We conduct a cleanup & reporting process for each client on an ongoing basis. The frequency is based on their
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!
- Review all s within the relatedTaskAsanas. Validate that they are on track and looking good, or intervene to help. Make sure:Project
- Ensure that the project is properly represented on the for the current week and next week.Big Board
- For each project, create an internal status report using the “Status” button:Asana
For each client, send a weekly report delivered via Email or
Hello Client Name, Hope you had a great week! Other miscellaneous chatter here. Last week, we... * Did a thing * Did another thing This week, we... * Will do a thing * Will handle that other thing Budget/Timeline Update [As appropritate to the project itself] We are at X hours out of our Y hour budget. The project is on schedule. The schedule is broken out below...
If the client has many projects going, you may want to break out the report by project for clarity.
If you feel comfortable you can send these updates without approval. For newer PMs or when onboarding to a project, we recommend asking the