Plans, buckets, tasks, assignments, labels, Teams and To Do integration.
Before starting, we run a 1-minute tech check — microphone, ambient noise, connection. If your setup isn't good enough, the test is fully refunded.
Prove in 15 minutes that you truly know Microsoft Planner: buckets, labels, views, Teams integration, and the new unified Planner with Copilot.
The Plume Microsoft Planner badge certifies your ability to organize, manage, and optimize collaborative work plans inside the Microsoft 365 ecosystem. The 15-minute AI-driven oral exam digs into your hands-on fluency: designing buckets and color labels, assigning and tracking tasks, navigating the Board, Charts, and Schedule views, using checklists and task recurrence, and setting up the Tasks by Planner and To Do tab in Microsoft Teams.
Unlike a self-declared LinkedIn skill, this badge is earned through a live conversation with an AI examiner that pushes you to justify your design choices, explain how you handle an overloaded plan, and place Planner honestly within the broader Microsoft 365 toolset — To Do, Project for the Web, SharePoint, Power Automate, and Azure DevOps. A second AI (Claude Opus) then reads the full transcript and generates a 0-100 score with a proficiency level (Novice, Proficient, Advanced, or Expert), available within minutes in your dashboard.
This badge is built for project coordinators, operations leads, Microsoft 365 consultants, office managers, and freelancers who rely on Planner daily and want verifiable proof of that expertise. It's also a smart move for anyone preparing for a role or client pitch where lightweight project management inside Microsoft 365 is a real expectation.
Here are the concrete dimensions the AI examines during the 15-minute oral.
Designing a Planner plan that teams can actually navigate: meaningful bucket structures, consistent naming conventions, logical column ordering, and a progression flow that scales as tasks multiply.
Using multi-person assignments, start and due dates, priority flags, integrated checklists, and task recurrence to maintain a precise picture of who owns what and when it's due.
Applying the six (or ten in the new Planner) color labels strategically and using filters by label, assignee, or due date to cut through noise in a plan with dozens of open tasks.
Reading the Charts breakdown to spot bucket imbalances, using the Schedule view to catch overdue tasks, and switching between views fluidly to give stakeholders an accurate progress snapshot.
Pinning and configuring the Tasks by Planner and To Do tab in a Teams channel, syncing with the individual To Do view, and understanding what surfaces in My Day versus what stays plan-level.
Building flows that notify teammates on status changes, create Planner tasks from Microsoft Forms submissions, or push updates to other Microsoft 365 services without manual intervention.
Knowing when Planner is the right call and when to recommend Project for the Web for resource management, Loop for collaborative docs, or Azure DevOps for technical sprint work — with clear reasoning for each.
Understanding the consolidation of Planner, To Do, and Project for the Web into the new unified Planner, premium plan features, and how Copilot inside Planner lets you create and summarize tasks in plain language.
Final scoring is performed by Claude (Anthropic), which reads back the full transcript and applies this weighted criteria grid.
The candidate shows concrete, regular use: structuring buckets, managing tasks with checklists, labels, dates, and recurrence, and moving confidently across the Board, Charts, and Schedule views.
Ability to connect Planner with Teams, To Do, SharePoint, Power Automate, and other M365 components, explaining data flows and the real limits of each integration bridge.
Diagnosing and recovering plans that have gone off the rails — too many tasks, inactive members, duplicates, missing naming conventions — and putting governance rules in place to prevent recurrence.
Honestly situating Planner against alternatives (Project for the Web, Azure DevOps, Asana, Loop) and forming a reasoned recommendation based on team size, workflow complexity, and stakeholder needs.
Awareness of the Microsoft roadmap: the unified Planner merging To Do and Project for the Web, premium plan capabilities, and Copilot features for natural-language task creation and plan summarization.
A Plume session takes about 20 minutes, from tech check to badge delivery.
The AI confirms your microphone is working and your connection is stable. You don't need an active Microsoft 365 account during the exam — you're talking through your experience, not sharing your screen.
The AI asks you to introduce yourself briefly and walk through your most recent or most meaningful use of Microsoft Planner: team size, plan type, and the problem you were trying to solve.
