Search Results

Templates + Worksheets Whether you're a seasoned project manager or just starting out, having the right tools at your fingertips is essential for success. That's why we've put together a collection of free, high-quality project management worksheets that you can download and use today! ​ Download your free project management worksheets today and start making every project a success! Calculating Project Health Guide SMART Goals RASCI Guide Gap Analysis CRAID Log Template Communication Tips for Microsoft

Ditch the chaos. Find your groove. Get the visibility, organization, and direction your team needs to do their best work – without the headaches and time wasted. Let's get started Explore More Platforms Creating solutions that fit for every stage Where are you on your solution journey? From concept to completion, our team is prepared to step in at any stage of your project. We’ll help you build your project from the ground up or hop in while plans are already in action. No matter what stage your project is in, we offer support by identifying opportunities for improvement and suggesting an optimal solution. Shift You know what you need, and you’re looking for the perfect tool to get the job done. We’ll use our extensive experience with technology solutions to recommend a tool that fits your needs and rebuild your current system in its new home. Tell Me More Scale You’re outgrowing your tried-and-true systems. You need an upgraded solution to set you up for intentional growth with the infrastructure to match. We’ll work with you to assess where you are today, envision where you’re headed, and build a tailored solution that supports the evolution of your company. That's me! Strengthen Your process is big. It’s powerful, but it lacks efficiency. You need a solution that brings all the pieces together in a coordinated, harmonized, and practical environment. We’ll build a system that captures every detail of your process, so you can focus less on navigating your system, and more on getting the work done. Yes, please! Why Echo? We foster self-sufficiency, not dependency. We build foundations for growth. We put on the training wheels, teach you the tools you need to succeed, then release the handlebars and let you ride. 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. Learn How We’re your partners, not your vendors. With other consultants, there’s a tendency to stay behind company walls and prioritize their own company goals. We’re our clients’ allies and advocates, and we don’t accept commissions from tech vendors, so we have no incentive to give them more software than they need. Ultimately, communication, change management, and adoption strategies are more important than picking the “right” software – but we’ll help you do both. Meet Our Team Resources The latest from Team Echo Molly Yanus Echo Consulting: Your Trusted Microsoft Partner We’re thrilled about becoming a Microsoft Partner. Learn how our partnership can boost productivity and efficiency for your team. Molly Yanus Mastering the Art of Feedback Explore the art of feedback mastery! Discover expert tips for navigating constructive criticism with trust and maturity. Amanda Wood Make Progress on Strategic Goals with Sprints It's great to have goals. But how do you align your strategic goals with the day-to-day realities of work? Enter, Sprint Planning! Echo Consulting Echo Greatest Hits: Top Videos from 2023 It’s been quite a year for the Echo team! We’re taking a look back at some of our favorite and most popular video resources to date. All Resources Our Clients Why do companies love Echo? "Master collaborators in every sense of the term." From the outset, Echo asked all the right questions and was able to provide me with some immediate suggestions to get us on the right course. With our original scope of work nearly conquered, I’m keen to tap Echo's goal oriented, thirst for solving the hard problems energy for the next phase. Jason LaShelle Creative Studio Manager at Burton Snowboards

Upcoming Events Looking to shift, scale, or strengthen your current platforms and processes? Join us for webinars, trainings, and other events to learn more about project management softwares and processes. Events include Smartsheet PMO webinars, Asana feature comparisons, ClickUp trainings, and more. Register today! Mon, Apr 15 Leveraging Data for Project Management Apr 15, 2024, 1:00 PM – 1:45 PM Microsoft Teams (link via email) No matter what kinds of projects you manage, you’re bound to have project data. But what do you do with all of that data? How can you use it to get better project insights and traction? Join this live session with Caroline Henne to utilize Power BI and other tools to support your projects. Share Register Event Calendar

Hi, we’re Team Echo! Nice to meet you. We’re a team of passionate problem solvers, empathetic leaders, trusted guides, process geeks, and chaos coordinators – more formally known as Project Managers, Analysts, Solution and Implementation Consultants. We’re honest, goal-oriented, and here to help you grow more and struggle less. Molly Yanus "Question Queen" Founder, Solution Architect Molly thrives at the intersection of technology and strategy, with a belief that all teams deserve access to high quality project management. Jason Yanus "The Cashflow Crusader" Chief Financial Officer Analytical and results driven, Jason is a problem-solver at heart with a proven track record implementing key process improvements to maximize efficiency and accuracy. Barb Groff "Process Champion" Consulting Practice Lead Problem-solving opportunities energize and excite Barb, and she loves how each day with Echo brings new questions, challenges, and successes. Lisa Wood "Trusted Guide" Strategy & Implementation Consultant A self-proclaimed systems geek and lifelong learner, Lisa Wood is a natural problem solver, certified business and personal coach, and longtime champion for small businesses. Kelly Pratt "Passionate Problem Solver" Solution Consultant Kelly approaches every project with open-minded curiosity, asking the right questions to fully understand her clients’ challenges and to tailor solutions to their needs. Caroline Crouch Henne "Insightful Analyst" Implementation Consultant Caroline loves to problem solve, organize, and deliver the highest quality outcomes for clients, while keeping work-life balance productive and fun for her team. Keefer Welsh "Solutioneer" Implementation Consultant Keefer brings a passion for delivering tailored solutions to operational pain points while promoting champions of process and exceeding expectations. Jason LaShelle ​ Consultant Jason is a seasoned leader with a knack for taking complex processes and spinning them into simple, intuitive solutions. A true people person, Jason comes to Echo with a background that spans aerospace engineering to action sports marketing. We build bridges between struggle and success. Want to know how? Learn About Our Approach Want to join us? Explore Career Opportunities

STAFF AUGMENTATION Outsource projects to boost efficiency. We get to know you, your priorities, and your preferences, so we can jump in when you need to extend your bandwidth. Schedule a Consult Cut costs without sacrificing quality. Experience and expertise make a difference when you’re working to get the job done right. We offer staff augmentation so you can get the benefits of our skilled professionals without the costs of onboarding a new employee. Hit the Ground Running We know your team and the way you work. Get started quickly, without having to catch anyone up to speed. Fresh Ideas and New Perspectives Benefit from an outsider’s point of view. We’ll notice golden opportunities and areas for improvement that may get looked over from the inside. Increase Productivity Hold your team accountable with a 'new' team member. We'll keep your projects moving by asking the right people the right questions at the right time. Expand Your Team's Skillset We bring our own set of skills to the table. Our team is up-to-date with all the best practices and ways to make the most of a project. We don’t do full-time placements. We’re here to lend a hand where and when you need it – but it's our policy that no Echo team member spends more than 50% of their in-office time with any one client. We don’t sign on as full-time members of your company, but we don’t need to. We balance our internal and external efforts evenly, staying well-integrated enough to be proactive and flexible on all fronts. ​ At Echo, our employees are given flexibility in their schedules, but are also still held accountable for contributing to the team internally. We value our community and the work we do together, so it’s important we’re able to work with clients while maintaining the internal integrity of our team. Learn More About Our Approach Grow your business with our Staff Augmentation Solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch

RESOURCE DOWNLOAD RASCI Lack of clarity around the ownership and role stakeholders play within a project can lead to miscommunications, unclear workflows and important items falling through the cracks. Similar to a RACI, RASCI is an accountability tool used to define the roles and responsibilities. This tool can be used at the general project level or can be used in a matrix at the activity level to determine who needs to be responsible, accountable, supportive, consulted, or informed of project activities or deliverables. The RASCI Matrix is a simple spreadsheet or table that lists all stakeholders on a project and their level involvement in each activity as noted with the letters R, A, S, C or I. Want help with this? Let's talk! Get your template! This worksheet can help you improve your processes, increase transparency and accountability, as well as enhance overall quality and performance. ​ 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.

