Microsoft 365 Copilot for Leadership

This executive-focused course teaches senior leaders how to leverage Microsoft 365 tools and Copilot to make data-driven decisions, communicate effectively with stakeholders, and lead high-performing teams.

Learning Objectives

By the end of this course, participants will be able to:

• Use Copilot Chat for strategic planning and decision support
• Create executive-level presentations and reports
• Analyze business metrics and KPIs using Excel with Copilot
• Communicate vision and strategy through various channels
• Lead virtual and hybrid teams effectively
• Manage executive communications and scheduling

Course Agenda

Module 1: Executive Introduction to Microsoft 365 Copilot (60 minutes)

• Strategic value of Microsoft 365 for leadership
• Copilot Chat for executive decision-making
• Hands-on Lab: Use Copilot to analyze market trends and create strategic recommendations

Module 2: PowerPoint for Executive Communications (90 minutes)

• Creating board presentations and investor decks
• Using Copilot to generate executive summaries
• Hands-on Lab: Build a quarterly business review presentation
• Data storytelling techniques
• Hands-on Lab: Create a strategic initiative presentation with financial projections

Module 3: Excel for Business Intelligence (90 minutes)

• Executive dashboards and KPI tracking
• Using Copilot for advanced data analysis
• Hands-on Lab: Create an executive dashboard with company performance metrics
• Financial modeling and forecasting
• Hands-on Lab: Build a budget variance analysis with Copilot insights

Module 4: Word for Strategic Documentation (75 minutes)

• Creating strategic plans and executive communications
• Using Copilot for content generation and refinement
• Hands-on Lab: Draft a company-wide strategic initiative document
• Collaborative document review processes
• Hands-on Lab: Create an executive memo with Copilot assistance

Module 5: Teams for Leadership Communication (75 minutes)

• Leading virtual and hybrid teams
• Executive communication strategies
• Hands-on Lab: Set up an executive leadership Team workspace
• Conducting effective leadership meetings
• Hands-on Lab: Plan and facilitate a strategic planning session

Module 6: Outlook for Executive Productivity (75 minutes)

• Managing executive communications and priorities
• Using Copilot for email efficiency
• Hands-on Lab: Create executive communication templates and automation
• Strategic calendar management
• Hands-on Lab: Optimize executive scheduling and meeting preparation

Module 7: Leadership Integration and Governance (45 minutes)

• Creating integrated leadership workflows
• Governance and compliance considerations
• Hands-on Lab: Design an executive decision-making workflow
• Best practices and next steps