Smartsheet for Project & Portfolio Management 3in1 – 10 PDUs

• Course Overview
  • This comprehensive 3-in-1 Smartsheet course, taught by an experienced PMO Executive, is designed to elevate your project and portfolio management capabilities through practical, real-world workflows.
  • With 10 PDUs available, this 4.5-hour intensive training leverages the power of Smartsheet to transform how you plan, execute, and monitor projects and entire portfolios.
  • The instructor, a seasoned professional, shares their personal, battle-tested methodologies, offering unique insights beyond standard Smartsheet functionalities.
  • This course is ideal for individuals looking to gain a strategic advantage in managing multiple projects and understanding their collective impact on organizational goals.
  • The recent April 2024 update ensures the content is current with the latest Smartsheet features and best practices in project management.
  • It caters to a broad audience, from beginners seeking to build foundational skills to experienced professionals aiming to refine their Smartsheet expertise and adopt advanced portfolio management techniques.
  • The high rating (4.56/5) and significant student enrollment (8,551) underscore its value and effectiveness in delivering actionable knowledge.
• What You Will Learn (Reimagined)
  • Gain proficiency in establishing robust project governance within Smartsheet, ensuring alignment with strategic objectives.
  • Develop advanced strategies for resource allocation and capacity planning across multiple projects.
  • Implement effective change control processes directly within your Smartsheet environment.
  • Learn to leverage Smartsheet for scenario planning and impact analysis of project variances.
  • Master the art of stakeholder communication through tailored Smartsheet reporting and automated alerts.
  • Understand how to integrate Smartsheet with other tools for a unified project management ecosystem.
  • Apply principles of Agile and Waterfall methodologies within a Smartsheet framework for flexible project execution.
  • Develop a keen eye for identifying and mitigating cross-project dependencies and conflicts.
  • Cultivate a data-driven approach to portfolio decision-making based on insights derived from Smartsheet.
  • Optimize your Smartsheet templates for reusability and scalability across diverse project types.
• Requirements / Prerequisites
  • A basic familiarity with Smartsheet interface and core functionalities is beneficial, though not strictly mandatory.
  • Access to a Smartsheet account is required to follow along with the practical exercises and demonstrations.
  • An interest in improving project and portfolio management practices within an organizational context.
  • Willingness to actively engage with the course material and apply learned concepts.
  • Basic understanding of project management terminology and concepts is helpful but the course will reinforce these.
• Skills Covered / Tools Used
  • Smartsheet: Expert-level utilization of sheets, reports, dashboards, automation, and cross-sheet references.
  • Project Scheduling: Building and managing dynamic Gantt charts, task dependencies, and critical path analysis.
  • Portfolio Management: Aggregating project data, performance tracking, and strategic alignment.
  • Risk & Issue Management: Implementing systematic tracking and mitigation strategies.
  • Decision Management: Documenting and tracking key project decisions.
  • Reporting & Analytics: Creating insightful visualizations and executive summaries.
  • Collaboration & Communication: Utilizing Smartsheet features for team synergy.
  • Process Optimization: Streamlining workflows for efficiency and effectiveness.
  • Change Management: Implementing controlled project modifications.
  • Lessons Learned: Establishing knowledge repositories for continuous improvement.
• Benefits / Outcomes
  • Empowerment to manage projects and portfolios with greater precision and strategic foresight.
  • Increased efficiency in project execution through optimized scheduling and resource management.
  • Enhanced visibility into project and portfolio health for proactive decision-making.
  • Improved communication and collaboration among project teams and stakeholders.
  • Development of a systematic approach to risk and issue resolution.
  • Creation of robust reporting mechanisms that drive accountability and performance.
  • A tangible increase in project success rates and portfolio ROI.
  • The ability to leverage Smartsheet as a central hub for all project-related activities.
  • Acquisition of practical, actionable PMO workflows directly applicable to your role.
  • Professional development recognized through 10 PDU credits for PMI certification holders.
• PROS
  • Direct insights from an experienced PMO Executive offering practical, non-theoretical applications.
  • Comprehensive coverage addressing both project and portfolio management within a single course.
  • High student satisfaction and a large, active community for potential peer learning.
  • Focus on real-world workflows and personal methodologies, not just generic feature explanations.
  • Up-to-date content reflecting current Smartsheet capabilities and PM best practices.
• CONS
  • May require a foundational understanding of project management principles to fully grasp advanced concepts.

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