The course includes:

  • 2+ hours of on demand video training

  • Access to Smartsheet templates

  • A downloadable pdf guidebook with tips and tricks

This course is for all of the small firm architects (new and seasoned) who are looking for a better way to manage their company and projects.

Think about your current management system and see how many questions you can answer with a 'yes':

  • Is there one master schedule that shows project and proposal deadlines?

  • Does the master schedule automatically update if a change is made to the individual project schedule?

  • When looking at your master schedule can you click on a project name and be taken the to the project task list?

  • Do you have a Current Projects List?

  • Do you have a dashboard that tells you how many projects the company is working on and how many are on hold?

  • Are you able to create assign tasks to staff members and have an automated email sent to them with their tasks?

  • Do you know how many proposals you sent out last month and how that compares to previous months?

  • Does your system calculate your hit rate?

I used to spend at least 2 hours a week just finding and formatting project schedules and task lists. Smartsheet saves me over 8 hours a month on:

  • Relaying to my team where information is stored

  • Double entering project schedule info into a master project schedule

  • Creating gantt charts to communicate with the client

This course is for you if:

  • You don't have a way to track the master schedule.

  • You feel like you can't take a vacation because the office would collapse without you telling people what to do.

  • You're in the software hole where you've outgrown Asana, Basecamp & Instagantt but you're not ready to invest in BQE Core, Frank, Jira Deltek or Mavenlink.

  • You're looking for a software that can serve as a company intranet and database so you can input something once and have it change globally.

  • You're tired of not knowing who is working on what project

  • You want pre-set templates so you don't have to start from scratch.

This course is NOT for you if:

  • You love your current project management process

  • You want a 100% free software that does everything for you

  • You absolutely hate spreadsheets with a fiery rage

Can’t wait? Check out our website for other resources and information about project management.

Learn how to use Smartsheet in an integrated way to:

  • streamline your project processes

  • manage your business development goals

  • get a better view of your financial metrics


Pricing Options

Done by you

AVAILABLE NOW

Enroll in the course on Teachable and receive all of the items listed above and email support. Quick start options available in Guidebook.

Done With You

COMING SOON!

Receive access to the Course + schedule up to 4 hours of 1:1 instruction to help guide you through the setup and answer questions real time.

Done for you

COMING SOON!

Receive access to the Course + have the system setup for your company using data you provide. Limited availability. Click below to learn more.