Discovery

We understand your team's workflow and what they need to track. Planner is flexible — it can handle projects, recurring processes, or simple to-do lists.

Programme Design

Training sets up real plans for your actual work. Your team leaves with working task management, not just knowledge of features.

Delivery

Hands-on sessions where your team builds and starts using plans for their real projects. We focus on practical setup and sustainable habits.

Delivery Options

• Virtual sessions: Work well for Planner training
• In-person workshops: Good for teams designing shared workflows together
• Combined sessions: Often delivered with Teams training

Right-Sizing

Planner is great for simple-to-medium complexity. If you need more (dependencies, resource management, Gantt charts), we'll tell you — and might suggest Project or other tools instead.

This Training Is For

• Teams who need task management but don't want complex tools
• Departments tracking work informally in spreadsheets or email
• Project teams who want visibility without overhead
• Anyone who wants to use what's already in M365

Common Scenarios

• Tasks tracked in spreadsheets that nobody updates
• Project status only known by asking around
• Work falling through cracks because nothing is centralised
• Resistance to complex project management tools

Good Fit For

Marketing campaigns, content calendars, event planning, team workflows, process tracking, simple projects. Not ideal for complex multi-project portfolios with dependencies.