Smartsheets for End User Training Course

This instructor-led, live training in US (online or onsite) is designed for advanced professionals seeking proficiency in ClickUp’s reporting and dashboard capabilities to facilitate data-driven governance and streamline operational processes for government applications.

Upon completion of this course, participants will be equipped to:

• Develop and tailor sophisticated dashboards within the ClickUp platform.
• Leverage ClickUp’s analytics tools to monitor key performance indicators (KPIs).
• Streamline data aggregation and visualization through automation.
• Incorporate external data repositories to enhance analytical depth.
• Refine dashboard configurations to support team collaboration and executive reporting requirements.

"AgilePM® Practitioner Training" enables the development of competencies in managing projects based on the Agile Project Management methodology version 2.0. It is dedicated to Agile Project Managers and individuals interested in implementing Agile approaches. The course covers topics such as organizing Agile teams, the project lifecycle, effective product delivery, estimation in projects, risk management, and DSDM configuration. Participants prepare for certification through a practical exam, earning an international AgilePM® Practitioner certificate.

This program offers direction regarding the duties of the Process Owner, enabling participants to articulate their operational activities clearly while equipping them with the knowledge required to supervise the design, re-engineering, and enhancement of IT Service Management (ITSM) workflows, particularly within Agile Service Management frameworks. Attendees will learn to integrate Scrum methodologies into their oversight roles and utilize Agile and Lean principles to implement streamlined processes that remain continuously aligned with broader organizational objectives, ensuring effective governance for government entities.

This curriculum is designed to enhance comprehension of agile methodologies and digital transformation within federal operations. By examining the underlying mindsets and behaviors associated with these frameworks, participants will gain practical knowledge of core agile techniques, tools, and strategies for effective implementation. The program also reviews current public sector standards and official guidance to ensure alignment with regulatory requirements. Training is delivered through a combination of instructional presentations, practical exercises, and interactive workshops, available in both onsite and virtual formats for government entities.

This instructor-led, live training in US (online or onsite) is designed for intermediate-level professionals who wish to enhance workflow efficiency by leveraging ClickUp’s automation and integration features.

By the end of this training, participants will be able to:

• Understand ClickUp’s automation capabilities and use cases.
• Create and manage automations to streamline workflows.
• Integrate ClickUp with third-party tools like Slack, Google Drive, and Zapier.
• Set up triggers, conditions, and actions for automated task management.
• Optimize team collaboration through automation and integrations.

This instructor-led, live training in US (online or onsite) is designed for intermediate-level professionals seeking to apply Agile project management principles using ClickUp’s features, providing solutions tailored for government use.

By the end of this training, participants will be able to:

• Establish and configure ClickUp environments for Agile project management.
• Effectively manage sprints, backlogs, and epics.
• Utilize ClickUp’s Kanban, List, and Timeline views to support Agile workflows.
• Monitor team velocity, burndown charts, and key performance metrics.
• Automate Agile processes to enhance operational efficiency.
• Integrate ClickUp with other Agile development tools.

This instructor-led, live training in US (available online or onsite) is designed for advanced professionals seeking to configure ClickUp for organizational operations, improve procedural efficiency, and deploy automation to support scalable work processes.

Upon completion of this course, participants will be able to:

• Configure ClickUp’s workspaces, views, and templates to meet operational requirements.
• Design and refine workflows for effective process management.
• Deploy advanced automation solutions for routine tasks.
• Connect ClickUp with external business systems and data repositories.
• Evaluate and assess operational efficiency through ClickUp analytics and reporting tools.

JIRA is a Java-based web application designed to facilitate project and issue tracking, thereby enhancing the agility of software development processes.

This instructor-led live training, available online or onsite, guides participants through the deployment of a JIRA instance. The curriculum covers advanced application usage, installation, configuration, upgrade procedures, and migration strategies. Attendees will learn to customize JIRA for specific project requirements, manage users, groups, and project roles, configure dashboards, and establish email notification protocols. Additionally, the course addresses the implementation of security schemes, permission management, troubleshooting techniques, and the deployment of a customized JIRA Service Desk. Participants will also gain proficiency in establishing knowledge bases, managing service desk users, and collaborating on request handling within the agency.

Upon completion of this training for government professionals, participants will be able to:

• Demonstrate comprehensive expertise in JIRA administration.
• Customize JIRA configurations to align with specific organizational requirements.
• Configure and manage email notifications within the system.
• Administer users, groups, and project role assignments.
• Manage system permissions and security protocols.
• Execute troubleshooting procedures for JIRA environments.
• Deploy and tailor JIRA Service Desk solutions.

Course Delivery Format

• Interactive lectures and facilitated discussions.
• Extensive practical exercises.
• Hands-on implementation in a live laboratory environment.

Customization Options

• To request customized training for this course, please contact us to arrange.

