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 Duration 30 hours

Course Outline

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

  • Complex formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
  • Data analysis tools: PivotTables, PivotCharts, and Power Query fundamentals
  • Workflow automation using macros and Copilot recommendations
  • Constructing dashboards and reports to drive leadership insights
  • Practical exercises applied to healthcare and management contexts

Module 2 – PowerPoint for Impactful Presentations (6 hours)

  • Professional slide design and effective storytelling methods
  • Best practices for data visualisation and chart usage
  • Integration with Excel and generation of presentations via Copilot
  • Strategies for engaging executive audiences
  • Final project: building a presentation with Copilot assistance

Module 3 – Word for Professional Documentation (6 hours)

  • Creating and formatting professional reports and proposals
  • Utilising templates and styles for consistency and efficiency
  • Integrating Copilot for writing, summarisation, and editing content
  • Collaboration tools and version control mechanisms
  • Practical exercise: constructing a leadership report

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

  • Advanced email and calendar management techniques
  • Implementing rules, categories, and automation for improved efficiency
  • Using Copilot for drafting, summarising, and scheduling support
  • Integration with Teams and other Microsoft 365 tools
  • Leadership-focused time management strategies

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

  • Overview of Copilot capabilities across Microsoft 365
  • AI-assisted task automation in Excel, Word, and Outlook
  • Prompt design techniques for effective Copilot usage
  • Ethical AI usage and data privacy best practices
  • Hands-on practice: creating workflows using Copilot

Summary and Next Steps

Requirements

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

Target Audience

  • Managers and decision-makers looking to elevate their productivity through Microsoft 365 and Copilot
  • Professionals tasked with preparing reports, presentations, and documentation for executive leadership
  • Teams seeking to harness AI tools for automation and the generation of strategic insights

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