⤴️ Optimize
Package of services for teams & companies that are already using Asana but are facing challenges and need an overall improvement.
Does this sound like you?
“Our Asana space is in a bit of a mess and needs a good clean up”
“Our teams are not using the custom fields from our library and there is no consistency”
“We never had a structured onboarding process, so not everyone is using Asana correctly”
“Engagement is low and there is general confusion on which tool to use for what purpose”
Is your Asana space in desperate need of a good clean up? Is each team using Asana in their own way? Are you lacking structure, best practices and conventions?
If these are some of the challenges you are facing, this package is for you.
What's included:
Online Call for Management & Core Team
📞 Free Asana Quick Audit
Entirely free and no strings attached, this 30min session is for you to provide me with a tour of your current Asana for me to have a quick audit. By showing me what is working and what is not, I will be looking at your Asana space's hierarchy, structure, use of features and other factors that make up a 'healthy' Asana space.
30mins | 3 participants max.
Online Training for Champions
🎓 Champions Training
Every successful onboarding will require a select group of members that we will refer to as 'Champions'. This training session is designed to inspire them and make sure they have all-round knowledge of Asana's features and best practices so they can support other members and drive the adoption of Asana throughout your company.
For beginners or advanced
3h (2x 90mins) | 10 participants max.
Online Call for Management & Core Team
🔍 Asana Deep Audit
Either a one-off session or a series of sessions, depending on the size of your Asana space, you or your core team will give me a tour of your current Asana for me to audit. We will deep dive into the current structure and processes that you have already setup and let me know what you feel is working and what is not.
90mins | 5 participants max.
Online Call for Management, Core Team & Champions
🔮 Advanced Features Demo
These sessions are designed to introduce your champions to all the advanced features included in the Asana. These will inspire the champions for what they can achieve with Asana, so that during the workshops, they will be in a better position to make suggestions and proposals for designing their workflows and processes.
3h (2x 1h30) | 10 participants max.
Online Workshop for Core Team & Champions
🚀 Workflow Design Workshops
Usually part of a series of workshops, these sessions could be either 30, 60 or 90mins each, where I will guide you to build your own projects, processes and workflows in Asana, along with showing you how to make the best use of Asana's features.
For beginners or advanced
30, 60 or 90mins | 5 participants max.
Online Training for all members & Champions
🎓 Basic Training
A fun and engaging training session, with hands-on exercises, split into two parts, 90mins each, ideal for teams that are just starting out with Asana and need to get up to speed quickly. Training focuses on Asana's fundamentals and hierarchy, best practices and understanding how to communicate and track work in Asana.
For beginners
3h (2x 1h30) | 20 participants max.
Online Training for Management & Champions
💼 Management Training
Specifically designed for Team Leaders, Executives and Management level, this one-off session will empower you with all the features you need for tracking and reporting on your team or company's work, and providing you with visual dynamic dashboards so you can get the overall picture in one place.
The session will cover Asana's features such as the project Overview and Dashboard tabs, setting up Portfolios and their Dashboards, posting or requesting Status Updates on projects, making use of the Workload feature for reviewing capacity, Universal Reporting and using the Goals feature to set up your company's OKRs and KPIs.
For beginners or advanced
90mins | 10 participants max.
Online Training for all members & Champions
🙋 Follow up / Q&A
This session typically occurs a few weeks after the roll out of Asana and is open to champions or all members to bring any questions, as well as, focusing on best practices for your workflows.
For beginners & advanced
90mins | 20 participants max.
Alex Dymock
Governance Director
superb ability to cut through complexity
"I worked with Richard to develop an operating system for our governance business. It is the heartbeat of our operation and gives us and our clients the reassurance that things are not being missed. PLC governance is complex and dynamic so to use a tool that simplifies this means clients and employees are happier!!
Richard worked hand-in-hand with me, coaching me through my own asana journey. He is a great guy to work with and has a superb ability to cut through complexity and focus on systems and functionality. It gave me the confidence to build the systems we now rely on to deliver great client outcomes."
Services provided in collaboration with iDO
Extra add-ons:
Complement your Optimize package with the following extra services & solutions:
🪲
🚀
Support Service
🤩 Add emojis throughout your Asana space
Is your Asana space looking a bit bland? How about a sprinkle of emojis.. everywhere?
Emojis aren't just fun and for social apps; they can be used as an incredibly effective visual cue for yourself and your members to navigate Asana with ease.
Easily find Teams and Projects in your sidebar, as well as tasks types, section names, custom field values and even charts in dashboards.
So give your Asana space the look you want while also making it more appealing and engaging for your members!
Hover over the below demo to see the differences with or without emojis. Can you spot them all?
Before
Without emojis
After
Emojis added to Team name, Project name, Section title, Task titles and Custom Fields values, optionally without the use of colour
🌐
Support Service
▶️ Consolidate duplicate fields
You have several custom fields which are similar but show up as duplicates in task's details, such as for example Priority, Status, Effort, Cost etc.
So when you update the Priority in one project, it does not update the same value to the other project(s) that the task is multi-homed to, right?
Let me help you clean up any duplicate fields and consolidate any similar fields within your organisation's field library so your team knows which fields to use.
No more similar fields in a task's details pane, improve global Reporting and Dashboard results based on a standardised set of custom fields and edit the options of a field once, so that it is consistent wherever it appears.
❌ Before
✔️ After
Support Service
➡️ Consolidating numerous Asana spaces into one
Do you have multiple Asana spaces that you would rather have consolidated into one Asana space so everyone can work from one Inbox and one My tasks whilst easily sharing projects and teams?
By leveraging my priority access to Asana's support team, I can help you consolidate your various Asana spaces so all your teams can work in one space.
Support Service
➡️ Transfer projects into another Asana space
Do you wish to copy projects from one Asana space to another? You may have projects in an old workspace that you want to move into your current one?
Let me help you safely transfer your projects from one Asana instance to another. Optionally, I can also rebuild any associated Portfolios, Dashboards & Reporting as well as saved view tabs since these cannot be transferred to another Asana space.
Support Service
⚡ Rules & Automations Setup
Are you finding Asana's 'Rules' feature overwhelming and not sure how to set them up? Or you understand how to use them but don't have time to build them all and make sure your Asana system runs smoothly? If so, you can leave the heavy lifting up to me.
Support Service
📝 Form Builder
Asana's built-in Forms feature is one of my favourite and I absolutely love building forms with it. In case you don't, or you're facing any trouble, I can build your forms for you.
Whether you have existing forms as PDFs, Word docs or setup in other apps such as Wuffoo, Google Forms etc, I can recreate these in your Asana space for you.
Support Service
🔌 3rd-Party Integration Setup
Take your automations beyond Asana's native Rules feature as well as connect Asana to other apps within your tech stack to automatically sync tasks and data between them.
I can setup 3rd party apps for you or show you how to set them up for yourself, such as Flowsana, Zapier or Make to create rules and workflows beyond your imagination!
Find the right package for you
Explore the below packages based on your requirements and current needs to see which suits you best.
New to Asana?
For teams that are moving to Asana from another platform and need help with the transition.
Already using Asana?
Short on time & resources?
For teams & companies that don't have time or the capacity to be trained and instead want their Asana system built to order.
