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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 (INDEX/MATCH, XLOOKUP, IF, nested formulas).
  • Leveraging data analysis tools: PivotTables, PivotCharts, and Power Query fundamentals.
  • Implementing automation through macros and Copilot-suggested workflows.
  • Building dashboards and reports to provide leadership with actionable insights.
  • Practical exercises tailored to healthcare and management contexts.

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

  • Professional slide design and narrative storytelling techniques.
  • Effective data visualization and strategic use of charts.
  • Seamingless integration with Excel and generation of presentations via Copilot.
  • Strategies for engaging executive-level audiences.
  • Capstone project: constructing a presentation with the assistance of Copilot.

Module 3 – Word for Professional Documentation (6 hours)

  • Drafting and formatting professional reports and business proposals.
  • Utilizing templates and styles to ensure consistency and efficiency.
  • Integrating Copilot for content writing, summarization, and editing.
  • Employing collaboration tools and version control mechanisms.
  • Practical exercise: developing a comprehensive leadership report.

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

  • Advanced email and calendar management methodologies.
  • Configuring rules, categories, and automation to maximize efficiency.
  • Using Copilot for drafting, summarizing, and scheduling assistance.
  • Seamless integration with Teams and other Microsoft 365 components.
  • Leadership-centric time management strategies.

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

  • Comprehensive overview of Copilot across the Microsoft 365 platform.
  • AI-assisted task automation within Excel, Word, and Outlook.
  • Crafting effective prompts for optimal Copilot utilization.
  • Ethical AI usage and best practices for data privacy.
  • Hands-on practice: designing and executing workflows with Copilot.

Summary and Path Forward

Requirements

  • Foundational knowledge of data management and reporting principles.
  • Prior experience 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 key decision-makers looking to elevate productivity through Microsoft 365 and Copilot.
  • Professionals tasked with creating reports, presentations, and documentation for executive stakeholders.
  • Teams aiming to harness AI tools for workflow automation and strategic insight generation.

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