This instructor-led, live training in US delivers comprehensive instruction on the advanced functionalities of JIRA, specifically designed for government teams seeking robust project management solutions. The curriculum covers the creation and administration of various JIRA project types, agile methodologies, agile board configuration, field management (both built-in and custom), screen and filter development, basic and advanced issue querying, screen scheme application, workflow maintenance and updates, workflow scheme configuration, data analysis, and report generation tailored for government operations.

Upon completion of this training, participants will be equipped to:

• Administer issues with precision and accountability.
• Establish and execute Scrum and Kanban initiatives.
• Oversee the administration of built-in and custom fields.
• Comprehend and control business processes, workflows, and associated workflow schemes.
• Conduct fundamental and complex searches, as well as analytical reviews.
• Produce and evaluate relevant reports to support decision-making.

This instructor-led, live training session US provides a comprehensive overview of JIRA’s methodology for software planning, tracking, and release management, guiding attendees through the end-to-end lifecycle of establishing and administering a JIRA project. Designed to support effective governance and accountability in technical operations, this curriculum is particularly valuable for agencies and enterprises seeking standardized tools for government.

Upon completion of this course, participants will be equipped to:

• Demonstrate proficiency in the underlying concepts and operational capabilities of JIRA’s interface and workflow structures.
• Create, edit, replicate, connect, and assign priority levels to project issues.
• Execute issue progression across all designated workflow stages.
• Conduct complex searches to retrieve specific data sets.
• Administer and tailor display screens and filter configurations.

This guided instructional session in US (available online or onsite) targets intermediate business analysts seeking to acquire professional tools and methodologies for business analysis, with the objective of preparing for the PMI-PBA examination.

Upon completion of this program, participants will be able to:

• Acquire knowledge of the business analysis tools, techniques, and practices established by the PMI.
• Demonstrate proficiency in the five domains of business analysis.
• Apply practical skills to identify stakeholder requirements, manage necessary specifications, and facilitate successful project delivery.
• Navigate the PMI-PBA certification pathway and effectively prepare for the associated assessment.

Author-led instruction designed to prepare candidates for the PMP® exam (Project Management Professional®). Each participant receives a certificate of completion for the PMP-Prep training (35 hours).

Target audience:

• Seasoned project managers seeking to enhance their professional qualifications and achieve international recognition through the prestigious Project Management Professional® certification.
• Junior project managers and team members aiming to broaden their understanding and proficiency in project management methodologies.
• Mid-level and senior executives intending to expand their competencies in leadership and oversight of project initiatives.
• Professionals with existing project management experience who wish to refine and validate their skills.

Program objectives:

• Thorough preparation for securing the Project Management Professional® (PMP®) credential through systematic review of established knowledge and orientation regarding PMP® exam protocols.
• Satisfaction of the formal eligibility requirement for the PMP® exam, specifically the acquisition of 35 contact hours.
• Familiarization with industry-standard project management practices, techniques, and tools.

Instructional format:

• Presentation of key project management concepts and issues.
• Interactive questioning and assessment quizzes related to PMP® exam content.
• Analysis of practice questions modeled after the format of the PMP® certification examination.

This instructor-led, live training delivered in US (via online or onsite formats) is designed for project managers seeking to effectively oversee initiatives using Trello.

Upon completion of this course, participants will be able to:

• Manage and monitor tasks to enhance project workflows and increase team productivity.
• Implement additional functionality and extensions beyond the standard Trello capabilities to track progress in complex projects.
• Coordinate multiple projects effectively using Trello.

This instructional program empowers attendees to effectively plan, oversee, and mitigate project risks. Upon completion, participants will gain the expertise necessary to formulate comprehensive risk management plans, identify potential threats, evaluate those risks, and design appropriate response strategies. The curriculum also covers qualitative and quantitative analysis methods, providing access to essential tools and techniques required to achieve PMI-RMP® (Risk Management Professional) certification for government professionals.

This instructional program is intended for federal agencies aiming to streamline operations by unifying various digital platforms utilized in routine business activities, including Trello, QuickBooks, Google Workspace, and the WhatsApp API.

Facilitated through live sessions delivered either remotely or on-site, this training instructs personnel on linking and automating workflows. The curriculum focuses on enhancing oversight of projects and fiscal resources while centralizing data to support informed governance decisions for government entities.

Upon completion of this training, participants will be equipped to:

• Link and automate operational workflows across Trello, QuickBooks, and Google Workspace environments.
• Incorporate WhatsApp API communication channels into existing operational processes.
• Architect multi-platform automation frameworks prioritizing operational efficiency and control mechanisms.
• Establish security protocols and monitoring standards for active integration systems.
• Document and sustain automated processes to ensure long-term operational viability.

Course Delivery Structure

• Theoretical instruction supplemented by guided technical demonstrations.
• Practical application exercises aligned with real-world operational scenarios.
• Direct engagement using agency-specific data sets and software tools.

Course Customization Capabilities

• Tailoring instructional content to align with an agency’s specific technological infrastructure and procedures.
• Incorporating additional integration utilities such as Zapier, Make (formerly Integromat), or Power Automate.
• Conducting analysis and design of data integration workflows based on actual operational requirements.