Strategy | Smartsheet

Agile project management

Physical Scrum Board vs. Smartsheet Online Scrum Board

Need help getting started working in Scrum? Learn the pros and cons of using a physical vs. online Scrum board.

Oct 17, 2024 11 min read

Agile project management

Free Product Roadmap Templates

Streamline your product development with a roadmap template. Free product roadmaps for Excel, including agile and sprint templates.

Oct 17, 2024 9 min read

Strategy

Agile project management

How to Use Smartsheet as Agile Document Management

Working Agile? Learn how to maximize efficiency with Agile documentation, and create a management system using Smartsheet.

Aug 31, 2022

Strategy

Project management

How to Write a S.M.A.R.T. Project Objective

A well-written objective can help you and your team achieve the results you want. Learn more about the process, view examples, and create your own S.M.A.R.T. project objective using one of our downloadable templates.

Feb 25, 2023 7 min read

Strategy Team management

Business process management

How to Design a Winning Sales Process with Templates, Expert Tips, and More

Find downloadable templates and worksheets, expert guidance, and more to help you create a successful sales process.

Oct 15, 2021 40 min read

Strategy

Strategic planning

Disaster Recovery Plan Templates

Create systems and processes to prevent unforeseen incidents from derailing your business, and to put in place recovery strategies that eliminate downtime. Get started by downloading free, customizable disaster plan templates in Microsoft Word, ...

Apr 16, 2021 11 min read

Strategy

Budget & accounting

Mastering Pro Forma Financial Statements: The Three You Need

Gain an understanding of the three main pro forma financial statements and how to put them together for your business. In addition, find samples, templates, and use cases.

Oct 3, 2024 43 min read

Strategy

Agile project management

The Power of Iterative Design and Process

Here’s everything you need to know about the iterative design process, and how to put the strategy in place for your business.

Mar 1, 2023

Strategy

Team & people management

How to Achieve Effective Team Management

Managers are made, not born. Those tapped to lead teams must learn new skills to effectively motivate, communicate with, and drive the group to produce the best results possible.

Apr 6, 2021 35 min read

Strategy Team management

Project management

Why Projects Fail and How to Turn Them Around

What you need to know to spot a failing project and get it back on track.

Aug 23, 2022

Strategy

Agile project management

The Essential Guide to Jira Workflow Best Practices

Learn everything you need to consider, including expert design samples and tutorials, so you can create a Jira workflow that works for your team.

Apr 18, 2021 17 min read

Strategy

Project management

The Essential Guide to Writing Winning Project Proposals

Learn how to set your project proposal apart and drive new business.

Aug 23, 2022 26 min read

Strategy

Project management

Project Planning 101: A Step-by-Step Guide

Here’s your step-by-step guide to planning a project.

Aug 18, 2022 27 min read

Strategy Team management

Strategic planning

Design a Data Dashboard: Everything You Need to Know

Find everything you need to know about designing data dashboards. Learn about common types, features, and dashboard software, and find design tips and examples to get started. URL: data-dashboard

Nov 1, 2022 15 min read

Modern work Strategy