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Course Outline

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

  • Advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas).
  • Data analysis tools: PivotTables, PivotCharts, and Power Query basics.
  • Automation with macros and Copilot suggestions.
  • Creating dashboards and reports for leadership insights.
  • Practical exercises applied to healthcare and management scenarios.

Module 2 – PowerPoint for Impactful Presentations (6 hours)

  • Professional slide design and storytelling techniques.
  • Effective data visualisation and the use of charts.
  • Integration with Excel and Copilot-generated presentations.
  • Tips for engaging executive audiences.
  • Final project: presentation building using Copilot.

Module 3 – Word for Professional Documentation (6 hours)

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

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

  • Advanced email and calendar management techniques.
  • Rules, categories, and automation for efficiency.
  • Copilot for drafting, summarising, and scheduling assistance.
  • 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 across Microsoft 365.
  • AI-assisted task automation in Excel, Word, and Outlook.
  • Prompt design for effective Copilot usage.
  • Ethical use of AI and data privacy best practices.
  • Hands-on practice: creating workflows using Copilot.

Summary and Next Steps

Requirements

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

Audience

  • Managers and decision-makers looking to enhance productivity using Microsoft 365 and Copilot.
  • Professionals responsible for preparing reports, presentations, and documentation for leadership.
  • Teams aiming to leverage AI tools for automation and strategic insight generation.
 30 Hours

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