MIRO Collaborate with your team, wherever you work, with Miro. If adopting a new platform feels intimidating, don’t fret – Miro makes brainstorming, diagramming, and strategizing easy with its intuitive functionalities and tons of templates. This virtual collaborative whiteboard can take your research, meetings, and project prep and planning to the next level. Let’s get your team thinking out of the box. Start with pre-built widgets Map out projects and workflows collaboratively Define and visualize goals, initiatives, and priorities Schedule a Consult With Miro, you can: Align teams with strong project management Map customer journeys Easily gather creative feedback Brainstorm and plan out campaigns Visualize tasks and set goals Streamline prioritization Grow your business with our Miro Solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch Miro Tips & Tricks Play Video Play Video 10:12 Avoid Burnout | How to Determine Your Top 3 Priorities | Productivity Hacks | Miro Whiteboard Tips If you’re constantly juggling projects, feeling behind, and navigating burnout, you’re not alone. When projects just keep coming, it’s tough to keep track of it all without feeling scattered. To stay clear, energized, and efficient in your workflow, we highly recommend using a prioritization technique. In this video, Echo Consulting Founder and CEO Molly Yanus shares how she coaches her team on identifying blockers, calling out value, and asking the right questions to affirm priority. Watch Molly create an Eisenhower Matrix in Miro – a virtual whiteboard tool – to help her team confirm top priorities and identify which tasks could be pushed to a later date. With a clearer sense of what matters most, the team can move forward with their top-priority projects. Regain your confidence, feel proud of moving the needle, know that you are working towards your top priorities, and avoid burnout from an unending list of priorities. Was this prioritization strategy helpful? Subscribe to see more tips and tools from the Echo team, and check out our recommended playlists below. For more helpful Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ 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 04:14 How to Utilize the Smartsheet Miro Integration | Smartsheet Miro Integration Tutorial Many teams start with a white boarding session to brainstorm as a way to collaborate, but it can be a challenge to execute on the ideas that have come about in the session in an organized fashion and understand what the next steps should be and who owns the follow-up action. The Miro/Smartsheet integration allows you to convert brainstorming sessions in Miro into structured project plans in Smartsheet, and vice versa with a two-way sync that both saves time and ensures work is updated across both tools. 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 11:05 Feature Highlights for New Miro Users | Miro Tutorial | Best Practice Guide for New Users As remote work has gained popularity and becomes more of the “norm”, Miro has become one of our favorite digital whiteboarding tools to collaborate with others as it allows multiple participants to create notes and designs, move things around, vote, and communicate just as if you would in person. We find it so impactful for hosting online workshops or just brainstorming with remote team members. In this video, we’ll be reviewing feature highlights that we find beneficial for new Miro users. Feature Highlights: Projects 00:33 Creating a New Board from Templates: 01:10 Navigation Tips 01:45 Sticky Note Creation Shortcuts 03:15 Smart Align 05:19 Frames 05:59 Exporting Data 07:44 Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/consult-complimentary 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 05:25 How to Embed a Miro Board In a Microsoft Teams Meeting What happens when two awesome tools come together? Working effectively gets a whole lot easier! Today we’re sharing a fantastic collaboration between Microsoft Teams and Miro. The Echo team uses both Microsoft Teams and Miro often, and we’re thrilled to see that using them together is more efficient than ever before. In this video, we’ll show you how to embed a Miro board directly into your Microsoft Teams meeting. No need to toggle between two applications, create and share links to your Miro board, and wait for everyone in the meeting to access it; with this integration, you can open your Miro board directly in your Microsoft Teams meeting and get to work! ICYMI: Miro is a digital whiteboard platform that allows remote teams to effectively brainstorm, collaborate, and plan. Microsoft Teams is a chat-based workspace that integrates people, tools, and content to help your team connect and work together. The best part of this integration is that everyone in the meeting can view, edit, and contribute to the Miro board that’s embedded. And once the meeting is over, all changes are captured in your Miro account. So you can open that board up the next time you need it and see all the updates from your meeting. Loved learning about this app integration? Hit subscribe to see more content on tech tips and best practices! For more information on Echo Smartsheet Services: Smartsheet | Echo Consulting (echoprojectmanagement.com) Our Website - https://echoprojectmanagement.com/ Meet with Us - Select a Date & Time - Calendly Our LinkedIn - https://www.linkedin.com/company/echo... Subscribe Here: Echo Consulting - YouTube Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf&index=1&t=0s Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V&index=1&t=0s ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM&index=1&t=0s Smartsheet Tips & Tricks - Smartsheet Tip: Date-based Triggers to Keep Deadlines on Track - YouTube Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup&index=1&t=0s Play Video Play Video 08:59 Smartsheet Tutorial: How to Embed a Miro Board into a Smartsheet Dashboard If you're anything like us, you use Smartsheet dashboards to bring all of your essential project information into one place. But what do you do if some of your workflow lives outside of Smartsheet? The reality is that most teams don't use just one tool. Thankfully, Smartsheet has widgets to embed links, documents, and more into your Smartsheet dashboard. In this video, watch Amanda Wood demonstrate how to embed a Miro workspace directly into an existing dashboard. From the dashboard, you and your team will be able to view your Miro content and edit the workspace without leaving the Smartsheet environment. Ready to take your Smartsheet solution to the next level? Sign up for a free 30-minute discovery call to learn how Echo can help: https://www.echoprojectmanagement.com/schedule-meeting Highlights: 00:00 Start 00:10 Smartsheet Dashboards Overview 1:13 Intro to Miro 2:15 Sample Smartsheet Dashboard 3:40 Goal Outcome: Miro board in Dashboard 3:57 Create an Embed Link from Miro 4:53 Creating a Widget on a Smartsheet Dashboard 6:17 Miro Widget in Action ------ ➡️ 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: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Smartsheet Tutorials, Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qu

