ASANA GOALS TRAINING + HEALTH CHECK

Get your Asana ready for 2026

A diagram with four intersecting circles of varying sizes
Glass CTA Button
Book Your a Call

A cleaned-up Asana and goals that live where the work happens, with reporting leaders can trust.

TRUSTED BY INNOVATING TEAMS AROUND THE WORLD

Automatic roll-ups visualization

Automatic roll-ups

Automatic roll-ups for metrics. Data flows from projects and tasks.

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.

Multiple overlapping blue circles of various sizes on a black background.

Make Asana your one source of truth for goals.

1
fast diagnostic

Health Check

Spot weaknesses, surface quick wins, and start the year with a clean setup.

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 get your Asana ready for 2026.

Glass CTA Button for Squarespace

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

Cut goal admin by 60%

See how it works

Glass CTA Button for Squarespace

What you get

End-of-Year Cleanup & Goals Setup

  • 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

Glass CTA Button for Squarespace
Card image

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.

Get your Asana cleaned up and goal-ready for 2026

Why Leaders Trust Us to Streamline Their Workflows

Two women collaborating on a project with sketches and notes on paper attached to a wall.
Diagram of three overlapping circles with labels indicating time durations: 1 hour, 2 hours, and 3 hours.
Blank white image with no discernible objects or details.
Empty white background
A close-up of a dark blue letter C logo with a small white curve inside.
Multiple light blue circles overlapping on a black background.

Tap into your team's full potential with Asana.

Book a connect call