The core of the exam: the AI probes how you structure plans, handle complex task management, use views and filters, integrate Planner with Teams, and automate workflows with Power Automate. It follows up on your answers to surface any gaps.
The AI gives you a concrete situation — a plan that's become unmanageable, or a client torn between Planner and Project for the Web — and asks for your diagnosis and recommendation.
Claude Opus analyzes the full transcript and generates your score (0-100), your level (Novice to Expert), and a detailed dimension-by-dimension report. Your certified badge is immediately available in your dashboard.
Your score out of 100 translates into a level a recruiter can grasp at a glance.
You've used Planner occasionally to check off tasks in an existing plan. You can create a task, assign it, and mark it complete, but bucket design, color labels, and the Charts view are largely unfamiliar territory.
You build and manage your own plans with purposeful buckets, color labels, and due dates. You use the Board and Schedule views to track progress and know how to access Planner through the Teams tab. Power Automate flows are basic or not yet in your toolkit.
You design structured plans for teams of 10 to 30 people, automate task creation and notifications via Power Automate, and tailor your tool recommendation to the context. You understand the new unified Planner and its premium plan capabilities.
You drive Planner deployments across departments or whole organizations, define governance conventions, wire Planner into complex workflows (Forms, SharePoint, Power Automate, Teams), and guide teams through migration to the new unified Planner with Copilot.
No degree or years of experience required to take the badge. Here are the profiles it makes the most sense for.
You run team projects inside Microsoft 365 with Planner and want concrete proof of your ability to structure plans, manage priorities, and keep delivery on track — not just a checkbox on your resume.
You advise organizations on collaborative tool adoption and need a credible badge that proves you can position Planner accurately against Project for the Web, Loop, or Azure DevOps.
You coordinate team activities through Planner every day and want to turn that often-invisible operational skill into something visible and verifiable on your professional profile.
You need to show that you can structure team workloads clearly, automate reminders, and keep a plan readable even when priorities shift — at a scale that goes beyond a simple to-do list.
You're comfortable with Microsoft 365 and want to stand out from other applicants by proving — with a score and a report — that you use Planner well beyond basic task creation.
Where and how your Microsoft Planner badge will help you day to day.
You're applying for a project coordinator role at a company running on Microsoft 365. Your Advanced Planner badge on LinkedIn or your resume signals to the recruiter that you can own task management from day one, no ramp-up needed.
A client isn't sure whether to trust you with setting up their team's project tracking. You share your badge's public URL — including your score and the detailed competency breakdown — to remove the doubt without needing a portfolio demo.
Your organization is migrating to the new unified Planner. Your Expert badge reassures leadership that you understand the difference between basic and premium plans and can lead the transition for the whole team.
You're in an interview for a Microsoft 365 consultant role and the panel asks about your collaborative tool expertise. You reference your Planner score and the specific dimensions in your evaluation report to back your answers with data.
You're the Microsoft 365 champion at your company. You take the badge to get an honest read on your weak spots — the detailed report flags exactly which areas need work — before running your next internal Planner training session.
An HR manager has several team members take the Planner badge to identify who can coach others and who needs support specifically on Teams integration or Power Automate automation.
A few minutes to check you have everything you need.
At the end of your session you don't just get a score — here's everything that awaits you.
You get a precise score out of 100 and an official level (Novice, Proficient, Advanced, or Expert) that reflects your real Planner mastery — not a self-assessed star rating.
A full report breaks down every evaluated dimension: plan structure, Teams integration, complex plan management, tool positioning, and new Planner awareness. You know exactly what to work on next.
Your 15-minute oral recording is stored securely and accessible only to you. Replay it to sharpen your technique or keep it entirely private — the choice is yours.
A unique public page displays your Microsoft Planner badge with score and level. Drop it on LinkedIn, paste it in a client email, or include it in a proposal in one click.
Discover related skills you can validate with Plume.
A 15-min oral exam with an AI, a shareable badge for your recruiters.
Choose this badge · €19.99