Video Library Explore videos about: Smartsheet ClickUp Microsoft 365 Monday.com Project Mgmt Webinars Miro 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 ClickUp Tips & Tricks Play Video Play Video 01:23 ClickUp Tip: Tasks & Subtasks in Multiple Lists ClickUp has now released the ability to have the tasks and subtasks in Multiple lists. This is perfect if you find yourself duplicating the same task or moving tasks between lists in an attempt to keep everything in sync. Because it's the same task - any edits made or comment left will be displayed no matter which list you're viewing from. Tasks in multiple lists and subtasks in multiple lists are both ClickApps that will need to be enabled. Play Video Play Video 01:48 ClickUp Tip: Team Meeting Agenda Did you know you can utilize #ClickUp to optimize your team meetings? By using the doc view in ClickUp, you can easily manage your meeting agenda and make sure any action items are turned into easy to track and assign tasks! Play Video Play Video 01:04 ClickUp Tip: Layout & Size Settings Did you know that you can change the style of ClickUp’s layout & size to optimize the user experience for your preferences? Choose between simple, modern or clean to view the information in your environment in the way you prefer! Play Video Play Video 01:07 ClickUp Tip: List View to Prioritize #ClickUp can make visualizing and prioritizing your day a breeze - watch how I utilize the list view to easily highlight high-priority and time-sensitive items for the week! Play Video Play Video 00:54 ClickUp: User Roles & Permissions #ClickUp makes collaboration and teamwork a breeze but it’s important to assure that everyone has the access they need to view and edit information - watch our short video on how to access and utilize the user & permission menu for folders, lists, and dashboards! Play Video Play Video 01:23 ClickUp Tips & Tricks: Slash Commands This week I’d like to highlight a ClickUp shortcut – slash commands. ClickUp just released the ability to apply a task template directly from the slash commend – making this useful shortcut even better! Play Video Play Video 01:47 ClickUp Tips & Tricks: Home Screen When your "to-do" list is a mile long, we know how overwhelming it can be to start & prioritize your day! Today we'll be showing you how to utilize the #clickup home screen to prioritize your tasks and schedule your day for maximum productivity. Play Video Play Video 00:55 ClickUp Tips & Tricks: Easily Restore Deleted Items Have you ever accidentally deleted something from your task management system and then realized you needed to recreate the entire item making your productivity platform not so productive. Luckily if you’re a ClickUp user, they have put in place measures to save you from this frustration! ClickUp will save items in your trash for up to 30 days! You’ll be able to recover any spaces, folders, lists, tasks, views, etc that were unintentionally deleted in just a click of a button! Microsoft 365 Tips & Tricks Play Video Play Video 24:47 Power BI Tutorial: Using Filters & Slicers to Level Up Your Visuals You've uploaded data to Power BI, you understand how to make a simple table, and now you're ready to make the most of the program. In Caroline Henne's latest Power BI video, she demonstrates how to upgrade your visuals and leverage them to answer important questions about project data, with use cases from project management to illustrate the power of this program. 💥 Getting started with Power BI? Check out Caroline's video tutorial on migrating data from Smartsheet to Power BI:https://youtu.be/zJYArKZT3Ho It's a great introduction to uploading data and building a simple visual in the platform! Highlights: 00:00 Start 00:41 Working With the Data 2:13 Use Case: Estimated Hours for Projects 6:13 Troubleshooting: Filtering for Open Projects 8:00 Option 1: Adjusting Filters in Power BI 9:15 Option 2: Adjusting Filters in Smartsheet 10:30 Switching Data Source from Sheet to a Report in Smartsheet 13:28 Viewing Data with Slicers 18:02 Summary: Options for Filtering and Viewing Data 20:11 Teaser: Publishing Your Visuals & Adding to Smartsheet Dashboards ➡️ 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 21:05 How to Connect Smartsheet to Power BI | Part 2: Creating More Complex Visuals Now that we've got our Smartsheet Data source imported to Power BI, it's time to build some visuals! In Part 2 of our Power BI to Smartsheet series, Caroline demonstrates how to work with your Smartsheet data set to create more complex visuals, adjust formatting and filters, gain helpful insights from your data set, and publish the visuals for easy visibility across a team. Make sure to watch her two use cases for using Power BI in project management: viewing projects per consultant, and projects per client! (Missed part 1 of this series? Find it here: https://youtu.be/zJYArKZT3Ho) Highlights: 0:00 Picking up from Part 1 00:47 Creating a Bar Chart 1:50 Use Case: Projects per Consultant 3:00 Formatting Your Visual 6:19 Dealing with Blanks in Your Data Set 7:52 Use Case: Projects Per Client 14:14 Exploring Formatting Options 16:11 Publishing Your Visual ➡️ 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 06:09 How to Connect Smartsheet to Power BI | Part 1: Selecting Data & Building a Visual Do you store your project data in Smartsheet, but are looking to create more engaging visuals to illustrate for your team? Smartsheet and Power BI can be used together to bring your project data to life, helping to improve visibility and understanding on projects. In the first of a two-part video series, Caroline Henne kicks things off by demonstrating how to select your Smartsheet data in Power BI, and illustrates how to create a simple visual in the Power BI environment. 💥 Looking for Part 2 of this series, where Caroline demonstrates how to create more complex visuals for different needs? Check it out here: https://youtu.be/WOQ1DXXUo7c Want some guidance on using Power BI on your team? Head over to our website to learn more about our Power BI work: https://www.echoprojectmanagement.com/microsoft-power-bi ➡️ 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 05:25 How to Embed a Miro Board In a Microsoft Teams Meeting What happens when two awesome tools come together? Working effectively gets a whole lot easier! Today we’re sharing a fantastic collaboration between Microsoft Teams and Miro. The Echo team uses both Microsoft Teams and Miro often, and we’re thrilled to see that using them together is more efficient than ever before. In this video, we’ll show you how to embed a Miro board directly into your Microsoft Teams meeting. No need to toggle between two applications, create and share links to your Miro board, and wait for everyone in the meeting to access it; with this integration, you can open your Miro board directly in your Microsoft Teams meeting and get to work! ICYMI: Miro is a digital whiteboard platform that allows remote teams to effectively brainstorm, collaborate, and plan. Microsoft Teams is a chat-based workspace that integrates people, tools, and content to help your team connect and work together. The best part of this integration is that everyone in the meeting can view, edit, and contribute to the Miro board that’s embedded. And once the meeting is over, all changes are captured in your Miro account. So you can open that board up the next time you need it and see all the updates from your meeting. Loved learning about this app integration? Hit subscribe to see more content on tech tips and best practices! For more information on Echo Smartsheet Services: Smartsheet | Echo Consulting (echoprojectmanagement.com) Our Website - https://echoprojectmanagement.com/ Meet