This course teaches you to leverage Microsoft Planner Premium Plan 5 to structure a portfolio of initiatives, qualify demand, prioritize projects and manage resources at enterprise scale in a Microsoft 365 environment.
A solution designed for portfolio governance and enterprise management
Microsoft Planner Premium Plan 5 addresses the needs of organizations that no longer manage only isolated projects, but a set of competing initiatives that must be selected, prioritized and aligned with strategy. The training enables understanding portfolio governance logic, connecting demand, portfolio, program and project, and structuring executive management based on the organization’s real capacity.
Module 1: Introduction, Vocabulary and Positioning
Module 2: Positioning Planner and Project Plan 5
Module 3: Managing Demand
Module 4: Analyzing and Prioritizing the Portfolio
Module 5: Managing Enterprise Resources
Module 6: Structuring Portfolio Governance
Module 7: Executive Management and Reporting
Module 8: Ongoing Portfolio Management
Microsoft Planner Premium Plan 5 represents the most advanced level of the Microsoft Planner suite, designed for organizations managing numerous parallel projects requiring structured governance. It provides demand management, portfolio analysis, enterprise resource management, and executive reporting capabilities.
Training enables you to master all these features and build coherent multi-project governance aligned with your organization’s strategy.
Plan 5 introduces a structured process for collecting and evaluating project requests. Training covers setting up an initiative qualification system using defined criteria, comparing investment scenarios, and arbitration mechanisms between competing projects.
You will learn to use portfolio optimization tools to balance risks and opportunities, identify high-value projects, and prepare decision materials for executive committees.
Organization-wide resource management is one of Plan 5’s differentiating features. Training teaches you to analyze global capacity, identify tensions and overloads, arbitrate assignments by strategic priorities, and align available capacity with project needs.
Consolidation across portfolio, program, and project provides a coherent overall view and enables relevant executive reporting for organizational governance.
Training targets PMOs, program directors, portfolio managers, and decision-makers needing a consolidated view of all organizational projects. Good project management understanding and prioritization principles are recommended. Planner Plan 3 experience facilitates onboarding.
Over two days, training alternates theory and complete practical case covering demand, analysis, arbitration, resource management, and governance.
What is the difference between Plan 3 and Plan 5?
Plan 3 is oriented toward advanced project management for individual projects. Plan 5 scales to the portfolio: demand management, multi-project arbitration, enterprise resource management, and strategic governance.
Does Plan 5 replace a dedicated PPM tool?
Plan 5 covers a large portion of PPM tool functionality for mid-size organizations. For organizations with very specific governance requirements, an evaluation against actual needs is recommended.
Does training cover Power BI integration for reporting?
Yes, Power BI integration for executive dashboard construction is covered. ITTA also offers dedicated Power BI project reporting training (MSPM-50) for deeper coverage.
Is a specific license required for Plan 5?
Yes, Plan 5 requires a Microsoft Project Plan 5 license. Your IT team can confirm license availability in your organization.
Does ITTA support Plan 5 deployment?
Yes, ITTA offers deployment and adoption support for Microsoft Planner Premium, in addition to training. Contact our advisors to learn more about available options.
Monday to Friday
8:30 AM to 6:00 PM
Tel. 058 307 73 00
ITTA
Route des jeunes 35
1227 Carouge, Suisse
Monday to Friday, from 8:30 am to 06:00 pm.
