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Resource Center For both our team and our clients, our purpose is intentional growth. Our ever-growing library is our way of sharing our knowledge to help you gain clarity and build confidence to support growth - because we believe everyone is a project manager. Have a topic suggestion? Let us know! Mar 11 Echo Consulting: Your Trusted Microsoft Partner Feb 21 Mastering the Art of Feedback Jan 23 Make Progress on Strategic Goals with Sprints Dec 21, 2023 Echo Greatest Hits: Top Videos from 2023 Articles View All Videos View All Templates View All Upcoming Events View All

Mentorship and Accountability Plans Provide support for project leaders on project management best practices, risk mitigation & issue resolution, change management, project deliverables creation, etc. Price Based on Need Est. Duration Based on Need Next Steps Provide support for project leaders on project management best practices, risk mitigation & issue resolution, change management, project deliverables creation, etc. - This is a great option for teams that have a champion in house that would like to the lead the project, but may benefit from the support of a seasoned project manager with experience dealing with complex cross-functional projects. Providing mentorship is both a risk mitigation strategy as well as an investment into expanding the skillset of the team. Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Let's get started! Schedule your intro call

Asana Kickstart Implementation Are you a rapidly growing team looking to enhance your work management process? Implementing Asana brings a single source of truth and transparency to your operations to allow your team to scale quickly with maximum efficiency. Price $12,000 Est. Duration 8-10 Weeks Next Steps Get started with our Asana Kickstart Implementation package so your team can hit the ground running with solutions customized to your needs. Asana provides a simple yet powerful way to keep track of tasks, projects, and workflows for your team. Echo’s team of experts supports your team to build the foundation and configure a solution that works for the unique needs of your organization empowering your team with training along the way. This package includes the following: 2 - 3 Discovery / Requirements Workshops Identify Challenges, Opportunities, & Desired Outcomes / Goals Review Current Process Flows and Opportunities for Standardization & Automation Clarify User Roles and Reporting & View Needs Solution Design & Data Architecture Recommendation Build / Configuration of the solution: 2 - 3 Portfolio Views 10 - 12 Workflow Automations 4 – 5 Project Templates 6 - 8 Report Dashboards 1 - 2 Forms Testing Quality Assurance Pilot / User Acceptance Testing Training & Implementation Support 2 – 3 Training Sessions Admin Guide Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Let's get started! Schedule your intro call

Ready to go from chaos to clarity? Echo Consulting is a WBENC Certified Women-Owned Small Business serving organizations globally. ​ Our focus is on providing project management solutions that fit YOU . We find the right solution that respects your team’s culture and the needs of your growing business so you get the best results . ​ At Echo Consulting, we know it is so much more than selecting the right tool. It is finding the right balance of people, process, and technology. ​ We craft tailored work management solutions to help your team increase transparency, improve accountability and remove friction . ​ Meet with Us Let's Chat Want to learn more about Echo and what we can do for YOUR business? Submit the form and we'll be in touch! First Name Last Name Company Email Message Submit Our focus isn't on the platforms we implement, but on the results our clients achieve Whether you are searching for the perfect tool for your team, or looking to optimize or scale your current system, we’re here to push your company to the next level, and to build the independence it takes to stay there. We work with low-code and no-code solutions so your team can confidently tackle problems long after implementation. ​ At Echo Consulting, we know tools…and more importantly, we know that successful project management isn’t just about The tool; it’s about how you use it. Project management technology is our sweet-spot and we’re determined to find the best-fit solution for your team. Echo's Capability Statement Your Contacts from Echo Consulting Molly Yanus Founder & Solution Consultant Echo Consulting, LLC Lisa Wood Implementation Consultant Echo Consulting, LLC Book a Free Discovery Call How Can We Help You View Our Capabilities Statement Watch Our Free Training Videos Connect with Echo on LinkedIn