with Us - Select a Date & Time - Calendly Our LinkedIn - https://www.linkedin.com/company/echo... Subscribe Here: Echo Consulting - YouTube Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf&index=1&t=0s Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V&index=1&t=0s ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM&index=1&t=0s Smartsheet Tips & Tricks - Smartsheet Tip: Date-based Triggers to Keep Deadlines on Track - YouTube Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup&index=1&t=0s Play Video Play Video 06:28 Smartsheet Microsoft Teams Integration Tutorial | How to Utilize Smartsheet Integration for Teams At Echo, we are big believers in meeting people where they are at and how they prefer to work. If Microsoft Teams is where you spend a majority of your day, then you may miss important data and notifications located in Smartsheet. The Smartsheet & Microsoft Teams integration allows you to receive notifications and update requests as well as Interact with Smartsheet forms, sheets, reports, and dashboards without having to leave Microsoft Teams. In this video, we'll walk you through the features of this integration including Smartsheet Tabs, Forms as Tabs, and Channel Notifications. Echo Smartsheet Implementation: https://echoprojectmanagement.com/services/smartsheet-implementation-consulting 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 04:41 Microsoft Outlook: Five Feature Highlights to Improve Efficiency If your organization utilizes Microsoft Office 365, there is a good chance that you spend a lot of your day in your inbox. Email inboxes can often become a black hole leading to poor communication or collaboration, missed deadlines, and more. In this video tutorial, we’ll show you FIVE feature highlights to improve your outlook efficiency. Feature Highlights: Turn an Email into a Meeting - 0:22 Send an Email to Microsoft Teams or OneNote - 1:11 Editor - 2:35 Find Related Messages - 3:14 QuickSteps - 3:43 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 17:28 Smartsheet 101 | What are the differences between Smartsheet & Excel for Project Management? Smartsheet vs Excel | What are the differences between Smartsheet & Excel for Project Management? Are you considering switching from Excel to Smartsheet or Smartsheet to Excel for Project Management? What are the key differences between Smartsheet and Excel for Project Managers? Can they do the same things? What is Excel missing for Project Management? What does Excel do better than Smartsheet? In this video we compare: * Excel Project Templates to Smartsheet Solution Center - Template Sets * Excel Tabs to Smartsheet Multiple Sheets * Excel Grid View to Smartsheet Board/Card View, Grid View, Gantt View, and Calendar View * Excel Formulas for Durations to Smartsheet Predecessor Functionality * And More Excel and Smartsheet both have strengths and weaknesses. Subscribe for more videos on how Excel and Smartsheet compare - and how to best use both for Project Management! #EchoConsulting #Smartsheet #SmartsheetDashboards #SmartsheetVideos #SmartsheetTutorials #DataAnalysis #SmartsheetvsExcel #BestSoftware Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Looking for Support? We can help configure automated solutions for time consuming manual processes. Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ 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 01:44 Microsoft Feature Highlight: Improved Search Functionality We’ve all experienced the frustration of not being able to find a previous message from a team member or a file that you need to reference - Microsoft Teams has improved it’s search functionality making it easier than ever to find what you are looking for! Monday.com: Tips, Tricks & Tutorials Play Video Play Video 10:07 How to Set Up a CRAID log in Monday.com | Understanding Risk Management Techniques How to Set Up a CRAID log in Monday.com | Understanding Risk Management Techniques Risk Management is the practice of identifying, evaluating, and preventing or mitigating risks that may impact the outcome of a project. One of our favorite and highly impactful risk management techniques is a CRAID Log which is similar to a RAID log but adds a step further for "change requests". Echo Consulting is a proud monday.com partner specializing in implementing project management solutions that fit the culture, growth, and goals of scaling teams. Echo’s experts offer a variety of project management services, including process improvement and work management software implementations like monday.com. At Echo Consulting, we know it is so much more than selecting the right tool. We work with your team to understand the challenges and pain points within your current process and create custom Project Management Solutions tailored to the unique culture and needs when implementing Work Management platforms. #RiskManagementTechniques #RiskManagement #ManagingRisk #Monday #CRAID #SettingUpCraid #RAIDLog #WorkManagement Monday.com Implementation: https://echoprojectmanagement.com/services/mondaycom-implementation- 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 07:44 Monday.com Tips: Key Feature Highlights | How to Get The Most Out of Monday.com Monday.com Tips: Key Feature Highlights | How to Get The Most Out of Monday.com Echo Consulting is a proud monday.com partner specializing in implementing project management solutions that fit the culture, growth, and goals of scaling teams. Echo’s experts offer a variety of project management services, including process improvement and work management software implementations like monday.com. At Echo Consulting, we know it is so much more than selecting the right tool. We work with your team to understand the challenges and pain points within your current process and create a custom Project Management Solutions tailored to the unique culture and needs when implementing Work Management platforms. Our focus is on maximizing the ROI benefit of your investment by balancing people, process, and technology for the best results. Monday.com Implementation Services: https://echoprojectmanagement.com/services/mondaycom-implementation- #Monday #MondayKeyFeatures #ProjectManagement #ProjectManagementSolutions #ROI #VirtualMeetings #VirtualWorkshops 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 08:06 Monday.com Tutorial | 5 Time Saving Features in Monday.com Who doesn't feel like there just isn't enough time in the day? Small changes can have a big impact on making sure your valuable time is dedicated to the highest-impact items. We've compiled a list of 5 of our favorite time-saving hacks in Monday.com! Monday.com allows anyone to customize to their organization's needs easily by combining no-code building blocks boosting your teams' efficiency, transparency, and ability to save time and effort for what matters most. In this video, we'll review five of our favorite Monday.com features that we find save time and boost our teams' workflow! Features Highlighted: Template Center: 00:18 Favorites Bar: 2:04 Batch Action Updates: 3:12 Workflow Center: 4:26 Bolt Switch Search: 6:52 Curious how Echo can help optimize your teams Monday.com: https://www.echoprojectmanagement.com/monday Our Website - https://echoprojectmanagement.com/ Meet with Us - https://bit.ly/echo-discovery 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 58:16 How to Set Up a PMO in Monday.com | Monday.com Tutorial | PPM | Project Roll-Up Reporting A properly