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  • Managing the Learning Function
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Christina Cooper's profile image
Christina Cooper ATD Member posted 10-14-2025 02:20 PM

Hi All!

We are in the process of building a new Learning and Development department (exciting!) and are looking into adopting a project management method for our new team. Does anyone have one they follow that works well in this more creative side of project management? Many of the options I have looked into are seemingly set up for more linear types of work (construction, for example).

Thank you so much!

Debra Crombie's profile image
Debra Crombie ATD Member

Congratulations!! I can think of a few tools you can use, depending on what you are looking to accomplish. Something like Excel, or Monday.com will systematically keep track of projects details quite easily. Using MS Teams by building out shared folders would give the team a chance to work on shared documents, saving prior iterations and keeping all of the work centralized. I really liked collaborating in MS Teams when I was supporting CSUSA.  Hang onto my info, I'd love to be a thought partner for you. Debra Crombie at Debra@SterlingTrainingGroup.com

Rachelle Barreto's profile image
Rachelle Barreto ATD Member

Hi!

I use a custom-built combination of Teams channels, SharePoint Lists, and the Planner app.

Teams: Used to organize relevant files and communications by having a different channel for each major project or overall topic. Under the General channel, there are folders for smaller items/projects that don't require a whole channel.

SharePoint List: Used as a dashboard for new project requests/assignments to be submitted and tracked by everyone, internal and external. Different views are used to help with this.

Planner: Used internally to keep track of workload. It's set up in a Kanban board, and the buckets are loosely based on the Agile PM framework.

I used Power Automate to build workflows that connect all of these so they can better interact with each other. Like, when a new request or assignment is submitted on SharePoint, it creates a Planner card and assigns it, and updates to the Planner card also directly update the SharePoint list.

It took a while to develop and is still a work in progress in some ways while we keep refining things, but the overall structure works very well for us and I loved learning new skills with building automated workflows and List dashboards. I also love how everything has been customized to meet our needs.