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Microsoft Planner Masterclass

Course Information

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

Venue

Kuala Lumpur: G-3A-02, Corporate Office Suite, KL Gateway, No. 2, Jalan Kerinchi, Gerbang Kerinchi Lestari, 59200 Kuala Lumpur, Malaysia

Course Brochure

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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.
HRD Corp Claimable

🏦 HRD Corp Claimable

This course is HRD Corp claimable for eligible employers. Grant approval and reimbursement remain subject to HRD Corp requirements, the employer’s available levy and the approved grant details. How the HRD Corp process works →

Course Fee

MYR2,200.00
+ 8% SST

Course Date

Course Time

* Required Fields

Course fees are shown before SST. An 8% SST is included in the estimated total during registration.

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.

Disclaimer: The course dates displayed on our website are tentative and subject to trainer availability. We will confirm the final date after checking with the trainer. You are also welcome to email us your preferred date at sales@tertiarycourses.com.my, and we will do our best to coordinate with the trainer's schedule.

Post-Course Support

  • We may provide consultation related to the subject matter after the course.
  • Please email your queries to sales@tertiarycourses.com.my 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

Software:

You will need the following for this course:

  • A Microsoft 365 account with access to Microsoft Planner

Hardware: Windows PC or Mac laptop

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 the Microsoft Planner Masterclass, Dr. Ang shows how a lightweight tool can carry sound project management practice. Learners start with Microsoft Planner and its Microsoft 365 integration, then create plans, buckets and tasks, schedule work in the Board, Grid, Schedule and Timeline views, set task dependencies, assign resources and track progress, and finish with collaboration, reporting and best practices. As a PMP-certified project manager he explains how to turn a work breakdown structure and schedule into a well-organised plan, and how to keep the team and stakeholders aligned, so learners leave able to run their own projects in Planner with confidence.

Truman Ng is a PMP-certified project manager and ITIL v3 practitioner with more than two decades of experience delivering technology projects. As a network architect for Hewlett Packard he worked within a US-based virtual team on network design and implementation projects in the United States, and as founder of Nexplore (S) Pte Ltd he has delivered cloud, software-defined networking, VoIP and internet security projects for clients. He completed more than 100 IT network projects for banks, hotels and factories within five years, each with its own scope, schedule, budget and stakeholders, and Huawei's Global Training Center engaged him for more than 60 consultations and training engagements for internet service providers in Malaysia and many other countries. An Electrical Engineering graduate of the National University of Singapore and an ACTA-certified adult trainer, he brings the practical side of delivery, from managing vendors and site teams to keeping clients informed, into the classroom.

On this course, Truman complements the syllabus with real examples from the infrastructure projects he has led: defining scope with clients, building schedules around vendor lead times and site access, managing risks and change requests, and reporting progress to sponsors. Learners see how project management tools and documentation hold up on time-critical technical projects, and gain practical tips they can apply to their own work.

Saeid is co-founder of Skymics Sdn Bhd. He has 8 years of experience in the field of IoT (Internet of Things) and Information Technology. He is a certified IBM IoT Practitioner and instructor, and a Certified Citizen Data Scientist Train-The-Trainer. He has been co-inventor of 3 inventions during the last 4 years.

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 trainer is an expert in the subject and shared many practical insights from real projects. (Posted on 15/05/2025)
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 23/03/2025)
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 07/12/2024)
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 13/09/2024)
Very useful course 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 26/08/2024)

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