Microsoft Planner Onboarding Consultant-Remote- 7 weeks

Suncap Technology

United States

Microsoft Planner Onboarding Consultant

Location: Remote Duration: (7 Weeks)

Job Description:

Discuss goals, success, environment/tenant, licensing.
Discuss remote access to tenant, P5 Planner license for Dell consultant.
Review how projects are managed today.
Discuss rolling up project data
- Discuss project-level templates for waterfall and agile projects.
- Discuss task rollup – Task à Project à Portfolio
- Discuss reporting options for proper set up and roll out during onboarding
Discuss user enablement
- Communications & training planning.
- Portfolio management plan and design
- Setting up a Microsoft Team & SharePoint site for Planner users to build Planner community. (one place for Planner questions, announcements, training, recorded sessions, sharing).
- Should Planner mobile application be used? Cohort rollout planning (waves of users)

Onboarding

Identify training content and define three onboarding session types (one for end users
Define Onboarding Sessions
- User Onboarding Session (~326 staff users)
  - Basics of using Planner to contribute to personal productivity and project task tracking.
- Project Manager Onboarding Session (~7 PMs)
  - User Onboarding Session plus activities needed to create, track status, complete projects.
  - Reusing projects and/or using templates
- Portfolio Manager Session (TBD)
  - User + PM onboarding sessions, plus activities related to portfolio management
- Strategic Goal Reporting
  - Implement reporting for specific projects, goals and status
Onboard users
- Enable P5 licenses to targeted users.
- Provide onboarding sessions

Support Users

Conduct office hours drop-in sessions,
Participate in the Microsoft Team for Q&A, knowledge sharing, tips and tricks, new Microsoft training content, etc

Apply

Vacancy posted 1 day ago

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