Set SMART Goals with Microsoft 365 Tools

Set SMART Goals with Microsoft 365 Tools

  • 0h 25 min
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Training Theme 

Clear, actionable goals are the foundation of successful project management. That’s where the SMART framework comes in:
Specific, Measurable, Achievable, Relevant, and Time-bound.

This course teaches you how to apply the SMART methodology to real-world business scenarios using Microsoft Planner, a powerful project and task management tool from the Microsoft 365 suite.
You’ll learn to build efficient action plans, assign team responsibilities, and monitor progress in real time.

Through interactive exercises and real-life simulations, you’ll discover how to turn vague objectives into concrete, measurable results—boosting both individual and team productivity.

Training Objectives 

By the end of this course, you will be able to: 

  • Define clear, actionable SMART goals tailored to your professional context
  • Use Microsoft Planner to structure, track, and manage your goals efficiently
  • Prioritize tasks and delegate responsibilities across your team

Prerequisite and Target Audience 

Audience: Managers, project leads, team member, HR professionnals and anyone looking to enhance goal-setting and task management within Microsoft 365. 
Starting level: Beginner to Intermediate
Prerequisites: Some experience in project management and basic familiarity with Microsoft 365 tools. 

Means and Methods 

  • E-learning Modules: Consisting of text, videos, interactive content, and quizzes designed to help you achieve the defined learning outcomes.
  • Resource Sheets: Downloadable documents

Training Content 

4 key sections: 

  • Introduction to SMART Goals
  • Crafting SMART Objectives in a Professional Setting
  • Implementing Smart Goals in Microsoft Planner
  • Hands-on Practice & Real-World Application

Learn more About SMART Goals

The SMART method is a globally recognized standard that helps eliminate confusion in project management by creating structured, trackable goals.
Microsoft Planner offers an intuitive way to plan, execute, and evaluate those goals in real time—making collaboration and accountability easier.

This training gives you practical tools to streamline your workflows, increase output, and strengthen team alignment.
Use Microsoft Planner to turn ideas into measurable success—and reach your goals with clarity and confidence.

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