I translated the examples of using Smartsheet from non-profit organizations in other countries from the Smartsheet homepage.
Please refer to organizations that are considering using Smartsheet for collaboration such as NPOs (non-profit organizations).
scout
https://jp.smartsheet.com/customers/scouts-association?_wrapper_format=html
Every week, Scouts equip 50 young people with optimism, strong values, and leadership and teamwork skills.Scouts have used Smartsheet to find solutions to fulfill their mission and extend their reach.
- Industry non-profit organization
- Organization / Group scale Medium scale (50-999 employees)
- Region Europe
- Use Cases Automation features, project visualization, reporting
Smartsheet has revolutionized our program and project management process.In terms of organizational efficiency, we were able to achieve clarity and control on a global scale.
Dirk Grobler, Senior Project Manager, Scout
Every week, Scouts help young people develop "skills to live" and achieve personal growth through friendship and outdoor activities. Beavers, cubs, scouts and explorers aged 6 to 18 can camp, hike, swim, absey, cycle, canoe and take on new challenges as a team.
When joining the Scout Headquarters in the Old Forest of Epping Forest, Senior Project Manager Dirk Grobler sought a platform to work with volunteers at the forefront of the activity.Also, to get a clear picture of how well Scouts are doing each month, Grobler establishes a consistent and accurate report as a central source of truth for a portfolio of diverse projects. I needed this solution as a tool for.
From his project management experience, Grobler used the Microsoft Project, but he was concerned that the platform would be too "burdening" for timeless volunteers and too expensive for nonprofits to expand. Was there.He needed a platform that was easy to deploy, required little training, and could reduce costs, so he decided to pilot his Smartsheet within the team.
After three months of testing, Smartsheet was adopted as the Scout Association's project management solution. “It was a process of continuous improvement, but the value added to Smartsheet was so high that we were comfortable adopting it for all of our processes,” Grobler said.
Smartsheet helps Scouts efficiently offer life-changing adventures and increase their influence in the UK.
Improve strategy execution
Grobler and his team can now use Smartsheet's Sheet Summary feature to get a macro-level view of all active projects and determine early signs of delay.The solution also helps those involved in project governance drill down to micro-level information that provides actionable insights to maintain task momentum.
Another example of improved project management using Smartsheet is the use of formal templates.For example, a project manager works with a volunteer leader to create a reasonable project start document with up-to-date schedules and relevant data to predict the timescale.
“By using templates, volunteers don't start from a blank slate, they know how to get started, and the reported results are recorded and standardized in a way never seen before. Will be done, "Grobler said.
Practice digital first
Smartsheet is used to enhance the exciting digitalization evolution of Scouts, including staff recruitment and retention.The association uses a range of new tools and forms through Smartsheet to now collect and process new applications.
Report innovation with Smartsheet
In addition to refocusing operations management and HR functions, Smartsheet has also helped improve project management team reporting.Automation makes it easier to collect monthly reports, and standardized templates provide consistent data display.Updates made at the project level are reflected at the portfolio level, allowing teams to timely modify performance and refine successful strategies.This makes accurate real-time information available to everyone.
“Portfolio reporting and management has become much smarter. Everyone, from the CEO to the portfolio management team, can see exactly the same information in the same format, making it easier to be accountable. "It was," said Grobler.The monthly report, which used to take a week, is now only a few hours.
Other Scout departments that have witnessed the capabilities of Smartsheet are beginning to explore the possibilities of their own solutions.In addition, attractive cost of ownership has increased Scout usage from 25 to 130 licenses, demonstrating how Smartsheet is widely valued throughout the organization.
Smartsheet allows Scouts to roll out new processes on a large scale, providing project management teams with project visibility and easy reporting.It also helped volunteers host compelling events and collaborate with distributed teams, bringing digital progress to one of the key processes.A dynamic platform allows Scouts to reach their goals and continue to make a difference in the lives of young people.
Twin Cities Habitat for Humanity
https://www.smartsheet.com/customers/habitat-for-humanity
To fulfill its mission of eliminating poor housing, Twin Cities Habitat for Humanity needs a way to organize and communicate large-scale events and volunteer schedules.And we chose Smartsheet as a solution to support our marketing efforts.
- Industry non-profit organization
- Organization scale Medium scale (50-999 employees)
- Region North America
- Usage example Collaborative work
We are a very small team, doing hundreds of jobs. The advantage of using the Smartsheet form to collect all her RSVP information is that the participant and her Smartsheet will do the work for you.
Marketing & Communications Director Brian Juntti
The mission of the Twin Cities Habitat for Humanity (TCHFH) is to eliminate poor housing from the Twin Cities area and make it a conscientious issue to provide suitable and inexpensive shelters for all.To fulfill that mission, the organization needed to organize large-scale events and volunteer schedules, making collaboration an important priority.
Brian Juntti, Director of Marketing Communications at Twin Cities Habitat for Humanity, needed tools to manage a variety of marketing communications programs, from website updates to marketing campaigns.
“The types of work we manage within our organization range from working with donors and planning events to building homes,” he says.