built PMO is an ideal way to provide a streamlined process for your organization to track and approve new projects while seeing key metrics across all projects in real-time providing you with a portfolio-level view of all projects and metrics in real-time to make key decisions. The purpose of a PMO or “Project Management Office” 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 PMO in Monday.com 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. While Monday.com 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 video, we will cover the core functionalities of a successful PMO and how to set up a PMO in Monday.com. Highlights: Start: 00:00 PMO Overview 3:14 Transition from Project to Operations 06:53 PMO Hierarchy 09:17 Gap Analysis 15:37 Implementation Process 16:13 Identify Roles 20:50 Template Center 28:51 Project Requests and Approvals 31:22 Project Board 37:12 Monday.com allows anyone to customize to their organization's needs easily by combining no-code building blocks boosting your teams' efficiency, transparency, and ability to save time and effort for what matters most. For more information on Echo’s Monday.com service offerings: https://www.echoprojectmanagement.com/monday Our Website - https://echoprojectmanagement.com/ Meet with Us - bit.ly/echo-discovery 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 06:04 Copying Parent Task Columns to Subitems in Monday.com One of the benefits of working with Monday.com is that parent items and subitems can have different fields, or columns. But what if you want a parent item and a subitem to have the *same* columns? In this video, we'll demonstrate a quick and simple way to copy parent item columns to subitems. Looking to use Monday.com for managing your projects? Let's talk! Connect with us for a free 30 Minute Discovery call to see how we can help: https://www.echoprojectmanagement.com/schedule-meeting Highlights Start: 00:00 Columns in Monday.com: 00:50 Adding columns to subitems: 1:50 Copy parent columns: 2:54 Data entry for subitems: 4:23 About Our Monday.com Solutions: https://www.echoprojectmanagement.com/monday 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: 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 Miro Tips & Tricks Play Video Play Video 10:12 Avoid Burnout | How to Determine Your Top 3 Priorities | Productivity Hacks | Miro Whiteboard Tips If you’re constantly juggling projects, feeling behind, and navigating burnout, you’re not alone. When projects just keep coming, it’s tough to keep track of it all without feeling scattered. To stay clear, energized, and efficient in your workflow, we highly recommend using a prioritization technique. In this video, Echo Consulting Founder and CEO Molly Yanus shares how she coaches her team on identifying blockers, calling out value, and asking the right questions to affirm priority. Watch Molly create an Eisenhower Matrix in Miro – a virtual whiteboard tool – to help her team confirm top priorities and identify which tasks could be pushed to a later date. With a clearer sense of what matters most, the team can move forward with their top-priority projects. Regain your confidence, feel proud of moving the needle, know that you are working towards your top priorities, and avoid burnout from an unending list of priorities. Was this prioritization strategy helpful? Subscribe to see more tips and tools from the Echo team, and check out our recommended playlists below. For more helpful Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ 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 04:14 How to Utilize the Smartsheet Miro Integration | Smartsheet Miro Integration Tutorial Many teams start with a white boarding session to brainstorm as a way to collaborate, but it can be a challenge to execute on the ideas that have come about in the session in an organized fashion and understand what the next steps should be and who owns the follow-up action. The Miro/Smartsheet integration allows you to convert brainstorming sessions in Miro into structured project plans in Smartsheet, and vice versa with a two-way sync that both saves time and ensures work is updated across both tools. 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 11:05 Feature Highlights for New Miro Users | Miro Tutorial | Best Practice Guide for New Users As remote work has gained popularity and becomes more of the “norm”, Miro has become one of our favorite digital whiteboarding tools to collaborate with others as it allows multiple participants to create notes and designs, move things around, vote, and communicate just as if you would in person. We find it so impactful for hosting online workshops or just brainstorming with remote team members. In this video, we’ll be reviewing feature highlights that we find beneficial for new Miro users. Feature Highlights: Projects 00:33 Creating a New Board from Templates: 01:10 Navigation Tips 01:45 Sticky Note Creation Shortcuts 03:15 Smart Align 05:19 Frames 05:59 Exporting Data 07:44 Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/consult-complimentary 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 05:25 How to Embed a Miro Board In a Microsoft Teams Meeting What happens when two awesome tools come together? Working effectively gets a whole lot easier! Today we’re sharing a fantastic collaboration between Microsoft Teams and Miro. The Echo team uses both Microsoft Teams and Miro often, and we’re thrilled to see that using them together is more efficient than ever before. In this video, we’ll show you how to embed a Miro board directly into your Microsoft Teams meeting. No need to toggle between two applications, create and share links to your Miro board, and wait for everyone in the meeting to access it; with this integration, you can open your Miro board directly in your Microsoft Teams meeting and get to work! ICYMI: Miro is a digital whiteboard platform that allows remote teams to effectively brainstorm, collaborate, and plan. Microsoft Teams is a chat-based workspace that integrates people, tools, and content to help your team connect and work together. The best part of this integration is that everyone in the meeting can view, edit, and contribute to the Miro board that’s embedded. And once the meeting is over, all changes are captured in your Miro account. So you can open that board up the next time you need it and see all the updates from your meeting. Loved learning about this app integration? Hit subscribe to see more content on tech tips and best practices! For more information on Echo Smartsheet Services: Smartsheet | Echo Consulting (echoprojectmanagement.com) Our Website - https://echoprojectmanagement.com/ Meet with Us - Select a Date & Time - Calendly Our LinkedIn - https://www.linkedin.com/company/echo... Subscribe Here: Echo Consulting - YouTube Recommended Playlists: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf&index=1&t=0s Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V&index=1&t=0s ClickUp Tips & Tricks - https://www.youtube.com/watch?v=7rCwzCVSP7I&list=PLO3D1ido-Qg6X1Mv27JAgxCm17xxbauvM&index=1&t=0s Smartsheet Tips & Tricks - Smartsheet Tip: Date-based Triggers to Keep Deadlines on Track - YouTube Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup&index=1&t=0s Play Video Play Video 08:59 Smartsheet Tutorial: How to Embed a Miro Board into a Smartsheet Dashboard If you're anything like us, you use Smartsheet dashboards to bring all of your