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Microsoft Planner Premium

Length 1 day
Price $459 inc GST

Course overview

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Why study this course

Plan, track, and optimise projects using Microsoft Planner Premium.

This hands-on workshop is designed for experienced users of Microsoft 365 and project tools who are ready to dive deeper into structured, scalable planning to boost their project management skills. Whether you manage teams using agile, waterfall or hybrid methodologies, this course will show you how to leverage advanced Planner Premium features for greater control, visibility, and impact.

You’ll work through real-world scenarios using dependencies, baselines, sprint planning, and multiple views to plan and track effectively. By the end of the day, you’ll know how to confidently build, manage, and optimise sophisticated project plans across your organisation.

You'll be provided with a Planner Premium licence for the duration of this course, and hands-on practice in our training environment.

Nexacu Public Schedule

Nexacu is part of the Lumify Group, offering you the largest public schedule of end user applications and professional development training in Australia, New Zealand, and the Philippines. You can now access the schedule of courses and book, by clicking on the button below.

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What you’ll learn

At the completion of this course you should be comfortable with how to:

Build and configure complex project plans using Premium templates
Use goals, buckets, labels, and custom fields to structure workflows
Apply agile and waterfall practices in real-world scenarios
Utilise dependencies, checklists, and effort tracking
Switch between Planner views for better insights and control
Track status with filters, conditional formatting, and rollups
Analyse baselines and critical paths to improve delivery predictability

Microsoft Apps at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level. We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ.

View all Microsoft Apps at Lumify Work courses

Who is the course for?

This course is ideal for:

Project managers
Programme managers
Team leads and power users of Microsoft 365
Professionals implementing agile, waterfall, or hybrid frameworks
Users seeking to enhance their planning with advanced Microsoft tools

Course subjects

Introduction to Planner Premium

Understand the benefits of Planner Premium over standard Planner
Explore advanced features and user interface enhancements
Access and customise prebuilt Premium Plan Templates

Configure Your Project

Create and link project Goals
Set up Waterfall-aligned Buckets for structured task flow
Create Labels to track departmental ownership or other dimensions
Build Custom Fields including text, choice, date, number, and yes/no types

Apply Agile Methodology

Set up Sprints and understand the Sprint Board
Configure Backlog, Sprint Ready, Blocked, and Done flows
Explore the hybrid use of Agile statuses within a Waterfall framework

Create and Modify Tasks

Add high-level Parent Tasks with strategic alignment
Enter Action Tasks and define subtask structures
Apply Buckets, Labels, and Assignments
Understand and apply task Dependencies and lead/lag logic
Add Checklists, Effort Hours, and connect to Custom Fields

Use Board View for Execution

Use keyword search and filtering to isolate key tasks
Apply Group By options (e.g. Buckets, Sprint, Assigned To)
Drag and drop tasks to manage progress intuitively

Work in Grid View

Show or hide columns and re-order them for clarity
Apply and manage Labels directly in the Grid
Use Conditional Colouring for visual prioritisation

Manage the Timeline

Set task Dependencies and define project sequencing
Use Timeline (Gantt) View to visualise and modify schedules
Analyse Baselines and track project variance
Identify the Critical Path and its implications

Analyse with Other Views

Use the Charts View for progress and status visualisation
Use the People View to assess workload distribution
Navigate Assignments View for individual accountability

Wrap-Up and Next Steps

Planner Premium limitations and alternatives
Q&A
Optional integration: Power BI, Teams, Project for the Web

Prerequisites

You should be an experienced user of Microsoft 365 and be familiar with project tools such as Microsoft Project.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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