INFO: Asana Seminar Meeting notes - Thursday 1st August 2019

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Secretary ExCom (Geveta)

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Aug 4, 2019, 11:43:13 PM8/4/19
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Myself and Andy RSVP'd to a free Asana Seminar/meet and great in Auckland last week, mostly filled with good general management points. Interesting find: The way I've set up Asana 2.0 for Kiwiburn (projects functioning as 'departments' within one Team for transparency) is how Auckland Tourism's Event Manager has set up her workforce! We're doing it like a real life Event Manager (chuckles).

Notes:


Asana is a collaborative working base (more synced than email, users feel less isolated during their work). See Pyramid of clarity (link has pictures).


Next year will introduce a ‘list’ and ‘board’ option for the same project, view can be to user preference (I previously held a KB vote for visual preference, so this is cool). Note: upcoming Asana customer webinars in NZ time.


Project templates - each department could have a pre-designed project, teams emails and tasks allocated. Complete department project each year with financial year? 

  • could experiment with private new work space (would need to turn over with financial year if not event year).


Analysis of task delegation - prevention of burnout. Profilo package allows users to track ‘burnout’ and task allocation. Currently KB users can manually view this for given assignees.


Barfoot speaker: Reviews goals every 3 months, creates/updates priority list. This could be done for KB during Summit? Initiate goals and build these into your next years movements. Track these along side tasks (had members rate priority goals in order). Favourites: presenting progress to the board from projects. Adding fields to assess process when ‘progress’ may not be time linear. 


Keep focused: ‘write your to do list’. Re arrange My Tasks on Asana to focus priorities (i.e due date, hide later tasks). Note: Importance vs urgency grid.


Auckland Tourism Events and Economic Development speaker: has project departments I.e communications that have various team activities, add colour profiles for clarity (KB does this!). Gain empathy for colleagues take and needs. Some people are self motivated, others need to be visible and recognised when completing work. Comment to teams on their success or progress (use the like button!).


Estrada Travel speaker: Lastpass! Favourite tool. Motivation: gift/praise/acknowledge a particular staff member once a month. Note: Andy’s proposed use of media pushed milestones upon completion?


Note: if someone asks you about a specific task detail via email or thread - reply in Asana! Put it in Asana! Emails disappear, a task is living and has info. 


Action point: decommission team leads google group! Move discussion into Asana, keep as much info one place as possible for consistency.


Action point: set time limits on meetings and include these in agendas. 


Action point: Secretary to produce monthly update reports from what Asana has available. Create departments table with numbers of overdue tasks (our current set up has skewed data on completed tasks due to several years action).


  • Present this with minutes meetings (stats of progress and lag for departments). This could also be done as a progress update on project summary (KB timeline?).

Asana Non -Profit Case Study - Leukemia Foundation.pdf
Asana Keyboard Short Cuts.pdf

Andy the Treasurer

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Aug 5, 2019, 12:07:39 AM8/5/19
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Thanks Geveta - well summarised.  Asana seminar highlighted areas we could utilise their software to greater advantage (as noted in your post).
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