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Training: Microsoft Planner Premium – Advanced Project Management

Ref. MSPM-21
Duration:
2
 jours
Exam:
Non certifiant
Level:
Intermédiaire

Microsoft Planner Premium Training – Advanced Project Management

This course helps you leverage Microsoft Planner Premium to build an advanced schedule, manage complex dependencies, track execution, steer resources and consolidate several projects within a structured Microsoft 365 environment.

Microsoft Planner Premium goes beyond simple task coordination. You will learn to structure a project over time, establish a rigorous planning logic, track variances, mobilise resources and use the baseline, history, timeline, cost, roadmap and multi-project consolidation tools for mature, professional steering.

Participant Profiles

  • Project managers
  • Project coordinators
  • Junior PMOs
  • Team leaders
  • Advanced users who need to plan, structure and track more complex projects

Objectives

  • Understand the positioning and benefits of Microsoft Planner Premium for advanced project management
  • Build an advanced schedule with timeline, advanced dependencies and critical path
  • Establish a baseline and track changes
  • Manage resources, budget and costs
  • Consolidate several projects within a single steering logic
  • Structure coherent multi-project steering

Prerequisites

  • Have a good command of Microsoft 365 fundamentals
  • Prior knowledge of Microsoft Planner Premium (collaborative management) or an equivalent planning tool is recommended

Course Content

Module 1: Introduction, vocabulary and positioning

  • Clarify the notions of schedule, dependency, workload, cost, resource and baseline
  • Position the logic of a project planned over time
  • Understand the scope of Planner Premium for advanced project management
  • Identify what the advanced level adds compared with collaborative management
  • Distinguish task coordination from advanced planning
  • Position the tool within a structured project management context
  • Understand advanced uses related to planning, tracking and steering
  • Prepare a coherent adoption of the intermediate-level features

Module 2: Positioning the advanced features of Planner Premium

  • Identify the specific features of the advanced level
  • Understand the value of task history in tracking
  • Discover roadmaps for a cross-cutting view
  • Understand the role of baselines in steering
  • Identify the value of the critical path for deadline tracking
  • Discover the resource request features
  • Understand advanced dependencies with lead and lag
  • Introduce the notions of budget, costs and program management

Module 3: Building an advanced schedule

  • Plan the project using the Gantt-style timeline
  • Read dates, assignments and relationships between tasks
  • Structure the project sequences over time
  • Create advanced dependencies between tasks
  • Manage lead and lag times
  • Make the schedule more realistic by accounting for operational constraints
  • Identify the project critical path
  • Spot sensitive tasks and anticipate the impact of a delay

Module 4: Establishing a baseline and tracking changes

  • Create a project baseline
  • Compare planned versus actual
  • Measure variances between the initial plan and execution
  • Understand the consequences of schedule changes
  • Use task history to trace developments
  • Identify recent changes
  • Strengthen steering traceability
  • Structure more reliable tracking over time

Module 5: Managing resources, budget and costs

  • Identify the project resource needs
  • Prepare assignments based on availability and skills
  • Use the resource request features
  • Support project feasibility through better allocation
  • Introduce budget tracking into steering
  • Understand the logic of project cost calculation
  • Track the main financial indicators
  • Strengthen the economic reading of the project

Module 6: Consolidating several projects

  • Use roadmaps to group several projects
  • Track major milestones and deadlines in a consolidated view
  • Provide a cross-cutting reading of progress
  • Identify interactions between several projects
  • Introduce program management logic
  • Group related projects into a single steering view
  • Structure a first level of multi-project coordination
  • Improve the overall consistency of project governance

Module 7: Consolidating advanced steering

  • Link schedule, resources and tracking in a single logic
  • Identify the right project adjustment levers
  • Better interpret variances and their consequences
  • Strengthen day-to-day steering consistency
  • Position Planner Premium within an advanced project setup
  • Identify the most mature uses of the tool
  • Understand the scenarios where Planner Premium adds strong value
  • Prepare the move towards broader steering if needed

Documentation

  • Digital courseware included.

 

Lab / Exercises

  • Comprehensive case study covering advanced planning, project tracking, variance analysis, resource management and multi-project consolidation.

 

Exam

 

 

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Planner Premium: truly advanced project management

Microsoft Planner Premium marks a decisive step in the maturity of your project management within Microsoft 365. Beyond collaborative coordination, it brings essential professional capabilities: baseline for variance tracking, cost management, critical path and multi-project consolidation.

The course lets you structure complex projects rigorously, track variations against the initial plan and use advanced reporting tools to communicate effectively with your stakeholders.

Advanced planning, critical path and variance tracking

Microsoft Planner Premium introduces planning mechanisms usually found in professional project management tools. The course covers setting up a baseline, tracking variances between planned and actual, identifying the critical path and using roadmaps for a strategic view of the project.

You will learn to produce reliable forecasts and to integrate approved changes into the baseline without losing traceability of the decisions made during the project.

Resource, cost and multi-project consolidation management

Resource management is one of the strengths of Microsoft Planner Premium. The course teaches you to assign resources to tasks, track their workload and identify overloads. Cost management lets you build a project budget and track its financial execution.

Multi-project consolidation opens the way to an overall view, enabling you to manage several projects consistently, share resources and produce aggregated reporting for management or steering committees.

Who is this course recommended for?

The course is aimed at project managers, coordinators, junior PMOs and team leaders who manage projects of medium to high complexity. A good command of Microsoft 365 and prior knowledge of Microsoft Planner Premium (collaborative management) or an equivalent planning tool are recommended.

The two-day duration allows an in-depth look at all aspects of advanced planning with many hands-on activities on cases representative of real professional projects.

Frequently asked questions about Planner Premium training

Do I need to take the collaborative management course before advanced project management?

Knowledge of the collaborative level of Planner Premium or an equivalent planning tool is recommended. Taking the MSPM-20 course is not mandatory, but practical project management experience will make it easier to grasp the advanced concepts.

Does Planner Premium replace a dedicated project management application?

Planner Premium covers a large part of project management needs for standard projects: timeline, dependencies, critical path, baseline and costs. For very complex projects requiring fine-grained resource management or levelling, a dedicated project management tool may remain relevant. ITTA offers specific courses on those tools.

Does the course cover cost management?

Yes, budget management and cost tracking are covered in the course. You will learn to define resource costs, track actual expenses and produce financial reports for your stakeholders.

Is multi-project reporting covered in the course?

Yes, multi-project consolidation and producing a coherent overall view for steering are key points of the course. You will leave with the skills needed to manage several interconnected projects.

Is this course available for companies?

Yes, ITTA offers customised in-company sessions for teams that want to follow the course in their real environment. Contact our advisors to build a program tailored to your projects and organisational context.

Prix de l'inscription
CHF 1'900.-
Inclus dans ce cours
  • Training delivered by a domain expert
  • Customized practical activities for your challenges
  • Digital documentation and resources
  • Certificate of completion

 

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