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Microsoft Planner Masterclass

Course Information

  • Sessions 2 days
  • Duration 15 hrs
  • Level Beginner
  • Assessment NA

Venue

Course Brochure

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Prerequisite

This course is for beginners. No prerequisite is required.

Certification

  • Certificate of Completion from Tertiary Courses - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Courses.

Microsoft Learning Partner

We are an Authorised Microsoft Learning Partner (Org ID: 5238476). To get the official Microsoft certification, please register your certification exam at a Pearson VUE test center.

Microsoft Planner Masterclass

Course Code: C325

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What's This Course About

Microsoft Planner Masterclass teaches you how to plan, organise and track your team's work with Microsoft Planner, the task and project management app in Microsoft 365. Planner brings together simple task boards, timelines, schedules and project management features in one place, making it easy to see who is doing what and by when. The masterclass is designed for team leaders, project coordinators, managers and anyone who needs to manage tasks and small-scale projects efficiently using Microsoft 365.

You will start with an introduction to Microsoft Planner and its premium project management capabilities, and see how Planner connects with Microsoft Teams, Outlook and To Do. Next you will set up a plan, create buckets and tasks, assign team members, set due dates, priorities and labels, and add checklists, attachments and notes. You will then learn to schedule work using the board, grid, schedule and timeline views, choose between manual and automatic scheduling, and build a work breakdown structure for your project.

The course continues with identifying task relationships and dependencies, defining and assigning resources, tracking progress and using charts to spot bottlenecks before they cause delays. You will also learn how to share plans, collaborate in Teams and keep stakeholders informed. Every topic is hands-on with a realistic project. By the end of the masterclass, you will be able to manage tasks and small projects confidently in Microsoft Planner and keep your team aligned and on schedule.

Why Take This Course?

  • Hands-On Learning Learn by doing. Every topic is practised hands-on, so you leave with skills you can use at work straight away.
  • Live Coaching Experienced instructors coach you live, answer your questions and guide you step by step.
  • Free Post-Course Consultation Stuck after class? Message your trainer any time for guidance as you apply what you have learned.
  • Always-Updated Materials Materials are refreshed to stay relevant. Log in to our LMS any time to get the latest version.

Course Fee

₵1,500.00

Course Date

Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Post-Course Support

  • We provide free consultation related to the subject matter after the course.
  • Please email your queries to info@tertiarycourses.com.gh and we will forward your queries to the subject matter experts and get back to you as soon as possible.

Cancellation & Reschedule Policy

  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
  • Note: the venue of the training is subject to changes due to class size and availability of the classroom. The minimum class size to start a class is 3 Pax.

Course Details

Course Details

What You'll Learn

Topic 1: Introduction to Microsoft Planner and Microsoft 365 Integration

Topic 2: Creating Plans, Buckets and Tasks

Topic 3: Scheduling with Board, Grid, Schedule and Timeline Views

Topic 4: Task Dependencies, Resources and Progress Tracking

Topic 5: Collaboration, Reporting and Planner Best Practices

Course Info

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

You will need the following for this course:

  • A Microsoft 365 account with access to Microsoft Planner

No specialist application installation is required unless specified in your joining instructions. Prepare access to the course materials before class.

Bring a laptop or tablet capable of reading PDF course materials and completing written exercises.

Bring your own computer and charger, with a reliable internet connection and permission to install the required software. For live online classes, also prepare a microphone or headset.

If you need help arranging a suitable device, contact us before the class to confirm availability.

Job Roles

Job Roles

  • Project Manager
  • Project Coordinator
  • IT Project Manager
  • Business Analyst
  • Operations Manager
  • Program Manager
  • Portfolio Manager
  • Product Manager
  • Project Analyst
  • Team Lead
  • Project Consultant
  • Risk Manager
  • Quality Manager
  • Project Control Officer
  • Resource Manager

Trainers

Trainers

Dr. Alfred Ang is a PMP-certified project manager and a certified Lean Six Sigma Black Belt who combines formal project management discipline with hands-on delivery experience. He holds a PhD in Electrical Engineering from the National University of Singapore, an MSc in Electrical and Electronic Engineering from NTU and a BSc (Hons) in Physics from NUS, and spent more than 20 years in the defence, electronics and semiconductor industries, where he co-invented more than 20 US patents and published more than 20 peer-reviewed papers. Today he is the Chief Technology Officer of Tertiary Infotech Academy and founded Tertiary Infotech Sdn. Bhd. in Malaysia in 2016. As CTO he leads the planning, delivery and continuous release of the course-registration and learning management platform behind the Tertiary Courses websites in Singapore, Malaysia and Ghana, coordinating developers, trainers and operations staff across three countries. That work runs on clear scope, realistic schedules, risk control and steady stakeholder communication, which is exactly what he teaches. A Distinguished Toastmaster who has won many public speaking awards, he explains structured methods in a clear, engaging way and keeps every session practical.

In this course, Dr. Ang shows how Microsoft's planning tools carry sound project management practice. Learners set up a project, create tasks and a work breakdown structure, define task relationships and advanced task information, create and assign resources, level workloads, review and finalise the schedule, then track and update progress and communicate project information to stakeholders. As a PMP-certified project manager he explains why each step matters, not just which button to press, so learners leave able to build and maintain realistic schedules for their own projects.

is an accomplished IT and data specialist with over 20 years of experience in academia, ICT leadership, and professional training, with a strong focus on data analytics and Excel-based solutions. He has developed and delivered specialized training programs on Statistical Data Analysis with Excel and Visual Basic for Applications (VBA) for Excel, equipping learners with advanced data manipulation, automation, and reporting skills. His expertise extends to automating institutional reporting systems, where he successfully streamlined academic records management through Excel-based tools, integrating macros and automation to improve efficiency and accuracy. As a trainer and consultant, Dr. Siraj has taught Excel to diverse audiences, including university staff, administrative teams, and professionals in banking, security, and education, ensuring they can apply Excel for decision-making, statistical modeling, and process automation. His practical mastery of Excel is complemented by his deep knowledge of office automation and ICT project management, making him a highly sought-after trainer in data analysis and productivity tools. With his blend of hands-on technical expertise and instructional experience, Dr. Siraj stands out as a credible authority in leveraging Excel to drive organizational efficiency and data-driven strategies

Review

Customer Reviews (10)

Good course materials Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
The course materials were detailed and easy to reference afterwards. Great value for money. (Posted on 9/27/2025)
Highly recommended Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Solid content and a supportive trainer. I would definitely sign up for more courses here. (Posted on 9/24/2025)
Good course materials Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
The trainer is an expert in the subject and shared many practical insights from real projects. (Posted on 8/11/2025)
Very informative Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Excellent delivery and good balance between theory and practice. Learned a lot in a short time. (Posted on 1/6/2025)
Very satisfied Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
I found the course extremely useful and relevant to my job. Highly recommend it to others. (Posted on 5/21/2024)

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