Using Asana Project Management Software Externally with Clients

I had not even thought of using Asana externally until the 2019-2020 admissions cycle. We have always used an old fashioned status chart in google drive to track everything - and have actually had a lot of success with that approach - so I didn’t feel like I needed a new solution.

Then, one of our late start seniors applied to about a zillion schools and had about a zillion art portfolios to go along with the applications. It occurred to me that we needed something more sophisticated.. and she served as our test case! I then made a number of changes with transfer applicants, and made even more changes just recently after COVID-19, when all of our operations turned remote. I plan to introduce it to Class of 2021 students later this spring.

Maintaining Client Boundaries: Holiday Edition

Nobody wants to be stressing over college essays or application edits on Halloween or New Year’s Eve - not you, not the kids, not their parents.

If you set boundaries in this area and stick to them, you’re doing EVERYONE a favor. I promise.

And if you have trouble saying no? Check out #3: my no-fail secret weapon against holiday work.

[Non-Obvious] Intake Questionnaire Info

We send "Getting to Know You" questionnaires immediately after parents sign their contracts and pay their invoices. The parent version has questions that deal with issues relating to health, communication preferences, emergency contact information, family issues in the home, scheduling choices, observations about student motivation, and so forth. The student version is a little lighter and contains a personality test, as well as fun questions about preferences and pet peeves.

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