Best Practice Planning with Microsoft Planner
Authored by Wellingtone. Endorsed by the APM.
Course Summary
Our 1-day Best Practice Planning with Microsoft Planner training course combines an introduction to best practice planning with the practical use of Microsoft Planner.
Microsoft Planner is the latest task scheduling app from Microsoft. Available natively in Microsoft 365, a replacement for desktop Microsoft Project, it offers a modern experience that’s fully integrated with the wider platform including Teams, Copilot, and AI Agents. All M365 users can access basic Planner.
Microsoft Planner Premium takes your organisation to the next level with more advanced scheduling & planning features. This course covers both basic Planner and Planner Premium functionality. It also explains how organisations transform Planner Premium into an enterprise project management solution.
Uniquely, this is the only Microsoft technology course to have been Endorsed by the APM. The first half of the day focuses on the fundamentals of good project planning. The second half of the day then shows how to turn this best practice into planning reality.
This course is available as in-house training just for you and your colleagues, both in-person and remote live. It is also available for £99 as an eLearning course so you can learn anytime, anywhere, at your pace.
So many projects suffer from poor planning and task tracking, and this course shows everyone how to succeed, using the tools you already have as part of your M365 experience.
Why take this Best Practice Planning with Microsoft Planner course?
Authored by Wellingtone and Endorsed by the APM, the syllabus also aligns with the PMI, enabling delegates to collect PMI PDU points. This is the only Microsoft Planner course to have received this level of industry endorsement, and ensures delegates do not just learn product functionality, but how to actually build, track and manage a schedule.
Best Practice Planning with Microsoft Planner Course Details & Agenda
By the end of the course, you’ll be equipped to effectively plan & track projects, improve collaboration, and deliver successful outcomes using Microsoft Planner. You will gain a deep understanding of Microsoft Planner’s core features, learn how to create and manage tasks, assign resources, set deadlines, and track progress. Additionally, you’ll explore strategies for collaborating with team members and ensuring everyone stays aligned.
The trainer was very professional, knowledgeable and approachable. I am sure that I will find the training extremely valuable in the coming weeks and months.
Very informative, I’ve learned a lot of things over the past 2 days that will definitely help me with my day-to-day work.
The course content is excellent and allowed for all levels of user to gain knowledge of Microsoft project both online and as a stand-alone application.
The trainer is very knowledgeable and experienced, the course was fast pasted and a great refresher.
The course was wonderful. The Wellingtone team have been incredibly helpful – I have recommended to literally all of my colleagues, thank you so much
Excellent knowledge from the trainer with practical help and tips. Really thorough, with fantastic advice – especially as the course was delivered remotely.
Excellent training – very practical and applicable. The Trainer was great – professional, knowledgeable, engaging and enthusiastic!
The training was really useful, and it gave me the insight and overview I needed to fully understand the app. The Trainer was very good.
The Trainer was brilliant in demonstrating how to best use the system and now I feel really confident in using Microsoft Project Online.
Well-paced and informative training session. Wish I knew years ago what I know now.
Very thorough and professional delivery with excellent user training and support documentation.
This was a great introduction to Power BI, I can’t wait to get creative! The Trainer was knowledgeable and covered all topics comprehensively.
Excellent course! The Trainer had a great depth of knowledge and there were lots of practical exercises on the system, which was very useful.
The course was engaging and well-paced. The Trainer was very proficient in the field and provided a logical step-through.
Very good training session, great knowledge and expert advice. The Trainer was open and happy to cover specific queries as the session was held.
WHO YOU GONNA CALL?
FUTUREPMO
22nd OCTOBER 2026 | LONDON
FuturePMO is the annual 1-day conference dedicated to the PMO, bringing together 250+ practitioners from all sectors. Hear from thought leaders, practitioners, and our amazing keynote speakers. Really network, be inspired, learn, share, and grow.
This event isn’t like any other business conference you’ve attended. With a sprinkling of fun, great food, and our team as hosts, we promise an amazing day for you and your colleagues.
