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Course Outline

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

  • Mastering advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas).
  • Leveraging data analysis tools: PivotTables, PivotCharts, and Power Query basics.
  • Automating processes with macros and Copilot suggestions.
  • Developing dashboards and reports for leadership insights.
  • Applying practical exercises to healthcare and management scenarios.

Module 2 – PowerPoint for Impactful Presentations (6 hours)

  • Techniques for professional slide design and storytelling.
  • Effective data visualization and chart utilization.
  • Integration with Excel and Copilot-generated presentations.
  • Strategies for engaging executive audiences.
  • Final project: Building a presentation using Copilot.

Module 3 – Word for Professional Documentation (6 hours)

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

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

  • Advanced techniques for email and calendar management.
  • Enhancing efficiency with rules, categories, and automation.
  • Utilizing Copilot for drafting, summarizing, and scheduling assistance.
  • Integration with Teams and other Microsoft 365 tools.
  • Time management strategies focused on leadership needs.

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

  • Overview of Copilot across the Microsoft 365 ecosystem.
  • AI-assisted task automation in Excel, Word, and Outlook.
  • Designing effective prompts for Copilot usage.
  • Ethical considerations in AI usage and data privacy best practices.
  • Hands-on practice: Developing workflows using Copilot.

Summary and Next Steps

Requirements

  • A foundational understanding of basic data management and reporting concepts.
  • Previous experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
  • Familiarity with online collaboration platforms such as Teams or OneDrive.

Audience

  • Managers and decision-makers looking to improve productivity using Microsoft 365 and Copilot.
  • Professionals tasked with preparing reports, presentations, and documentation for leadership.
  • Teams aiming to utilize AI tools for automation and the generation of strategic insights.
 30 Hours

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