Host an Asana kickoff meeting
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- 1. Create a kickoff meeting agenda
- 2. Explain “Why Asana?”
- 3. Demo Asana features
- 4. Show how you use Asana
- 5. Provide learning resources
- 6. Establish your plan & timeline
Now that you and a few teammates are using Asana and seeing the benefits of tracking your work together, you might be ready to propose Asana to your entire team. You’ve already done some of the groundwork, so now you can host a kickoff meeting to get the rest of your team on Asana.
Asana kickoff meeting
If you’re ready to get all of your teammates on board, we recommend hosting a meeting with your team to discuss how they will benefit from Asana, and to start everyone off on the same page.
1. Create an Asana kickoff meeting agenda project
Here are the steps we recommend adding to the agenda project (keep reading for more details on each one):
- Explain “Why Asana?”
- Demo Asana features
- Show your favorite features
- Share how you use Asana
- Provide resources
- Establish your timeline and next steps
You can copy and paste the list above into a new Asana project to make each item a task!
2. Explain “Why Asana?”
Before you host the meeting, we recommend taking time to reflect on your team’s pain points and struggles, how Asana can help you solve them, and your overall goal for using Asana. You can even ask your team these questions, too, so you can craft the solution and goals together.
Explain the benefits of using Asana:
- Have clarity on who’s doing what, by when.
- Spend more time on work, instead of work about work.
- See how your work fits in and contributes to overall goals and objectives.
You’ll also want to explain where Asana fits in with the other tools you use, like email, a file sharing tool, or a group chat system. It might also be a good idea to provide some real world examples to show when you’d use Asana instead of another tool or vice versa (e.g., for work requests, use Asana; for a quick question about where to find a document, use chat).
Use our intro deck with your own talking points to help organize your thoughts.
3. Demo Asana features
Walk your team through Asana’s key features to help you track work effectively, based on your team’s workflows. Be sure to cover the basics like:
- Task details such as assignment, due dates, following, and comments
- Projects (lists and boards)
You can also cover some of your favorite features, the results you’ve seen in Asana, what you like about it, and how the rest of the team might benefit from it. Here are some features you can show to get started:
You can also run through the list of Asana Premium features to discuss which ones can help your team get even more out of Asana. Things you can highlight:
- More members (you’ll need Premium for teams larger than 15)
- Task dependencies
- Custom fields
- Asana-created templates
- Reporting with Dashboard
Teams looking for admin, security, and privacy settings with additional Customer Success support should also look at our Asana Enterprise offering.
Choose some of your personal favorite features to show, especially if they are specific and applicable to your team’s work.
4. Show how you use Asana
Asana is a flexible tool that can be used in many ways. Because there isn’t one “right” way to use Asana, you can explain how you’ve used Asana’s features thus far to establish a smooth workflow. Pull up some of your existing tasks and projects to show how you’ve structured things. Later, your team can get on the same page about what works best for everyone.
5. Provide learning resources
- The Guide—Guide articles will teach your team how to use Asana like a pro.
- Help—If your team wants to learn more about Asana features, or has questions about specific features, check out our Help section.
- Asana lessons—Get up and running in a few steps with Asana lessons.
- Resources—Our resources page has instructional videos, onboarding checklists, and additional content for your team to jump in.
6. Establish your plan & timeline
Before wrapping up the meeting, make sure to establish a plan and timeline to get your Asana rollout into motion. Here are some tips to help you stay on track:
- Pick a first project to try out together that’s simple, but collaborative. Start with a process that could be improved.
- Know that most teams take about two months to fully learn and adopt Asana. You’ll see progress before then, but it takes some time to build habits that stick. Try out our Asana onboarding template to automatically get started with the perfect adoption plan.
- Create a space (like a team or project) where anyone can play around with features to learn how they work without worrying they’ll “break” something.
- Decide on some conventions around creating and using tasks, projects, and conversations. Your conventions are up to you and your team, but you can check out a few conventions we recommend.
- Once you’ve established your team conventions, then track them in a project so anyone can reference them, and assign a teammate as the Asana expert to ensure they’re followed and help others learn and try.
Once you’ve had your kickoff meeting, you’re ready to start inviting all your teammates to Asana to work on tasks and projects.