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 Duration 30 hours

Course Outline

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

  • Complex formulas and functions, including INDEX/MATCH, XLOOKUP, IF, and nested logic
  • Data analysis capabilities: PivotTables, PivotCharts, and introductory Power Query techniques
  • Automating processes via macros and leveraging Copilot suggestions
  • Building dashboards and reports to provide leadership with actionable insights
  • Applied exercises relevant to healthcare and management contexts

Module 2 – PowerPoint for High-Impact Presentations (6 hours)

  • Professional slide design principles and effective storytelling methods
  • Strategic data visualization and the appropriate use of charts
  • Synchronizing content with Excel and utilizing Copilot for presentation generation
  • Techniques for engaging and persuading executive audiences
  • Capstone project: Constructing a presentation using Copilot

Module 3 – Word for Professional Documentation (6 hours)

  • Drafting and formatting professional reports and proposals
  • Utilizing templates and styles to ensure consistency and workflow efficiency
  • Integrating Copilot for content writing, summarization, and editing tasks
  • Managing collaboration features and version control
  • Practical assignment: Developing a comprehensive leadership report

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

  • Sophisticated email and calendar management practices
  • Implementing rules, categories, and automation to enhance efficiency
  • Using Copilot for drafting responses, summarizing threads, and scheduling support
  • Seamless integration with Teams and other Microsoft 365 services
  • Time management strategies tailored to leadership roles

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

  • Comprehensive overview of Copilot’s capabilities across Microsoft 365
  • AI-driven task automation within Excel, Word, and Outlook
  • Crafting effective prompts for optimal Copilot interaction
  • Best practices for ethical AI usage and data privacy compliance
  • Practical session: Designing and executing workflows using Copilot

Course Summary and Path Forward

Requirements

  • A solid grasp of fundamental data management and reporting principles
  • Hands-on experience with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
  • Working knowledge of digital collaboration platforms like Teams or OneDrive

Target Audience

  • Managers and decision-makers looking to boost productivity through Microsoft 365 and Copilot
  • Professionals tasked with generating reports, presentations, and key documentation for executive leadership
  • Teams aiming to harness AI tools for process automation and the generation of strategic insights

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