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Training: Microsoft Planner Premium – Advanced Project Management Plan 3

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

Microsoft Planner Premium – Advanced Project Management Plan 3 Training

This course teaches you to leverage Microsoft Planner Premium Plan 3 to build an advanced schedule, manage complex dependencies, track execution, manage resources and consolidate multiple projects in a structured Microsoft 365 environment.

A solution designed for advanced project management

Microsoft Planner Premium Plan 3 goes beyond simple task coordination. The training helps participants structure a project over time, establish more rigorous planning logic, track variances, mobilize resources and integrate advanced management mechanisms. It also highlights baseline, history, timeline, cost, roadmap and multi-project consolidation tools to enable more mature and professional project control.

Participant Profiles

  • Project managers
  • Project coordinators
  • Junior PMOs
  • Team leads
  • Advanced users responsible for planning, structuring and tracking more complex projects

 

Objectives

  • Understand the positioning and specific capabilities of Microsoft Planner Premium Plan 3
  • Build an advanced schedule with timeline, advanced dependencies and critical path
  • Establish a baseline and track changes
  • Manage resources, budget and costs
  • Consolidate multiple projects in a unified management approach
  • Structure coherent multi-project management

 

Prerequisites

  • Strong proficiency with Microsoft 365 fundamentals
  • Prior knowledge of Microsoft Planner Plan 1 or an equivalent planning tool is recommended

 

Course Content

Module 1: Introduction, Vocabulary and Positioning

  • Clarify the concepts of schedule, dependency, workload, cost, resource and baseline
  • Understand the logic of a time-based project plan
  • Understand the scope of Microsoft Planner Premium Plan 3
  • Identify what Plan 3 offers compared to Plan 1
  • Distinguish between task coordination and advanced planning
  • Position the tool within a structured project management context
  • Understand advanced uses related to planning, tracking and management
  • Prepare for a coherent adoption of intermediate-level features

Module 2: Positioning Planner and Project Plan 3

  • Identify Plan 3-specific features
  • Understand the value of task history in tracking
  • Discover roadmaps for cross-project visibility
  • Understand the role of baselines in project management
  • Identify the value of critical path for deadline tracking
  • Discover resource request features
  • Understand advanced dependencies with leads and lags
  • Introduce budget, cost and program management concepts

Module 3: Building an Advanced Schedule

  • Plan the project using the Gantt-style timeline
  • Read dates, assignments and task relationships
  • Structure 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’s critical path
  • Spot critical tasks and anticipate delay impacts

Module 4: Establishing a Baseline and Tracking Changes

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

Module 5: Managing Resources, Budget and Costs

  • Identify project resource requirements
  • Prepare assignments based on availability and skills
  • Use resource request features
  • Support project feasibility through better allocation
  • Introduce budget tracking in project management
  • Understand project cost calculation logic
  • Track key financial indicators
  • Strengthen the economic perspective of the project

Module 6: Consolidating Multiple Projects

  • Use roadmaps to group multiple projects
  • Track milestones and major deadlines in a consolidated view
  • Provide a cross-project progress overview
  • Identify interactions between multiple projects
  • Introduce program management concepts
  • Group related projects in a unified management view
  • Structure an initial level of multi-project coordination
  • Improve overall governance consistency

Module 7: Consolidating Advanced Management

  • Link schedule, resources and tracking in a unified approach
  • Identify the right levers for project adjustment
  • Better interpret variances and their consequences
  • Strengthen daily management consistency
  • Position Plan 3 within an advanced project framework
  • Identify the most mature tool uses
  • Understand scenarios where Plan 3 delivers high value
  • Prepare for evolution toward more global management 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

Microsoft Planner Premium Plan 3: genuinely advanced project management

Microsoft Planner Premium Plan 3 marks a decisive step in project management maturity within Microsoft 365. Beyond Plan 1 features, it provides professional capabilities: baselines for variance tracking, cost management, critical path, and multi-project consolidation.

Training enables you to structure complex projects with rigor, track variations against the initial plan, and use advanced reporting tools to communicate effectively with stakeholders.

Advanced planning, critical path, and variance tracking

Plan 3 introduces planning mechanisms typically found in professional tools like Microsoft Project. Training covers baseline setup, tracking variance between planned and actual progress, critical path identification, and roadmap tools for strategic project visibility.

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

Resource management, costs, and multi-project consolidation

Resource management is one of Plan 3’s key strengths. Training teaches you to assign resources, track their workload, and identify overloads. Cost management enables building a project budget and tracking financial execution.

Multi-project consolidation opens the way to an overall view for managing multiple interconnected projects, sharing resources, and producing aggregated reporting for management or steering committees.

Target audience and prerequisites

Training targets project managers, coordinators, junior PMOs, and team leaders managing medium to high complexity projects. Good Microsoft 365 knowledge and prior experience with Planner Plan 1 or equivalent planning tool are recommended.

The two-day format allows in-depth coverage of all planning aspects with extensive hands-on practice on representative real-world project cases.

Frequently asked questions about Planner Premium Plan 3 training

Must I complete Plan 1 training before Plan 3?

Experience with Planner Plan 1 or equivalent planning tool is recommended. Prior project management experience will facilitate absorption of advanced concepts.

Does Plan 3 replace Microsoft Project Desktop?

Plan 3 covers a wide range of Microsoft Project Desktop features for standard projects. For highly complex projects requiring fine-grained resource management or advanced tracking, Microsoft Project Desktop remains the reference. ITTA offers dedicated training (MSPM-30).

Is cost management covered in training?

Yes, budget setup and cost tracking are addressed in training. You will learn to define resource costs, track actual spending, and produce financial reports for stakeholders.

Is multi-project reporting covered?

Yes, multi-project consolidation and coherent overview production are key points of Plan 3 training. You will have the skills to manage a portfolio of interconnected projects.

Is customized in-company training available?

Yes, ITTA offers customized in-company sessions for teams wanting to follow training in their real environment. Contact our advisors for a program tailored to your projects and organizational 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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