Plan Your 2025 Business Year With Me in Asana
In today’s post, I’m going to show you how to use Asana to plan your entire 2025—so you can stay organized, hit your business goals, and make the most of your time.
Whether you’re currently a one-person show or have a team, having a solid yearly plan is key to keeping everything on track, and Asana is the perfect tool to help you do just that.
Either keep reading or watch the video below:
Alright, let’s dive in! Here’s what we’re going to cover today:
Setting Up Your Yearly Business Plan Project in Asana.
Breaking Down the Year by Months.
Creating Tasks to Keep Everything on Track.
A special Asana tip that will save you tons of time as you go through the year
Setting Up Your Yearly Business Plan Project in Asana
The first step to planning your year in Asana is creating your Yearly Business Plan Project. This is the hub where you will have an overview of your project goals for the year.
Here’s how I set mine up:
Create a New Project:
Open Asana and create a new project.
Name it something like “2025 Business Plan”.
Breaking Down the Year by Months
Next, it’s time to break down the entire year into manageable chunks. I like to divide my yearly business plan by month. This way, I can set monthly goals, plan out projects, and keep track of key events.
Here’s how I do it:
1. Create Sections for Each Month:
In your Asana project, create 12 sections—one for each month of the year.
Label them January through December.
2. Add Key Milestones for Each Month:
Think about the major project goals you want to accomplish each month. This could be launching a new product, updating an existing product, or starting a YouTube channel.
Add these as Milestones or high-level tasks in Asana. These will serve as your guideposts throughout the year.
Using Monthly Sections for Big Picture Planning
Once you have your months set up, use those monthly sections to plan out your big projects and ensure everything is moving forward.
This approach helps you see exactly what you’ll be working on each month, preventing you from overloading your schedule.
So, under January, you might have "update website with new photos" and in February "Create new webinar". Keep in mind all other things you might have on the go, like regular client work, admin work, team management, creating content, etc. So, I like to keep it to one to two additional projects per month.
This can obviously vary depending on the size of your team and how many other things you are responsible for completing each month.
The best thing about having your project goals set up this way is because you can easily move them around when things don't go according to your plan.
Organizing Your Asana Projects for Maximum Efficiency
Now that you’ve got your yearly plan set up, let’s talk about how to pull everything together within Asana so everything works together seamlessly and you don't have duplicate tasks.
Here’s how to do it:
1. Create Separate Projects for Major Areas of Your Business:
If you run a business, you probably have several different areas you’re managing—client work, marketing, operations, etc.
Create separate projects in Asana for each of these areas.
2. Link These Projects to Your Yearly Plan:
Once you’ve created your individual projects, link them to your Yearly Business Plan Project by adding relevant tasks to both projects.
This creates a cohesive workflow where your yearly plan is always aligned with your ongoing projects.
You can also create projects right from your business plan when it's time to begin. To do this, go to the 3 dots, click convert to project. And create your new project.
Time-Saving Asana Hack
Okay, now for the time-saving hack I promised—my favourite Asana hack that consistently saves me and my clients hours of work.
Using Templates for Recurring Projects:
Instead of creating the same project from scratch over and over again, you can create templates in Asana for projects you frequently run—like client onboarding, product launches, or monthly content planning.
Once you have your template set up, all you need to do is duplicate it, and Asana will automatically populate your project with all the necessary tasks, due dates, and subtasks.
For example, I have a template for new product creation. Every time I create a new digital product for my business, I just duplicate the template and get started with the actual project. It saves me so much time and mental energy!
You can get this template, plus several more, in my Asana Essentials toolkit. Each template has been tested and tweaked over years of use in my own business as well as in my clients' businesses. Learn more and get started today by clicking here.
