ASANA GOALS TRAINING + HEALTH CHECK

Turn 2026 goals into progress inside Asana

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Put goals inside Asana, link KRs to real work, and get clean roll-ups leaders trust before Q1.

Book your End-of-Year Goals Setup
Watch the 5-minute demo
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TRUSTED BY INNOVATING TEAMS AROUND THE WORLD

Automatic roll-ups visualization

Automatic roll-ups

No manual updates or status scrambles. Your data is already there.

Trusted executive views dashboard

Trusted executive views

Open one dashboard and know what's on track and what needs attention.

Day-to-day clarity interface

Day-to-day clarity

Teams understand priorities and how their work supports 2026 goals.

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Make Asana your one source of truth for goals.

1
fast diagnostic

Health Check

Spot weaknesses, surface quick wins, confirm where goals should live.

2
OKR alignment

Goals Blueprint

Define objectives, refine measurable KRs, set owners and cadence.

3
configuration

Build & Connect

Configure Asana Goals, portfolios, dashboards; link KRs to projects, milestones, and tasks so updates roll up automatically.

4
training & rollout

Enable & Adopt

Train goal owners and teams on simple weekly updates and leadership reporting.

How we take your goals to Asana.

Average time to live: 4-6 weeks, depending on team size.

Cut goal admin by 60%

See how it works

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BOOK A DEMO

What you get

End-of-year goals set up

  • An audit of your setup with gaps and quick wins

  • Goals blueprint with owners and weekly cadence

  • Build in Asana: Goals, portfolios, dashboards, and KR links to real work

  • Live workshop and team training for updates and reporting

  • Guides and videos to support adoption and ongoing use

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FAQs

  • A fast diagnostic for teams already using Asana. We benchmark your setup, surface gaps, and give you clear next steps.

    • Discovery call

    • Targeted audit of for 1 team

    • Workflow/adoption review (structure, automations, integrations)

    • 3–5 high-impact recommendations (incl. AI Studio where useful)

    • Concise report + 5–10 min Loom walkthrough (optional Q&A)

  • Maybe. If updates don’t roll up automatically, if KRs aren’t linked to real projects and tasks, or if leaders don’t fully trust the weekly view, we close those gaps quickly. We keep what works, fix what doesn’t, and leave you with a simple weekly rhythm.

  • The engagement runs about 6 weeks end to end. Typical cadence:

    • Week 1: Health Check (diagnostic, gaps, quick wins)

    • Week 2: Goals Blueprint (objectives, measurable KRs, owners, cadence)

    • Weeks 3–4: Build & Connect (Goals, portfolios, dashboards; link KRs to projects, milestones, tasks)

    • Week 5: Enablement (owner training, team workshops, OKR best practices)

    • Week 6: Adoption & Handover (review dashboards, final tweaks, success metrics, next-steps plan)

  • Plan for 60–90 minutes per week with key owners during Week 1, 2 and 5.

  • No major process changes. We connect goals to the work you already do in Asana so updates flow from projects, milestones, and tasks. Fewer spreadsheets, clearer priorities.

  • Remote by default with live workshops and recordings.

Why Leaders Trust Us to Streamline Their Workflows

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Tap into your team's full potential with Asana.

Book a connect call