Microsoft Planner Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Microsoft Planner Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Microsoft Planner related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Microsoft Planner specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Microsoft Planner Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Planner improvements can be made.

Examples; 10 of the 997 standard requirements:


1. In what ways can Microsoft Planner facilitate the creation of custom checklists and to-do lists that are tailored to the specific needs of hospitality and tourism teams, and how does this feature improve productivity and efficiency?
   
   

2. How can Microsoft Planner be integrated with other Microsoft 365 tools, such as Power Automate, to support automation and workflow for tasks and projects, and what benefits does this provide for governance and compliance?
   
   

3. Can the Security and Compliance feature in Microsoft Planner be used to create incident response playbooks and standard operating procedures, and what are the benefits of having such playbooks and procedures in place?
   
   

4. How does Microsoft Planner support the integration of external tools and apps, such as hotel management systems or travel booking platforms, and what are the benefits of this feature for hospitality and tourism teams?
   
   

5. How does the Security and Compliance feature in Microsoft Planner integrate with other Microsoft tools and services, such as Microsoft Teams and SharePoint, to provide a seamless and secure collaboration experience?
   
   

6. In what ways can Microsoft Planner facilitate the creation of a centralized knowledge base and resource library for hospitality and tourism teams, and how does this feature improve collaboration and communication?
   
   

7. In what ways can Microsoft Planner facilitate the creation of a culture of accountability and transparency within hospitality and tourism teams, and how does this feature improve collaboration and communication?
   
   

8. How does the Reporting and Analytics feature in Microsoft Planner integrate with other Microsoft tools and services, such as Power BI and Excel, to provide a more comprehensive reporting and analytics solution?
   
   

9. What is the role of the Reporting and Analytics feature in Microsoft Planner in supporting agile project management methodologies, and how does it enable teams to adapt quickly to changing project requirements?
   
   

10. What are the benefits of using Microsoft Planner to track progress and dependencies across multiple projects and initiatives, enabling executives to identify potential roadblocks and areas for improvement?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Microsoft Planner book in PDF containing 997 requirements, which criteria correspond to the criteria in...


Your Microsoft Planner self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Microsoft Planner Self-Assessment and Scorecard you will develop a clear picture of which Microsoft Planner areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Microsoft Planner Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Microsoft Planner projects with the 62 implementation resources:


• 62 step-by-step Microsoft Planner Project Management Form Templates covering over 1500 Microsoft Planner project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Change Request: Will this change conflict with other requirements changes (e.g., lead to conflicting operational scenarios)?
   
   

2. Planning Process Group: Professionals want to know what is expected from them; what are the deliverables?
   
   

3. Scope Management Plan: Would the Microsoft Planner project cost sharing involve reimbursement to the sponsor?
   
   

4. Schedule Management Plan: Is the ims used by all levels of management for Microsoft Planner project implementation and control?
   
   

5. Schedule Management Plan: List all schedule constraints here. Must the Microsoft Planner project be complete by a specified date?
   
   

6. Risk Data Sheet: Who has a vested interest in how you perform as your organization (our stakeholders)?
   
   

7. Procurement Audit: Were the performance conditions under the contract comprehensive and unambiguous?
   
   

8. Procurement Management Plan: Do all stakeholders know how to access the PM repository and where to find the Microsoft Planner project documentation?
   
   

9. Stakeholder Management Plan: Have external dependencies been captured in the schedule?
   
   

10. Quality Audit: How does your organization know that its policy management system is appropriately effective and constructive?


 
Step-by-step and complete Microsoft Planner Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Microsoft Planner project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Microsoft Planner project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Microsoft Planner project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Microsoft Planner project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Microsoft Planner project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Microsoft Planner project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Microsoft Planner project with this in-depth Microsoft Planner Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Microsoft Planner projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Microsoft Planner and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Microsoft Planner investments work better.

This Microsoft Planner All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.