,
