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Smartsheet Implementation Checklist and Project Management Essentials

Smartsheet Implementation Checklist and Project Management Essentials

$199.00
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Course access is prepared after purchase and delivered via email
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Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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Smartsheet Implementation Checklist and Project Management Essentials Course Curriculum



Course Overview

This comprehensive course is designed to equip participants with the knowledge and skills necessary to effectively implement Smartsheet and manage projects. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Objectives

  • Understand the fundamentals of Smartsheet and its applications in project management
  • Develop a comprehensive Smartsheet implementation checklist
  • Learn essential project management concepts and best practices
  • Apply Smartsheet to real-world project management scenarios
  • Analyze and troubleshoot common Smartsheet implementation challenges


Course Outline

Module 1: Smartsheet Fundamentals

  • Introduction to Smartsheet: Overview, features, and benefits
  • Smartsheet Interface: Navigation, menus, and toolbars
  • Smartsheet Basics: Creating sheets, rows, columns, and formulas
  • Smartsheet Data Management: Data entry, editing, and formatting

Module 2: Smartsheet Implementation Checklist

  • Pre-Implementation Planning: Defining project scope, goals, and stakeholders
  • Smartsheet Configuration: Setting up sheets, reports, and dashboards
  • User Adoption and Training: Strategies for successful user adoption
  • Change Management: Managing organizational change and resistance

Module 3: Project Management Essentials

  • Project Management Fundamentals: Defining project management, methodologies, and frameworks
  • Project Planning: Creating project schedules, budgets, and resource allocation plans
  • Project Execution: Managing project tasks, dependencies, and critical path
  • Project Monitoring and Control: Tracking progress, identifying and addressing variances

Module 4: Smartsheet for Project Management

  • Smartsheet for Project Scheduling: Creating Gantt charts, dependencies, and critical path
  • Smartsheet for Resource Management: Allocating resources, tracking utilization, and managing capacity
  • Smartsheet for Project Reporting: Creating reports, dashboards, and visualizations
  • Smartsheet for Project Collaboration: Managing stakeholders, notifications, and workflows

Module 5: Advanced Smartsheet Topics

  • Smartsheet Formulas and Functions: Using formulas and functions for data analysis
  • Smartsheet Data Integration: Integrating Smartsheet with other applications and data sources
  • Smartsheet Automation: Automating workflows, tasks, and notifications
  • Smartsheet Security and Governance: Managing user access, permissions, and data security

Module 6: Case Studies and Best Practices

  • Real-World Smartsheet Implementations: Examining successful Smartsheet implementations
  • Smartsheet Best Practices: Applying best practices for Smartsheet configuration and use
  • Smartsheet Troubleshooting: Identifying and resolving common Smartsheet issues

Module 7: Final Project and Certification

  • Final Project: Applying Smartsheet and project management skills to a real-world project
  • Certification: Receiving a Certificate of Completion issued by The Art of Service


Course Features

  • Interactive and Engaging: Video lessons, quizzes, and hands-on projects
  • Comprehensive and Up-to-Date: Covering the latest Smartsheet features and best practices
  • Personalized Learning: Flexible pacing and lifetime access to course materials
  • Expert Instruction: Instructors with extensive Smartsheet and project management experience
  • Community-Driven: Discussion forums and community support
  • Actionable Insights: Practical knowledge and skills applicable to real-world projects
  • Mobile-Accessible: Access course materials on-the-go
  • Gamification and Progress Tracking: Engaging learning experience with progress tracking
Upon completing this comprehensive course, participants will receive a certificate issued by The Art of Service, demonstrating their expertise in Smartsheet implementation and project management essentials.

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