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📖 Catalogue

Browse my complete offerings by type of solution or service.
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Free sessions

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Online Call for Management & Core Team

📞 Free Discovery Call

Entirely free and no strings attached, this 30min discovery call is for you to express your current challenges and pain points so we can explore the reasons of why implementing Asana will be valuable for you, what you imagine Asana will do for you and how you will benefit by working with me.

30mins |  5 participants max.

Online Call for Management & Core Team

📞 Free Asana Quick Audit

Entirely free and no strings attached, this 30min session is for you to provide me with a tour of your current Asana for me to have a quick audit. By showing me what is working and what is not, I will be looking at your Asana space's hierarchy, structure, use of features and other factors that make up a 'healthy' Asana space.

30mins |  3 participants max.

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Online Call for Management & Core Team

📞 Free Asana Demo

Entirely free and no strings attached, this 30min session is for me to show you the features of an Asana tier which you are interested in purchasing. We can discuss your requirements, what you are looking for Asana to replace that your current platform is lacking, so I can help you decide which tier will provide you with the value you seek.

If you are interested in an Asana annual plan, I can sign you up for a free trial and as your 'Asana account manager', I could potentially offer you a discount on the cost of your first annual subscription, depending on the tier you purchase as well as the number of licences you will require for your members.

30mins |  3 participants max.

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Asana Demo
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Online Call for Management & Core Team

📶 Free consultation on the right Asana plan and number of seats

If you are not sure which Asana plan is right for you, I offer a free 30-minute call where we can discuss your requirements, along with your budget and how many seats you will require. I can then sign you up for a free trial and as your 'Asana account manager' I can offer you up to a 10% discount on the cost of your first annual subscription.

30mins |  5 participants max.

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Consulting

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Online Call for Management & Core Team

🔍 Asana Deep Audit 

Either a one-off session or a series of sessions, depending on the size of your Asana space, you or your core team will give me a tour of your current Asana for me to audit. We will deep dive into the current structure and processes that you have already setup and let me know what you feel is working and what is not.

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90mins |  5 participants max.

Online Call for Management, Core Team & Champions

🔮 Advanced Features Demo

These sessions are designed to introduce your champions to all the advanced features included in the Asana. These will inspire the champions for what they can achieve with Asana, so that during the workshops, they will be in a better position to make suggestions and proposals for designing their workflows and processes.

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3h (2x 1h30) |  10 participants max.

Training

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Online Training for Management, Core Team & Champions

🔮 Asana Features Overview

These sessions are designed to introduce you and your champions to Asana's essential features in order to inspire them and start thinking of what they can achieve with Asana. These sessions will set the foundations whilst introducing the building blocks which they will have at their disposal for creating projects and processes in Asana.

For beginners or advanced

3h (2x 90mins) |  10 participants max.

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Online Training for all members & Champions

🎓 Basic Training

A fun and engaging training session, with hands-on exercises, split into two parts, 90mins each, ideal for teams that are just starting out with Asana and need to get up to speed quickly. Training focuses on Asana's fundamentals and hierarchy, best practices and understanding how to communicate and track work in Asana.

For beginners

3h (2x 1h30) |  20 participants max.

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Online Training for Champions

🎓 Champions Training

Every successful onboarding will require a select group of members that we will refer to as 'Champions'. This training session is designed to inspire them and make sure they have all-round knowledge of Asana's features and best practices so they can support other members and drive the adoption of Asana throughout your company.

For beginners or advanced

3h (2x 90mins) |  10 participants max.

Online Training for Management, Core Team & Champions

🎓 Asana Admins Training

A special training session, exclusively for your Asana admins on how to make the most out of the Admin Console. This one-off session includes a complete tour of all settings as well as understanding the differences between Members and Guests and how to correctly add, remove / deprovision them.

For beginners or advanced

60mins  |  5 participants max.

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Online Training for all members & Champions

🎓 Advanced Training

This three-part training session, 90mins each, is aimed at existing Asana users who want to take their skills to the next level and harness the power of Asana's advanced features, particularly available on the Business or Enterprise tiers.

Advanced training focuses on a deeper understanding of permission levels, privacy settings of Teams & Projects, management of notifications whilst also managing Custom Fields, in relation to advanced sorting & filtering options and saved view tabs and Dashboards.

The training also covers setting up and managing cross functional projects, creating scalable systems using Rules and multihoming, reviewing docs & images and providing feedback using Asana's Proofing tool, converting tasks to Approvals, Milestones, Subtasks, Task templates or into Projects either manually or using advanced Rules to also create tasks and subtasks.

