Asana for PMOs: Driving strategy using Goals

Introduction

This tutorial will guide you through using Asana's Goals feature to drive strategy and align work with broader company objectives. Understanding how to set, track, and measure company goals in Asana is essential for project management offices (PMOs) aiming to ensure their teams are focused on impactful work.

Step 1: Set Clear Company Objectives

• Begin by identifying the key objectives for your organization.
• Ensure these objectives are:
  • Specific: Clearly define what you want to achieve.
  • Measurable: Determine how you will measure success.
  • Achievable: Set realistic goals that can be accomplished.
  • Relevant: Align with the overall company vision.
  • Time-bound: Establish a timeline for each goal.

Step 2: Create Goals in Asana

• Navigate to the "Goals" section in Asana.
• Click on "Create Goal" to start a new goal.
• Fill in the following details:
  • Goal Name: Choose a concise and descriptive name.
  • Description: Provide context about the goal.
  • Due Date: Set a specific deadline to track progress.
• Assign the goal to relevant team members for accountability.

Step 3: Connect Work to Goals

• Link projects and tasks to your established goals:
  • Open a project or task in Asana.
  • In the project or task details, look for the option to link it to a goal.
  • Select the relevant goal from your list.
• This connection ensures that all work contributes to achieving the overarching objectives.

Step 4: Track Progress Regularly

• Schedule regular check-ins to review progress on goals:
  • Use Asana's reporting tools to visualize progress.
  • Discuss any roadblocks or adjustments needed during team meetings.
• Encourage team members to update their task statuses to reflect current progress.

Step 5: Measure Success and Iterate

• Once the goal's deadline arrives, evaluate the outcomes:
  • Did you meet the objective? What metrics indicate success?
  • Gather feedback from team members on the process.
• Use insights gained to refine future goals and improve alignment with the company's strategic direction.

Conclusion

By following these steps, you can effectively leverage Asana's Goals feature to enhance your PMO’s strategic alignment and drive measurable outcomes. Start by setting clear objectives, creating and linking goals, tracking progress, and iterating based on feedback. With these practices, you will ensure your team remains focused on impactful work that contributes to your organization’s success. For additional resources, visit the Asana Community Forum linked in the video description.