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
 30 Hours

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