Mastering NPD Projects with SmartSheets: Tips, Tricks, and a Dash of Humor
Jonathan Lewis
Project Management Professional Transitioning from Medical Devices to Aerospace – Leading Cross-Industry Innovation and Execution
Managing New Product Development (NPD) projects can sometimes feel like trying to juggle while riding a unicycle—blindfolded. With so many moving parts, it’s easy to lose track of deadlines, deliverables, and your sanity. But fear not! SmartSheets is here to make your life easier, and I’ve got some tips and tricks that will help you manage your NPD projects like a pro (and maybe even have a little fun along the way).
1. Create a Custom Dashboard: Your Command Center
Think of your SmartSheets dashboard as the cockpit of your NPD project. It’s where you can keep an eye on everything—deadlines, budgets, task progress—without having to check a million different places.
Tip: Use widgets to display key metrics, timelines, and task statuses. And don’t forget to add a widget that shows how many cups of coffee you’ve consumed (just kidding—but seriously, stay hydrated).
Why It Works: A well-organized dashboard lets you monitor your project’s health at a glance, making it easier to spot potential issues before they turn into full-blown crises.
2. Automate Workflows: Set It and Forget It
SmartSheets’ automation features are like having a personal assistant who never takes a day off. Set up automated alerts and reminders to keep your team on track, and use conditional logic to trigger actions based on specific criteria.
Tip: Automate approval processes to speed things up. And if you’re feeling fancy, add a “celebration” trigger that sends a virtual high-five whenever a major milestone is hit. Your team deserves it!
Why It Works: Automation reduces the risk of human error and ensures that no task falls through the cracks, so you can focus on what really matters—like figuring out who ate the last donut in the break room.
3. Collaborate Like a Pro: Keep Everyone in the Loop
Collaboration is key in NPD, where cross-functional teams need to work together seamlessly. SmartSheets makes it easy to keep communication centralized and accessible.
Tip: Use the comment feature to discuss specific tasks or documents right within the platform. Attach files directly to tasks so no one has to dig through a mountain of emails to find that one important PDF.
Why It Works: Centralized communication keeps everyone on the same page, reduces misunderstandings, and, let’s be honest, saves you from the dreaded “Reply All” email thread that never ends.
4. Master Resource Management: Balance is Everything
In NPD, resources are like chocolate—they’re valuable, and there’s never enough of them. SmartSheets’ Resource Management view helps you allocate resources efficiently and avoid burnout.
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Tip: Regularly check the Resource Management view to see who’s overloaded and who might have some bandwidth. And if you find that one person has nothing to do, maybe it’s time to introduce them to the wonderful world of pivot tables.
Why It Works: Proper resource management ensures that your team stays productive and happy, which is crucial for keeping your project on track (and avoiding mutiny).
5. Embrace Gantt Charts: The Backbone of Project Planning
Gantt charts are like the GPS of your NPD project. They show you where you’re going, how long it’ll take to get there, and what happens if you take a wrong turn.
Tip: Use Gantt charts to map out task dependencies and identify the critical path. If things start to slip, don’t panic—just adjust your timeline and keep moving forward. And maybe order a pizza for the team as a morale booster.
Why It Works: Gantt charts provide a clear visual representation of your project’s timeline, helping you stay on course and avoid those last-minute scrambles that nobody enjoys.
6. Manage Risks Like a Ninja: Be Prepared for Anything
Let’s face it—NPD projects are full of surprises, and not all of them are good. That’s why having a solid risk management plan is crucial.
Tip: Use SmartSheets to create a risk register where you can document potential risks, assign owners, and track mitigation efforts. And don’t forget to update it regularly—because the one time you don’t is the one time Murphy’s Law kicks in.
Why It Works: Being proactive about risk management means you’ll be ready to tackle challenges head-on, instead of scrambling to put out fires at the last minute.
Conclusion: SmartSheets to the Rescue
Managing NPD projects can be challenging, but with SmartSheets on your side, you’re equipped to handle whatever comes your way. By setting up a custom dashboard, automating workflows, fostering collaboration, managing resources, embracing Gantt charts, and mastering risk management, you’ll be well on your way to NPD success. And who knows—you might even find yourself enjoying the ride.
So go ahead, take these tips for a spin, and watch your NPD projects run smoother than ever. And if all else fails, remember: there’s always coffee (and maybe a donut) waiting for you at the end of the day.
If you have additional tips and tricks to share I would love to know about it... Feel free to comment.