ASANA GOALS TRAINING + HEALTH CHECK
Turn 2026 goals into progress inside Asana
Put goals inside Asana, link KRs to real work, and get clean roll-ups leaders trust before Q1.
TRUSTED BY INNOVATING TEAMS AROUND THE WORLD
Automatic roll-ups
No manual updates or status scrambles. Your data is already there.
Trusted executive views
Open one dashboard and know what's on track and what needs attention.
Day-to-day clarity
Teams understand priorities and how their work supports 2026 goals.
Make Asana your one source of truth for goals.
Health Check
Spot weaknesses, surface quick wins, confirm where goals should live.
Goals Blueprint
Define objectives, refine measurable KRs, set owners and cadence.
Build & Connect
Configure Asana Goals, portfolios, dashboards; link KRs to projects, milestones, and tasks so updates roll up automatically.
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
What you get
End-of-year goals set up
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An audit of your setup with gaps and quick wins
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Goals blueprint with owners and weekly cadence
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Build in Asana: Goals, portfolios, dashboards, and KR links to real work
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Live workshop and team training for updates and reporting
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Guides and videos to support adoption and ongoing use
FAQs
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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)
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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.
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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)
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Plan for 60–90 minutes per week with key owners during Week 1, 2 and 5.
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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.
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Remote by default with live workshops and recordings.
Why Leaders Trust Us to Streamline Their Workflows