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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
30 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £9500 online delivery, based on a group of 2 delegates, £3000 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
Please see our public courses
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
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.
