Why My Tiny Nonprofit’s Marketing Department Has Decided To Fit a Higher Asana Plan Into Our Very Limited Budget
(For transparency: At the moment, only my org’s 2 person marketing team is on Asana for financial and buy-in reasons. We have a 2 seat Advanced plan.)
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What prompted the upgrade — was there a moment or a project that meant you needed to push the ‘GO’ button?
One year I saw TechSoup had a deal for a large percent off of Asana for nonprofits. That was my impetus to take the leap and get a Starter plan. The need was there prior but the TechSoup deal provided the means. -
Was their a feature you really loved that made the decision for you?
Once I’d gotten on Starter and got used to having access to one form, I began seeing the potential, I wanted to move up to Advanced to do more with it. Using Forms in Asana is a HUGE part of our process. As our job is to market educational programs, having exact and timely info is crucial. I’ve build out a system where coworkers send me their program info via a Form and then I use rules to build out my standard marketing workflow around it. That form submission becomes our marketing source of truth for that program. My assistant and I work on production from there. Although buy-in from non-Asana users to using the form has taken a lot of work and coordination, I feel strongly that our output is better and our stress levels are lower because of this workflow. -
How did you evaluate whether it was the right move (trial, ROI case, team buy-in)?
When I first upgraded to Starter, I purchased it with the understanding that, if we didn’t see the value after a year, we wouldn’t renew. Well, the fact that I ended up upgrading to Advanced tells you how that went. The greater accuracy, increased output, and quicker turnaround time for our marketing department speak for themselves. Increased program attendance and guest satisfaction (better info in marketing means we are better meeting guest expectations) is a good proof as well. The ease with which I was able to plug my assistant into the workflow just a month ago has really just been further proof of what we already knew - that, at least for my needs, Asana has been a huge time, energy, and money saver.
Context About Me & My Work
My Company:
I work at a fairly small (under 10 FTE employees) history museum in the midwest United States
My Roles in which I’ve used Asana:
Marketing Director (2021-Current)
- Publish info about museum events, exhibits, memberships, etc
- Welcome people to participate in our mission
- Lead fellow staff in brand voice, etc.
Programs Director (2017 - 2021)
- First got into Asana to help juggle all of the tasks and timelines involved in exhibits work
- Asana helped me make sense of doing tasks for multiple quarterly exhibits rotations, exhibits maintenance, and long-term exhibits development all at the same time.
- It also helped coworkers know where they fit in the plan.
- I also made a form where staff could scan a QR code and send a report that an exhibit needed maintenance. I’m still pretty proud of that one
