Posts in Tools We Love
Using Asana Project Management Software Externally with Clients
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.

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Tools We LoveColleen PaparellaEducational Advisory GroupAsana, Students, Parents, Workflow, Client Management
Using Asana Project Management Software Internally
Using Asana Project Management Software Internally

Standard operating procedures are the only way to ensure that you can carry out an equally amazing client experience in a standardized format, from student to student.

For example, it doesn’t matter when someone begins with me, or how many other clients I have at the time - they are getting the exact same service. Yes, we absolutely individualize and customize - constantly, in fact! But the core steps don’t change.

And if you don’t believe that this works, think about the world’s highest-grossing revenue chain and second-largest private employer: McDonalds.

Ray Kroc didn’t invent the SOP, but he might as well be the poster child for them. While our standards for quality are (very) different, our goal - providing a standardized experience - is the same.

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Tools We LoveColleen PaparellaProject Management, Client Management, Scaling, Staff
Profit First: Money Management for the IEC
Profit First: Money Management for the IEC

How do you know if you can afford an employee? How do you know if you can afford an office? Wondering where your profit went - or concerned about a big tax bill at the end of the year?

The “Profit First” method will provide clarity for each one of these questions and many more. The security of knowing EXACTLY WHERE YOU STAND financially is priceless!

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Tools We Love, Helpful InformationColleen PaparellaEducational Advisory GroupBilling, Pricing, Profit, Staff, Office, Money