Microsoft 365 for Leaders: Advanced Productivity and Copilot Integration Training Course
Microsoft 365 is a suite of integrated productivity tools designed to enhance collaboration, provide data-driven insights, and automate workflows through applications such as Excel, Word, PowerPoint, Outlook, and Copilot.
This instructor-led, live training (available online or on-site) is tailored for intermediate-level professionals who aim to master Microsoft 365 tools and AI-powered features to improve decision-making, communication, and organizational efficiency for government operations.
By the end of this training, participants will be able to:
- Apply advanced Excel techniques and automation tools to support business and leadership decisions in a public sector context.
- Design impactful PowerPoint presentations using storytelling and data visualization techniques suitable for government audiences.
- Create, format, and collaborate on professional documents in Word with the assistance of Copilot, ensuring alignment with public sector workflows.
- Enhance productivity and time management using Outlook and AI-driven features across Microsoft 365, tailored to meet the needs of government operations.
Format of the Course
- Interactive lecture and discussion sessions.
- Hands-on exercises and scenario-based practice relevant to public sector scenarios.
- Practical application using Microsoft 365 tools in a live-lab environment, designed to simulate real-world government tasks.
Course Customization Options
- To request a customized training for this course, tailored specifically for government needs, please contact us to arrange.
Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- In-depth exploration of advanced formulas and functions, including INDEX/MATCH, XLOOKUP, IF statements, and nested formulas.
- Utilization of data analysis tools such as PivotTables, PivotCharts, and the basics of Power Query to enhance decision-making processes for government.
- Automation techniques using macros and Copilot suggestions to streamline workflows and improve efficiency.
- Development of dashboards and reports designed to provide actionable insights for leadership.
- Practical exercises focused on real-world scenarios in healthcare and management, tailored to the needs of public sector professionals.
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Techniques for designing professional slides and effective storytelling methods to engage audiences.
- Best practices for data visualization and the use of charts to communicate complex information clearly.
- Integration with Excel and Copilot-generated presentations to enhance content creation.
- Strategies for engaging executive-level audiences in government settings.
- Final project: constructing a comprehensive presentation using Copilot's assistance.
Module 3 – Word for Professional Documentation (6 hours)
- Creation and formatting of professional reports and proposals, ensuring clarity and professionalism in documentation for government.
- Use of templates and styles to maintain consistency and enhance efficiency in document preparation.
- Leveraging Copilot for writing, summarizing, and editing content to improve document quality.
- Collaboration tools and version control methods to facilitate team-based work and ensure accuracy.
- Practical exercise: building a leadership report that aligns with public sector standards.
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced techniques for managing emails and calendars to enhance productivity in government settings.
- Utilization of rules, categories, and automation features to optimize efficiency and organization.
- Use of Copilot for drafting, summarizing, and scheduling tasks to support leadership responsibilities.
- Integration with Microsoft Teams and other Microsoft 365 tools to foster collaboration and communication.
- Strategies for effective time management tailored to the needs of public sector leaders.
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Comprehensive overview of Copilot's capabilities across the Microsoft 365 suite, designed to support government workflows.
- Implementation of AI-assisted task automation in Excel, Word, and Outlook to streamline operations and enhance productivity.
- Best practices for designing prompts to maximize Copilot's effectiveness in various tasks.
- Ethical considerations and data privacy best practices when using AI tools in government environments.
- Hands-on practice: developing workflows using Copilot to improve efficiency and decision-making processes.
Summary and Next Steps
Requirements
- A foundational understanding of data management and reporting principles
- Practical experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Familiarity with online collaboration platforms such as Teams or OneDrive
Audience
- Managers and decision-makers looking to improve productivity through the use of Microsoft 365 and Copilot for government tasks
- Professionals tasked with creating reports, presentations, and documentation for leadership review
- Teams aiming to utilize AI tools for automation and strategic insight generation in their workflows for government
Runs with a minimum of 4 + people. For 1-to-1 or private group training, request a quote.
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