You will also learn how to save time by launching projects faster by using Project Templates with dynamic dates and project roles, setting up dependencies with the Gantt view, whilst also building Rules and Task templates directly into them.

You may also tailor these sessions by choosing your own topics that you may want to explore such as using Status Updates and Portfolios, managing your team's capacity using the Workload feature, syncing tasks to your calendars, importing CSV to create project or custom fields, building intake forms, creating company knowledge bases (LMS or KMS), maintaining your Asana space clean by archiving old projects, working with external clients or vendors, and methods of sharing your projects, deliverables or Timelines and Gantt charts with them.

 

Anything that you can think of, I can help you and your team step up your game!

For beginners or advanced

4.5h (3x 1h30) |  20 participants max.

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Online Training for Management & Champions

💼 Management Training

Specifically designed for Team Leaders, Executives and Management level, this one-off session will empower you with all the features you need for tracking and reporting on your team or company's work, and providing you with visual dynamic dashboards so you can get the overall picture in one place.

The session will cover Asana's features such as the project Overview and Dashboard tabs, setting up Portfolios and their Dashboards, posting or requesting Status Updates on projects, making use of the Workload feature for reviewing capacity, Universal Reporting and using the Goals feature to set up your company's OKRs and KPIs.

For beginners or advanced

90mins |  10 participants max.

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system training

Online Training for all members & Champions

🎓 System Training

These sessions are part of the System Design  package and are for everyone who will be using the system that I will design & build for you in Asana. The training will focus on using the system itself, skipping all the in's and out's of Asana and instead just focusing on best practices of how to use the system.

For beginners or advanced

3h - 6h |  20 participants max.

This training will also cover Asana's fundamentals and hierarchy, hands-on setting up your profile and notifications settings, best practices on using the Inbox & My tasks, how to create a 'good' task and understanding how to communicate, track and work in Asana.

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Online Training for all members & Champions

👥 1:1 Training

Whether you are new to Asana and need a crash-course to get you up and running fast or whether you've been using Asana for a while but haven't got to grips with all the features to harness it's potential, or you just need to brush up on your skills, this session can be specifically tailored just for you.

Either a one-off, or a series of sessions, either 30, 60 or 90mins long, depending on how far you want to step up your game, I will answer all your questions and leave you with brand new Asana skills.

For beginners or advanced

30, 60 or 90mins |  1 participant max.

Online Training for all members & Champions

🙋 Follow up / Q&A

This session typically occurs a few weeks after the roll out of Asana and is open to champions or all members to bring any questions, as well as, focusing on best practices for your workflows.

For beginners & advanced

90mins |  20 participants max.

Get a 10% discount on your 1st annual subscription to Asana

Workshops

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Online Workshop for Management & Core Team

📥 Getting your work into Asana

Specially-themed session which showcases the best ways and methods to get your existing work quickly into Asana to get you up and running fast. 

 

I will show you how to use Asana's CSV importer to bring in work from spreadsheets or other platforms, build intake forms for all types of requests, setup Task templates to reduce repetitive work, as well as convert emails into tasks.

For beginners or advanced

90mins |  15 participants max.

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Online Workshop for Core Team & Champions

🚀 Workflow Design Workshops

Usually part of a series of workshops, these sessions could be either 30, 60 or 90mins each, where I will guide you to build your own projects, processes and workflows in Asana, along with showing you how to make the best use of Asana's features.

For beginners or advanced

30, 60 or 90mins |  5 participants max.

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Online Workshop for Core Team & Champions

🚀 System Design Workshops

These series of workshops are part of the System Design package and are for you to brief me on what you need me to build for you in Asana, according to your needs and specifications. I will  then build a prototype for you to review, trial & test with your team prior to full deployment.

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For beginners or advanced

30, 60 or 90mins |  5 participants max.

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Support

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Support Service

Don't know where to start, spending too much time looking for answers in the Asana Forum or the Asana Guide? Don't have time to set up your Asana and can't risk getting it wrong? Leave it to the expert!

Instead of learning how to build your processes and workflows in Asana, leave the heavy lifting to me. By skipping the training and the tutorials, you can reduce the amount of time that your champions or core team members need to engage with me, as well as the time it will take them to actually build it, saving you time and budget.

This approach will also guarantee that the end result will be a fully functional system in Asana, tailored specifically to your needs. There's no blueprint, no templates, everything is built to order - for you.

 

Through a series of System Design Workshops, I will build prototypes for your review and testing with a small group before deploying and rolling out to the entire company or other teams. This path is also combined with a series of System Training sessions for everyone who will be using the system that I will design & build for you in Asana.

