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Envision

AI for MIS & Executive Dashboards

Categories: Business
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About Course

COURSE DESCRIPTION

Reports arrive from many formations in many formats, and someone has to consolidate them into something senior management can act on. This course teaches MIS and reporting staff to consolidate multi-source reports, build dashboards, surface exceptions rather than restating everything, and automate a recurring monthly reporting cycle.

WHO SHOULD ATTEND

  • MIS and reporting officers
  • Coordination wing staff
  • Planning and monitoring cells
  • Project management office teams

DURATION AND FORMAT

2 days (14 contact hours), laptop required

PREREQUISITE

AI for Smart Office; working knowledge of Excel

COURSE OUTLINE

  1. What senior management actually needs on one page
  2. Consolidating reports arriving in inconsistent formats from multiple formations
  3. Building dashboards in Excel or Sheets with AI assistance
  4. Exception reporting — surfacing what changed rather than restating what did not
  5. The narrative that accompanies the numbers
  6. Automating a recurring monthly reporting cycle end to end

WHAT YOU WILL BE ABLE TO DO

  • Consolidate inconsistent multi-source reports without manual retyping
  • Build a one-page dashboard with a supporting narrative
  • Set up an exception-based reporting routine
  • Reduce a monthly reporting cycle from days to hours

YOU LEAVE WITH

A working dashboard and a documented monthly reporting routine for the participant’s own reporting line.

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