Course Overview for Generative AI For Management Reporting And Workplace Productivity
This intensive 1-day in-house program equips managers with practical knowledge and hands-on skills to leverage Generative AI for improving workplace productivity and elevating management reporting. Participants will learn how to effectively communicate with AI models to generate high-quality business outputs, transform complex data into actionable presentations, and design executive dashboards. The program emphasises real workplace scenarios, guided exercises, and actionable use cases, enabling leaders to immediately integrate Generative AI tools into their daily operations.
Learning Outcomes
By the end of this program, participants will be able to:
- Apply structured prompting techniques to obtain accurate, relevant, and highly professional outputs.
- Significantly improve the clarity, detail, and readability of internal business reports.
- Effortlessly utilise Generative AI to extract data from reports and format it for PowerPoint presentations and Excel spreadsheets.
- Design and structure comprehensive management reporting dashboards with AI assistance.
- Create and maintain a repository of reusable prompt templates to automate recurring managerial tasks.
Who Should Attend
Managers, Team Leaders, and Key Decision-Makers.
Learning Methodology
This program in-house masterclass employs a highly pragmatic, workshop-driven methodology tailored for management professionals. To maximise the return on training time, theoretical exposition is strictly limited in favour of rapid, hands-on skill acquisition.
Course Duration
1-day program, 9.00 am to 5.00 pm.
Training Language
To be conducted in English.
Course Content
Day 1
| Time | Topic(s) |
|---|---|
| 9.00 am | Registration and Pre-test |
| 9.10 am | Module 1: Generative AI Fundamentals & Prompting Strategy |
| – Accelerated Theory: Overview of Generative AI platforms (e.g., ChatGPT, Copilot, Gemini) and their core capabilities. | |
| – Principles of effective prompting: Structuring the Role, Context, Instruction, and Output format. | |
| – Techniques to mitigate errors and improve response accuracy. | |
| 10.15 am | Morning Coffee Break |
| 10.30 am | Module 2: Elevating Business Reports & Core Productivity |
| – Request Focus: Advanced prompting techniques to transform raw drafts into professional, highly detailed, and easy-to-understand executive reports. | |
| – Summarising lengthy documents, emails, and meeting minutes without losing critical context. | |
| – Adjusting tone and terminology for different stakeholder audiences (e.g., technical teams vs. upper management). | |
| 12.00 pm | Lunch |
| 1.00 pm | Module 3: Transforming Reports into Presentations |
| – Request Focus: Using Generative AI to rapidly extract key data points, insights, and metrics from comprehensive reports. | |
| – Prompting AI to structure and generate complete outlines for PowerPoint presentations. | |
| – Formatting AI outputs for seamless integration into Excel (generating CSV data, tables, and structured lists). | |
| – Hands-On Exercise: Participants convert a dense sample report into a 5-slide executive presentation outline. | |
| 2.00 pm | Module 4: Creating Dashboards for Management Reporting |
| – Request Focus: Leveraging AI as a structural partner to design high-impact management dashboards. | |
| – Prompting Generative AI to identify relevant Key Performance Indicators (KPIs) and suggest optimal visual layouts. | |
| – Generating structured Excel formulas and data categorisation strategies to feed management dashboards. | |
| – Hands-On Exercise: Participants use AI to outline a departmental performance dashboard from a raw operational scenario. | |
| 3.15 pm | Afternoon Coffee Break |
| 3.30 pm | Module 5: Workplace Implementation & Template Building |
| – Integrating Generative AI seamlessly into daily operational workflows. | |
| – Creating a library of reusable prompts for monthly reporting, performance reviews, and operational updates. | |
| – Group sharing: Refining use cases specific to the client’s internal departments. | |
| – Building a simple, immediate action plan for adoption. | |
| 4.30 pm | Post-Test |
| 4.45 pm | Debrief and Training Evaluation |
| 5.00 pm | Program Ends for Day 1 |
