Strategy | Smartsheet

Strategic planning

Download Free Merger and Acquisition Templates for Business

Download free, customizable merger and acquisition templates for business, available as Microsoft Excel, Word, and PowerPoint format, as well as PDF files.

Apr 16, 2021 12 min read

Strategy

Operations management

The Essential Guide to Barcode Inventory Management and Inventory Control Systems

In this article, you’ll learn how barcodes work in inventory management and how to implement a barcode inventory management system. Plus, get advice from an expert and uncover the difference between UPC and SKU. Included on this page, you will ...

Jul 27, 2021 15 min read

Strategy

Operations management

The Last Guide to Sales Forecasting You’ll Ever Need: How-To Guides and Examples

Sales forecasts are a critical part of your business planning. In this comprehensive guide, you’ll learn how to do them correctly, including explanations of different forecasting methods, step-by-step tutorials, and advice from experienced finance ...

Aug 26, 2024 48 min read

Strategy

Change management

How focusing on one thing can lead to peak organizational performance

See how regularly making small changes can help businesses of all sizes achieve peak effectiveness. Plus, steps you can take to achieve similar results.

Aug 4, 2023 3 min read

Strategy

Agile project management

Everything You Need to Know about Agile Project Governance

This article offers the most useful guidance and expert tips on how to provide strong governance for Agile projects. It also explains how organizations can effectively oversee Agile, while giving you the freedom that the methodology demands. ...

Aug 1, 2021

Strategy

Marketing management

Free Marketing Campaign Templates and Guide

In this article, you’ll find a wide selection of expert-tested marketing campaign templates that you can tailor to fit your needs. These free templates are available for download in Word, Excel, and PDF formats. Included on this page, you'll find ...

Sep 30, 2023 16 min read

Strategy

Strategic planning

Free Fill-In-the-Blank Business Plan Templates

In this article, we’ve compiled the most useful fill-in-the-blank business plan templates for you to download for free in Word, PDF, and Excel formats. Included on this page, you’ll find a simple fill-in-the-blank business plan template, a ...

Nov 12, 2021 5 min read

Strategy

Operations management

How to Perform Effective Partner Management

In this article, we provide the top expert advice on how to successfully manage your channel and non-channel partners, and detail benefits and challenges of partner management. Included on this page, you’ll find an overview of partner management, ...

Aug 6, 2021

Collaboration Strategy

Project management

Free Agile and Scrum Retrospective Templates

In this article, we’ve compiled the most popular, expert-tested templates to guide you through a successful Agile, Scrum, or sprint retrospective. All of the templates below are free to download and completely customizable. Included on this page, ...

Oct 17, 2024 6 min read

Strategy

Operations management

Expert Advice for Effective Client Retention Management

In this article, we’ve compiled expert tips on increasing customer retention: how to engage with customers, keep them happy, and maintain long-term relationships to ultimately increase your organization’s profits. Included on this page, you’ll ...

Nov 5, 2021 19 min read

Strategy

Operations management

ISO 22301 Business Continuity Simplified: Fortify Your Business Against Disruption

In this article, you’ll find expert tips and implementation guides, and you'll learn how ISO 22301 can buffer your business against disasters. Included on this page, you’ll find an International Standards Organization (ISO) 22301 audit checklist ...

Sep 15, 2022 15 min read

Strategy

Project management

How to Master Project Cash Flow Analysis

In this article, you’ll find the most useful expert advice on analyzing cash flow for a specific project. This skill allows you to determine the worthiness of a potential project or the financial performance of a current one. Included on this ...

Oct 14, 2024 14 min read

Strategy

Project management

Free 1-Year, 3-Year, and 5-Year Gantt Charts

Download free, customizable yearly Gantt chart templates in Excel, Google Sheets, PowerPoint, and Word.

Sep 14, 2025 4 min read

Strategy

Business process management

How to Run a Post-Mortem Meeting

Running a successful post-mortem meeting takes planning, effective communication, and follow through. Learn how to get the most out of post-mortems so you can make lasting changes in your business processes. Included on this page, you’ll find some ...

Oct 3, 2023 12 min read

Collaboration Strategy