Microsoft® Planner Training

Available as Virtual, Instructor-led Training for Your Organization

Microsoft’s Planner is an easy-to-use tool when creating an Agile tracking or Kanban board for team collaboration on work.


Teams are working remotely more and more but still want the tight-knit feel of conducting a stand-up meeting (Scrum) around a board with sticky notes. Microsoft Planner is a great way to facilitate and organize team collaboration.

In this training, attendees will have an opportunity to set-up a board and track progress through an iteration’s life, learn to add helpful details, and share the board with team members through Microsoft Teams.

What will participants learn from this training?

Understand the Capabilities of MS Planner

Set-up Buckets and Cards

Maintain the Board as Work Progresses
Understand the Views and Charts Available

Who should attend Microsoft Planner training:

Anyone who hasn’t worked with this tool yet – from the experienced Scrum Master, to new hires who want a different way of organizing, tracking, and communicating work.

What are the options for delivering this training?

ERC delivers Microsoft Planner training in a variety of methods, including in webinar format and at your organization. 

What technology is required for the training?

Microsoft Planner license in Office365. If you are not licensed, you will need to request and confirm with your Office365 Admin. A second screen, while not mandatory, would be helpful.

Train Your Employees:

Contact us about Microsoft Planner training for your employees. We're happy to provide you with more information, pricing, and potential dates.

Microsoft Planner Training Course Delivery Methods

Choose a delivery method that best fits the training needs of your organization.

In Webinar Format

ERC delivers Microsoft Planner training course in a live webinar format for employees who need remote access.

At Your Organization

ERC's instructor-led Microsoft Planner training can be customized for and brought to your organization.