This course helps you leverage the most advanced features of Microsoft Planner Premium to structure a portfolio of initiatives, qualify demand, arbitrate priorities and manage resources at enterprise scale within a Microsoft 365 environment.
Microsoft Planner Premium meets the needs of organisations that no longer steer isolated projects only, but a set of competing initiatives that must be selected, prioritised and aligned with strategy. The course helps you understand portfolio governance logic, link demand, portfolio, program and project, and structure executive steering based on the organisation’s real capacity.
Module 1: Introduction, vocabulary and positioning
Module 2: Positioning the portfolio features in Planner Premium
Module 3: Managing demand
Module 4: Analysing and arbitrating the portfolio
Module 5: Managing enterprise resources
Module 6: Structuring portfolio governance
Module 7: Executive steering and reporting
Module 8: Continuous portfolio management
Microsoft Planner Premium lets you structure portfolio governance for organisations that manage many projects in parallel and need a consolidated view of initiatives, priorities and resources.
This course covers portfolio steering within the advanced features of Planner Premium. It enables you to set up a coherent multi-project steering logic, aligned with the organisation’s strategy.
The course covers setting up a structured process to collect and assess project requests. Participants learn to qualify initiatives according to defined criteria, compare several investment scenarios and arbitrate between competing projects.
They also learn to balance risks and opportunities, identify high-value projects and prepare decision materials for management committees.
Managing resources at organisation scale is a central challenge of portfolio steering. The course teaches participants to analyse global capacity, identify tensions and overloads, arbitrate assignments according to strategic priorities and align available capacity with project needs.
Consolidation across portfolio, program and project provides a coherent overall view and produces executive reporting relevant to the organisation’s governance.
The course is aimed at PMOs, program directors, portfolio managers and decision-makers who need a consolidated view of all the organisation’s projects. A good understanding of project management and prioritisation principles is recommended.
Over two days, the course alternates theory and a complete practical case covering demand, analysis, arbitration, resource management and governance.
Does this course cover the former portfolio management scope?
Yes. It covers the entire portfolio governance scope, now integrated into the advanced features of Microsoft Planner Premium: demand management, arbitration, enterprise resources and executive reporting.
What is the difference between advanced project management and portfolio management?
Advanced project management focuses on planning, execution tracking, baseline, critical path, costs and consolidation of several projects. Portfolio management focuses on governance, demand, prioritisation, arbitration, global resource allocation and executive steering. It is aimed more at PMOs, portfolio managers, program managers and management involved in investment decisions.
Does this course replace a dedicated PPM tool?
Microsoft Planner Premium covers a large part of portfolio steering needs for organisations that want to structure their project governance in Microsoft 365. For organisations with very specific governance needs, an analysis of the actual requirements remains recommended.
Does the course cover the link with Power BI for reporting?
Yes, the course addresses the role of Power BI in building executive dashboards and visualising portfolio data. ITTA also offers dedicated Power BI courses to go further on this topic.
Is a specific licence required?
Yes, using the features presented requires a Microsoft 365 licence that gives access to the premium features of Planner. Your IT team can confirm the availability of this licence in your organisation.
Does ITTA support organisations in deploying Planner Premium?
Yes, ITTA offers support services for the deployment and adoption of Microsoft Planner Premium, in addition to the courses. Contact our advisors to learn more about the available options.
Monday to Friday
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ITTA
Route des jeunes 35
1227 Carouge, Suisse
Monday to Friday, from 8:30 am to 06:00 pm.
