Smartsheet Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Smartsheet Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Smartsheet related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Smartsheet specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Smartsheet Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Smartsheet improvements can be made.

Examples; 10 of the 991 standard requirements:


1. Where would one reasonably expect to find theory and research on teamworking and knowledge management that is practical and useful for managers?
   
   

2. Which of the factors that have an impact on the performance of knowledge workers are most widely studied and what is known of the effect?
   
   

3. Are the systems used to manage asset information, work management, engineering design, and supply chain activities tightly integrated?
   
   

4. What asset/sub assets are required to capture and track maintenance, condition, asset life or other specified parameters?
   
   

5. How do you begin identifying and passing responsibility to a data steward that can truly nurture clean data practices?
   
   

6. Is it necessary to ask for an external organization to test the target application after the implementation is done?
   
   

7. Do internal and external stakeholders/customers view you as responsive and delivering value quickly enough?
   
   

8. Is there a workplace culture, norm, or expectation that may have encouraged the unsafe conditions or acts?
   
   

9. What are the best ways to link spatial information to work manager plans that reduce time spent traveling?
   
   

10. Are you a research administrator who has established international collaborations with unique challenges?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Smartsheet book in PDF containing 991 requirements, which criteria correspond to the criteria in...


Your Smartsheet self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Smartsheet Self-Assessment and Scorecard you will develop a clear picture of which Smartsheet areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Smartsheet Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Smartsheet projects with the 62 implementation resources:


• 62 step-by-step Smartsheet Project Management Form Templates covering over 1500 Smartsheet project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Probability and Impact Matrix: Which risks need to move on to Perform Quantitative Risk Analysis?
   
   

2. Project Management Plan: How can you best help your organization to develop consistent practices in Smartsheet project management planning stages?
   
   

3. Scope Management Plan: Is the Smartsheet project status reviewed with the steering and executive teams at appropriate intervals?
   
   

4. Risk Management Plan: Have top software and customer managers formally committed to support the Smartsheet project?
   
   

5. Risk Management Plan: Was an original risk assessment/risk management plan completed?
   
   

6. Scope Management Plan: Given the scope of the Smartsheet project, which criterion should be optimized?
   
   

7. Activity Cost Estimates: Was the consultant knowledgeable about the program?
   
   

8. Stakeholder Analysis Matrix: Are the interests in line with the program objectives?
   
   

9. Decision Log: How does provision of information, both in terms of content and presentation, influence acceptance of alternative strategies?
   
   

10. Schedule Management Plan: Do Smartsheet project teams & team members report on status / activities / progress?


 
Step-by-step and complete Smartsheet Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Smartsheet project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Smartsheet project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Smartsheet project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Smartsheet project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Smartsheet project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Smartsheet project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Smartsheet project with this in-depth Smartsheet Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Smartsheet projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Smartsheet and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Smartsheet investments work better.

This Smartsheet All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.