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Microsoft Planner Premium (Planner Plan 1)

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Smarter plan selection - You will learn when Planner Premium is the better choice over Planner Basic, so you can match features to your project scale, team needs, and reporting expectations more accurately.

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Smoother Microsoft 365 work - You will use Microsoft 365 integration more effectively, making it easier to connect planning with communication, files, and teamwork without constantly switching between tools.

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Better plan organization - You will build plans from scratch and from templates, then organize work in Board, List, and Grid views, helping you find tasks faster and keep your project structure under control.

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Clearer task scheduling - You will master task assignment, deadlines, priorities, dependencies, and timeline work, so you can create a realistic schedule and present project execution in a clear way.

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Backlogs and sprints in action - You will learn how to work with backlogs and sprints, making it easier to split scope, plan short iterations, and organize tasks in projects managed with an agile approach.

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Progress and dependency control - You will track progress and analyze task dependencies, which will help you spot risks sooner, respond to delays more effectively, and coordinate your team's work with greater confidence.

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Reports that support decisions - You will create status reports and use Power BI integration and task history to turn project data into insights, helping you make better decisions and improve day-to-day planning.

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Stronger team collaboration - You will apply proven practices for real-time teamwork and task organization, helping you improve communication, reduce operational chaos, and make project delivery more predictable.

Training programme

1. Introduction to Microsoft Planner Premium

  • differences between Planner Basic and Planner Premium,
  • integration with Microsoft 365.

2. Creating and managing plans

  • creating new plans and using templates,
  • organizing work in views: Board, List, Grid,
  • defining project goals.

3. Task and schedule management

  • creating and assigning tasks,
  • defining deadlines, priorities and dependencies,
  • timeline view (Gantt).

4. Advanced Planner Premium functions

  • Backlogs and sprints in project management,
  • progress tracking and dependency analysis,
  • automation of repetitive tasks.

5. Reporting and data analysis

  • creating reports and monitoring project status,
  • integration with Power BI and other analytical tools,
  • using task history to optimize work.

6. Best practices and work optimization in Planner Premium

  • team management and real-time collaboration,
  • strategies for effective task organization,
  • practical application scenarios.

What are the prerequisites for participating in the training?

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Microsoft 365 basics - You should be comfortable navigating Microsoft 365, signing in to services, and using online apps, so you can focus on Planner Premium features during the training.

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Task management familiarity - You should understand tasks, deadlines, priorities, and assignments, because the training expands these concepts in the context of planning and project management.

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Project work orientation - You should know basic project work concepts such as schedule, project goal, and delivery status, so moving into more advanced features will be much easier for you.

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Readiness for teamwork - You should have experience working on shared tasks and updating statuses, because the training covers coordination, collaboration, and monitoring team progress.