Strategy | Smartsheet

An upward trending bar chart and a magnifying glass on KPIs.

Strategic planning

Use KPI dashboards to easily track and share your project progress with stakeholders

Learn all about KPI dashboards and how to create your own using a free, customizable template.

Aug 2, 2022 9 min read

Modern work Strategy

The Smartsheet interface with a Gantt chart and right facing red arrow in the top left corner

Project management

Mergers and acquisitions project management skills to efficiently seal the deal

Execute the deal without its usual pitfalls using project management. Includes pre- and post-merger best practices and templates.

Mar 27, 2024 24 min read

Strategy

An organizational chart, plus template download icons for Smartsheet and Microsoft Word.

Operations management

24 free business templates for planning, HR, marketing, bookkeeping, and more

Download free, customizable business templates, including budget trackers, invoices, executive summaries, inventory control, and many more.

Aug 23, 2022 9 min read

Leadership Strategy

Budget & accounting

Free Cash Flow Forecast Templates

We’ve compiled the most useful free cash flow forecast templates, including those for small businesses, nonprofits, and personal cash flow forecasting, as well tips for performing a cash flow forecast. Included on this page, you'll find a simple ...

Oct 20, 2022 12 min read

Strategy

Strategic planning

Everything You Need to Know about Scoring Models in Project Management

In order to properly prioritize your projects, you need to develop criteria to weight their importance. Scoring models are a useful tool to help rank potential tasks or projects. Included on this page, you’ll find information on how to use a ...

Mar 18, 2024 14 min read

Strategy

Business process management

Reduce repetitive tasks and maximize your efficiency with workflow automation

Learn about workflow automation software and how to choose the right tools for your teams, plus expert advice and best practices for implementation.

Sep 29, 2023 17 min read

Productivity Strategy

Two checklists and a template download icon for Smartsheet.

Strategic planning

Keep it simple with 10 free one-page business plan templates

Learn to create dashboards step-by-step in Excel and Smartsheet, plus common questions and mistakes to avoid.

Mar 26, 2024 9 min read

Strategy

Template download icons for Excel, Adobe Acrobat Reader, and Smartsheet

Strategic planning

Use strategic frameworks and models to plan your projects more effectively

Learn about different models and frameworks for strategic plans and how to choose the methodologies that work for your business.

Jul 26, 2021 23 min read

Productivity Strategy

Business process management

Essential Guide to Robotic Process Automation: Business Cases, Tools, Use Cases and Industry Examples

In this article, you’ll discover the most useful expert guidance on robotic process automation (RPA), which processes it can benefit the most, and how to implement it within your organization. Included on this page, you'll find information on how ...

Aug 23, 2021 28 min read

Modern work Strategy

Team & people management

The Essential Guide to Creating an Effective Team Charter

Keeping all team members engaged and focused is key to your team’s success. Learn how to ideate and create a true “North Star” for your team.

Dec 7, 2023 10 min read

Strategy Team management

Operations management

How to Build an Effective Vendor Management Process

With a system for vendor management, you can reap benefits in efficiency, reduced costs, and a collaborative approach to improving products and services. Here, experts share process steps, negotiation tips, IT vendor advice, and more. Included on ...

Nov 3, 2021 20 min read

Strategy

A checklist with a magnified glass on a purple checkmark

Project management

The complete guide to lean project management for project managers

Maximize business value and minimize waste with lean project management while learning about its variants, including Six Sigma, the Deming Cycle, and Kanban.

Mar 16, 2023 37 min read

Strategy