essential project information into one place. But what do you do if some of your workflow lives outside of Smartsheet? The reality is that most teams don't use just one tool. Thankfully, Smartsheet has widgets to embed links, documents, and more into your Smartsheet dashboard. In this video, watch Amanda Wood demonstrate how to embed a Miro workspace directly into an existing dashboard. From the dashboard, you and your team will be able to view your Miro content and edit the workspace without leaving the Smartsheet environment. Ready to take your Smartsheet solution to the next level? Sign up for a free 30-minute discovery call to learn how Echo can help: https://www.echoprojectmanagement.com/schedule-meeting Highlights: 00:00 Start 00:10 Smartsheet Dashboards Overview 1:13 Intro to Miro 2:15 Sample Smartsheet Dashboard 3:40 Goal Outcome: Miro board in Dashboard 3:57 Create an Embed Link from Miro 4:53 Creating a Widget on a Smartsheet Dashboard 6:17 Miro Widget in Action ------ ➡️ 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: Project Management - https://www.youtube.com/watch?v=ozVgrvT9BlU&list=PLO3D1ido-Qg7P_Cxs2CAIm6dW55LNPpKf Smartsheet Tutorials, Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX Microsoft 365 Tips & Tricks - https://www.youtube.com/watch?v=meWGjWvNc3Q&list=PLO3D1ido-Qg7i3llBtnGkWI_rOF1x-r3V Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qu Project Management Play Video Play Video 28:43 Project Prioritization | Strategic Planning | Goals Tracking | Idea Management | StrAlign Demo Switching priorities between projects is draining, isn't it? It disrupts your momentum and leaves your team in a fog of doubt. Everyone thinks their project is the most important but your resources only stretch so far. Presented by project portfolio management expert Molly Yanus, this video discusses the features and benefits of StrAlign software, an innovative data driven decision making platform that helps streamline: 1. Idea management, 2. Project Prioritization 3. Goal Tracking 4. Strategic Alignment 5. Scenario Planning, and much more The video also briefly discusses the ability to integrate with other software and the ability to customize weighting and ranking of projects and goals as business needs shift over time. ➡️ Drive strategic alignment and get more value for your project investments with StrAlign! https://www.stralign.com/schedule-demo ➡️ Resources for You: Our Website - https://www.stralign.com/ Meet with Us - https://www.stralign.com/schedule-a-meeting Our LinkedIn - https://www.linkedin.com/company/straligned/ Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Play Video Play Video 07:32 Webinar Highlights: Essentials of Project Management Missed our latest webinar, Essentials of Project Management? Here's a quick breakdown of some of the topics from the live session, including... 💥 What is a Project? 💥 What is a Project Manager? 💥 History of Project Management 💥 PM Methodologies 💥 Waterfall vs. Agile 💥 Project Failure 💥 Triple Constraint Theory (aka, The Iron Triangle) 💥 Project Manager vs. Project Sponsor Bonus: Tune in to hear Echo Founder Molly Yanus discuss the importance of a positive relationship between a project manager and project sponsor. 💡 Looking to leverage Project Management approaches for your team? Learn how we can help: https://www.echoprojectmanagement.com/project-management ➡️ 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: Smartsheet Tutorials, Tips, & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX 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 Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 02:17 Webinar Highlight: Using the Status Page to Evaluate a Platform Just like people, every platform has bad days. Programming can glitch, servers can crash, and so much more can go wrong. So what do you do when you're running into software malfunctions? Head to the status page! A status page is an essential resource to determine if your experience is normal, or a sign of a larger issue with the software. And in a recent webinar, Echo & StrAlign founder Molly Yanus shared that when she chooses a platform for projects, the status page is her secret clue into how the tool performs over time. Check out this pro tip for future use! ---- ➡️ 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: 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 03:59 Webinar Highlight: Most Common Challenges in Project Management What are the biggest pain points for teams managing multiple projects? No matter the size of your team or organization, the challenges are the same: ➡️ Deciding which projects to prioritize ➡️ Aligning projects with strategic goals ➡️ Choosing when it's time to say no to a project in the portfolio In our webinar, Achieving Strategic Alignment with Project Intake and Prioritization, Echo Founder Molly Yanus dives into how teams and organizations can drop the uncertainty around which projects to focus on, and channel their efforts into the most impactful work. To access the full webinar video, click here: [[ LINK ]] 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: 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 02:53 Project Management Best Practices: Managing Changes with CRAID No matter the size or industry of your organization, there's one thing we can guarantee: changes happen. So how do you record, track, and manage changes before they become risks or issues? In this video Echo Founder Molly Yanus breaks down the change and change request process, and shares how a CRAID log can help your team stay on top of frequent changes. Think you'd like to join in for the live session of our next webinar? Check out our upcoming events here: https://www.echoprojectmanagement.com/upcoming-events ---- 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: 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 06:57 CRAID & Risk Management Overview | Project Management Tutorial | How to Manage Risks & Issues Having action items, risks, and decisions documented across multiple streams and communication channels can lead to items getting lost in the shuffle and costly issues arising! In this video, Molly, provides an overview of Risk Management and techniques including the C.R.A.I.D. Log. Watch how a simple, yet, effective tool like Echo's CRAID Log can help your team can improve communication, increase visibility and accountability to drive better project results. The C.R.A.I.D. log is a helpful tool for teams to be more proactive and get out of the constant "fire-fighting" mode of only reacting to immediate issues. Using a shared and ongoing CRAID or RAID log increases transparency and accountability through an executable and trackable sheet to provide your team the visibility they need to act and prioritize more proactively. 