PrintDURATION: 1 day |
| TIME: 09:00 to 16:00 GMT |
Elevate your project management skills with our "Planner, Project, Teams – Integrated Project Management" course. Learn to seamlessly integrate Microsoft Planner, Project, and Teams for efficient task management, structured planning, and improved collaboration. This intensive one-day workshop provides practical, hands-on learning to transform your project delivery.
Contact us for dates and group discounts.
This intensive one-day workshop equips project managers with essential, practical skills using an integrated Microsoft Planner, Teams, Outlook and Project for connected project management. We focus on hands-on learning and internal best‑practice examples from sectors like aerospace and healthcare to ensure real-world applicability.
Free tailored project management handbook: For closed courses (a single company) we’ll provide a tailored handbook designed specifically for that company with approximately 110 pages of detailed processes and techniques.
Project managers with little or no experience in Microsoft 365
Professionals seeking a bridge between lightweight and structured project planning
Teams using Teams, Outlook and Planner for collaboration
By the end of the day, participants will be able to:
Confidently use Planner for task assignment, scheduling and team boards
Construct structured plans with Project: dependencies, milestones, and resource tracking
Seamlessly integrate plans into Microsoft Teams and Outlook for improved visibility and workflows
Develop internal governance standards for planning, naming, permissions and archiving
Apply practical examples from sample projects
Planner vs Project: when to use which
Tour of interfaces across Microsoft 365
Quick exercise: mapping tasks to the right tool
Creating plans, buckets, tasks, labels, deadlines
Integration with Outlook and Microsoft To Do
Embedding Planner in Teams and use of @mentions
Hands‑on: build a sample project board
Building Gantt charts, dependencies, milestones
Resource assignment, cost tracking and baseline setting
Live demo with a sample project
Hands‑on: set up a sample Gantt /Network diagram plan
Embedding Planner/Project in Teams
Notification flows via Outlook and Power Automate
Governance guidelines: naming, permissions, archiving
Group activity: design a project Teams channel (Using Chat in aTeams channel for individual tasks and resources)
A 10‑question knowledge quiz
Group discussion and clarification
Summary, resources, Q&A
Full‑day, onsite instructor-led delivery
Delegate workbook with exercises and reference sheets
Ready-to-use templates for Planner, Project, Teams channel structure
Knowledge quiz with answer key
Post-course support and follow-up resources
Strong practical emphasis with immediate business relevance
Instructor expertise in aerospace and healthcare sector examples
Reinforced by a knowledge quiz to ensure retention
Post‑workshop tools for ongoing success
Duration: 1 day, 09:00–16:00
Price: £499 (ex VAT) per delegate
To arrange a workshop at your location, or for group discounts, please contact us.
Question: What is the “Planner, Project, Teams – Integrated Project Management” course about?
Answer: This course is an intensive one-day online workshop designed to equip project managers with practical skills using an integrated Microsoft Planner, Teams, Outlook, and Project for connected project management. It focuses on hands-on learning and real-world applicability.
Question: Who is this course designed for?
Answer: The course is suitable for project managers with little or no experience in Microsoft 365, professionals seeking to bridge lightweight and structured project planning, and teams already using Teams, Outlook, and Planner for collaboration.
Question: What key skills will participants gain by the end of the course?
Answer: By the end of the course, participants will be able to confidently use Planner for task assignment and team boards, construct structured plans with Project (including dependencies, milestones, and resource tracking), seamlessly integrate plans into Microsoft Teams and Outlook, and develop internal governance standards for planning, naming, permissions, and archiving.
Question: What are the main modules covered in the course content?
Answer: The course content is divided into five modules: Introduction & Tool Overview, Working with Microsoft Planner, Project Essentials, Integration & Governance, and Quiz & Consolidation.
Question: What is included in the course package?
Answer: The course includes full-day, onsite or online instructor-led delivery, a delegate workbook, ready-to-use templates, a knowledge quiz, and post-course support.
Question: What are the duration and cost of the course?
Answer: The course duration is 1 day, from 09:00 to 16:00 GMT, and it costs £499 (ex VAT) per delegate. The course is delivered online.