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🔽 Importing a CSV into Asana

Got a spreadsheet or set of data in another platform and you need to get it into Asana? You tried doing it yourself using Asana's CSV importer but you are running into problems?

The options, of the dropdown fields that you imported, are not sorted alphabetically or as per your spreadsheet and are being created with random colours but you just want them all grey?

Some columns of your spreadsheet are not importing in the same number format, percentage or currency?

You already have a dropdown custom field in your library that you want to match to a column of the spreadsheet you are importing, but for some reason, you get errors and it won't work?

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Let me import your existing projects or spreadsheets, from other platforms, into Asana as new Projects, ready to go!

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​Importing a spreadsheet into Asana is one-off action and it's a big moment - allow me to do it for you. With my expertise, I will be able to consult on what is the best field type for each column and make sure your data is mapped correctly to existing custom fields that are already in your library.

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Support Service

⚡ Rules & Automations Setup

Are you finding Asana's 'Rules' feature overwhelming and not sure how to set them up? Or you understand how to use them but don't have time to build them all and make sure your Asana system runs smoothly? If so, you can leave the heavy lifting up to me.

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Support Service

📝 Form Builder

Asana's built-in Forms feature is one of my favourite and I absolutely love building forms with it. In case you don't, or you're facing any trouble, I can build your forms for you.

Whether you have existing forms as PDFs, Word docs or setup in other apps such as Wuffoo, Google Forms etc, I can recreate these in your Asana space for you.

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Support Service

🔌 3rd-Party Integration Setup

Take your automations beyond Asana's native Rules feature as well as connect Asana to other apps within your tech stack to automatically sync tasks and data between them.

 

I can setup 3rd party apps for you or show you how to set them up for yourself, such as Flowsana, Zapier or Make to create rules and workflows beyond your imagination!

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🤩 Add emojis throughout your Asana space

Is your Asana space looking a bit bland? How about a sprinkle of emojis.. everywhere?

 

Emojis aren't just fun and for social apps; they can be used as an incredibly effective visual cue for yourself and your members to navigate Asana with ease.

Easily find Teams and Projects in your sidebar, as well as tasks types, section names, custom field values and even charts in dashboards.

 

So give your Asana space the look you want while also making it more appealing and engaging for your members!

Hover over the below demo to see the differences with or without emojis. Can you spot them all?

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Emojis added to Team name, Project name, Section title, Task titles and Custom Fields values, optionally without the use of colour

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Support Service

📊 Setup Dashboards in Projects, Portfolios & Reporting

Get the insight you need into your work in Asana. If you are struggling to surface your data and statistics with Dashboards, let me help by setting these up for you for multiple Projects or Portfolios or an overview of your entire Asana space with dashboards in Universal Reporting.

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Support Service

▶️ Consolidate duplicate fields

You have several custom fields which are similar but show up as duplicates in task's details, such as for example Priority, Status, Effort, Cost etc.

 

So when you update the Priority in one project, it does not update the same value to the other project(s) that the task is multi-homed to, right?

Let me help you clean up any duplicate fields and consolidate any similar fields within your organisation's field library so your team knows which fields to use.

 

No more similar fields in a task's details pane, improve global Reporting and Dashboard results based on a standardised set of custom fields and edit the options of a field once, so that it is consistent wherever it appears.

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✔️ After

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Support Service

➡️ Consolidating numerous Asana spaces into one

Do you have multiple Asana spaces that you would rather have consolidated into one Asana space so everyone can work from one Inbox and one My tasks whilst easily sharing projects and teams?

 

By leveraging my priority access to Asana's support team, I can help you consolidate your various Asana spaces so all your teams can work in one space.

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➡️ Transfer projects into another Asana space

Do you wish to copy projects from one Asana space to another? You may have projects in an old workspace that you want to move into your current one?

 

Let me help you safely transfer your projects from one Asana instance to another. Optionally, I can also rebuild any associated Portfolios, Dashboards & Reporting as well as saved view tabs since these cannot be transferred to another Asana space.

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Looking for a bundle of solutions & services?

If you are looking for several services & solutions, have a look at the packages which I offer.

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Find the right package for you

Explore the below packages based on your requirements and current needs to see which suits you best.

New to Asana?

For teams that are new to Asana and require help to get up and running fast.

For teams that are moving to Asana from another platform and need help with the transition.

Already using Asana?

For teams that are already using Asana but need an overall improvement.

For teams already using Asana but want to take it to the next level and expand their usage.

Short on time & resources?

For teams & companies that don't have time or the capacity to be trained and instead want their Asana system built to order.

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