Microsoft Planner Training
Instructor-Led Microsoft Planner Training Courses
Our Microsoft Planner training course aims to provide participants with the skills and knowledge to create plans, assign tasks and track the status of plans.
Learn how to use Microsoft Planner in our dynamic 2-hour workshop session.
All participants will receive an electronic copy of our Microsoft Planner user guide along with other resources to enhance adoption and learning.
Be sure to include Microsoft Planner training in your Microsoft 365 adoption plan.

In-House Training Courses
All courses are conducted as private in-house sessions. Staff do not need to travel elsewhere. We bring the training to you.
One-on-one or Group Sessions
Learn one-on-one or include other staff for group training sessions. We recommend up to 10 people per session.
Effective Targeted Training
Use our free skills assessment to identify the current skill levels of staff and customise the course to fill any skills gaps.
Customer Testimonials
“As a novice to Planner, I found this insightful.”
“The training was easy to understand and follow. Clear, slow instructions that we could follow along with on our own computers.”
“Belinda was amazing – no question was too hard, no problem was too difficult to solve. We threw a couple of curveballs in terms of turning a F2F into a hybrid, but she was able to handle with ease and calm. Delivery of the session was tailored to our needs and our specific scenarios.”
“Very helpful knowledge which will assist with running projects and oganising team tasks. Good methodical overview of planner and stepped through how it works well. Engaged well with us and made it practical to how we can use it.”
“This experience was a great insight and learning around the many uses of Microsoft Teams and Planner. Belinda was very engaging and personable and really took the time to explain the many uses and functions. Great training, explanation of the different functions and how to adapt this into our work-life. Looking at the overall benefits of streaming work tasks, etc through Microsoft Teams and Planner to make our day more efficient, easier to manage and effective.”
“I found the course interesting and I believe that it has given me enough knowledge to start using Planner.”
“Belinda knew her stuff and effectively guided us through a veritable productivity wonderland.”
“On time, relaxed, went with our needs, flexible delivery style, but able to pick up at the level we were at and guide us along from there. Thanks Belinda. I enjoyed the training and learnt a lot in a short space of time. Looking forward to implement all the many techniques and tricks you walked us through.”
Microsoft Planner Courses
Our Planner training courses cover both the basic Microsoft Planner included with a standard Microsoft 365 subscription, plus the Planner Plan 1 premium subscription level.

Planner (Basic) Course
- Workshop session (2 hours)
Learn how to get started with Microsoft Planner to organise tasks, manage teamwork, and boost productivity. This course covers the essentials including creating plans, setting up buckets, creating tasks, tracking progress, and using filters to stay on top of work. Ideal for those who are new to Microsoft Planner.
- understand what Planner is used for
- create a Plan for a group
- manage members and permissions
- create tasks using built-in features
- use buckets to organise tasks
- utilise different plan views
- view your own tasks across different plans
- delete tasks or plans
- understand integrations with Microsoft Teams

Planner Plan 1 Course
- Half-Day Course (3 hours)
Take your project management skills further with our Microsoft Planner Plan 1 course. This course explores premium features of the Planner Plan 1 subscription including timeline (Gantt) view, people view, goals, sprints, task dependencies, and effort tracking. You’ll learn how to plan, monitor, and manage projects more effectively.
- create a Premium Plan
- utilise Premium templates
- create tasks with start and finish dates
- work with task duration
- customise buckets
- create Sprints and assign tasks
- set task dependencies
- apply conditional colouring
- convert existing basic plans to premium plans
Course Pricing
Our 2-hour workshop sessions provide the flexibility to pick and choose the content you want to focus on and therefore customise the course duration. Our courses are tailored for group training and provide a cost-effective way of training small teams.
Note: Single 2-hour sessions are only available ONLINE, unless combined with another half day session.
Why not combine two courses to create your own customised half or full day training session.
Pricing as of 1st January 2026. All prices are including GST.
| Number of participants |
In-Person* (2 hours) |
Online (2 hours) |
|---|---|---|
| 1 participant | N/A | $320.00 inc GST |
| 2 participants | N/A | $415.00 inc GST |
| 3 participants | N/A | $509.00 inc GST |
| 4 participants | $635.00 inc GST# | $604.00 inc GST |
| 5 participants | $730.00 inc GST | $698.00 inc GST |
| 6 participants | $824.00 inc GST | $793.00 inc GST |
Contact us for pricing with 6+ participants.
# Minimum 4 participants for In-Person 2 hour sessions.
* Within 50km driving distance from NSW 2567. Additional travel costs may apply outside this distance.
Course inclusions
Free Skills Assessment
Take advantage of our free online skills analysis prior to your training to ensure staff are undertaking the correct course.
We come to you
To save your business time, money and unnecessary travel, we come to you, delivering our training at your premises.
Email Support
Access unlimited support following your training course to build on your learning and ask any burning questions.
Course Manual
All courses include a downloadable course manual in PDF format covering all content for the course.
Certificate
After completing the course you’ll receive a certificate to show off your new-found knowledge and skills.
Hands-on training
We’re big believers in hands-on learning so you’ll be on a computer and building your skills in real-time.
Real-world examples
You'll work through real-world examples to reinforce learning and increase your confidence.
Customisable Courses
All courses can be customised to suit your team and include the topics you need and nothing you don't.
Ready to find out more?
Simply fill out the form below to receive more information about our training services and how we can help your staff to improve their productivity.
We reply within 1-2 business days. No spam, no hard sell, just expert advice.
0418 820 572
available Monday to Friday
9:00am till 5:00pm
Email: info@beltan.com.au