Connect with Us Have a particular challenge you're trying to deal with? Preparing for a big launch? Struggling with project management? Evaluating new software? Then we want to connect with you! Whether in person, through our videos, or a virtual consult, we're ready to help you determine which solution and software best meet your needs. Schedule a Meeting Book A Free Consult Subscribe to our YouTube Channel Subscribe # Subscribe to our Mailing List Subscribe Thanks for subscribing! Follow Us on Social Job applicatin form Send us a Message First Name Last Name Email Phone Message Thanks for submitting! Submit Where to Find Us 50 Lakeside Ave Box 104 Burlington, VT 05401 802-448-2560 ContactUs@EchoConsultingPM.com

COMMUNICATIONS MANAGEMENT Boost productivity with clear communication. We’ve all heard it before: communication is key. Teams of all sizes require constant communication to keep projects moving forward and team members aligned. Schedule a Consult Improve communication channels with your team, clients, and vendors. Projects run smoother when everyone’s in the loop. Maintain a positive and productive work environment with clear communication. Communication Strategies Create systems for internal and external communication. Communication Platform Selection Find a platform to help you communicate about large-scale projects or for day-to-day check-ins. Communication Workshops We’ll host a workshop with your team to establish clear expectations for how to communicate. Client Relations Establish a plan for client relations and communications throughout a project. Let’s find a platform that meets your communication needs. We’ll help you select a platform that facilitates open communication. Explore Technology Grow your business with our Communications Management solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

Ditch the chaos and find your groove. Is your team working harder than ever, but struggling to make progress on their goals? We've been there. Managing multiple projects can be frustrating, confusing, and often leads to communication breakdowns. But there's a better way to work. Let us craft a tailored project management system that fits your needs, so your team can get the visibility, organization, and direction they need to do their best work — without the headaches and time wasted. It's time to shift out of project overwhelm and get back to the work that really matters . Learn More Want to get the inside scoop on our services? Schedule a Free 30-Minute Consultation Yes Please! TECH SOLUTIONS: SMARTSHEET Ready to Wrangle Your Smartsheet Environment? We’ve got you covered. We’re Smartsheet Aligned Partners, and we’ve built project management systems for teams of all sizes – from budding startups to global brands. ​ We use our innovative approach to project management consulting to tailor a smartsheet environment that captures your current process and channels it into a dynamic, automated, organized project powerhouse. Show Me How OUR APPROACH We’re not a services company, we’re a solutions company. We want you to grow more, struggle less, and get the maximum value for your investment. How do we make that happen? We focus on YOU. ​ We’ll work with you to evaluate your pain points, determine the best tool for your organization or team, and then build a tailored solution to usher in an era of smooth, streamlined success. Learn Why Echo is Different RESOURCES / EVENTS We're Your Partner, Not Your Vendor Our mission is to see teams of all sizes thrive – so our work doesn’t end at Go Live. We’ll hold workshops and training sessions with your team to facilitate buy-in across your team, and we’ve got hundreds of free resources available for your continued education and growth. Love diving into the nitty gritty of project management? Head over to our YouTube page for our best tips for managing multiple projects. Need a jumping point to get started? Don’t miss our Templates & Worksheets page. Learn How We Can Help You Let's chat! Schedule your free call today. Book My Spot

