We conduct a cleanup & reporting process for each client on an ongoing basis. The frequency is based on their Core Coverage tier but is typically weekly.

You can conduct the review process any time, but reports should be done on a weekly basis generally. If the client is on a Micro Core Coverage plan you can do the process less frequently.

Over the years, we have found that that projects with a consistent weekly process rarely go off the rails. The weekly process is one of the most powerful PM tools we have ever found. Do not ignore it!

Steps

Asana Project Review

Review all Tasks within the related Asana Projects. Validate that they are on track and looking good, or intervene to help. Make sure:

• [ ] No tasks are overdue.
• [ ] For all work that we can reasonably break down, we have tasks in Asana that reflect that work accurately. Work that is actionable is clarified, with due dates, and is on the Big Board.
• [ ] Blocking relationships are clear and accurate.
• [ ] All milestones are accurate, and completed if they have been reached
• [ ] Ensure that the project dates (visible in the Overview or at the portfolio level) are still accurate
• [ ] Ensure that the project progress (visible on the Production Portfolio and in the weekly report interface) is accurate.
• [ ] Ensure that any Invoices which are ready to go out have been sent
• [ ] If a project is completed, it is marked Completed with a brief internal status report, and then archived

Project Plan Review

Review the ‣ board and make sure that each plan has the right status.

Internal Status Report

For each Asana project, create an internal status report using the “Status” button:

The internal status report is for our team, not the client. The goal is to update your teammates, particularly those working on the project, about where the project stands.