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.

 

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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 659 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 659 standard requirements:

  1. What would be the goal or target for a Microsoft Planner’s improvement team?

  2. Is full participation by members in regularly held team meetings guaranteed?

  3. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  4. What prevents you from making the changes you know will make you a more effective Microsoft Planner leader?

  5. Do we think we know, or do we know we know ?

  6. What are all of our Microsoft Planner domains and what do they do?

  7. What are the usability implications of Microsoft Planner actions?

  8. How will you measure the results?

  9. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Microsoft Planner?

  10. How do you measure progress and evaluate training effectiveness?

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 659 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 6000 Microsoft Planner project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Portfolio management: Annually (or more frequently) prioritise the overall Microsoft Planner project portfolio?
  2. Procurement Audit: Are procedures established on how orders will be shipped?
  3. Risk Register: Are there other alternative controls that could be implemented?
  4. Schedule Management Plan: Are estimating assumptions and constraints captured?
  5. Schedule Management Plan: Define units of measurement for each resource. For example, are you referencing gallons or liters?
  6. Source Selection Criteria: What aspects should the contracting officer brief the Microsoft Planner project on prior to evaluation of proposals?
  7. Activity Duration Estimates: Are procedures defined by which the Microsoft Planner project scope may be changed?
  8. Procurement Audit: Was timely and equal access to contract documents and information provided to all candidates?
  9. Monitoring and Controlling Process Group: What will you do to minimize the impact should a risk event occur?
  10. Activity Duration Estimates: Are Microsoft Planner project activities decomposed into manageable components to ensure expected management control?

 
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:

 

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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.

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