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: 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 10:12 Avoid Burnout | How to Determine Your Top 3 Priorities | Productivity Hacks | Miro Whiteboard Tips If you’re constantly juggling projects, feeling behind, and navigating burnout, you’re not alone. When projects just keep coming, it’s tough to keep track of it all without feeling scattered. To stay clear, energized, and efficient in your workflow, we highly recommend using a prioritization technique. In this video, Echo Consulting Founder and CEO Molly Yanus shares how she coaches her team on identifying blockers, calling out value, and asking the right questions to affirm priority. Watch Molly create an Eisenhower Matrix in Miro – a virtual whiteboard tool – to help her team confirm top priorities and identify which tasks could be pushed to a later date. With a clearer sense of what matters most, the team can move forward with their top-priority projects. Regain your confidence, feel proud of moving the needle, know that you are working towards your top priorities, and avoid burnout from an unending list of priorities. Was this prioritization strategy helpful? Subscribe to see more tips and tools from the Echo team, and check out our recommended playlists below. For more helpful Subscribe Here: https://www.youtube.com/c/EchoConsulting?sub_confirmation=1 Our LinkedIn - https://www.linkedin.com/company/echo-consulting-pm/ Our Website - https://echoprojectmanagement.com/ Meet with Us - https://calendly.com/echoprojectmanagement/ 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 54:53 Annual Planning: Best Practices | Webinar | Team Collaboration and Tips for Prioritizing Next Year Gearing up your business for the next fiscal year can seem daunting, but it doesn’t have to be! Our Annual Planning: Best Practices webinar walks you through five simple questions to guide your planning process, shares our favorite team collaboration and planning tools, and offers tips for getting the most out of annual planning. 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 Webinars Play Video Play Video 07:32 Webinar Highlights: Essentials of Project Management Missed our latest webinar, Essentials of Project Management? Here's a quick breakdown of some of the topics from the live session, including... 💥 What is a Project? 💥 What is a Project Manager? 💥 History of Project Management 💥 PM Methodologies 💥 Waterfall vs. Agile 💥 Project Failure 💥 Triple Constraint Theory (aka, The Iron Triangle) 💥 Project Manager vs. Project Sponsor Bonus: Tune in to hear Echo Founder Molly Yanus discuss the importance of a positive relationship between a project manager and project sponsor. 💡 Looking to leverage Project Management approaches for your team? Learn how we can help: https://www.echoprojectmanagement.com/project-management ➡️ 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: Smartsheet Tutorials, Tips, & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX 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 Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 02:17 Webinar Highlight: Using the Status Page to Evaluate a Platform Just like people, every platform has bad days. Programming can glitch, servers can crash, and so much more can go wrong. So what do you do when you're running into software malfunctions? Head to the status page! A status page is an essential resource to determine if your experience is normal, or a sign of a larger issue with the software. And in a recent webinar, Echo & StrAlign founder Molly Yanus shared that when she chooses a platform for projects, the status page is her secret clue into how the tool performs over time. Check out this pro tip for future use! ---- ➡️ 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: 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 05:32 Webinar Highlight: Leveraging Templates in Smartsheet If we could give you one piece of advice for managing projects, it would be this: NEVER start from scratch. The internet is full of visuals and free downloads of dashboards, intake sheets, and more. And, if you use Smartsheet, there are tons of templates built right into the platform to get your project workflow off the ground. In this highlight from a recent webinar, Echo Founder Molly Yanus demonstrates how to access Smartsheet templates, and her process for finding the right template for a project. Think you'd like to leverage Smartsheet for your workflows? Sign up for a free 30-minute discovery call here: 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: 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 59:42 Echo Office Hours: Smartsheet (December 2023) Do you use Smartsheet with your team? Then this video is for you! In this recording of a recent online webinar, Echo Founder Molly Yanus opens up the floor for discussion on how to leverage Smartsheet for your workflows. You'll hear Molly discuss... ↳ Smartsheet Product Release Notes & Status Pages ↳ Best Practices for Dynamic View ↳ Smartsheet Solution Center Templates ↳Updates for Smartsheet Calendar App and Dashboards ↳Smartsheet Community Resources And more! ➡️ 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: Smartsheet Tips & Tricks - https://www.youtube.com/watch?v=DQazpDmRWis&list=PLO3D1ido-Qg6eBqKtnAtWk3iJS_-mpyiX 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 Webinars - https://www.youtube.com/watch?v=n2LH1Gytj5g&list=PLO3D1ido-Qg4Evvvww8gtUgVgc05f2Qup Play Video Play Video 03:59 Webinar Highlight: Most Common Challenges in Project Management What are the biggest pain points for teams managing multiple projects? No matter the size of your team or organization, the challenges are the same: ➡️ Deciding which projects to prioritize ➡️ Aligning projects with strategic goals ➡️ Choosing when it's time to say no to a project in the portfolio In our webinar, Achieving Strategic Alignment with Project Intake and Prioritization, Echo Founder Molly Yanus dives into how teams and organizations can drop the uncertainty around which projects to focus on, and channel their efforts into the most impactful work. To access the full webinar video, click here: [[ LINK ]] 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: 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 47:31 Webinar Recording: Achieving Strategic Alignment with Project Intake & Prioritization One of the biggest challenges for organizations of any size is to integrate their long term strategic business goals with day-to-day operations of their project workflow. So how can you find alignment between organizational strategy and project execution? In this Webinar recording, watch Echo & StrAlign Founder Molly Yanus unpack her top strategies for channeling your efforts – and your team's efforts – into the highest impact projects. The webinar explores topics such as: ➡️ How to set strategic goals for your business ➡️ How to choose and prioritize projects ➡️ How to navigate constantly changing priorities ➡️ The roles and structure of an intake process ➡️ How to pivot on strategy and project work when the macro-environment of our work (e.g. the economy) changes 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: 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 48:56 Software Launch: Introducing, StrAlign! It's finally here! 