PMI Midlands

Using Microsoft Planner/Trello to Organize Yourself

Using Microsoft Planner/Trello to Organize Yourself

Using Microsoft Planner/Trello to Organize Yourself

Learning Objective of Presentation: Understand how to use tools like Microsoft Planner and Trello to organize your activities and to keep yourself organized.

Summary Description of Presentation:
We are confronted daily with myriads of activities and tasks, both routine and special. Our work, family, friends, and other parts of our lives bombard us with requests for our time, attention, and energy. Life pulls us in many different directions. As we have no doubt experienced, there are scads of gadgets, software, and apps that compete to manage our scheduling, activities, and pursuits. In this session, we will explore how to use Microsoft Planner and a similar tool from to help us accomplish three goals:

1. To become more methodical in our organization.
2. To be more connected with the devices and tools that we may use.
3. To be more consistent in using these tools.

This session will be practical, with plenty of examples using these apps. You will also receive a valuable workbook and a handy cheat sheet to help you apply your new skills.

Venue: Virtual Event
Log in information (Zoom Link) would be provided to all registered participants before event starts

Door Prize: Yes-a workbook (in PDF format) with the major points and a “cheat-sheet” to help in implementation.

Event Properties

Event Date 05-06-2021
Event End Date 05-06-2021
Individual Price $10 || Free for Members


M. A. Mac Curfman

Chief Learning Evangelist, M.A.Curfman Learning

M. A. Curfman is considered by his global client list to be one of the most resourceful and transformative business trainers and coaches of our time. Mac’s brilliant straightforward style has become his trademark. He is an in-demand professional speaker, trainer, and coach. Over the past decade, he has presented more than 1,600 speeches and training sessions to global business and government audiences. Mac has been an entrepreneur and a maverick thinker his entire career and is currently the founder and Chief Learning Evangelist of a global training and coaching firm. Mac is also the founder and Chief Coffee Guru of a specialty coffee roasting company, and the Executive Director of a not-for-profit company that develops business and government leaders in evolving nations. Mac has built an illustrious and successful career by serving others! He has served as a senior consultant in a top national consulting firm and as the founder and CEO of a governmental advisory practice. He also spent a decade serving in government as a city manager, and before that as an urban and regional planner. Well-traveled, Mac thrives in diverse cultures. He has traveled to and worked in 46 U.S. states and territories, and in countries on five continents. He loves roasting and drinking coffee, and is an avid outdoorsman, as well as a bibliophile. Mac will shortly be releasing a series of books he has written on project management and is currently writing a book on leadership, entitled “LEAD!: Important Actions of a Leader.”

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