Executive Assistant

Modern assistance combines executive support, project coordination, and digital collaboration. The focus is on confident use of Office tools that structure daily work and effectively support decision-making processes.

Key topics

Structuring collaboration and communication with Microsoft Teams.
Analyzing data: building PivotTables and visual reports.
Automating documents and using professional Word templates.
Managing access rights and applying digital security features.
Designing presentations effectively with master layouts and animations.
Managing cloud workflows efficiently and sharing files securely.

Prerequisite
Those who are familiar with Office applications and interested in digital work processes can get started right away.

Target group
This training is aimed at professionals who take on management-related tasks and want to expand their digital skills.

Confident use of Office tools enables effective support for management decisions and professional workflows in the digital workplace.

Course content

Microsoft Teams – Effective Collaboration and Communication

Advancing communication and collaboration digitally
Course overview: structure and learning objectives
Getting started:
- Setting up and launching the workspace
- Orientation: exploring the interface
- Understanding navigation and controls
Navigation via the menu bar:
- Using the “Posts” area
- Managing the “Files” area
- Maintaining the knowledge section
- Working with channels effectively
- Making use of additional tabs
- Structured communication in chat
- Keeping track of activity feeds
- Understanding different call options
- Sharing and co-editing files
Online meetings
- Joining and managing online meetings
- Sharing presentations and documents in meetings
- Facilitating meetings independently
Using Microsoft Teams on mobile devices
Administration:
- Creating and managing teams and groups
Wrap-up and learning check
- Further tips and recommendations

Microsoft Excel – Data Analysis and Visualization (Level 2)

Managing data lists effectively
- Introduction to sorting and filtering functions
- Applying sorting options to datasets
- Narrowing data with filters
- Using database functions for queries
- Calculating and reviewing subtotals
Conducting targeted data analyses
- Structuring and formatting tables
- Applying cell references and lookups
- Using formula-based conditional formatting
Presenting data through charts
- Selecting and creating chart types
- Customizing chart appearance
- Working with templates and combined charts
- Effectively using combination charts
- Visualizing trends graphically
- Building and saving custom chart templates
- Exploring funnel charts as a new chart type
- Integrating pictograms into reports
Leveraging PivotTables and PivotCharts
- Building PivotTable reports
- Analyzing data within PivotTables
- Using PivotTable tools and features
- Creating PivotCharts for visual summaries
- Filtering data with timelines and slicers

Microsoft PowerPoint – Professional Presentations (Level 2)

Course structure at a glance
Configuring the workspace
- Exploring interface customization options
- Personalizing the PowerPoint interface
- Managing multiple presentation windows
- Adjusting core program settings
Working with master templates
- Introduction to the master system
- Setting up slide and layout masters
- Building custom slide layouts
- Adding headers and footers to slides
- Getting started with handout and notes masters
- Applying handout and notes masters
Creating graphics with SmartArt
- Getting started with SmartArt
- Building SmartArt diagrams
- Editing and refining SmartArt elements
- Introduction to inserting equations
- Embedding mathematical content in slides
Media elements & animation effects
- Overview of media capabilities
- Embedding audio files in slides
- Inserting video clips into presentations
- Setting playback options for video content
- Animation effects and transitions – overview
- Applying animation effects and transitions
- Creating dynamic transitions with Morph
Collaborating on presentations
- Fundamentals of co-authoring
- Organizing slides into sections
- Adding and maintaining speaker notes
- Comparing and merging slide versions
- Introduction to cloud storage
- Saving and sharing presentations in the cloud
Tailoring slides and presentation flow
- Overview of configuration options
- Adding speaker notes to slides
- Setting up presentation controls
- Creating custom show variants
- Embedding hyperlinks and action buttons
- Introduction to the recording feature
- Saving a recorded presentation run
- Recording a screen presentation with webcam
Protecting and distributing presentations
- Fundamentals of protection and sharing
- Applying security settings to presentations
- Distributing presentations online
Producing a video or media file

Microsoft Word – Working Efficiently (Level 1)

Streamlining your workflow
- Getting to know Find & Replace
- Applying Find & Replace effectively
- Introduction to Format Painter
- Transferring formatting with Format Painter
- Clearing unwanted formatting
- Understanding and setting up styles
- Applying styles for consistent formatting

Microsoft Word – Automation and Templates (Level 2)

AutoText and Quick Parts
- Automating content entry with Quick Parts – introduction
- Using Quick Parts to insert recurring content
- Creating and managing Quick Part entries
- Linking fields via Quick Parts – introduction
- Applying field codes through Quick Parts
Document templates and styles
- Automated formatting with templates – introduction
- Creating documents based on templates
- Developing custom document templates
- Editing and updating existing templates
- Centrally managing paragraph and character styles
Working with large documents
- Getting started with lengthy documents
- Inserting title and blank pages
- Generating an automatic table of contents

Microsoft Word – Document Protection and Security (Level 3)

Security and access control for documents
- Getting to know document protection features
- Handling sensitive content securely
- Restricting editing permissions
- Controlling document access for specific users
- Introduction to digital signatures
- Adding a digital signature to a document