Asana Task Management Implementation

Who:

B2B corporate coaching event agency focused on growing and empowering female leaders

What:

Created a comprehensive team task management workflow within Asana for effective collaboration, planning, and execution of all event planning needs

How:

Deep Dive Analysis: Conducted an in-depth analysis to understand the current state of the team's work management

Comfort Audit: Assessed the team's comfort level with Asana to identify knowledge gaps and training needs

Process Outline: Developed a clear rollout process to ensure smooth adoption of Asana

Initial Training: Presented basic task management solutions to the team to familiarize them with the program

Project Import: Systematically imported all current projects into Asana to maintain continuity

Template Creation: Created a reusable project template tailored for each event to standardize planning and execution

Process Documentation: Documented the entire Asana workflow to serve as a reference and training tool for the team

Reduced Stress: Team members felt less stressed and clearer about next steps within each project

Enhanced Focus: Freed up the team's capacity to focus more on delivering an exceptional client experience through proactive planning and execution

Improved Efficiency: Streamlined workflow led to more efficient collaboration and project management, resulting in smoother event execution