He also needed a solution that could keep everyone informed.For example, when changing an event spreadsheet, it was imperative to notify the entire team.The solution was his Smartsheet.
“Thanks to Smartsheet, we are always informed,” says Giunti.Junti recently expanded beyond volunteer schedules and added event management with his Smartsheet, which automates key parts of the workflow.
A big time saver is the Smartsheet form. Juntti took advantage of this tool at a week-long event as part of the 2010th Annual Jimmy & Rosalynn Carter Work Project in the Minneapolis-St. Paul metropolitan area in October 10. He has collected his RSVP from hundreds of VIPs, including large donors, sponsors and civil servants.
We also set alerts on specific rows to email team members when information changes, such as when a volunteer photographer uploads a photo to Smartsheet.
“We also set alerts on specific rows so that team members will be notified by email when information changes, such as when a volunteer photographer uploads a photo to Smartsheet.” "You can immediately post it on your website or social media site." "Junti added." You can reduce the time it takes to communicate by email. "
Task Force for Global Health (Management, Eradication, Eradication of Debilitating Diseases)）
https://jp.smartsheet.com/customers/the-task-force-for-global-health
- Industry non-profit organization
- Organization / Group size Medium (50-999 employees)
- Region worldwide
- Use case data management, report creation and submission
The Task Force for Global Health, a non-governmental organization dedicated to managing, eradicating, and eradicating debilitating diseases, uses Smartsheet to manage tracking and reporting of approximately 200 projects.
Prior to deploying Smartsheet, a donor requested to know what they were doing with the particular tool we were researching.It took him three days to get the answer.You can now see it in 3 minutes.
Allison Snyder, Project Support Specialist
For example, multiple team members spent days figuring out what information they needed to report to donors and partners.The project information was mainly recorded in very long spreadsheets, and the supporting material was stored in various other places. “We had to scroll over and over again to find the project we were looking for,” says Chelsea Toledo, Associate of Communications and Development, her director.
“A lot of complex information, all the details about the different research we support, were stored in different places,” adds Project Support Specialist Allison Snyder.
In one case, the team needed to find out where, how many studies, and what diseases they were using a particular diagnostic tool. "I checked those documents, but couldn't find any information. Then I called out to two of his members of the team and searched for them with three people, because it seemed easier. That's what Stephens says. "It took him almost three days to find it."
“You don't have to go to eight different locations to access eight different things. You only have to go to one,” Snyder adds. "By sharing the link with her members on the team, they can see real-time information, and they can see it while I'm making changes at my desk."
“Before we introduced Smartsheet, a donor asked us to find out what we were doing with a particular tool we were researching,” says Snyder. "It took him three days to get the answer, and now it's three minutes."
“By using Smartsheet, we are approaching the global disease eradication goals set by the World Health Organization,” Snyder adds. “I manage 188 projects that are relevant to the lives of millions of people around the world.”
Lammie adds. "I started this job because I believe that if I have the opportunity to overcome my illness, I have a duty to do it. Being involved in science that can move me towards these goals is It's very rewarding. [Using Smartsheet] It's really great to be able to save yourself time and actually do scientific work. "
World Vision International
https://jp.smartsheet.com/customers/world-vision
World Vision International, a Christian relief organization, is changing the lives of children around the world. Managing 5 staff and volunteers around the world requires skills and organization, and effective collaborative work management tools.
- Industry non-profit organization
- Organization / group scale company (10,000 or more employees)
- Region North America
- Use cases Collaboration, project visualization
It is the lasting well-being of children, especially those in the most vulnerable.And with Smartsheet, you can get closer to this goal.
Juan Bertoludi, Senior Advisor for Strategy, Global Office of Strategy, Collaboration and Innovation
Whether it's earthquake relief efforts in Nepal, developing training programs in Sri Lanka, or working with policy makers in Sudan, World Vision International is at the forefront of changing the lives of children. ..
It takes a lot of teamwork to make a difference.This Christian relief, development and support group has 5 staff, volunteers located around the world, and 1,500 active projects.To organize efforts with so many people, World Vision needed tools that could streamline and unify program management of all sizes.
Smartsheet was a solution that provided a clear project roadmap for efficient coordination and collaboration.
Global project mapping
Historically, the World Vision team has used telephone, email, and spreadsheets as their primary communication tools.However, the team has always been plagued by status updates, program health, and global planning.
Smartsheet has solved this challenge with rollup reporting, regional planning, and scoring capabilities.Plans are created annually at each office and reported quarterly.The plan covers the key strategic initiatives that teams in each region need to implement and deliver.
Teams use Smartsheet to create reports that map regional planning, scorecards, and overall strategy execution, key initiative implementations, and strategic metric measurements.The result is improved visibility and collaboration.
Access and visualization of project plans
Another challenge was coordinating teams around the world with real-time collaboration and remote access. Smartsheet uses remote access and the Smartsheet mobile app to visualize 1,500 global programs so you can see what works and what doesn't.
"Smartsheet is an adhesive that helps us unite, make better adjustments and ultimately save resources," said Juan Bertoludi, Senior Advisor for Strategy, Collaboration and Innovation, Global Office of Strategy. He says.