SMARTSHEET Work Smarter not Harder with Smartsheet. Are you tired of feeling overwhelmed by the demands of managing multiple projects at once? Are you looking for a way to improve communication and collaboration within your team? ​ Look no further than Smartsheet. Our team of experienced Smartsheet experts has a proven track record of success in managing projects across a variety of industries. We understand that every business is unique, which is why we work closely with you to understand your specific needs and tailor our services to meet those needs. ​ With an Echo Consulting Solution, you will: Save time and energy with your business processes Analyze data quickly with customized reports and dashboards Control project timelines and budgets more easily Have clearer communication and collaboration within your team Access everything you need in one place for a single source of truth Explore Solutions Schedule a Consult Smartsheet Tips & Tricks Play Video Play Video 56:07 How to Set Up a PMO in Smartsheet | Project Management | PPM | Project Roll-Up Reporting + Dashboard 2:51How to Set Up a PMO in Smartsheet | Improve Visibility + Accountability | Project Management Best Practices The purpose of a PMO or “Project Management Organization” is to assist the organization to deliver projects in a strategic and efficient way by standardizing policies and following project management methodologies. Setting up a PMO for your organization can have many benefits including: • The ability to submit projects for approval, and plan, track, and report on multiple projects in one place • Gain a portfolio-level view of all projects and metrics in real-time • Automatically be notified when new projects are submitted for approval A proper PMO in Smartsheet is a great way to provide a streamlined way for your organization to track and approve new projects while seeing key metrics across all projects in real-time. Smartsheet offers template sets to build the foundation of your PMO but you still need to follow best practices and customize the templates to follow the structure of your organization. In this webinar, we will cover the core functionalities of a successful PMO and how to set up a PMO in Smartsheet Looking for guidance on your Smartsheet system? Head over to our website to start a conversation! https://www.echoprojectmanagement.com/schedule-meeting #PMO #ProjectManagementOffice #Smartsheet #BusinessOrganization #ProjectManagement #BusinessProcesses #BusinessReports #BusinessTracking Highlights: 00:00 Start 2:51 Project Management Office Benefits 6:56 PMO in Smartsheet Hierarchy 7:59 Implementation Approach 12:56 Terminology Overview 31:51 PMO Dashboard Example 41:40 Project Approvals ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 55:23 Smartsheet Best Practices | How to Use Smartsheet for Project Management Smartsheet empowers teams to collaborate, plan, capture, track, and report on projects allowing for maximum efficiency and communication throughout! With our extensive experience in Smartsheet, we are here to help you get the full value from this tool. In this value-packed webinar, we will cover Smartsheet best practices along with tips and tricks to increase your team’s efficiency. Looking for guidance on your Smartsheet system? Head over to our website to start a conversation! https://www.echoprojectmanagement.com/schedule-meeting #EchoConsulting #EchoConsultancy #Smartsheet #SmartsheetTips #SmartsheetTricks #BusinessGrowth #BusinessProgression #BusinessProductivity ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 05:42 How to Add a Link to a Row in Smartsheet | Row URL & Hyperlinks | Linking Multiple Sheets Smartsheet Here's a quick help video on how to add a link from a specific row in a Smartsheet to another row in another sheet. Echo Founder Molly Yanus provides an overview of how to add a specific project task reference to another sheet that is tracking risks and issues. Linking specific rows makes for easy navigation between multiple sheets without the need for documenting the same information in multiple places. Looking for some guidance on your Smartsheet solution? Let's connect to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 08:36 Help with Smartsheet Implementation Package | We Design + Build + Train Your Team | Start Quickly Need help implementing Smartsheet? Looking to move quickly and avoid common pitfalls? We offer a kickstart package to tailor your Smartsheet Solution to your needs. We have implemented dozens of Smartsheet solutions for teams and organizations of ALL sizes, and we are ready to help you maximize the value of this awesome platform! In this video, we will quickly walk you through how we work with clients to design a Smartsheet solution that meets their needs, and how we build and train teams so that they can OWN their Smartsheet solution moving forward. We can help you build a strong foundation in Smartsheet and empower your team to move faster and more efficiently. For more information on our flat fee Smartsheet implementation packages - visit our website : https://echoprojectmanagement.com/services/smartsheet-implementation-package or set up a 30 minute complimentary session with our team to learn if we can help you grow more and struggle less! Schedule a FREE meeting with us today : https://calendly.com/echoprojectmanagement/consultfromyoutubechannel #SmartsheetImplementation #Smartsheet #SmartsheetForBeginners #SmartsheetTasks #SmartsheetProjects Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 10:28 How to Create a Solution Diagram for Smartsheet - PART 1 | Project Template Sheets and Dashboard PART 1 - How to create a Smartsheet project template solution diagram. This video will teach you how to document and create an easy to use visual of the different sheets, forms, reports, dashboards, and automations in your Smartsheet solution. We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view. Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide. The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated. Want to get guidance on your work solutions? Book a FREE Discovery Call with our team: https://www.echoprojectmanagement.com/schedule-meeting #FileOrganization #DigitalForms #DigitalFiles #Smartsheet #SmartsheetForBeginners #SmartsheetFiles #SmartsheetTasks #SmartsheetProjects ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 10:31 How to Create a Solution Diagram in Smartsheet - PART 2 | Easy way to Document Data Workflows How to Create a Solution Diagram for Smartsheet - PART 2 | Document Data Workflows PART 2 - How to create a solution diagram and how to document and connect the different sheets, forms, reports, dashboards, and automations in your solution. We will walk you through a typical project solution in Smartsheet - with a project list, project schedule plan, budget sheet, risk & issue log, change log, budget, requirements etc. We will show you how the different data sources connect in order to feed the dashboard view. Documenting your solution is very important. You don't need an expensive or complex workflow software to document the components of your Smartsheet solution. In this video we show how to do a basic solution diagram in a single slide. The great thing about a solution diagram is that it allows someone to see everything in one place and get a brief overview of your business solution. This can be a great training tool. It is also helpful if you want to make a change in your solution, and you need to identify which sheets, reports, dashboards, etc that will need to be updated. #SolutionDiagram #SmartsheetSolutions #SmartsheetDiagramTutorial #SmartsheetTutorials #ProjectDashboard #SmartsheetNavigation Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 08:57 Smartsheet Tutorial: Formula Basics | Using Formulas to Create a Metrics Sheet for Dashboards Looking to build dashboards in Smartsheet? This video illustrates how to set up formulas in Smartsheet so they can be pulled into metrics on dashboards. Join Solution Consultant Kelly Pratt as she demonstrates: 1. How to reference multiple sheets in SumIF and CountIF formulas. 2. How to set up formulas so they don't break. 3. How to find formula error messages. 4. Types of formulas 5. Using multiple formulas Looking for some guidance on your Smartsheet solution? Let's connect to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting Video Highlights Start: 00:00 Functions List: 00:17 Creating a Metrics Sheet: 02:40 CountIFS: 04:45 Range: 05:17 Criteria: 06:19 ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 01:28 Smartsheet Outlook Add In | Managing Emails and Sheets in One Place | Email Management 2022 Smartsheet Outlook Add In | Managing Emails and Sheets in One Place | Email Management 2022 Smartsheets Outlook Add-In allows you to create, edit, and collaborate in Smartsheet without even having to leave your inbox. You have the ability to add email messages and their attachments to rows or discussions in your sheet for all collaborators to see and act on. If you spend a lot of time changing tabs between emails, sheets and other projects, then this is for you, because you won't have to keep changing across tabs because with Smartsheet you can do everything in one place. When you are writing emails for your business, it is important that all the information and data is in 1 place so you can add it into the email or sheets, this will make the process much easier and less stressful. Also, if you are working on a team project using one or two sheets, they will appear here also and then you can click edit and make necessary changes. Looking to integrate Smartsheet into your workflows? Book a free 30-minute discovery call with our team to get started: https://www.echoprojectmanagement.com/schedule-meeting #Smartsheet #EmailManagement #SheetsManagement #EmailMarketing #BusinessManagement #TeamWork #TeamProjects #BusinessProductivity #Rows #Columns #Sheets #EmailAdOns #EmailExtensions ➡️ Resources for You: Our Website - https://echoprojectmanagement.com/ Meet with Us - https://www.echoprojectmanagement.com/schedule-meeting Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 ➡️ Recommended Playlists: Microsoft 365 Tutorials & Tips → https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Smartsheet Tutorials & Tips → https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Monday.com Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg4aMalxkqUNRML-iB387tqu Asana Tutorials & Tips → https://www.youtube.com/playlist?list=PLO3D1ido-Qg783975SGf7SIW0AtH6VASs ClickUp Tutorials & Tips → https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM Project Management → https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Webinars → https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Check out our most popular Smartsheet package! Kickstart Implementation With Smartsheet you can: Create task visibility Manage complex programs Schedule with detailed gantt charts Report with roll-up dashboarding Meet deadlines and prioritize needs Generate efficiencies And extend your solution with Smartsheet Official Add-Ons Grow your business with our Smartsheet solutions. Smartsheet Kickstart Implementation Feeling weighed down by your project workflow? This is your ticket to streamlined operations, clear communication, and accelerated progress toward your goals. Leave the overwhelm behind and get back to the work that matters. Learn More Smartsheet Boost Implementation Ready to take things to the next level? Choose this option for a work management system that harnesses your vision and captures all the essentials in an organized, scalable ecosystem. So you and your team can soar into the next phase of growth. Learn More Smartsheet Transform Package It’s time to revolutionize your work. We’ll evaluate your complex, multi-data source project management solution and mold it into a more efficient and streamlined version of itself. All the power and complexity you need, without excess. Learn More Control Center Blueprint Implementation Feeling overwhelmed with managing lots of projects in Smartsheet? Control Center is the key to getting consistent data across projects and more time for you. Let us help you work smarter, not harder, so you can shine. Learn More Don’t see what you’re looking for? We offer customized packages to meet your needs. Book a Free Consult

