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Course Outline

Introduction to Microsoft Planner

  • Overview of Microsoft Planner
  • Role of Planner in administrative task and project oversight
  • Navigation of the Planner interface for government operations
  • Creation and management of operational plans
  • Assignment of duties and establishment of deadlines
  • Integration of Planner with the Microsoft 365 ecosystem

Task Management via Microsoft To Do

  • Introduction to Microsoft To Do
  • Creation and maintenance of task inventories
  • Prioritization of duties using My Day and flagged correspondence
  • Sharing of inventories and coordination of tasks for government workflows
  • Synchronization of tasks across devices and Microsoft applications

Leveraging Microsoft Loop for Interagency Collaboration

  • Introduction to Microsoft Loop
  • Function of Loop collaborative workspaces in shared operations
  • Creation and administration of Loop components
  • Integration of Loop with Microsoft Teams, Planner, and related systems
  • Real-time collaboration through Loop components for government teams

Establishment of an Initial Operational Plan

  • Development of a sample project within Planner
  • Allocation of roles and specific duties
  • Coordination with staff using Planner and To Do
  • Monitoring progress and adjustment of operational plans

Advanced Task Oversight with Microsoft Lists

  • Introduction to Microsoft Lists
  • Creation and customization of lists for distinct projects
  • Application of templates for rapid list generation
  • Integration of Lists with Planner, SharePoint, and Teams
  • Automation of workflows for government efficiency

Improving Team Coordination via Microsoft Teams Integration

  • Integration of Planner and To Do with Microsoft Teams
  • Administration of tasks directly within Teams
  • Utilization of Teams channels for project-focused communication
  • Collaboration using Loop and Lists within the Teams environment

Application of Microsoft 365 Tools for Efficient Project Governance

  • Overview of supplementary Microsoft 365 utilities (e.g., Power Automate, SharePoint)
  • Connection of Planner, To Do, Loop, and Lists to the broader Microsoft 365 suite
  • Automation of duty assignment and notification systems
  • Reporting and analysis of project milestones and progress

Simulation of a Real-World Government Project

  • Configuration and administration of a comprehensive project utilizing all tools
  • Integration of Planner, To Do, Loop, and Lists for streamlined project governance
  • Review and optimization of task management procedures

Summary and Future Actions

Requirements

  • Basic computer literacy
  • Familiarity with the Microsoft 365 environment

Audience

  • Office personnel
  • Office administrators
 7 Hours

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