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Half Day | Max. 16 Participants
Workshop Outcomes
- Set up Planner in a way that gives your team genuine visibility and clarity
- Assign, track and manage tasks without relying on email or memory
- Connect Planner to Teams for a streamlined day-to-day workflow
- Build board structures that reflect how your team actually works
- Establish team habits around Planner that stick beyond the initial setup
Topics Covered
- What Planner is and where it fits alongside email, Teams and spreadsheets
- Setting up plans, buckets and tasks that make sense for your team
- Assigning tasks, setting due dates and tracking progress
- Integrating Planner with Microsoft Teams for daily coordination
- Using labels, checklists and attachments to add context without clutter
- Team conventions for keeping Planner current and useful
Location
- Willing to work remote
- Willing to work interstate
- Willing to work internationally
How can this workshop be delivered?
- Face to Face
- Virtual
Overview
Microsoft Planner is a collaborative task management tool within Microsoft 365 that enables teams to organise work, assign responsibilities and monitor progress in a shared workspace. When implemented effectively, it provides greater visibility across tasks, improves accountability and supports day-to-day coordination without the complexity of traditional project management software.
This workshop provides a practical introduction to Microsoft Planner, guiding participants through the setup, structure and features required to support effective team task management. Participants will create a working Planner board, integrate it with Microsoft Teams and explore practical approaches for assigning work, tracking progress and maintaining visibility across the team.
Beyond the technical setup, the workshop focuses on establishing practical team conventions that support consistent use and long-term adoption. Participants will leave with the knowledge and confidence to implement Microsoft Planner as a central tool for coordinating work within their team.
Workshop Outcomes
- Set up Planner in a way that gives your team genuine visibility and clarity
- Assign, track and manage tasks without relying on email or memory
- Connect Planner to Teams for a streamlined day-to-day workflow
- Build board structures that reflect how your team actually works
- Establish team habits around Planner that stick beyond the initial setup
Topics Covered
- What Planner is and where it fits alongside email, Teams and spreadsheets
- Setting up plans, buckets and tasks that make sense for your team
- Assigning tasks, setting due dates and tracking progress
- Integrating Planner with Microsoft Teams for daily coordination
- Using labels, checklists and attachments to add context without clutter
- Team conventions for keeping Planner current and useful
Who is this workshop for
Team leaders, project coordinators, executive assistants and anyone looking to improve team coordination and task management using Microsoft Planner.
No prior Microsoft Planner experience is required.
Handouts/materials provided
Planner setup guide, team task convention template and Planner and Teams integration checklist
What to bring
Laptop with Microsoft 365 access and a current project or workstream to use as a live example during the session
Facilitator
About the facilitator
Technology starts and ends with people.
Teams need the right systems, training and support to make their work simpler, not more complicated. Your people deserve tools and processes that let them focus on what matters and your organisation deserves the confidence that comes from knowing its digital foundations are solid.
With over 20 years' experience in digital strategy, systems and training, Evan has worked with more than 500 organisations across Australia and globally, helping teams adopt technology that actually gets used.
Evan blends hands-on technical expertise with a coach's approach to change, guiding teams through everything from workflow redesign to practical AI adoption.
He's also the creator of Year Glance, a calendar visualisation tool used by teams worldwide to plan their year, which gives him a builder's perspective on what makes digital tools genuinely useful rather than just impressive.
His approach to digital transformation is centred on creating motivated, connected and high-performing teams through practical technology adoption. By improving workflows, strengthening staff and customer engagement, building confidence in AI automation and fostering shared knowledge and continuous improvement, Evan helps organisations save thousands of hours while building the adaptability and resilience needed for long-term success.
Key Expertise
- Digital transformation strategy
- AI and automation adoption
- Collaboration and workflow optimisation
- Technology adoption and change management
- System integration
- Digital tools and product development
Industry Focus
- Professional services
- Education and training institutions
- Small and medium enterprise
- Corporate and government
- Not-for-profit and community organisations
Based in:
About the facilitator
Technology starts and ends with people.
Teams need the right systems, training and support to make their work simpler, not more complicated. Your people deserve tools and processes that let them focus on what matters and your organisation deserves the confidence that comes from knowing its digital foundations are solid.
With over 20 years' experience in digital strategy, systems and training, Evan has worked with more than 500 organisations across Australia and globally, helping teams adopt technology that actually gets used.
Evan blends hands-on technical expertise with a coach's approach to change, guiding teams through everything from workflow redesign to practical AI adoption.
He's also the creator of Year Glance, a calendar visualisation tool used by teams worldwide to plan their year, which gives him a builder's perspective on what makes digital tools genuinely useful rather than just impressive.
His approach to digital transformation is centred on creating motivated, connected and high-performing teams through practical technology adoption. By improving workflows, strengthening staff and customer engagement, building confidence in AI automation and fostering shared knowledge and continuous improvement, Evan helps organisations save thousands of hours while building the adaptability and resilience needed for long-term success.
Key Expertise
- Digital transformation strategy
- AI and automation adoption
- Collaboration and workflow optimisation
- Technology adoption and change management
- System integration
- Digital tools and product development
Industry Focus
- Professional services
- Education and training institutions
- Small and medium enterprise
- Corporate and government
- Not-for-profit and community organisations
Based in:
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