Strategy | Smartsheet

Resource management

Project Resource Allocation Guide: How-to Steps, Free Templates, and Tip Sheet

Learn how to allocate resources for a project and create a resource plan, with free templates & software comparison matrix.

Aug 7, 2025 24 min read

Strategy

Budget & accounting

How to Develop a Small Business Financial Plan

Financial planning is critical for any successful small business, but the process can be complicated. To help you get started, we’ve created a step-by-step guide and rounded up top tips from experts. Included on this page, you’ll find what to ...

Aug 5, 2022 14 min read

Small medium business Strategy

A simple workflow showing a sequence of steps from production to project execution.

Business process management

Reduce errors and miscommunications with Business Process Modeling and Notation

Learn all about BPMN, including the elements involved, when to use it, example models, and how to choose the right tools for your business.

Apr 8, 2021 26 min read

Enterprise-grade Strategy

Project management

Healthcare project management: Sharing techniques, examples and future outlook

Learn about healthcare project management, healthcare agile project management, and project management tips specific to the healthcare industry.

Sep 16, 2023 17 min read

Strategy

A document folder surrounded by tools, checklists, and a pencil to take notes.

Strategic planning

Keep a level head in a crisis with our guide to crisis management theories and models

Learn the difference between proactive and reactive crisis management strategies, and choose the right model for your organization.

Sep 16, 2023 26 min read

Leadership Strategy

A magenta lightbulb icon with green arrows circling it in a counterclockwise direction

Agile project management

A top expert's guide to Agile program management

Learn how to incorporate Agile project management into your team's workflow and processes from top experts in the field with a free template and a starter kit.

Apr 15, 2024 22 min read

Strategy Team management

Project portfolio management

Free Gantt Chart Templates for Multiple Projects

Streamline project management with free Gantt charts for multiple projects. To help you organize data and keep projects on track, we’ve gathered the most useful Gantt chart templates in Google Sheets, PowerPoint, and Excel formats. Included on ...

Jan 9, 2023 3 min read

Strategy

Marketing management

Which Types of Marketing Dashboards are Best for Your Company?

A digital advertising maven shares her best tips so you can add more mojo to your marketing.

Sep 9, 2023 15 min read

Collaboration Strategy

A flurry of communication alongside secure locks and gears to keep things moving.

Strategic planning

How to build a crisis management team that’s ready to respond to any situation

Maximize your crisis team’s impact with downloadable checklists, organization charts, and advice from leading experts.

Oct 3, 2022 20 min read

Leadership Strategy

Business process management

Free Workflow Templates

Create visual workflows to streamline business processes, increase efficiency, and eliminate confusion in the workplace. To get started, download free, customizable workflow templates in Microsoft Excel, Word, PDF, and Visio formats.

Feb 26, 2023 10 min read

Strategy

Team & people management

Everything You Need to Know about the People, Process, Technology Framework

Learn when and how to use the PPT framework for efficient and effective organizational change.

Jul 19, 2021

Strategy

Project portfolio management

How to Succeed in Project Integration Management

Master these seven processes to be successful in project integration management.

Mar 16, 2023 18 min read

Strategy

Marketing management

How to Choose a Marketing Automation Platform

Your team needs marketing automation to manage calls, emails, social media, SEO, and more. Learn more about what to look for in a solution and compare 300+ tools and pick the one that’s right for you now!

Sep 20, 2023 14 min read

Modern work Strategy

A white and brown hand in a handshake with a settings gear in the background

IT management

A comprehensive guide on IT compliance strategy

Confidently adhere to industry and government regulations with this guide. This page contains common benefits and challenges, tips, and expert advice.

Jun 29, 2023

Security Strategy