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Duration 30 hours
Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
- Data analysis tools: PivotTables, PivotCharts, and Power Query fundamentals
- Automation through macros and Copilot suggestions
- Developing dashboards and reports to provide leadership insights
- Practical exercises tailored to healthcare and management scenarios
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design and storytelling methodologies
- Effective data visualisation and chart utilisation
- Integration with Excel and Copilot-generated presentations
- Strategies for engaging executive audiences
- Final project: constructing a presentation using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals
- Templates and styles for ensuring consistency and efficiency
- Integrating Copilot for writing, summarising, and editing content
- Collaboration tools and version control mechanisms
- Practical exercise: drafting a leadership report
Module 4 – Outlook for Productivity and Team Organisation (6 hours)
- Advanced email and calendar management techniques
- Rules, categories, and automation for enhanced efficiency
- Copilot for drafting, summarising, and scheduling assistance
- 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 within Excel, Word, and Outlook
- Prompt design for optimal Copilot utilisation
- 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 concepts.
- Practical experience 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 productivity using Microsoft 365 and Copilot.
- Professionals tasked with preparing reports, presentations, and documentation for leadership teams.
- Teams seeking to harness AI tools for automation and the generation of strategic insights.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 6500 € + VAT*
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Testimonials (2)
the trainer's patience,
Agata Halubicka - Sad Rejonowy w Krosnie Odrzanskim
Course - Microsoft Office Excel - poziom średnio zaawansowany
well-prepared training, interesting topics
