Asana 5-Step Adoption Programme

The world’s most comprehensive Asana adoption programme

Make time for the work that matters

Improving the way work is coordinated and removing needless inefficiencies affords team members the valuable time they need to focus on their most important work.

Get organised

With all your team’s work clearly visible and accessible, everybody knows who is doing what & when.

Stay focused

The system highlights priorities, helping all team mates to stay focused on what’s important.

Remove friction

Eliminating time consuming admin and project coordination means everybody can get right to work.

Collaborate well

Asynchronous communication gives teammates more freedom and control over their workday

The Importance of Work Management

Transforming and streamlining crucial business processes via work management tools impacts positively on productivity, collaboration, morale and quality of output.

What is Work Management?

Not to be confused with project management, work management is the holistic process of managing all of your work, not just a specific project. It is about organising and tracking all of the things you need to do; saving you vast amounts of time otherwise spent on needless coordination.

Why is it so important?

Without an effective system, it’s easy to become overwhelmed and unproductive. This makes priorities unclear, causing focus to shift to lower value, reactive activities like checking email. Work management systems allow individuals and teams to significantly boost productivity and collaboration.

About this Structured Programme

This programme is designed to identify, build and adopt the most effective work management solution for your team or company. It minimises the time, energy and resources that such transformation would otherwise take, while maximising team confidence, buy-in and overall success.

How it Works

Using the world’s #1 work management tool, Asana, we will build out your work management platform, core workflows, key templates, checklists and operating procedures.

Programme Summary

Everything you need to know about this comprehensive programme at a glance.

What’s included

Work management success comes from more than just buying a tool and trying to use it. ​The key is to take the right steps to ensure it is configured appropriately and team members fully adopt it as part of their daily routine.

At a glance…

Key learnings on collaboration to improve workflows.

Psychological factors proven to improve focus.

Tried-and-tested principles to alleviate overwhelm.

Renowned productivity methodologies to get more done.

Holistic work management principles to manage time.

…All integrated into one simple, easy-to-use system that sits at the heart of your day.

At a glance…

Anticipate problems and bottlenecks before they happen.

Get clear on what needs doing and what’s happening daily.

Work single-mindedly and productively, without friction.

Streamline internal communication and management.
Get more of the right things done in less time.
Know who is doing what by when.
See what has been done, what’s stuck and why.

The Goal

Working together throughout this programme our sights will remain firmly focused on these key goals. We will identify the biggest obstacles and put the right steps in place to ensure that you experience a measurable improvement.

The Goal

Working together throughout this programme our sights will remain firmly focused on these key goals. We will identify the biggest obstacles and put the right steps in place to ensure that you experience a measurable improvement.

At a glance…

Anticipate problems and bottlenecks before they happen.

Get clear on what needs doing and what’s happening daily.

Streamline internal communication and management.

Work single-mindedly and productively, without friction.

Get more of the right things done in less time.
Know who is doing what by when.
See what has been done, what’s stuck and why.

The Vision

By working together through this programme, we’ll be making the first and most important step towards building a solid working foundation that over time will allow you to:

At a glance…

Improve focusBy making sure everybody knows the plan, the process, and who is doing what by when. and collaboration among your team.

Improve personal and team productivityBy relentlessly eliminating time-sucking inefficiencies and project bottlenecks.
.

Improve customer experiencesBy speeding up internal processes and eliminating common frustrations..
Cut downBy giving you a solid framework to easily and comfortably delegate. your “to do” list.
Reduce human errorBy automating key business processes that computers can do better / faster than humans..
Reduce or eliminate unnecessary paperworkBy creating processes for storing and managing documents digitally, in the cloud..
Reduce training and onboarding timeWith Standard Operating Procedures (SOP), onboarding checklists and training videos. for new hires.
Reduce operating costsBy rocketing internal efficiency and productivity..

Stop killing fires and dealing with unforseen emergenciesBy codifying your driving principles into documented systems that other people can run..

The 5 Step Process

Your preview of the timeline we’ll follow when working to successfully adopt Asana into your company.

1

Consultation

Getting to know your team, business, problems & goals.

2

Project Plan

Designing the timeline for rollout across the company.

3

Implementation

Creating your key projects, workflows and templates. 

4

User Training

Coaching the team for success with Asana.

5

End Review

Assessing progress and providing recommendations.

1

Consultation

Our first goal is to discover and clearly define the painful symptoms and fundamental root causes of inefficiency, frustration and overwhelm in the business. Then we’ll get clear on your current processes, systems and workflows and define the most effective means of implementation.

2

Project Plan

Once we’re clear on the specific problems and the ideal end goals, it’s time to map out how we’ll get there by creating a clear road map of the project from start to finish.

3

Implementation

Together, we will configure your account and set up all necessary custom fields, tags, reports, workflows, projects, teams, dashboards and more – all ready for the team to dive right in and start using the platform to its fullest!

4

User Training

Training is delivered via interactive group workshops during which attendees will experience live demonstrations and practical exercises to get them up to speed, quickly and comfortably. Every step is also fully documented so that team members can refer back in future.

5

Final Review

Once the key stakeholders are trained up and comfortable, it’s time to the team to get used to using the system. For 4-8 weeks, they will receive personal support and access to group training webinars for additional advice and workflow development. After this period is over, we’ll assess how things have progressed and provide a breakdown of successes and potential next steps for further improvement.

Happy Clients

Case Study

“As an entrepreneur, I’ve always struggled with the problem of having SO many things going on at once… and that all being stuck in my head.”

Gavin Bell recently decided enough was enough and it was time to create order from chaos.

After much deliberation, he decided Asana was the solution he needed. 

Listen to Gavin describe his experience…

“I just want to reiterate how much the team here are liking Asana. They really, really, really like it. I think it’s safe to say, as I lie on my deathbed as an old man, it will probably be the best professional thing I did. ‘And a good thing I got Dave to help us implement it’ I will croak before expiring.”

Adam Waters
Director of Digital Content, BFBS

 

Frequently Asked Questions

Naturally, every business has questions or concerns when undertaking significant change. Below are some of the most common questions.

What if we already use lots of tools?

That may be part of the problem. We’ll address this fully during the consultation stage. The more we can simplify your technology stack and workflows, the better!

Won't this restrict freedom at work?

Work management tools don’t restrict freedom. They create more of it.

By streamlining and organising all work, businesses can drastically reduce the amount of time-consuming admin and project coordination that otherwise takes up people’s time and attention. This gives team members more room to focus on their most important work.

Won't this just replace human interaction?

No, it will supplement it.

Just because a business uses a work management tool, doesn’t mean that teammates can’t have personal conversations and productive meetings. Synchronous communication can and does have its place. The important thing is that all decisions and important communications are logged afterwards.

What if we're too busy to learn a new system?

That is precisely what this programme is designed to fix!

Implementing and adopting Asana isn’t “one more thing on your to-do list” it is your to-do list… It’s where that list should live.

Being too busy to implement an effective work management system is the same as saying “we’re too busy to fix being busy”.

We've never used Asana before - does it matter?

No. This programme is designed to help any company, regardless of size or experience to successfully adopt Asana. Most of my clients have never used the tool before. And among those who have, most weren’t aware of the sheer potential it had.

Can this be done 100% remotely?

Yes. All aspects of the programme can be delivered either on-location at your office or 100% remotely via the Zoom web conferencing software.

Do you offer a payment plan?

Yes, this programme is split into 3 milestone payments as follows:

  • 40% upon commencement
  • 40% upon completion of training workshops
  • 20% upon completion of the programme

See how I can help you.
Book a discovery call.