Smartsheet Basics - ​2 hours

• Navigate through the Smartsheet interface and find your sheets, reports, and dashboard.
• Describe how the sheet works and apply different functionality to the data, including filters, conditional formatting and data types.
• Describe how the reports work and how they can be used to filter data, embed them in a dashboard, and use their data to create charts.
• Modify a dashboard by adding widgets such metric, reports, and charts.
• Modify a pre-built solution to work with different stakeholders
• Use collaborative features
• Automate business rules through automated workflows and formulas
• Create new reports and visualize data through charts in a dashboard

Smartsheet Admin - 2 hours

• License Management
• User Management
• Group Management
• Account Settings
• Security Policies
• Audit Reports
• Implement Help Screens

Project Sponsor Training - 2 hours

• Understand the roles and responsibilities of a project sponsor

• Learn to set clear project goals and align them with organizational objectives

• Develop skills in resource allocation and risk management

• Master communication and decision-making strategies for project oversight

• Gain techniques for effective stakeholder management

• Be a champion to the Project Team

Risk Management with RAIDLog - 3 hours

• Understand the fundamentals of risk management and its importance in project success

• Learn to identify and assess risks, assumptions, issues, and dependencies using RAID Log

• Develop strategies for mitigating risks and resolving issues effectively

• Master the use of RAID Log for continuous monitoring and reporting throughout the project lifecycle

• Improve decision-making and communication with stakeholders using RAID Log insights

Smartsheet Advanced - 3 hours

• Design & plan your custom-built Smartsheet solution
• Describe the scalability model within the solution framework
• Work with intake, metrics, and summary sheets
• Standardize assets to be used as templates for new items
• Design and architect an executive level dashboard

• Overview and deep dive into Smartsheet Premium Apps, to be decided by client

• Create custom training to meet your needs

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Project Management Essentials - 12 hours

• Learn the fundamentals of project management from start to finish

• Understand the project lifecycle, including planning, execution, and closure

• Master tools and techniques for scope definition, scheduling, and budgeting

• Develop skills in risk management and problem-solving

• Explore communication strategies for effective team leadership

• Gain confidence to manage projects of any size successfully

Portfolio Management Essentials - 12 hours

• Learn the principles of project portfolio management and its role in achieving strategic goals

• Learn techniques for selecting, prioritizing, and balancing new demands and ongoing projects within a portfolio

• Understand resource allocation and capacity planning across multiple projects and teams

• Develop skills in risk assessment and mitigation at the portfolio level

• Explore methods for monitoring portfolio performance and effective executive reporting

• Gain insights into stakeholder engagement and communication strategies for portfolio success

Change Management Essentials - 6 hours

• Learn the core principles of change management and its impact on organizations

• Understand the change management process, from planning to execution and reinforcement

• Develop skills to assess change readiness and manage resistance effectively

• Master techniques for communicating change and engaging stakeholders

• Explore strategies for building a change management plan that aligns with business objectives

• Gain tools for measuring the success of change initiatives and sustaining long-term adoption