Strategy | Smartsheet

Operations management

Tips and Best Practices for Mastering Client Management

Proper client management is a key to success that’s often overlooked. This article offers best practices and expert advice on how to set up a system to effectively manage clients and maintain good relationships. This article includes examples of ...

Jun 29, 2023

Strategy Tips & best practices

Operations management

Simplified Guide to Vendor Risk Assessment

Vendor relationships can deliver value — or expose your company to organizational, cyber, and business continuity risks. This article provides expert guidance and tools to help you maximize vendor due diligence and monitoring. Included on this ...

Sep 16, 2021 24 min read

Strategy

Marketing management

Ultimate Guide to Customer Engagement: Templates, Advice, and Proven Examples

In this article, we have collected top tips from customer engagement experts, templates for planning, KPIs for measuring, and proven examples of customer engagement success. Included on this page, you’ll find a customer engagement model, a ...

Sep 17, 2021 22 min read

Strategy

Strategic planning

Free Microsoft Word Business Plan Templates

We’ve compiled a variety of expert-approved business plan templates and samples for Microsoft Word. There are options for organizations of any size and type — from coffee shops and hair salons to professional services, and everything in between. ...

Nov 12, 2021 7 min read

Strategy

Strategic planning

Free Business Plan Templates in Excel

In this article, we’ve rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel. Included on this page, you’ll find business plan templates in Excel, ...

Mar 23, 2024 6 min read

Strategy

Strategic planning

The Essential Guide to Crisis Management

No business is immune to crisis, so every company needs to understand the basics of crisis management. This essential guide provides an overview of the topic and insights from leading experts. In this article, learn the different types of crises ...

Sep 17, 2021 13 min read

Strategy

Project management

Best Practices in Program Management

Strong program management is vital to ensuring that your organization meets its strategic goals and excels. We’ve talked to top experts in program management, who offer tips and best practices for you. Included on this page, you’ll find best ...

Apr 4, 2024 16 min read

Strategy Tips & best practices

Project management

Free Gantt Chart Project Plan Templates

We’ve collected the top free Gantt chart templates for project planning. Use these templates to outline project details and get a broad visual overview of your plan. Choose from multiple file formats, all free to download. On this page, you’ll ...

Oct 17, 2024 6 min read

Strategy

Project management

How to Write a Winning Project Plan with Templates & Examples

Learn what you need to write a project plan and how to do it step-by-step. Find expert tips, free useful templates, and a starter kit.

Oct 11, 2024 15 min read

Strategy

Project management

Requirement Analysis Templates, Tips, and Techniques

Requirements analysis is an important part of project management that helps with project definition. We’ve compiled requirement analysis techniques and expert tips to help you tackle your next big project. In this article, you’ll find expert tips ...

Jun 2, 2022 11 min read

Strategy

Agile project management

Free Product Launch Plan Templates

In order to plan an effective product launch, consider using a free product launch plan template. We’ve rounded up a comprehensive list of the top product launch plans, all of which are fully customizable and available in a range of formats. ...

Jan 9, 2023 3 min read

Strategy

Project management

How to Choose a Project Management Maturity Model: 7 Models, Tools, and Assessments

Project management maturity models are a reliable way to measure progress and ensure continual improvement for your organization. We’ve compiled the top maturity models and rounded up advice from seasoned experts to help you get started. Included ...

Oct 3, 2024 19 min read

Strategy

Agile project management

Agile Project Charters: Clarity of Vision for Optimal Project Success

An Agile project charter provides a clear and concise vision for a new Agile project. We’ve compiled expert tips and step-by-step instructions for kicking off your Agile project with a successful project charter. Included on this page, you will ...

Apr 3, 2024 12 min read

Strategy

Business process management

The Essential Guide to Creating a Program Management Plan

Team leaders must create a solid program management plan to successfully manage a program. We’ve gathered advice and tips from experts on how to create an effective plan, including what you need and the steps to take. Included on this page, you’ll ...

Apr 3, 2024 12 min read

Strategy