Where do Clients fit in?

[lpb]

Re Portfolio for each client: That’s one of a number of possibilities but I can’t say that’s the best option necessarily. It would force you 1) to have a project for each endeavor for each client and it’s not clear that’s needed, and 2) it requires Asana Business which you might otherwise not need.

Another alternative I often use is what I hint at here, but again this is something I reserve for clients because the right approach for each can only be determined with some discovery first:

OKR Tracking in Asana

I spent time a few months ago designing a quite powerful and very flexible solution for my clients to handle either OKRs or Goals/KPIs (and initiatives generally), that is quick to implement and maintain weekly or monthly, and works company-wide with roll-ups at the company- and department-levels. An optional third tier, sub-department-level, is optionally available too. Unlike both Goals and Portfolios, which both require the Business tier, this solution only requires Premium, and still includ…

Larry