Efficiency Live - The Ultimate PM Bootcamp

Get your project management template done in just 3-days.

Efficiency Live: The Ultimate PM Toolkit Bootcamp

September 16-18 | Investment: $1997

Curious how to attend for free? Click here to learn more!

Attention Project Managers!

Feeling like your projects are running you instead of the other way around?

    • Tired of chasing updates across emails, spreadsheets, and sticky notes?

    • Spending more time reporting on work than actually doing it?

    • Struggling to keep your team aligned and your timelines on track?

    • Wish you had a system that actually works the way your projects do?

    • Or maybe you have a PM toolkit now but need help leveling up!  

If any of that sounds familiar, Efficiency Live was built for you. This isn’t another lecture-style training, where you sit back and take notes. It’s a hands-on bootcamp strategically crafted to level up your project templates and your Smartsheet skills with hands-on experiences. You’ll build, automate, and innovate your Smartsheet project management systems, all with the support of proven experts. 

Build

Build powerful Smartsheet solutions from the ground up (or level up your current toolkit) with expert support, tailored to your real-world processes.

Automate

Automate your processes using thoughtfully crafted formulas, workflows, and alerts that save time and reduce manual effort.

Innovate

Innovate with our team by combining strategy, templates and technology to create scalable systems that transform how your team works.

By the End of Day 3, You Will Have:

Customized PM
Toolkit

A professional, scalable toolkit tailored with your templates, automation, and dashboards.

Central Location of Data

One-stop view of critical project
information.

Automated Dashboards

Focused reporting for internal, external, or executive audiences.

Automated Notifications

Streamlined workflows that keep your team informed.

Adoption Strategy

A rollout plan to drive usage and long-term success.

Expert Support Throughout

Every step of the way, our team will be at your side, helping you build a solution you'll be proud of.
Ready to join us at no cost? Learn how to attend for free.

A Message From Our CEO

Event Schedule

Get the Right Info to the Right People at the Right Time

The key to project success is not just managing tasks, but managing visibility. On Day 1, we will focus on understanding who needs to see what, and when, with our professional instruction and experts at your side to guide every step.

You will: 

    • Learn the proven process we use to start every Smartsheet solution 
    • Identify your key audiences and what they care about 
    • Map audience needs to project data 
    • Design dashboard mockups using our templates and widgets 
    • Select the toolkit assets needed to support your dashboards 
  •  

Build the Smartsheet Assets That Power Your Projects

With your dashboard vision in place, Day 2 is about building the backbone of your system. You will develop your core assets, including logs, schedules, and trackers, with guidance from our team right beside you.

 

You will: 

    • Customize your toolkit with templates (yours or ours)
    • Create project schedules, risk logs, change logs, and more 
    • Collaborate with peers to share ideas and experiences 
    • Get real-time feedback from our experts to refine your build 
    • Peer review your toolkit for usability and adoption readiness 

Pull It All Together and Present with Confidence

Now that the tools are in place, it is time to activate them. You will automate workflows, prepare for rollout, and share your work, with expert support available to ensure a smooth, scalable solution you can be proud of.

You will: 

    • Finalize and polish your Project Management Toolkit 
    • Add automations and notification workflows 
    • Build an adoption plan tailored to your team 
    • Receive expert coaching at your table 
    • Present a project update using your new dashboards 
Yes, you can attend for free! Click to see how.

Hear From Our Past Attendees

"I walked in with nothing and walked out with a toolkit, it’s brilliant. I am leaving with a great deal of experience around how to make changes that I know I am going to make progressively through time because I have built the solution to be able to evolve."
Derek Volgelsang
Derek VolgelsangVP of Operations in AEC Industry
"I am walking away with a completed dashboard and project schedule, and all the completed sheets I will need to run a project successfully. You will find value at any skill level of Smartsheet at Efficiency Live."
Tara Grennan
Tara GrennanDigital Trasformation Lead in AEC Industry
"I have been to many workshops but I have never had as much 1-on-1 time with professionals that actually know the software to help me solve problems in a nano-second where I would previously spend hours finding the solution myself."
Shirley Bianchi Merak
Shirley Bianchi30+ Years in PM and Program Controls
Efficiency Live Testimonial
Efficiency Live Testimonial
Efficiency Live Testimonial
Reserve Your Spot at the Ultimate PM Bootcamp

Ultimate PM Bootcamp Details

We know you’re expert PMs — and with that comes planning. Get ahead by exploring all the event details below! 

When

September 16-18, 2025
Pre-event programs begin September 15

Where

Casa Sagrada
404 E. 3rd St, Loveland, CO
(Fly into DIA)

Where to Stay

TownePlace Suites by Marriott
256 E. 2nd St., Loveland, CO
Discounted Rates Available

Investment

$1,997
Early Bird Specials before June 13th while seats are available.

Event FAQs

Where is the event and what’s included in my ticket?

Efficiency Live will take place in Loveland, Colorado. Your ticket includes full workshop access, hands-on build sessions, printed materials, and networking opportunities with fellow professionals across industries.  
You will be responsible for all costs associated with dining, transportation, and overnight accommodation. We will provide a team lunch on the last day of the event and will provide you with a hotel discount link after registering.  

We’ve partnered with TownePlace Suites by Marriott in downtown Loveland to offer discounted room blocks for attendees. Details and booking links will be shared after registration. If you’re traveling with a team, we can also recommend group-friendly options nearby. 

Transportation is not included, but the venue is easily accessible by car and rideshare. If you’re flying into Denver International Airport (DIA), Loveland is about an hour north by car. Groome Transportation is a transit shuttle that will allow you to get from DIA to the TownePlace Suites in Loveland in about 1-hour. 

Efficiency Live is thoughtfully designed for all experience levels. Our sessions are structured to support both newer users and seasoned pros, with plenty of 1:1 support from Smartsheet solution experts. If you are new to Smartsheet, we suggest signing up for the Ultimate PM Toolkit Bootcamp. 

Efficiency Live is not a passive learning event. It’s a collaborative bootcamp-style experience where you’ll apply what you learn in real time with expert support to build and refine your own Smartsheet solutions, and your Smartsheet skill-level! 

The Ultimate PM Toolkit Bootcamp is perfect for anyone building or refreshing their Smartsheet project management foundation. Whether you’re new to Smartsheet, starting a PMO, or creating your 20th toolkit. In contrast, the Workflow Transformation Bootcamp track is perfect for process owners who are ready to transform their existing process into a streamlined, digital solution. This hands-on experience focuses on automating tasks, visualizing data, and building connected workflows in Smartsheet that eliminate manual work and scale across teams. 

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