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W2O \ 22 October 2019 \ Proprietary and Confidential Property of W2O Group
by Lesley Martin & Brianna Kuhl
Smartsheet Training for Producers
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What’s your impression of Smartsheet?
UglyClunky
Daunting
Confusing
Intimidating
Unfriendly
Dated
Robust Excel
Scary
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The Magic of Smartsheet
1. Planning within dependencies & constraints 2. Monitoring progress3. Forecasting risks4. Finding creative solutions
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AgendaBasics
How To Create a Timeline
How To Manage a Timeline
How To Share a Timeline
Best Practices
Case Studies
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Basics• Glossary• Smartsheet RACI• Time commitment
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Glossary 1
• Gantt chart• a chart in which a series of horizontal
lines shows the amount of work done or production completed in certain periods of time
• Duration• How long something should take
(typical quantity= 1 day)• Milestone
• Mark specific points along a project timeline
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Glossary 2
• Predecessors• What must happen first in order for
another task to begin• Example: a client review is typically
a predecessor for a round of revisions
• Dependency• Something that can only happen once
it’s predecessor(s) have occurred. If there is a dependency, a timeline CANNOT move forward without • Example: Account team sign off on
a concept before a client presentation
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Glossary 3
• Lead Time• Time spent when a task is waiting to be started or completed
• Lag Time• Time spent when a project is ’inactive’• Also, the ‘time in between’ 2 tasks
• Non-Working day• A day on which no work can occur. Can be a weekend or a
holiday. Dates can be altered by Smartsheet settings to be discussed on slide 14• Example: For W2O employees, New Years Eve is typically a
non working day
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Glossary 4
• Owner• Originator of the Smartsheet
• Admin• Someone who can create and edit new Smart
Sheet – typically a producer• Editor
• Someone who can edit [and possibly share] the Smartsheet– typically others on a team
• Viewer• Someone who can view a Smartsheet, but cannot
edit – might be the client or vendor
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Who uses Smartsheet, and how?
Producer DisciplineLeads
ResourceManager
Account Team
Client
RACI Accountable, Responsible
Consulted Informed Consulted Informed
How? • Develop timelines
• Daily tracking
• Risk reporting
• Owner/admin
• Consult Producer to determine steps and timing
• Review for upcoming schedules and work durations
• Input on resourcing projects
• Editor/viewer
• Review for upcoming schedules and work durations
• Resource projects daily/weekly
• Viewer
• Represents client on consultation for targeted dates
• Review client-facing timeline before sending to client
• Inform client on timing and risk
• Editor
• Receives high level timeline (as either a separate client-facing version, or edited export)
• Viewer
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What’s the time commitment?
Build Timeline (1 hour)
Verify with Teams
(30 mins)
Maintenance (15 mins/day)*
*Substantial changes may take longer
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How To Create a Timeline• Templates • Creating a project sheet• Predecessors• Duration• Non-working Days
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Templates
Email Campaigns Template_EmailsWebsites Template_Website_updated_7.10.17Paid and Display Banners Template_Banners_Paid_DisplayPaid Search and Text Ads Template_Paid-Search-TextAdsVideo Animation Template_Video-AnimationBrand Concept & Execution Coming in early 2018!Social Coming in early 2018!
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Creating a New Project Sheet
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Start with Columns
Planning Monitoring
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Understanding the Menu
Save
Undo & RedoPrint (export)
Grid & Gantt ViewsCard View & Calendar Views
Out-dent & Indent
Alignment & Wrap TextClear Format & Format Painter
Conditional Formatting & Highlighted Changes
Insert Rows & ColumnsInsert Links & Images
DANGER!Always save your work!
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Understanding the Expanded Menus
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Add Rows for Rounds, Tasks, & Milestones
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Indent to Create Hierarchy
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Duration
Duration Format
Weeks 2w
Whole working days 4d
Partial working days 3.5d
Hours 7hMinutes 60mSeconds 500s
Combination 4h 30m
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Predecessors
• Finish-to-Start (FS) • start after the predecessor finishes
• Finish-to-Finish (FF) • finish at the same time the
predecessor finishes
• Start-to-Start (SS) • start at the same time the
predecessor starts
• Start-to-Finish (SF) • finish before the predecessor starts
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Predecessors
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Predecessors
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Why Won’t These Dates Work?
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Add Non-working Days in Project Settings
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How To Manage a Timeline• Status • Conditional Formatting• Comments• Assignments
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Status
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Conditional Formatting
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Status Color Coding
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Client Color Coding
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Assignments
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Comments
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How To Share a Timeline• Sharing• Exporting• Internal Communication• Client Communication
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Sharing Smartsheet
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Print View / Export to PDF
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Export Smartsheet to Excel
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Emailing Dates to Team
1. Export Excel2. Copy & paste into email3. Edit for clarity
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Gantt View
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Steps for a Client-Friendly Version
1. Define level of client involvement
2. Define sharing file format • i.e. PDF or Excel
3. Remove internal dates
4. Remove internal notes
5. Edit columns • i.e. Assigned, Comments
6. Highlight due dates
7. Replace “Client” with “Company Name”
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Link Cells to Create a Client-Friendly Version
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Best Practices• Questions to Ask When Creating a Timeline• Round of Review• Daily Maintenance• Sharing Dates with Team• Creating Hotsheets
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Questions to Ask When Creating a Timeline
• Are we driving towards a specific due date or event?
• What’s the client’s review process?• Which stakeholders at what points?• How long to gather feedback?
• What’s the legal review process? • What deliverables need to be legally reviewed?
• Where are the teams based?• Office closures and holiday schedules
• Who has upcoming vacations and OOO days?
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Round of Review
• Each round has at least 1 Internal and 1 Client Presentation/Review
• Internal Reviews held at least 24 hours before Client Presentation/Review• We need internal sign-off before deliverables are sent to client• Never hold the internal review the same day as the client review• We need to give the creative team time to update creative based on internal feedback• For an open-ended deliverable, i.e. campaign creative or logo, we might hold two internal
reviews (with the first internal at least 3 days before client presentation)
• Difference between “Client Presentation” and “Client Review”• We should always present new creative to client during a call/screen-share• Client may review revised deliverables via email or with account team only
• Set a specific date for Client Feedback Due
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Daily Maintenance of Smartsheet
• Reserve 15 minutes a day to
1. Develop hot sheet, or review hot sheet from the day prior2. Make changes based on real-time information3. Check how changes affect delivery dates4. Use RACI to inform consulted teams of changes5. Report on risks 6. Confirm that changes are internally approved
• Account for daily maintenance in your Staff Plans
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Sharing Dates with Your Team
• Gauge your team members’ comfort level using Smartsheet
• Determine the best format for communicating dates• Smartsheet link• Exported file• Hot sheet / email
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Creating Hot Sheets
• Producer develops timeline
• Discipline leads & account team input & sign off
• Producer reviews daily and sends by 10am
• Risk reporting• Flagging on hot sheets• Separate notes to involved teams• Document in email and/or Flow
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Case Studies• AstraZeneca• Stryker
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AstraZeneca Timeline Case Study
• Developed using basic printing and campaign execution template
• Client deadline required additional account team alignment
• Internal-use only to inform hotsheet
• Production schedule developed separately and links to concept artwork phase
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Stryker Neurovascular Calendar
Master Calendar
Internal Status
Client Calendar
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Stryker Neurovascular Internal Status
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Stryker Neurovascular Client Calendar
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