RESOURCE DOWNLOAD Gap Analysis Once you have selected a platform vendor, completing an “Initial Gap Analysis” between your selected software platform and your current system will give you a clear understanding of the gap and actions needed to close the gap for each functionality. This gap analysis is a simple process where you can analyze each functionality's present state and your desired future state. Once you've revealed and examined gaps, determine action steps to bridge the identified gaps to achieve your desired state! Want help with this? Let's talk! Get your template! This worksheet provides you with a simple template to analyze your current state and helps you create a roadmap to achieve your goals. Download it today and take the first step towards success! First Name Last Name Email Yes, I agree to receive emails from Echo Consulting. Submit Thanks! Check your inbox for this resource in just a bit.

PMO & PPM Optimize visibility, multitask efficiently, and align your team. With our Program & Portfolio Management services, roles and responsibilities are made clear, and team-wide visibility is improved. Manage interdependencies proactively with prioritization, risk mitigation plans, and issue resolution and escalation protocols. Schedule a Consult PMO and PPM can help every organization reach their goals. At Echo Consulting, we believe in the importance of bringing the right people together at the right time to make the right decisions. Our team can help yours plan next steps, take them, and create sustainable solutions to keep you moving forward. Systematize Practices Solidify and streamline project management practices. Move plans along smoothly with cross-department process standardization. Target Goals Ensure that all projects are working toward the same mission. Build project maps around reaching clear, attainable end-goals and know your hard work is taking you where you want to go. Gain Visibility Access executive-level visibility into complex multi-project workflows. Keep your finger on the pulse of every project and department. Ease Change Support large cross-functional team implementations. Make transitions easy with clear communication and collaborative workflows. Work efficiently and effectively. Optimize processes with the software platform that fits your needs. Explore Technology Grow your business with our PMO & PPM solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

Webinar Recording Mastering Project Prioritization & Scenario Planning with StrAlign Missed our webinar with Echo and StrAlign Founder Molly Yanus? Fill out our Curious about StrAlign? Sign up for a FREE Demo Watch the Webinar Review our Mastering Project Prioritization & Scenario Planning webinar at your convenience. File download will arrive via email. First Name Last Name Email Yes, I agree to receive emails from Echo Consulting. Submit Thanks! Check your inbox for this resource in just a bit.

CAPACITY PLANNING & RESOURCE MANAGEMENT Your team is your most valuable asset. While capacity planning and resource management are often grouped together, they aren’t the same thing. If you want the best results, you should probably be doing both. Schedule a Consult Managing bandwidths results in high-quality work and happier employees. Resource management finds short-term solutions for allocating resources to specific projects. Capacity planning involves asking long-term questions like, “Do we need to hire more team members?” and “Do we have an even mix of skills on our team?” Both are important aspects of finding perfect balance for your team Delegate Roles Assign the right people to the right projects. Approach planning strategically with a comprehensive understanding of team members’ strengths and weaknesses. Target Imbalances Identify sparse and overloaded skill areas in your team to future-plan for potential new hires and to redistribute resources where they can be best utilized. Find Weak Spots Find the gaps in your team’s toolbox so you can fill them in. Manage your team's skills, experience, and expertise to make the most of your resources. Adjust Project Flow Having a solid sense of how much capacity your team has lets you know when you can gear up new projects, and when you can’t. Manage what’s happening now and plan for what’s next. Find the right software platform to make the most of your team and ease administrative workloads. Explore Technology Grow your business with our Capacity Planning & Resource Management solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch