As an Asana Solutions Partner, we carry out hundreds of Asana workshops each year with our clients. It became a second nature for us, but we recently realized not every organisation is used to working with a consultant to deploy a tool like Asana.
When working with us, you can either have an hourly deal (and book whatever session you want) or you purchased an on-shelf package with pre-defined sessions including “workshops”. This is broad, and can take different forms discussed below.
Keep in mind they are only suggestions, a workshop can combine all those dimensions if necessary.
Q&A: a simple Questions & Answers session where the consultant would answer a pre-defined list of questions. It requires the client to already have questions. The consultant could potentially illustrate the answer with examples and demos.
e.g.: “how should we use milestones?”
Demos: just like a picture is worth a 1000 words, we often do demos to show how Asana can be used. We have an amazing demo space ready with tons of use cases. A demo will help inspire the client, help them understand the tool and its philosophy, as well as think outside the box.
e.g. “we need to manage a content calendar, do you have examples?”
Workflow implementation: a consultant would discuss a specific workflow with a client, for example managing meetings, creating an “onboarding” template, building dashboards, organise a content calendar, analyse resource allocation… Those sessions could be either high level discussions, or hands-on implementation sessions, depending on the time available, the client’s willingness to build with us, and their ability to carry on homework after the session. The consultant could also use tools like Miro to “map” the workflow.
Change Management and Adoption Strategies: a consultant would help the champion carry out the deployment and anticipate roadblocks and common questions. We would often be invited to the company kick-off call for example, or invited to talk directly with the CEO.
Goal Setting and OKRs Implementation: even though we aren’t OKRs experts, we have experience tracking goals in Asana so we can help navigate the goal feature!
As a rule of thumb, we usually do not implement for our clients, but instead teach them how to build by having them hold the mouse and keyboard!
Did we forget any type of workshops?
Bastien, Asana Expert
iDO (Asana Partner: Services & Licenses)