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 Duration 30 hours

Course Outline

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

  • Mastering complex formulas and functions (including INDEX/MATCH, XLOOKUP, IF, and nested formulas).
  • Leveraging data analysis tools: PivotTables, PivotCharts, and foundational Power Query concepts.
  • Automating tasks using macros and Copilot-driven suggestions.
  • Designing dashboards and reports to provide actionable insights for leadership.
  • Applying practical exercises to healthcare and management case studies.

Module 2 – PowerPoint for Compelling Presentations (6 hours)

  • Professional slide design principles and effective storytelling methods.
  • Optimal data visualization techniques and chart utilization.
  • Integrating Excel data and generating presentations with Copilot.
  • Strategies for engaging executive-level audiences.
  • Capstone project: constructing a presentation using Copilot.

Module 3 – Word for Professional Documentation (6 hours)

  • Creating and formatting high-quality reports and proposals.
  • Using templates and styles to ensure consistency and efficiency.
  • Integrating Copilot for content writing, summarization, and editing.
  • Utilizing collaboration tools and managing version control.
  • Practical exercise: developing a comprehensive leadership report.

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

  • Advanced techniques for email and calendar management.
  • Implementing rules, categories, and automation for improved efficiency.
  • Using Copilot for drafting, summarizing, and scheduling support.
  • Seamlessly integrating with Teams and other Microsoft 365 tools.
  • Leadership-oriented time management strategies.

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

  • Comprehensive overview of Copilot across the Microsoft 365 suite.
  • AI-assisted task automation within Excel, Word, and Outlook.
  • Crafting effective prompts for optimal Copilot utilization.
  • Best practices for ethical AI use and data privacy.
  • Hands-on practice: building automated workflows using Copilot.

Course Summary and Path Forward

Requirements

  • A foundational understanding of data management and reporting principles.
  • Proficiency with core 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 productivity through Microsoft 365 and Copilot.
  • Professionals tasked with creating reports, presentations, and documentation for leadership.
  • Teams aiming to leverage AI tools for process automation and strategic insight generation.

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