Our training course "Boost your team with Planner"

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Terms and conditions

Duration:: 1 day
Participants:: 4 to 10 people
Required level:: Working in a team
Prerequisite:: No prerequisites
Materials needed:: PC with internet connection. Microsoft 365 subscription to use Planner
Pedagogy:: 30% theory 60% practical on identified use cases identified beforehand and/or MCQs + exchanges 10% exchanges, Q/R
Teacher(s):: Consultant with strong experience in supporting teams towards performance and process management with MS Planner
Modalities:: Distance learning possible Face to face possible Support and course in French

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Inter : 400€ / participant

Intra: 1600€

Please contact us to schedule an in-person or remote learning session.

For intras, average delay: 1 month from the signature.

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We make every effort to make our courses accessible. In order to adapt accordingly, please contact us before any registration.

Understand the principles of agility and their contribution to teamwork
Understanding the benefits of visual management for performance
Understanding the notion of "flow" to manage teamwork in Planner
Discover and practice the Planner task management tool
- Know the key functions of the tool
- Teamwork in Kanban mode
- Manage and optimize business processes
- Discover integration possibilities with other tools

The principles of agility and their contribution to teamwork
- Agile organization methods
- Agility's contribution to team performance
- Lean to optimize activities
- Agile Manifesto - 4 values and 12 principles
Visual management and Kanban
- Kanban definitions and concepts
- Workflow and action map logic
- Added value for team members and managers
- Presence and remote mode
Practical implementation of Kanban with Planner
- - Table logic
  - Card creation and modification (information zones, tags, assignments, deadlines, journal, PJ, etc.) and flow management
  - Viewing modes - Sorting - Card prioritization
  - Map search - filters
  - Access rights and team management
Creating new workflows with Planner
- - Design of a new flow (definition of steps, transitions, subtasks, content models, logging rules, etc.).
  - Creation of card templates (information zones, tags, assignments, deadlines, journal, PJ, etc.) and flow management
  - Using Kanban in teams - analyzing classic situations (bottlenecks, under-activity, waste, etc.).
  - Optimizing workflow and collaborative practices
Planner integration with other MS 365 tools (SharePoint, Teams, Outlook, etc.)
Conclusion of the training
- - Quizzes
  - Key points to remember
  - To go further