I will help your team identify use cases for Planner & build 1st Planner

Microsoft Office 365 / Microsoft Planner
  • Not rated yet
  • 7 days
I'm overbooked
Experienced business and technical consultant and trainer with a demonstrated history in SharePoint Online, Office 365, Teams and SharePoint Server 2007, 2010, 2013, 2016. Skilled in business process improvement, software deployments and integration and end user and admin training.

Functional experience includes:
  • Streamlining business processes
  • Facilitating workshops and hands-on training sessions
  • Migration and deployment planning
  • Project management
  • End user adoption and communication plans

100% Secure

Money is held until Job is done
  • You pay only the listed price without any hidden costs.
  • Money is held securely in Stripe until you are happy with the work.
  • Meaning you can have confidence in your delivery.

Job Description

If you need help staying on top of tasks, make the most of Office 365 with Planner and it's built-in email reminders. I will help your team identify use cases for Planner (not all projects are well-suited for this application) and build out your first plan.

Session details:

  • 3 hours total, can be delivered in a single session or spread over 3
  • The first hour will be collecting and discussing current and future needs
  • The second hour will be building the Planner
  • The third hour will be training end users and managers on how to manage current Planner and how to build new plans
  • Delivered via Microsoft Teams

Planner details:

  • How to use of Buckets and Labels in a scalable and repeatable manner
  • File management within tasks & SharePoint (connected Site only)
  • Member management
  • Board, Chart and Schedule views

Not included in this session*:

  • additional automation via Microsoft Flow
  • integration with 3rd party (non-Microsoft) tools
  • configuring Project Online for use cases not well-suited for Planner

*if any of these additional features are desired, please let me know and we can discuss rates.

I'm overbooked

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