Monday.com for Cross-Functional Collaboration

Introduction:

Monday.com is a versatile work operating system that enables teams to manage projects, workflows, and tasks efficiently. This course focuses on leveraging Monday.com for cross-functional collaboration, enhancing communication, and streamlining processes across different departments. Participants will learn to set up collaborative boards, utilize automation, and track project progress in real time. By the end of the course, learners will be equipped to enhance teamwork and drive productivity in their organizations.

Course Objective:

By the end of this course, participants will:

• Understand the core features and functionalities of Monday.com for effective collaboration.

• Learn how to create and customize boards for cross-functional teams.

• Master techniques for task assignment, tracking progress, and managing deadlines.

• Explore automation and integration features to streamline workflows.

• Gain insights into best practices for fostering collaboration across departments.

Course Outline:

Module 1: Introduction to Monday.com and Collaboration Principles

• Overview of Monday.com: Key features and benefits for teams.

• The importance of cross-functional collaboration: Principles and best practices.

• Navigating the Monday.com interface: Understanding boards, items, and views.

• Hands-On: Creating a Monday.com account and exploring the dashboard.

Module 2: Setting Up Collaborative Boards

• Creating boards for cross-functional teams: Templates vs. custom setups.

• Customizing board settings: Columns, statuses, and categories for clarity.

• Structuring boards for different departments: Sales, marketing, product, and more.

• Hands-On: Setting up a collaborative board in Monday.com.

Module 3: Task Management and Assignment

• Creating tasks (items) and assigning team members.

• Adding due dates, priorities, and dependencies for effective project management.

• Utilizing tags and filters for organizing tasks across teams.

• Hands-On: Managing tasks and assignments on a collaborative board.

Module 4: Real-Time Tracking and Communication

• Using Monday.com’s views: Kanban, timeline, and calendar for project visibility.

• Techniques for monitoring project progress and performance.

• Fostering communication through comments, mentions, and updates.

• Hands-On: Tracking project progress in real time using different views.

Module 5: Automation and Integration Features

• Exploring Monday.com’s automation capabilities: Automating repetitive tasks.

• Integrating Monday.com with popular tools: Slack, Google Drive, and more.

• Streamlining workflows through power-ups and third-party integrations.

• Hands-On: Setting up automation and integrations in Monday.com.

Module 6: Best Practices for Cross-Functional Collaboration

• Strategies for maintaining organized boards and ensuring clarity.

• Tips for prioritizing tasks collaboratively and managing deadlines.

• Implementing feedback loops to enhance cross-functional communication.

• Hands-On: Developing a collaboration plan using Monday.com.

Module 7: Advanced Features for Enhanced Collaboration

• Utilizing dashboards for a holistic view of team performance.

• Exploring reporting features to track KPIs and outcomes.

• Setting up notifications and reminders for team accountability.

• Hands-On: Creating a dashboard for tracking cross-functional projects.

Capstone Project:

• Participants will collaborate in groups to create a comprehensive cross-functional project plan using Monday.com, applying techniques learned throughout the course.

• Presentation of the project to the class for feedback and insights.

Course Duration: 30-50 hours of instructor-led or self-paced learning.
Delivery Mode: Instructor-led online/live sessions or self-paced learning modules.
Target Audience: Project managers, team leaders, and professionals looking to enhance cross-functional collaboration using Monday.com.