Microsoft Planner Toolkit

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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 990 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 990 standard requirements:

  1. What is needed to support the community dimension of using learning design and make it possible to sustain learning designs as community artefacts?

  2. Do you effectively balance the day to day work of running your organization or managing your network with the comprehensive project planning?

  3. What are the key organizations, departments, businesses, and programs that may be affected, or become involved?

  4. Is there an upcoming organization event near the roll out of Microsoft 365 that could incorporate your launch?

  5. Do you feel its possible to manage a workgroup or department with purely web based/ browser based tools?

  6. How will you foster strategic relationships and collaborations between diverse sectors of the community?

  7. Does workspace one standard edition provide the ability for employees to access intranet based web apps?

  8. Do you feel its possible to manage a workgroup or department with purely webbased/browser based tools?

  9. Did your organization achieve the expected benefit from creating an asset management program and plan?

  10. Which kind of device is required and which network technology should be implemented on that device?


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 990 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. Procurement Audit: Were products/services not received within the prescribed time limit?

  2. Risk Register: What are you going to do to limit the Microsoft Planner projects risk exposure due to the identified risks?

  3. Stakeholder Analysis Matrix: Who will promote/support the Microsoft Planner project, provided that they are involved?

  4. Schedule Management Plan: Are enough systems & user personnel assigned to the Microsoft Planner project?

  5. Contract Close-Out: Was the contract sufficiently clear so as not to result in numerous disputes and misunderstandings?

  6. Quality Management Plan: Can the requirements be traced to the appropriate components of the solution, as well as test scripts?

  7. Probability and Impact Assessment: Can it be enlarged by drawing people from other areas of your organization?

  8. Quality Metrics: Is there a set of procedures to capture, analyze and act on quality metrics?

  9. Team Operating Agreement: Do you upload presentation materials in advance and test the technology?

  10. Project Management Plan: Are there any scope changes proposed for a previously authorized Microsoft Planner project?

 
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.