Portland, OR

World Coffee Research sought to enhance efficiency across its teams, managing complex workflows from fundraising to various research programs around the globe. By leveraging Asana, we helped centralize their project management, enabling smoother collaboration and better oversight for leadership.

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Streamlined Program Plans

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budget Transparency

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improved delivery

Goals

Migrate program projects from spreadsheets to Asana for more centralized and transparent organization.

Train staff on and implement Asana templates, projects, and portfolios.

Provide reporting solutions for leadership oversight.

Solutions

Transitioned all program projects to Asana, creating clear and trackable portfolios for long-term field initiatives.

Migrated travel and purchase request forms into Asana, enhancing transparency and inclusion in program projects they support.

Streamlined the quarterly planning process, making it easier to identify and prioritize key tasks and milestones.

Results

Improved project organization reduced the team's reliance on spreadsheets.

Enhanced transparency and efficiency in request processes led to faster and clearer approvals.

Effective quarterly planning resulted in better alignment and task prioritization across teams.

Hire The Collaborative to plan, implement, and improve your systems and workflows ☀️

Our team loves systems and process challenges. We help refine workflows, train you on best practices, and implement new apps. Connect with us to learn more!