Standard practice across multiple regions
With team members and volunteers scattered around the world, a unified assessment checklist allowed everyone to have the same idea.
Plans are prepared annually at each office and reported quarterly.The plan covers key strategic initiatives that teams in each region need to implement and deliver.The team uses his Smartsheet to create regional plans, scorecards, reports, and map the execution of overall strategies, the implementation of key initiatives, and the measurement of strategic indicators.
"Bertoldi said:" We can see the changes at a glance, attach documents, run reports, and quickly see progress. "Ease of use." Powerful collaboration capabilities make Smartsheet a great tool to support the key processes of World Vision International.
Our goal is only one, the lasting well-being of children, especially those in the most vulnerable.
WestEd (Improvement of the Education System in the Western United States)
https://www.smartsheet.com/customers/wested
WestEd has helped improve the American education system through its R & D program, but the company needed project management lessons. By adopting Smartsheet to manage projects and processes, WestEd is now able to focus on student success.
- Industrial field Education field
- Organization scale Medium scale (50-999 employees)
- Region North America
- Usage example Collaboration, project visualization
I don't know how excited I was when I started exploring Smartsheet. It can be as simple as Excel or as complex as MS Project. Due to the variability in technical proficiency at WestEd, it was necessary to implement project management.
Technology & Services Director Yvonne Keene
As a non-profit R & D organization, WestEd is a non-profit R & D organization that develops state standards and assessments, develops training programs for caregivers, improves reading and writing skills in early childhood, and educates teachers about the school climate. Contributes to the aspect.The organization is a Joint Powers Agency, endorsed by the Joint Powers Agreement in California, consisting of directors from major territories in Arizona, California, Nevada, and Utah, as well as directors from across the United States.
“Our business is based on grants and contracts, and WestEd does hundreds of jobs each year,” explains Yvonne Keane, director of technology and services. "But until three years ago, it wasn't well recognized that the basics of project management were the key to our success.
Due to the lack of a formal project management system, WestEd employees chose a variety of tools for coordinating work and managing deliverables.Some used Excel, some tried Microsoft Project, and some tried open source tools.
“We had years of struggling to find a solution that WestEd and all of our contractors could standardize,” says Keene. “The same challenges have come to light over and over again. 1) Confusion about what needs to be scheduled, 2) Loss of well-defined roles from the schedule. The team is on the project. I had a hard time putting together a plan. "
Jason Hayes, Enterprise Information Systems Project Manager, says that a makeshift project management solution has turned into a nightmare. “Our team remained lacking in version control issues, deliverable confusion, and clear communication with management regarding timelines and schedules. We work with hundreds of external vendors and contractors. It's a decentralized organization that works for us, and we really needed a way to easily communicate our schedules and responsibilities. "
Time of change
Keene, who decided to educate all WestEd employees about project management, thought he needed a tool to showcase the concept.
“Teaching project management requires a practical way to put that idea into practice,” she says. Keane was introduced to her Smartsheet as WestEd explored different ways to introduce a project management-oriented culture.
After a pilot project, Keane was convinced that Smartsheet was the right solution. Under the auspices of the CEO, the IT department has only made it available internally as an opt-in tool.
“Since we introduced Smartsheet, it has grown rapidly,” says Keane. "Starting with just 2010 users in 40, he has grown to 3 in three months. Now he has more than 200 employees using his Smartsheet to manage his project as a team. doing.
The team takes advantage of key Smartsheet features such as update requests, cell links, automatic alerts and reminders to ensure they aren't missing out. Shortly after the introduction of Smartsheet, WestEd started sharing files using his Box. The seamless integration of the two tools creates an unstoppable collaboration.
Strengthen collaboration and visualize projects
The Smarter Balance Assessment Consortium is an example of many projects involving WestEd, led by Research Associate Greg Hill.Smarter Balance is a state-led consortium dedicated to developing next-generation assessments that accurately measure student progress towards college and career development.The consortium is attended by more than 26 representatives from his 600 states, with a federal budget of $ 1 million, all of which Hill manages with his Smartsheet. I am.
“Since stakeholders are scattered across the United States, Smartsheet has been very helpful in ensuring the transparency and cooperation of everyone in the process of this project,” says Hill. “We use Smartsheet to carefully manage the schedules of many projects and streamline communication. Smartsheet is at the heart of our document management system. It's a review and feedback cycle with stakeholders. Used to facilitate, plan and track project communication, and is the primary way vendors submit project deliverables, as well as to track and report project issues and risks. In short, the important thing is in Smartsheet.
The Regional Education Institute (REL), located on the second floor of WestEd's San Francisco headquarters, uses Smartsheet to keep track of multiple projects. "Our department works on more than 2 projects each year, and it's my job to keep all the balls in the air," said Kelly Gerstbacher, REL's program coordinator. “With Smartsheet, we can keep things going as planned, day after day, all day long. Without it, we don't know how to work.
Hill In addition to his and Gerstbacher's projects, Smartsheet is used in hundreds of projects and processes throughout WestEd and its network of contractors and vendors, including: