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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 techniques using macros and Copilot suggestions.
- Developing dashboards and reports to provide leadership insights.
- Practical exercises applied to healthcare and management scenarios.
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design and storytelling techniques.
- Effective data visualization and the strategic use of charts.
- Integration with Excel and the creation of presentations using Copilot.
- Strategies for engaging executive audiences.
- Final project: constructing a presentation with the assistance of Copilot.
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals.
- Utilizing templates and styles to ensure consistency and efficiency.
- Integrating Copilot for writing, summarizing, and editing content.
- Collaboration tools and version control mechanisms.
- Practical exercise: developing a leadership report.
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced email and calendar management techniques.
- Implementing rules, categories, and automation to enhance efficiency.
- Using Copilot for drafting, summarizing, 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 the Microsoft 365 suite.
- AI-assisted task automation in Excel, Word, and Outlook.
- Prompt design for maximizing effective Copilot usage.
- Ethical AI use and data privacy best practices.
- Hands-on practice: creating workflows with the help of 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 seeking to enhance their productivity using Microsoft 365 and Copilot.
- Professionals tasked with preparing reports, presentations, and documentation for leadership teams.
- Teams looking to leverage 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 8000 € + 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
