The EXPERT version of using Asana as an agreements tracker 😱

PLEASE WATCH AT 1.5X SPEED :) Be sure the watch the Easy and Medium versions first before watching this one!
Hi, Regina (Matt's CoS) here! 👋
This is the EXPERT version (Version 3) of how to use Asana as an agreement tracker: going all-out by using Asana as BOTH your agreements tracker, AND your meeting agendas. 😱
Whether you're a small startup or a 2000+ person company, you'll need a way to track your Action Items across your team. Luckily, there's an easy solution: Asana. 😏
In this series, we will go through three levels of difficulty of using Asana, and detail the pros and cons of each one. Be sure to watch the other Asana setups and choose the right one for you! 🙌
WATCH THE OTHER VERSIONS OF USING THE MOCHARY METHOD IN ASANA 👇
-EASY version of using Asana: • The EASY version of us...
-MEDIUM version of using Asana: • The MEDIUM version of ...
-EXPERT version of using Asana: • The EXPERT version of ...
TIMESTAMPS 📖
0:00 - Introduction
0:39 - Profile Recap from Version 2
1:17 - Running TEAM MEETINGS in Asana (Inspired by Sonder -- a 2000 person company!)
2:11 - Example of a Team Meeting "Project" (Document) in Asana
2:25 - Setup for Sections according to the Mochary Method
2:25 - Reminders and Pre-Meeting
4:04 - Connection: Good Things
4:22 - Accountability and OKR Tracking.
4:42 - How to Run OKR Tracking Using Asana
5:53 - Coaching: Topics and Issues
6:14 - How to Use Task Templates in Meeting Docs (To easily create Issue Proposed Solutions.)
6:33 - Example of IPS in Asana
7:02 - Transparency: Feedback
8:07 - Feedback Section Setup (Subtask for feedback from each teammate.)
8:43 - Actions (Tasks discussed and agreed upon during the meeting that can be piped into individual profiles.)
9:35 - How To Use the IPS Section in a Meeting (Adding subtasks. Adding tasks & subtasks to a project or profile.)
11:11 - Sample of How Automations/Rules Work
13:20 - Move Actions Section at the Top of the Meeting Project (So that the rules automatically pipe it to that section.)
14:15 - Importance of Piping Actions into the Meeting Project (For context.)
15:17 - Importance of Piping Habits/Actions from Feedback into the Meeting Project (For context.)
16:51 - Magic Questions (Building connection with your teammates.)
18:07 - Benefits of Running Meetings in Asana
18:35 - More Example of Meeting Project Format (All-Hands Meeting.)
18:58 - Meeting Templates (How to generate a new meeting with templates.)
20:03 - How Sonder Implements Meetings in Asana
20:41 - Final Recap
Pros of the Expert Version ✅
-The biggest value-add is definitely that you now have a centralized place for Meeting agendas AND agreements tracker.
-Because you can add to your agreements tracker in the meeting projects, your tasks now have context on WHO assigned it, under WHAT context, WHEN it was assigned, and in WHICH meeting it was decided.
-Automations continue to make adding tasks from meetings to action trackers ridiculously easy!
-You can use Asana to track everything down to your OKRs, sprints, and retrospectives.
Cons of the Expert Version ❌
-This version definitely takes the most time to set up and create buy-in. You need every person who runs meetings to learn how to use this Method. This is true whether you use the Mochary Method in Asana or any other doc: it takes time. Asana can be quite complex!
-The solution Sonder has found for this problem is that they've hired one person for each department to teach, run, and maintain meeting and agreements trackers. That person is the go-to person (almost like a Chief of Staff for the department) in making sure everything is operationally smooth. They're responsible for enforcing adherence to the method, too. It takes about three uses for teammates to fully buy into this process.
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RESOURCES ✨
- Agreement Tracker: Why you need one - docs.google.com/document/d/1Q...
SOCIAL 🐦
- Follow Regina on Twitter: / _rpgbx
- About Regina: / rpgbx
- Check out Regina's blog: www.rpgbx.com/blog
- Follow Matt on Twitter: / mattmochary
- About Matt: en.wikipedia.org/wiki/Matthew...
- Learn More About the Method: www.mocharymethod.com
Want to join the Mochary Method software team? 💻
- Apply at mocharymethod.com/careers

[@ShirazDole]

zayum, I see why watching easy + medium is a must. Awesome stuff Regina!!!