Teams | Collaboration | Customer Service | Project Management

February 2024

Performance evaluation template, with examples and tips

A performance evaluation is a formal check-in process used to evaluate team members progress. Though evaluations can be stressful, a performance evaluation template can help standardize the process. When your team member knows exactly what you’ll be discussing, they’re able to prepare and have a more productive conversation. Plus, if you pair evaluations with goal-setting, you can focus the conversation not just on current impact but also on future goals.

How to conduct an exit interview: Template and examples

An exit interview is a conversation between a company and an employee who chooses to leave the company. When you create a safe environment for team members to give honest feedback, you’ll gain insight into how your company can improve. Learn how to perform an exit interview effectively so you can make the most of the experience. When a team member leaves your company for a new role, there’s an opportunity to learn why.

What is release management? 5 steps to success

If you’ve ever experienced a software release, you know just how complicated things can get. From managing project timelines to keeping track of due dates and scope, it’s a lot for one person to handle. That’s where release management comes in. With the right process in place, you’ll be able to manage even the most complicated of tasks. Release management is a technique used to manage, plan, and control a software update to improve quality, speed, and efficiency.

How Asana uses work management for more impactful campaigns

Efficiency is the buzzword of this ever-changing AI era. For marketers, this means maximizing the return on every single dollar they spend. It’s no different when it comes to managing effective campaigns that drive engagement and, ultimately, revenue for your company. At Asana, the revenue marketing team approaches campaigns with a focused and structured design. The foundation needs to be sturdy and well-adapted to the dynamic nature of their work.

What is a Gantt chart? A guide to mapping your project timelines

A Gantt chart is a horizontal bar chart used to illustrate a project’s schedule and related tasks or events during the project lifecycle. Find out how this type of chart can help you map tasks and keep deliverables on track. Maybe you’ve heard the term Gantt chart used around the workplace or in a project kickoff meeting. The problem is, you’re not quite sure what that is, how it helps with project management, or how to make one.

Sales and operations planning (S&OP): A project manager's guide

Sales and operations planning is a six-step process that can help you achieve focus and alignment in all areas of your organization. Learn what the steps are and the impact this type of plan can have on your team. Have you been struggling to align teams at your organization? It’s a problem many project managers face. Thankfully, there’s a solution. Sales and operations planning is a six-step business process where a leadership team achieves focus and alignment in all areas of an organization.

Work intake isn't working. Here's why-and what to do about it

We know what an effective work intake process should look like in theory—but that doesn’t mean it’s easy to achieve in practice. Dive into the six common snags teams run into during the work intake process, and discover how to tackle them head-on. In theory, a smooth work intake process shouldn’t be complicated: set clear guidelines, standardize requests, and use it all to effectively prioritize projects.

What is stakeholder analysis and why is it important?

Think of your project as an Oscar-nominated movie. You won, and you have to go up and give your big speech. Who do you thank? In project management, those people would be your project stakeholders—people who have a stake in your project and have helped you get there in some way. Project stakeholders can vary from the people doing the work to the people approving the work to the people you’re doing the work for, but they’re all important.

Here's why campaign management is broken-and how to fix it.

We all know what good marketing looks like. From Nike’s “Just Do It” campaign to Barbie’s 2023 revival, it’s clear when brands make a lasting impression. But what we don’t see is all the chaos behind the scenes. Delays, budget overages, and late nights can pile up before campaigns cross the finish line—cutting into your company’s revenue gains.

Project scope management: Plan, template, and guide

A scope management plan outlines the processes involved in executing your project and serves as a guideline to keep the project within specific limits. In this article, we’ll explain what a scope management plan is and how it can assist you in the planning phase. With effective scope management, you can set you and your team up for success. Managing the scope of a project is like driving a car. If you don’t keep your eyes in front of you, the car veers off the road.

How Asana uses work management for content marketing

Content marketing is a juggling act. Often, you’re working on several projects at once where you’re simultaneously managing stakeholders, reviews, and approvals across the organization. In the process, it’s easy for things to get lost in the shuffle. But there’s a smarter way to work. With the right tools and systems, you can streamline your business’s content marketing into a smooth, efficient operation.

Effective one-on-one meetings: Free template and agenda

Both managers and employees sometimes view one-on-one meetings with trepidation. Managers worry about the correct format and handling tough discussions, while employees might dread criticism or question the meetings' usefulness. But when effectively organized and focused on open communication, the one-on-one meeting is a key driver of team productivity, morale, and engagement, benefiting all involved.

7 causes of content calendar chaos-and how to solve them

Discover seven common content calendar management challenges—and their solutions—to effectively transform your content creation process from chaos to clarity. From insightful blog posts to engaging social media campaigns, every piece of content your brand creates serves as a cornerstone of its identity. But the more your organization creates, the more complex the task of managing your content calendar becomes. If you’re facing content chaos, you’re not alone.

Project Schedules 101: Why You Need Them and How to Make Your Own

It’s harder to lose sight of deadlines and goals when they’re right in front of you. Project schedules map your project tasks on a timeline, so you always know what comes next. In this article, we’ll walk you through the seven steps to create a project schedule and share some of our favorite templates to get you started. A new project at work often signals the beginning of another adventure filled with stakeholders, deadlines, deliverables, and tools.

What is a business impact analysis (BIA)? 4 steps to prepare for anything

A business impact analysis (BIA) tells you what to expect when your business is disrupted, so you can proactively create recovery strategies. Learn how a BIA can help you get back on track when roadblocks occur, plus four steps to create one for your own business. “Be prepared.” This concept rings as true in business as it does in The Lion King.

How to Asana: Post status updates

Have you been pinged for a status update? Before you fire up the spreadsheets and docs, here's how to do it in Asana. Keep your team in the loop with status updates on projects, portfolios, and goals in Asana. Check out this video to learn how to share status updates using real-time data, the latest highlights, and Asana Intelligence. Then see how your meetings can focus on actionable insights instead of long status readouts.

How to build a best-in-class project intake process

A project intake process is a standardized workflow to help teams capture, prioritize, and follow through on new requests. Learn the components of an effective intake process, and how to build one for your team. Swamped by project requests? Overloaded with last-minute asks? If so, you’re not alone—and we have a solution for you. Enter: the project intake process, a tried-and-true method to prioritize the right work at the right time.

How to master organizational planning in 5 simple steps

Organizational planning is the process of defining a company's overarching goals and mapping out the steps necessary to achieve them. Discover how to master it in 5 steps. Every organization is a complex puzzle, with different projects, tasks, and goals scattered across teams and departments. Individually these pieces might seem disjointed, but when put together they form a picture of success.

What is a product launch? A guide from planning to execution

A product launch is the process of bringing a new or updated product to market. Uncover the key steps to planning, managing, and executing a successful product launch. A product launch is more than just unveiling your latest innovation—it’s about making a statement in a crowded marketplace. Whether you’re launching an entirely new product, rolling out new features, or expanding into a new market segment, you want your launch to make a splash—not a ripple.