Plan, Track and Collaborate Using Modern Agile Practices

Modern organisations increasingly adopt Agile ways of working to deliver projects faster, improve collaboration and respond to change more effectively.

In this hands-on training, participants learn the fundamentals of Agile project management and discover how to apply Agile practices using Microsoft 365 tools such as Microsoft Planner, Teams, To Do and Project.

The course combines Agile principles with practical tools that help teams organise work, track progress and collaborate efficiently in a modern digital workplace.

Participants will learn how to translate Agile concepts into practical workflows using tools already available in Microsoft 365.

Duration

2 days.

Course Outline

Day 1 – Agile Foundations & Planning Work

1. Introduction to Agile Project Management

• Traditional vs Agile project management
• Agile principles and values
• Scrum and Kanban overview
• When to use Agile vs traditional approaches

2. Agile Roles and Workflows

• Product Owner
• Scrum Master
• Development Team
• Agile ceremonies (Sprint Planning, Daily Stand-up, Review, Retrospective)

3. Managing Work with Microsoft Planner

• Creating a project board
• Organising work using buckets
• Creating and assigning tasks
• Using labels and priorities
• Visualising work with Kanban boards

4. Task Management with Microsoft To Do

• Personal task management
• Linking Planner tasks with personal tasks
• Managing individual workload

5. Collaboration with Microsoft Teams

• Creating project teams
• Channels and project communication
• Integrating Planner within Teams
• Managing files and documents

Day 2 – Agile Execution, Monitoring & Collaboration

1. Managing Agile Sprints

• Creating sprint cycles
• Prioritising the backlog
• Tracking sprint progress
• Managing workload and task distribution

2. Agile Progress Tracking

• Using Planner dashboards
• Monitoring task progress
• Identifying bottlenecks
• Visualising project status

3. Agile Communication & Meetings

• Organising Agile ceremonies in Teams
• Using Teams for daily stand-ups
• Meeting notes with OneNote
• Using shared documents for collaboration

4. Advanced Agile Tools in Microsoft 365

• Introduction to Project for the Web
• Using Roadmaps for project overview
• Integration between Planner, Teams and Project

5. Best Practices for Agile Teams

• Creating transparent workflows
• Managing hybrid teams
• Improving team productivity
• Avoiding common Agile pitfalls

Audience

This course is designed for professionals working in Agile or hybrid project environments.

Typical participants include:

• Project managers
• Team leaders
• Product owners
• Project coordinators
• Business analysts
• Teams transitioning to Agile ways of working

Prerequisites

Participants should have:

• Basic knowledge of Microsoft 365 tools
• Basic project management understanding is an advantage

No prior experience with Agile methodologies is required.