Most Technology Training classes will be delivered online until further notice.
Before each sesson, Tech Training will provide a Zoom link for live online classes, along with any required class materials.
This course is designed for existing and emerging project managers looking to get the most out of project management using Smartsheet. Learn best practices to successfully initiate, execute, control, and close projects.
This hands-on 18-hour training workshop delivered over 3 three weeks, is tailored for project managers eager to harness the full potential of Smartsheet's robust features to enhance their project management prowess. Delving into the intricacies of Smartsheet, this workshop illuminates how the platform can revolutionize communication, foster collaboration, and optimize project workflows.
Throughout the workshop, participants will immerse themselves in the core functionalities of Smartsheet. From crafting project plans and efficiently managing tasks to seamlessly integrating communication tools and harnessing advanced features for reporting and visualization, attendees will understand Smartsheet's capabilities comprehensively. The curriculum is thoughtfully structured to facilitate hands-on learning, with practical exercises mirroring real-world project management scenarios.
Designed to empower project managers, this workshop equips them with the skills and knowledge to leverage Smartsheet as a central hub for orchestrating project communications and activities. By doing so, project managers can expect a myriad of benefits, including heightened project transparency and accountability through enhanced tracking and reporting mechanisms, streamlined communication processes to mitigate the risk of miscommunication and project delays, increased project efficiency by automating routine tasks and processes, and enriched decision-making with access to real-time data and insights.
Embark on this transformative learning journey and discover how Smartsheet can revolutionize your approach to project management. In today's fast-paced and ever-evolving project landscapes, this workshop serves as an invaluable resource for project managers striving to stay ahead of the curve and deliver exceptional results.
TOPIC OUTLINE
Topic Outline for "Mastering Project Management: Enhancing Communication and Activities with Smartsheet"
Introduction to Smartsheet
- Overview of Smartsheet capabilities
- Benefits of using Smartsheet in project management
- Reviewing your Smartsheet account settings
Navigating the Smartsheet Interface
- Understanding the Smartsheet dashboard
- Basic navigation and toolbars
- Customizing the workspace for project management
Setting Up Projects in Smartsheet
- Creating new sheets for project planning
- Configuring columns for tasks, deadlines, assignments, and statuses
- Importing data from other project management tools
Task Management and Scheduling
- Adding tasks and subtasks
- Setting up dependencies and critical paths
- Utilizing Gantt charts for visual project timelines
- Managing calendars and deadlines
Enhancing Project Communication
- Integrating Smartsheet with email and messaging platforms
- Using comments, notifications, and alerts to keep the team updated
- Sharing sheets and collaborating in real-time
Useful Collaboration Features
- Creating and managing discussions within tasks
- Attaching files and links to specific tasks or projects
- Utilizing @mentions to draw attention or assign tasks
Tracking Progress and Performance
- Setting up automated workflows for updates and approvals
- Customizing views for different team roles
- Monitoring project progress through automated reports and dashboards
Reporting and Dashboards
- Building dynamic reports to track key performance indicators (KPIs)
- Customizing dashboards for stakeholder presentations
- Sharing insights and progress with the project team and stakeholders
Leveraging Advanced Features
- Implementing resource management for project allocation
- Utilizing forms for data collection and task requests
- Integrating Smartsheet with other tools and services
Best Practices for Smartsheet in Project Management
- Tips for maintaining organized and effective project sheets
- Strategies for ensuring project communication is clear and consistent
- Techniques for automating routine project tasks to save time
This outline provides a productive learning experience, covering the basics of Smartsheet to advanced functionalities aimed at empowering project managers with the tools and knowledge to enhance project communication and management activities efficiently.
LEARNING OBJECTIVES
Participants will have an opportunity to:
1. Understand Smartsheet Basics and Interface
- navigate the Smartsheet interface and understand its fundamental features.
- recognize how Smartsheet differs from other project management tools and its unique advantages.
2. Develop Project Setup and Structure:
- learn how to set up a project in Smartsheet, including creating sheets, entering tasks, and setting up timelines.
- understand how to structure a project effectively using Smartsheet's hierarchy features (rows, columns, and sheets).
3. Task Management and Collaboration:
- Learn to assign tasks, set deadlines, and track progress.
- practice using Smartsheet's collaboration features, including comments, attachments, and sharing sheets.
4. Using Smartsheet for Improved Communication
- Discover how to use Smartsheet's communication tools, such as notifications, alerts, and update requests to enhance team collaboration.
- How to create and share reports and dashboards for effective communication with stakeholders.
5. Advanced Features for Project Management
- Gantt charts, dependency setup, and critical path analysis for complex project management.
- using automation for recurring tasks, reminders, and status updates.
6. Integrations and Mobile Accessibility
- discover how to integrate Smartsheet with other tools (like Microsoft Office, Google Workspace, and other apps) for a seamless workflow.
- understand how to use Smartsheet¿s mobile app for managing projects on-the-go.
7. Best Practices and Real-World Application
- best practices for using Smartsheet in project management through case studies and real-world examples.
- engage in hands-on exercises and simulations to apply their skills in realistic scenarios.
8. Problem-Solving and Troubleshooting
- troubleshooting common issues and finding resources for ongoing support and learning.
