1. Discovery + Alignment Session
A 30-minute exploratory session to understand your team structure, pain points, goals, and operational challenges. We assess where you are, what you need, and how Asana can best support your organizational priorities.
Format: Virtual | 5 participants max
Outcome: Clear implementation roadmap
2. Leadership & Core Team Onboarding
A strategic session introducing your leadership team to Asana’s purpose within your organizational ecosystem. We cover structure, governance, communication standards, and expectations to ensure alignment from the top down.
Format: Virtual | 60 minutes
Ideal For: Executives, team leaders, project owners
3. Champions Training
Successful adoption starts with the right champions. This training equips your internal advocates with a strong working knowledge of Asana’s hierarchy, features, and best practices so they can support others and model operational excellence.
Format: Two 90-minute sessions
Audience: Champions and workflow leads
Outcome: Confident internal advocates who drive adoption and consistency
4. Asana Features Deep Dive
A guided session covering the building blocks of Asana, including projects, tasks, templates, rules, forms, dashboards, and reporting. This workshop ensures your team understands not only what Asana can do, but how to use it strategically.
Format: Two 90-minute sessions
Audience: Leadership & Champions
Outcome: A shared understanding of how the platform supports your systems
5. Workflow Design Workshop
Here, we begin translating your real work into Asana. We walk your team through designing practical workflows, mapping processes, and building structures that align with your business needs.
Format: 60-minute workshop
Audience: Core team, process owners
Outcome: Defined workflows and guided Asana buildout
6. Getting Your Work Into Asana Workshop
A hands-on session that helps your team move existing work into Asana quickly and consistently.
Topics include:
- Importing existing work (CSV, spreadsheets, legacy systems)
- Creating task templates
- Structuring intake forms
- Turning email workflows into tasks
Format: 90-minute workshop
Audience: Leadership, champions, core team
Outcome: A clean, organized starting point for daily work
7. All-Staff Basic Training
An engaging introduction to Asana for your whole team. We cover fundamentals, communication best practices, platform etiquette, and the habits required for long-term adoption.
Format: Two 60-minute sessions
Audience: All team members
Outcome: A confident company-wide launch
8. Management Training: Tracking, Reporting, and Oversight
A focused session for leaders who are responsible for visibility, accountability, and performance.
We review:
- Dashboards
- Portfolios
- Workload views
- Reporting
- Status updates
- OKRs & Goals
Format: 90-minute workshop
Audience: Executives & department heads
Outcome: Leaders who can monitor work, forecast capacity, and make better decisions
9. Follow-Up Q&A + Optimization Session
A post-launch session to answer questions, troubleshoot challenges, reinforce best practices, and refine early workflows. This session helps stabilize adoption and ensure long-term consistency.
Format: 60–90 minutes
Audience: All Users
Outcome: Strong adoption and reduced friction
