MS Planner
COURSE
Topic Area
Course Length
3 hoursCourse Level
Course Preview
Audience
Project managers
Administrative professionals
Anyone managing team tasks
Team leads
Planner Basics
Understand Planner, the interface, the hub and how to create a new plan.
Creating and Managing Tasks
Create, assign and schedule tasks and organise them into Buckets.
Collaboration
View task status, attach files, add plans to Teams and use task labels.
Progress Mapping
View plans as charts, monitor progress and export data to Excel.
Attachments and Checklists
Attach files and links to tasks and create checklists for task completion.
Course Outline
Learning Outcomes
- Understand what Microsoft Planner is and navigate its interface
- Create new plans and use the Planner hub
- Create, assign and schedule tasks with due dates
- Organise tasks into Buckets for clearer workflows
- Collaborate using attachments, labels and viewing task status
- Add a plan to Microsoft Teams for team-wide visibility
- Use charts to monitor progress and update users
- Export plan data to Excel for reporting
- Add checklists and attachments to tasks
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Enhancing Decision Making Skills in the Workplace
Make faster, clearer, better-judged calls at work. You will leave with practical frameworks to cut through bias, weigh options confidently and justify every decision you make.
Driving Successful Changes
Gain the mindset, confidence and practical tools to lead your team through change — engaging people, overcoming resistance, and embedding new ways of working that last.
Developing a Coaching Approach
Shift from directing to enabling. Learn core coaching skills and models that empower your people to take ownership, solve problems and grow in confidence.
Critical Thinking and Creative Problem Solving
Sharpen how you think — combine structured analysis with creative techniques to tackle complex problems, make confident decisions and generate practical solutions you can apply straight away.
Creative Problem Solving
Master a structured six-step approach to creative problem solving and decision making, giving you the tools and confidence to crack problems quickly and choose the best solution.
Creating Psychologically Safe Working Environments
Learn how to build trust, encourage open communication and create a team culture where people feel safe to speak up, challenge and grow.
Delegation Techniques
Gain the confidence and practical tools to delegate effectively, freeing your time, developing your people and driving stronger team performance and organisational growth.
Stakeholder Management: Influence, Engagement and Control
Develop advanced stakeholder management skills to navigate complex environments, influence without authority, and sustain effective engagement across the full project or change lifecycle.
Stakeholder Management Essentials
Build the skills to identify, analyse, and engage stakeholders effectively, driving better outcomes across projects, change initiatives, and operational delivery.
How to be Assertive
Develop the confidence to communicate clearly, set boundaries, and handle challenging interactions professionally while maintaining empathy and positive relationships.
