• 2+ 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

Enroll in the course on Teachable and receive all of the items listed above

$549

Done With You

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.

$999

Done for you

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

$1,249+