Asana Expansion Package

Scaling your Asana environment with advanced features, cross-team structure, and future-ready workflows

Asana often starts as a team-level tool, then quickly becomes indispensable across departments. The challenge is that as organizations grow, their Asana environment must evolve with them.

The Asana Expansion Package is designed for companies already using Asana who want to take the platform to the next level by expanding usage, strengthening cross-functional alignment, and unlocking advanced capabilities that support scale.

We help you upgrade your structure, refine your workflows, introduce higher-level governance, and leverage Asana’s most powerful features so your system grows with your business.

Is this package right for you?

This package is ideal if your team is saying things like:

  • “We’ve outgrown the way we originally set up Asana.”
  • “We’re expanding quickly and need help onboarding new teams.”
  • “We know Asana can do more, but we’re not using the advanced features.”
  • “We need portfolios, reporting, intake forms, and automation to operate at scale.”
  • “Our workflows need to be redesigned for cross-functional growth.”

If your Asana environment needs to mature, expand, or scale alongside your organization, this package gives you the structure and capabilities to grow with confidence.

Book a consultation

What’s Included

1. Expansion Discovery Session

A complimentary 30-minute call to understand your growth goals, upcoming initiatives, and the level of expansion required across teams or departments. We help you assess whether you need a new structure, onboarding support, advanced configurations, or full enterprise-level functionality.

Format: Virtual | 3 participants max
Outcome: Recommended expansion roadmap

2. Full Asana Environment Audit

A structured review of your current Asana workspace focused on expansion-readiness.

We evaluate:

  • Team structure as usage grows
  • Project hierarchy and governance
  • Automation opportunities
  • Cross-functional collaboration patterns
  • Portfolio needs and reporting gaps
  • Scalability of current workflows

This assessment identifies where upgrades, consolidation, or new structures are needed to support growth.

Format: 60–90 minutes | 5 participants max
Outcome: Expansion-readiness evaluation + prioritized recommendations

3. Advanced Features Orientation

As organizations scale, advanced Asana features become essential. This session introduces your leaders and champions to capabilities such as:

  • Portfolios & Workload
  • Advanced Rules & Bundles
  • Automations for handoffs & intake
  • Universal Reporting & Dashboards
  • Goals, OKRs, and strategic alignment tools

This is not basic training, it is vision-setting for what Asana can help your organization achieve as you expand.

Format:Two 90-minute sessions
Audience: Champions, workflow owners, leadership
Outcome: Shared understanding of expansion capabilities

4. Champions Training: Expansion Edition

Your champions learn the advanced best practices required to support broader adoption and cross-team usage.

Training focuses on:

  • Governance and consistency
  • Structuring multi-team workflows
  • Managing templates and portfolios
  • Helping teams transition into Asana as they grow

Format:Two 90-minute sessions
Audience: Core champions
Outcome: Champions equipped to lead and support expansion

5. Cross-Team Workflow Design Workshops

As teams grow, workflows must expand beyond single use cases. These workshops help you design or redesign workflows that:

  • Connect departments
  • Streamline cross-functional handoffs
  • Support intake, prioritization, and visibility
  • Leverage automation for scale
  • Use templates and portfolios for continuity

Workshops are offered in 60-90 minute blocks depending on the depth of design needed.

Audience: Core team, champions, process owners
Outcome: Scalable, interconnected workflows built for expansion

6. Management Training: Multi-Team Visibility & Reporting

As organizations scale, leaders need a higher vantage point.

This session teaches management how to:

  • Build and manage multi-project portfolios
  • Monitor team capacity and workload
  • Review performance and progress
  • Use Asana for OKRs, KPIs, and strategic visibility
  • Leverage dashboards and universal reporting

Format:90 minutes
Audience: Executives & department leaders
Outcome: Leaders equipped to guide expansion with clarity

7. Follow-Up Expansion Review + Q&A

A post-implementation session to validate adoption, refine workflows, and ensure expanded teams are aligned and confident in the new structure.

Format: 60–90 minutes
Audience: All participating teams
Outcome: Stable, sustainable adoption as the organization continues to grow

Book a consultation to get started