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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
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,