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, Power Query basics
- Automation with macros and Copilot suggestions
- Creating dashboards and reports for 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 use of charts
- Integration with Excel and Copilot-generated presentations
- Tips for engaging executive audiences
- Final project: presentation building using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Creating and formatting professional reports and proposals
- Templates and styles for consistency and efficiency
- Integrating Copilot for writing, summarizing, and editing content
- Collaboration tools and version control
- Practical exercise: building a leadership report
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced email and calendar management techniques
- Rules, categories, and automation for efficiency
- 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 across Microsoft 365
- AI-assisted task automation in Excel, Word, and Outlook
- Prompt design for effective Copilot usage
- Ethical use of AI and data privacy best practices
- Hands-on practice: creating workflows using Copilot
Summary and Next Steps
Requirements
- An understanding of basic data management and reporting concepts
- Experience with Microsoft Office applications such as Excel, Word, PowerPoint, and Outlook
- Familiarity with online collaboration tools such as Teams or OneDrive
Audience
- Managers and decision-makers seeking to enhance productivity using Microsoft 365 and Copilot
- Professionals responsible for preparing reports, presentations, and documentation for leadership
- Teams aiming to leverage AI tools for automation and strategic insight generation
Testimonials (5)
scope of material
Marcin - Instytut Energetyki- Panstwowy Instytut Badawczy
Course - Word dla zaawansowanych
scope of material
Marcin - Instytut Energetyki- Panstwowy Instytut Badawczy
Course - MS Word - poziom podstawowy
Adam was very knowledgeable and had a great layout.
Corey Reis - Lockheed Martin
Course - Advanced Slide Design in PowerPoint
some small tricks regarding image formating and templates - very useful :)
Natalia Wawrzyniak - Akademia Morska w Szczecinie
Course - Advanced MS PowerPoint
Training agenda was well thought out.