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 Duration 30 hours

Course Outline

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

  • Mastery of advanced formulas and functions, including INDEX/MATCH, XLOOKUP, IF, and nested structures.
  • Utilizing data analysis tools such as PivotTables, PivotCharts, and foundational Power Query.
  • Implementing automation via macros and leveraging Copilot suggestions.
  • Developing dashboards and reports to provide clear leadership insights.
  • Practical exercises tailored to healthcare and general management contexts.

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

  • Techniques for professional slide design and effective storytelling.
  • Best practices in data visualization and chart utilization.
  • Seamless integration with Excel and generation of presentations using Copilot.
  • Strategies for engaging executive audiences effectively.
  • Capstone project: constructing a complete presentation with Copilot assistance.

Module 3 – Word for Professional Documentation (6 hours)

  • Drafting and formatting sophisticated reports and business proposals.
  • Utilizing templates and styles to ensure consistency and efficiency.
  • Applying Copilot for writing, summarization, and content refinement.
  • Managing collaboration workflows and version control.
  • Practical exercise: developing a comprehensive leadership report.

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

  • Advanced techniques for email and calendar management.
  • Configuring rules, categories, and automation to boost efficiency.
  • Employing Copilot for drafting, summarizing communications, and scheduling support.
  • Synchronizing Outlook with Teams and other Microsoft 365 components.
  • Leadership-oriented time management strategies.

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

  • Comprehensive overview of Copilot’s role across the Microsoft 365 suite.
  • AI-assisted automation of tasks in Excel, Word, and Outlook.
  • Designing effective prompts to maximize Copilot’s utility.
  • Navigating ethical AI usage and adhering to data privacy best practices.
  • Practical session: building automated workflows using Copilot.

Course Summary and Future Steps

Requirements

  • A foundational grasp of basic data management and reporting principles.
  • Proficiency with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
  • Familiarity with digital collaboration platforms such as Teams or OneDrive.

Target Audience

  • Managers and key decision-makers looking to elevate their productivity using Microsoft 365 and Copilot.
  • Professionals tasked with generating executive reports, presentations, and documentation.
  • Teams looking to capitalize on AI tools for process automation and strategic insight generation.

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