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Training: Microsoft Planner Premium – Collaborative Task Management Plan 1

Ref. MSPM-20
Duration:
1
 jour
Exam:
Non certifiant
Level:
Fondamental

Microsoft Planner Premium – Collaborative Task Management Plan 1 Training

This course teaches you to use Microsoft Planner Plan 1 to organize a work plan, structure tasks, coordinate your team and track progress using built-in views, dependencies and management tools.

A solution designed for collaborative task and plan management

Microsoft Planner Plan 1 enables organizing teamwork in a visual and structured way. The training helps participants understand how to build a coherent plan, define objectives, distribute responsibilities and leverage the various management views. It also highlights backlog, sprint, timeline and reporting functions to establish clear, simple and operational tracking.

Participant Profiles

  • Coordinators
  • Junior project managers
  • Managers
  • Assistants
  • Team leads
  • Business users responsible for organizing and tracking collaborative work plans

 

Objectives

  • Understand the scope and uses of Microsoft Planner Plan 1
  • Organize a work plan with tasks, milestones, goals and objectives
  • Leverage management views to track progress
  • Manage assignments, backlogs and sprints
  • Adapt the tool to business context
  • Use available reports to monitor activity

 

Prerequisites

  • Familiarity with the Microsoft 365 environment
  • Ability to use basic features of Microsoft collaborative tools

 

Course Content

Module 1: Introduction, Vocabulary and Positioning

  • Clarify the concepts of task, milestone, deadline, priority and assignee
  • Understand the logic of a collaborative work plan
  • Understand the scope of Planner Plan 1
  • Distinguish between standard Planner and Planner Plan 1
  • Identify use cases suited to teams and simple projects
  • Identify key Plan 1 features
  • Distinguish between classic, agile, Kanban and lightweight collaborative approaches
  • Understand the use of backlogs and sprints in work organization
  • Prepare for a coherent tool adoption

Module 2: Structuring the Plan, Tasks and Objectives

  • Structure the plan into tasks and key milestones
  • Use milestones to mark important points
  • Give the plan a clear organization
  • Use project goals to frame the plan
  • Create complete tasks with description, deadline and assignment
  • Add checklists for subtask tracking
  • Organize tasks with labels and categories
  • Make the plan readable for the entire team

Module 3: Management Views, Timeline and Dependencies

  • Use the grid view to structure information
  • Leverage the board view for operational tracking
  • Read charts to analyze progress
  • Use the Gantt-style timeline to visualize the schedule
  • Identify key project milestones over time
  • Create dependencies between tasks
  • Understand the impact of a delay on other tasks
  • Adjust the plan logic based on constraints

Module 4: Assignments, Backlogs and Sprints

  • Assign tasks to team members
  • Clarify each person’s responsibilities
  • Track progress of ongoing tasks
  • Create and organize a work backlog
  • Prioritize tasks by importance
  • Plan work in sprints
  • Structure work into short cycles
  • Improve visibility on project execution

Module 5: Customization, Reporting and Tracking

  • Adapt Planner to business context
  • Configure customization elements
  • Use dashboards to monitor activity
  • Analyze progress indicators
  • Identify delayed tasks
  • Leverage built-in reports
  • Use plan templates to standardize projects
  • Improve consistency of plans across teams

 

Documentation

  • Digital courseware included.

 

Lab / Exercises

  • Practical case study: building a complete plan with organization, tracking and management.

 

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 1: collaborative management at the next level

Microsoft Planner Premium Plan 1 represents the first tier of advanced collaborative planning features in Microsoft 365. Compared to standard Planner, it introduces essential structuring capabilities: Gantt-style timeline, task dependencies, backlogs, sprints, and project goals.

The need to move to Plan 1 typically arises when standard Planner is no longer sufficient for projects with multiple phases, dependencies, or structured reporting needs. This training addresses those needs in a progressive and operational way.

Planning views, dependencies, and timeline management

One of Plan 1’s major contributions is the timeline view enabling Gantt-style visualization directly within the Planner interface. Training covers creating and managing task dependencies, understanding the impact of delays on other activities, and using milestones to structure project phases.

Participants learn to combine grid, board, and chart views to adapt their tracking mode to the context, from daily operational oversight to charge analysis for resource allocation decisions.

Backlogs, sprints, and goal management

Plan 1 introduces a cycle-based work logic that suits both agile teams and functional teams. Training teaches you to create and prioritize a backlog, plan work in structured sprints, and measure progress against defined goals.

Plan templates are also covered to standardize practices and accelerate new project setup using proven frameworks.

Target audience and prerequisites

Training targets coordinators, junior project managers, managers, and team leaders who already use standard Planner and want to leverage Plan 1’s advanced features. Basic Microsoft 365 knowledge is recommended.

The one-day format alternates between conceptual input and hands-on practice building a complete plan from backlog to management dashboard.

Frequently asked questions about Planner Premium Plan 1 training

What license is needed for Planner Premium Plan 1?

Planner Premium Plan 1 is available via Microsoft 365 licenses including Project Plan 1. Your IT team can confirm whether this license is included in your current subscription.

What is the difference between Plan 1 and Plan 3?

Plan 1 covers advanced collaborative planning with Gantt, dependencies, and backlogs. Plan 3 adds advanced project management: baselines, variance tracking, cost management, and multi-project consolidation.

Can Plan 1 be used in agile mode?

Yes, Plan 1’s backlog and sprint features support both lightweight agile management and structured planning. Training covers both approaches with concrete examples.

Does training include hands-on exercises?

Yes, training is structured around a complete practical case: building a plan with dependencies, tracking, and management. Each participant works directly in the Planner Premium interface.

Does ITTA offer a progressive Planner Premium learning path?

Yes, ITTA offers a complete three-level path: Plan 1 (MSPM-20), Plan 3 (MSPM-21), and Plan 5 (MSPM-22), supporting teams from collaborative task management to portfolio governance.

 

Prix de l'inscription
CHF 950.-
Inclus dans ce cours
  • Training delivered by a domain expert
  • Customized practical activities for your challenges
  • Digital documentation and resources
  • Certificate of completion

 

Mois actuel

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1227 Carouge, Suisse

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Route des jeunes 35
1227 Carouge, Suisse

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