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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: PivotTables, PivotCharts, and foundational Power Query concepts
- Automating tasks through macros and leveraging Copilot suggestions
- Building dashboards and reports to provide leadership with actionable insights
- Applying practical exercises to healthcare and management case studies
Module 2 – PowerPoint for High-Impact Presentations (6 hours)
- Techniques for professional slide design and effective storytelling
- Best practices for data visualization and chart integration
- Seamless integration with Excel and the creation of presentations via Copilot
- Strategies for engaging executive-level audiences
- Capstone project: Constructing a presentation with Copilot assistance
Module 3 – Word for Professional Documentation (6 hours)
- Drafting and formatting high-quality reports and proposals
- Implementing templates and styles to ensure consistency and workflow efficiency
- Leveraging Copilot for content creation, summarization, and editing
- Effective use of collaboration tools and version control systems
- Practical exercise: Developing a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Coordination (6 hours)
- Advanced methods for email and calendar management
- Implementing rules, categories, and automation for streamlined efficiency
- Utilizing Copilot for drafting, summarizing, and scheduling support
- Integrating Outlook with Teams and the broader Microsoft 365 suite
- Leadership-oriented strategies for effective time management
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Comprehensive overview of Copilot’s capabilities across Microsoft 365
- AI-assisted automation of tasks in Excel, Word, and Outlook
- Crafting effective prompts to maximize Copilot utility
- Navigating ethical AI usage and data privacy best practices
- Hands-on workshop: Designing and executing workflows with Copilot
Summary and Next Steps
Requirements
- A solid grasp of fundamental data management and reporting principles
- Practical experience with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Proficiency with digital collaboration platforms such as Teams or OneDrive
Target Audience
- Managers and strategic decision-makers looking to boost productivity through Microsoft 365 and Copilot
- Professionals tasked with generating reports, presentations, and documentation for executive leadership
- Teams eager to harness AI tools for workflow automation and strategic insight generation
Testimonials (3)
The basic structure of Power BI, its main functions, as well as some advanced functions
Alessandro Binaghi - Great Place to Work(R) Institute Italia Srl
Course - PL-300: Microsoft Power BI Data Analyst
well-prepared training, interesting topics
Maciek Boiski - Instytut Energetyki - Panstwowy Instytut Badawczy
Course - Microsoft Office Excel - poziom podstawowy
Everything, is a new platform for me and everything was interesting.
