Illustration: Planner Training course

Planner Training: Mastering Project and Task Management

3.5 hours 9:00 a.m. to 12:30 p.m. Online, Montreal, Quebec City

Updated on

The Planner Training course at a glance

Length
3.5 hours
Schedule
9:00 a.m. to 12:30 p.m.
Format
Live virtual class or in person in Montreal and Quebec City
Audience
Tous
Price
$650 per participant, or $450 for public bodies and non-profits (plus taxes)
Language
English

Doussou Formation and Planner Training: key facts

Upcoming Planner Training sessions

Online

Quebec City

Planner Training course outline

Advanced Task Tracking

  • Use the Charts view to monitor overall progress
  • Use the Calendar view to track due dates
  • Group and filter tasks (by assignee, priority, or status)

Structuring Complex Projects

  • Naming conventions and logical organization of buckets
  • Distributing roles and tasks by department or project phase
  • Best practices for long-term or cross-functional projects

Multi-Team Collaboration

  • Manage multiple plans within a shared environment
  • Track contributions from different teams
  • Coordinate across departments and project owners

Useful Integrations

  • Link Planner to Outlook to track personal tasks
  • Combine usage with Microsoft To Do
  • Store and centralize documents using SharePoint

Usage Optimization

  • Tips to reduce unnecessary notifications
  • Organize tasks by milestones, sprints, or activity types
  • Best practices for plan readability and clarity

Practical Cases and Group Discussions

  • Apply concepts to a real-world case suggested by participants
  • Group or individual demonstrations
  • Feedback and sharing of best practices

Prices and practical information

Preferred rate

$450 / participant

Public bodies and non-profits · plus taxes

Standard price

$650 / participant

Businesses and individuals · plus taxes

Practical information

  • Length: 3.5 hours
  • Schedule: 9:00 a.m. to 12:30 p.m.
  • Format: Live virtual class or in person in Montreal and Quebec City
  • Payment: online (PayPal or card) when registering, or by invoice for organizations
  • Funding: Doussou Formation is a training organization accredited by the CPMT. For Quebec employers subject to the Act to promote workforce skills development (payroll over $2M), this course can count toward their 1% training obligation.

Corporate Planner Training training

Train your whole team as a private group, on your own documents, at your premises or in a virtual class, on the dates that suit you.

Request an offer

Participant reviews

97% satisfaction (end-of-course evaluations, 120 evaluations) · Read all testimonials

Why take this Planner Training course

Objectives: what you will be able to do

  • Use the Charts and Calendar views for advanced visual project tracking
  • Structure a plan suited to more complex projects (e.g., RFPs, training plans, event coordination)
  • Filter and group tasks using relevant criteria (assignee, priority, due date, etc.)
  • Coordinate projects effectively across multiple teams or departments
  • Leverage key integrations with Outlook, SharePoint, and Microsoft To Do for smoother workflows
  • Implement best practices for organization, communication, and workload management

Prerequisites

Basic knowledge of Microsoft Office tools.
Access to Microsoft 365.

What is included

  • Course materials and exercise files for each participant
  • Certificate of attendance
  • Optional personalized coaching after the course
  • In public in-person sessions:
    • Tea and coffee
    • Lunch at a nearby restaurant
    • Parking (in some cities)
    • Wi-Fi access

Interested in the Planner Training course?