Microsoft 365 for Leaders: Advanced Productivity and Copilot Integration Training Course

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

• Mastery of complex formulas and functions, including INDEX/MATCH, XLOOKUP, IF, and nested formulas.
• Utilizing data analysis tools such as PivotTables, PivotCharts, and introductory Power Query techniques.
• Implementing automation through macros and leveraging Copilot’s suggested actions.
• Designing dashboards and reports that provide clear insights for leadership.
• Applied exercises focused on healthcare and general management contexts.

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

• Principles of professional slide design and narrative storytelling.
• Best practices for effective data visualization and chart integration.
• Seamless integration with Excel and the creation of presentations assisted by Copilot.
• Strategies for capturing the attention of executive audiences.
• Capstone project: constructing a complete presentation using Copilot.

Module 3 – Word for Professional Documentation (6 hours)

• Drafting and formatting polished reports and business proposals.
• Utilizing templates and styles to ensure document consistency and workflow efficiency.
• Applying Copilot to assist with writing, content summarization, and editing tasks.
• Managing collaborative workflows and maintaining version control.
• Practical task: developing a comprehensive leadership report.

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

• Advanced techniques for managing emails and calendars effectively.
• Setting up rules, categories, and automations to optimize daily efficiency.
• Using Copilot to assist with drafting emails, summarizing threads, and scheduling appointments.
• Integrating Outlook with Teams and other components of the Microsoft 365 suite.
• Time management strategies specifically tailored for leadership roles.

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

• An overview of Copilot’s role across the entire Microsoft 365 platform.
• Leveraging AI-assisted task automation within Excel, Word, and Outlook.
• Crafting effective prompts to maximize the utility of Copilot.
• Adhering to ethical AI usage standards and data privacy best practices.
• Practical session: building automated workflows with the help of Copilot.

Summary and Recommended Next Steps