Strategy | Smartsheet

Marketing management

Free Competitive Analysis Templates: Learn about Customers and Competitors to Grow Your Business

Use a competitive analysis template to consider and capture details of the marketing landscape in which your business exists, so you can improve your marketing decisions. Download free, customizable templates for the web, social media, general ...

Jan 30, 2023 9 min read

Strategy

Operations management

Vendor Scorecard Criteria, Templates, and Advice

This article includes the most useful information for developing a vendor scorecard as a strategic tool. Discover templates, checklists, and tips from three top experts in the field. Included on this page, you’ll find vendor scorecard metrics, key ...

Feb 12, 2024

Strategy

Team & people management

17 Activities for Remote and Distributed Retrospective Meetings

Remote work has become common among Agile teams, thus posing challenges for holding effective retrospectives. In this guide, you’ll learn the best activities and ways to hold fun retrospectives for distributed teams. Included on this page, you’ll ...

Nov 3, 2021 28 min read

Remote work Strategy

A VIP surrounded by conversations, packages, a calculator, and a file folder.

Operations management

Maintain transparency and accountability with vendor relationship management

Discover the best ways to find vendors and manage those relationships, plus, expert advice, best practices, and downloadable templates.

Aug 18, 2021 13 min read

Modern work Strategy

Business process management

How to optimize your workflows to maximize your efficiency

We’ll teach you how to optimize your workflows, with examples, best practices, and plenty of advice from the experts.

Aug 26, 2022 18 min read

Productivity Strategy

Strategic planning

Free Vendor Risk Assessment Templates

In this article, you will find a range of free expert-tested vendor risk assessment templates that you can download in Excel, Word, and PDF formats. Included on this page, you will find a vendor risk assessment template, a vendor evaluation with ...

Jul 19, 2022 9 min read

Strategy

A person icon at the base of a sapling surrounded by a circle

Project portfolio management

All about project management offices and experts' PMO best practices

Let experts walk you through project management offices' responsibilities and how they help organizations deliver projects on time and on budget.

Oct 4, 2024 16 min read

Strategy Team management

Marketing management

Ultimate Tool Kit: Free Communication Strategy Templates, Examples, and Expert Tips

Working on a communication plan and want to get everyone in your organization on board? Read on to see what the PR pro’s say, discover examples to help you understand how to create a strategy, and download free, customizable templates to get started.

Jul 22, 2021 30 min read

Strategy

Marketing management

Marketing Asset Management: Turn Marketing Assets into Powerful Business Tools

This article offers the most useful tips, templates, and worksheets to help you understand the business value of marketing asset management. Included on this page, you'll find a marketing asset audit template, a marketing asset management ...

Oct 3, 2022 9 min read

Strategy

Team & people management

Compliance and Healthcare Onboarding: Process Flows, Best Practices, and Checklists

Learn how to structure your healthcare onboarding process. Get insights from a pro, download templates and checklists, find best practices, and check out an infographic and process flow chart to increase retention.

Aug 2, 2021 17 min read

Strategy Team management

Strategic planning

The Essential Key Performance Indicators for Program Management

Managing a program involves tracking key performance indicators (KPIs), or critical metrics that provide insight into the health of your program. We’ve gathered expert tips on the most important KPIs to track. Included on this page, you’ll find ...

Apr 4, 2024 16 min read

Collaboration Strategy

Team & people management

Everything You Need to Know about Successful Offboarding

When employees move on to a new gig or are terminated, you can implement a process to improve company culture and retention, control turnover costs, and ensure compliance. Learn what the experts know about the offboarding process and its benefits, ...

Aug 12, 2023 12 min read

Strategy Team management

Project portfolio management

Achieve the Right Balance of New and Established Products: The Product Portfolio Matrix

For sound business decisions, you need visibility into the performance of your product portfolio. Download free product portfolio matrix templates to identify investment and retirement opportunities, and gain expert advice on the best matrix to use. ...

Oct 1, 2024 10 min read

Enterprise-grade Strategy

IT management

Everything You Need to Know about Information Security Management Systems

Cybercrime is on the rise, and the cost of security breaches continues to climb. Learn how information security management systems can help protect your most important assets with this guide.

Sep 16, 2021 11 min read

Security Strategy