Strategy | Smartsheet

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

Smartsheet tips

Webinar: Quickly and Programmatically Manage Your IT PMO Portfolio

Watch this webinar to learn how you can use the Smartsheet Accelerator for IT PMO to quickly solve challenges associated with people, process, portfolio, and program management.

Modern work 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 Yearly Gantt Charts: 1-Year, 3-Year, and 5-Year

Develop annual business plans and create effective project schedules with the most useful free yearly Gantt chart templates. Choose from one- or multiyear Gantt charts in Excel, Google Sheets, PowerPoint, and Word. Below, you’ll find a project ...

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

Strategic planning

The Beginner’s Guide to Business Continuity Management in the Cloud

Cloud computing provides IT resilience for businesses when disruptions force remote work. Learn how to write a business continuity plan, find a planning checklist, and get expert advice on making a choice, all for cloud services. In this article, ...

Jul 26, 2022 18 min read

Collaboration Strategy

The webinar title “Portfolio change management for sheets in Smartsheet Control Center part 1” alongside a Smartsheet sheet.

Smartsheet tips

Control Center webinar: Portfolio change management for sheets part 1

Learn how Control Center Global Updates can help roll out changes to in-flight projects from a central console — and automate the process.

Modern work Strategy

Project management

Practical IT Maturity Models and Assessment Tools for Today’s Modern Business

We have compiled the most comprehensive IT maturity information and tools for organizations of all sizes. Plus, find an IT maturity starter kit for assessing, analyzing, and planning. On this page, you’ll find an IT maturity assessment scorecard, ...

Apr 29, 2022 9 min read

Strategy

Project management

Advantages and Disadvantages of the Critical Path Method

The critical path method (CPM) is a scheduling technique for large or complex projects that can help project managers stay on task and under budget. On this page, you’ll find a comprehensive list of advantages and disadvantages of using CPM, as ...

Nov 9, 2023 13 min read

Strategy

Project management

Breaking Down the Elements of a Project Charter

A project charter describes the broad details of a proposed project, including key information. We’ll explain what’s in the six main sections and who is responsible for each. We’ll cover the six main elements of a project charter and what each of ...

Jul 12, 2024 1 min read

Collaboration Strategy

Project management

Free RACI Templates for Microsoft Word

We’ve compiled the most useful RACI (responsible, accountable, consulted, and informed) templates for project managers, Scrum masters, project sponsors, team members, and other stakeholders. Use these Microsoft Word templates to keep all parties ...

Apr 2, 2024 5 min read

Strategy