How to use Asana on EOS

Hi Ben (and everyone)! We’re a nonprofit so we have to pivot EOS a bit, but here are some of the ways we use asana and EOS together - specifically the L10 meeting agenda for all 1:1s and team meetings and a general rocks review project per quarter. The rocks review project in particular has been really helpful in creating team cohesion and everyone understanding how their rocks roll up in to the org’s larger goals.

Thanks for sharing @Madeleine_Odendahl, it looks like you specifically broke out Rocks into a project vs. keeping in a section for the entire leadership team. Are you doing the same with Issues/To-Dos or do your leadership/department L10 meetings look more like the 1:1 meeting template you shared with everything there?

We are setting up traction in Asana and are struggling a bit with the set up and with traction in general - what are company goals, vs 1 year goals, vs company rocks, vs individual. We feel like we need another layer! We are meeting with an implementer in June to help us on our journey. We have it like this in Asana:

The director in charge of the goal then created their own project in their own area and use tags to tie it back to the main VTO

We for sure have more to dos than we are supposed to have. Also, I am sure we will reassess how we set this up over time.

Hope this helps!

Shirlyn