🎉 We're thrilled to share our strategic decision-making software, StrAlign. Take a look at our first live demo of StrAlign, where we demonstrate StrAlign's features, interface, and potential, and hear from our team about use cases and what's next as we anticipate our launch date in June 2023. We'll have plenty more demonstrations, trainings, and configuration sessions in the coming months. Hit subscribe to stay up to date with all things Echo and StrAlign, and share any questions you have in the comments! Learn more about StrAlign here: www.stralign.com Highlights: 00:00 Start 06:24 Translating strategy into action 08:35 Dynamic Prioritization in StrAlign 10:50 Use cases for StrAlign 11:29 Roles in StrAlign 12:35 Managing Ideas in StrAlign 15:50 Comparing ideas in StrAlign 19:10 Goals & Scenarios in StrAlign 24:43 Gamification of Ideas 28:50 Admin functionality 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 More Playlists from Echo: 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 46:36 Webinar | How to Manage Risks, Actions, & Decisions in Smartsheet Smartsheet empowers teams to collaborate, plan, capture, track, and report on projects allowing for maximum efficiency and communication throughout! The ability to analyze and manage risks, actions, and decisions effectively can be the difference between project success and project failure. Watch this value-packed webinar reviewing the foundations and best practices to utilize Smartsheet to manage and track risks, actions, and decisions for your team. A common and highly impactful method is a RAID Log. One of our favorite techniques is a CRAID Log which is similar to a RAID log but adds a step further for "change requests" as changes will always need to arise and should be tracked as well. In this live learning event, Molly will walk you through how to utilize Smartsheet to implement a CRAID log as well as other impactful risk management techniques. Smartsheet (NYSE:SMAR) is the dynamic work platform that unites the fixed, top-down systems of record with the tools the workforce depends on, aligning and activating the entire enterprise. This gives everyone in your organization the flexibility to meet the needs of rapid, continuous change. Smartsheet enables teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes. Echo Consulting is a Smartsheet Aligned partner specializing in implementing project management solutions that fit the culture, growth, and goals of scaling teams. Echo’s experts offer a variety of project management services, including process improvement and work management software implementations like Smartsheet. Discover how our team can optimize your Smartsheet experience: https://www.echoprojectmanagement.com/smartsheet To learn more about Smartsheet, visit http://www.smartsheet.com. Our Website - https://echoprojectmanagement.com/ Meet with Us - bit.ly/echo-discovery 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 Learn more about our project management and implementation solutions that fit. People Process Technology

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. Price $25,000 Est. Duration 10-12 Weeks Next Steps Typically Boost implementations take between 10-12 weeks, but we've seen motivated clients manage this implementation in 8 weeks, and some have taken 16+ weeks. Discovery & Design Requirements Workshops (5-6) Solution Design & Data Architecture Recommendation Add-on Evaluation & Recommendation Multi-Phased Roadmap Build & Configuration of the Solution 5-6 Dashboards 20+ Automations 6-8 Sheet Templates 20+ Reports 4-6 Forms 1-2 WorkApps Includes configuration of Add-ons (excluding Control Center) Testing Quality Assurance User Acceptance Testing (Multiple Rounds) Testing Plan + Ticketing system provided Training & Implementation Support 5-6 Training Sessions Admin Guide User Guide Quick Reference Guide Recorded Onboarding Video for future hires Cutover & Hypercare Cutover Plan Draft Extended Hypercare Open office hours (3-4) 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 experience: Increased efficiency in your business processes Improved communication and collaboration within your team Better control over project timelines and budgets Improved reporting on what’s most important to you, eliminating the noise Reduced stress and more time to focus on growing your business Don't let project management challenges hold you back from achieving your goals. Our Boost Package is designed to give you the tools and support you need to succeed. Contact us today to schedule a free consultation and learn more about how we can help take your project management to the next level. Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Control Center Blueprint Implementation 2-3 Based on need 2-3 Smartsheet Kickstart Implementation 2-3 2-3 2-3 Smartsheet Boost Implementation 5-6 5-6 5-6 Smartsheet Transform Package Based on need Based on need Based on need Let's get started! Schedule your intro call

RESOURCE DOWNLOAD CRAID Log Is your organization or team struggling with lack of standardization for capturing action items, risks, issues, decisions, and change requests? Is this leading to miscommunications or things falling through the cracks? ​ Echo’s signature standard project methodology incorporates a CRAID Log to track and manage all change requests, risks, actions, issues, and decisions throughout the engagement. A key communication tool, this shared CRAID / RAID log increases transparency and accountability by providing a single executable, trackable sheet instead of multiple sheets and notes that may get lost in the shuffle. A CRAID log is also a helpful tool for teams to be more proactive and get out of the constant "fire-fighting" mode of only reacting to immediate issues. Want help with this? Let's talk! Get your template! This worksheet can help you improve your processes, minimize risk, and enhance overall quality and performance. ​ 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.

Project Manager for Contract Experienced, high-quality project managers (PM) available on short term & part-time basis to lead teams to on-time & on-budget delivery. Price Based on Need Est. Duration Based on Need Next Steps Our team of dynamic, solutions-oriented project managers is equipped to lend a hand where you need it, build strength and confidence in your team, and foster the skills you need to thrive all on your own. Our methodologies include: Traditional / Waterfall / PMBoK based Iterative / Agile / Kanban / Scrum SAFe 5.0 Compare Solutions Solution Title # of Workshops # of Dashboards # of Training Sessions Let's get started! Schedule your intro call

CHANGE MANAGEMENT Change can be hard. But sometimes, it’s necessary. Change management can help ease transition and unify your team to take on the challenges that come along with it. Create processes, configure technology, and help your team align with changes to improve the adoption success. Schedule a Consult There’s no growth without change. It can be a challenge to get everyone on board when it comes to upending comfortable processes. Sometimes, there’s no other choice. Change management keeps your team’s morale up, communication clear, and maintains momentum toward growth. Combat Internal Resistance Not everyone loves change. We get that. But taking the time to get everyone aligned makes a world of difference in project efficacy and collaboration efforts. Standardize New Implementations Old habits die hard. It takes time and active effort to not only learn new processes, practices, and tech, but to embed them into strategic planning, workflows, and company culture. Strategize Project Mapping Changes are enacted for a reason. Communicating end goals loudly and clearly throughout strategy sessions helps steer your ship towards the shore you’re trying to reach. Set Clear Goals Setting goals with intention sets you up for success and helps your team keep their eyes on the prize amidst challenging transitions. Implement changes seamlessly. We’ll help you find, utilize, and integrate the right software platform for you. Explore Technology Grow your business with our Change Management solutions. Ready to get started? Book a Free Consult Want to learn more? Get in Touch