Overview
Skills
Job Details
We are seeking a Microsoft Planner Consultant with deep expertise in workflow design, team collaboration, and Microsoft Copilot integration. This consultant will play a pivotal role in enabling our Account Management team to collaborate more effectively by designing, implementing, and coaching on Planner-based workflows.
Key Responsibilities:
- Build customized collaboration workflows using Microsoft Planner tailored to account management processes
- Integrate Planner with Microsoft Teams, Outlook, and other M365 tools to streamline task management and communication
- Deliver hands-on training sessions and coaching for team members on best practices in Planner usage
- Create documentation, guides, and templates to support ongoing Planner adoption
- Leverage Microsoft Copilot to enhance productivity and automate routine tasks within Planner and related M365 apps
- Educate users on how to use Copilot effectively in their daily workflows
- Partner with stakeholders to assess current collaboration pain points and design scalable solutions
- Provide ongoing support and optimization recommendations based on usage analytics and feedback
Must-Have Qualifications:
- Proven experience as a Microsoft Planner SME, including workflow setup and team enablement
- Strong understanding of Microsoft 365 ecosystem, especially Teams, Outlook, and SharePoint
- Hands-on experience with Microsoft Copilot and its integration into Planner and other M365 tools
- Excellent communication and coaching skills with the ability to train non-technical users
- Experience working with account management or client-facing teams is a plus
About Korn Ferry
Korn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at ;/span>