Asana Optimization Package

System refinement, clean-up, and workflow alignment for organizations already using Asana

The Asana Optimization Package is designed for teams that have been using Asana but are experiencing friction, inconsistency, or low engagement.

Over time, Asana workspaces often become cluttered, decentralized, or underutilized. This package helps you regain clarity, strengthen adoption, and rebuild the structure your teams need to work efficiently and confidently.

We assess your existing setup, diagnose breakdowns, redesign workflows, and establish sustainable Asana conventions that support your organization’s growth.

Is this package right for you?

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

  • “Our Asana workspace feels messy and disorganized.”
  • “Every team is using Asana differently and it’s creating confusion.”
  • “We never had proper onboarding, so people use it inconsistently or not at all.”
  • “Engagement is low and we are unsure how to reset and standardize.”
  • “We know Asana can do more, but we’re not leveraging its capabilities.”

If your Asana environment is fragmented, outdated, or simply not supporting your team’s execution, this package is designed to bring it back into alignment.

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What’s Included

1. Quick Asana Audit & Alignment Session

A complimentary 30-minute session where we review your current workspace structure, project organization, permissions, and usage patterns. This gives us a baseline to identify immediate gaps and set the direction for a full optimization.

Format: Virtual | 3 participants max
Outcome: High-level audit + recommended priorities

2. Deep-Dive Asana Assessment

A structured review of your existing Asana environment, including:

  • Workspace hierarchy
  • Team and project structure
  • Use of fields, templates, and automations
  • Communication patterns
  • Reporting and visibility gaps

We analyze what is working, what is not, and where complexity or confusion is slowing your teams down.

Format: 60–90 minutes | 5 participants max
Outcome: Clear diagnostic insights + optimization roadmap

3. Champions Reset Training

For organizations that already have users in place, this session serves to reset expectations, reinforce Asana best practices, and re-establish internal champions who will drive consistency moving forward.

Format: Two 90-minute sessions
Audience: Champions, power users, workflow owners
Outcome: Skilled champions capable of supporting team-wide adoption

4. Advanced Feature Training

Many teams underutilize Asana’s strongest capabilities. This session introduces advanced features such as:

  • Rules and automation
  • Advanced fields
  • Forms and request management
  • Universal reporting
  • Portfolios, dashboards, and workloads

Format: Two 90-minute sessions
Audience: Champions & core team
Outcome: Teams equipped to leverage Asana strategically, not just functionally

5. Workflow Redesign Workshops

A series of working sessions where we rebuild your team’s workflows to reflect best practices, proper governance, and scalable structure. We streamline processes, eliminate redundancy, and ensure teams understand how and why workflows should be used consistently.

Format: 60-minute sessions
Audience: Core team & champions
Outcome: Clean, intuitive, scalable workflows designed for real-world use

6. Team Re-Training (Back-to-Basics, Elevated)

Ideal for organizations where initial onboarding was rushed or inconsistent. We retrain staff on Asana fundamentals while introducing updated conventions, communication norms, and system expectations.

Format: Two 90-minute sessions
Audience: All team members
Outcome: A unified understanding of system use and team-wide re-engagement

7. Management Reporting & Visibility Training

A focused training for leaders responsible for tracking performance and gaining visibility into team workloads and priorities.

We cover:

  • Dashboards
  • Portfolios
  • Workload and capacity
  • Project reporting
  • Status updates
  • OKR tracking in Asana

Format: 90 minutes
Audience: Management & executives
Outcome: Leaders who can make better decisions with real data and visibility

8. Follow-Up Optimization + Q&A

A post-implementation session to refine workflows, reinforce adoption, answer questions, and troubleshoot challenges as teams adjust to the new structure.

Format: 60–90 minutes
Audience: All users
Outcome: Stabilized adoption and long-term consistency

Book a consultation to get started