Nonprofit case management

Nonprofit case management

Learn how to leverage Asana to templatize your case management process!

About this course

As a case manager, you’re on the frontlines working directly with your nonprofit beneficiaries. And when you go to the frontlines with incomplete or unclear information on the case, it can feel crippling to your mission. Learn how to leverage Asana to templatize your case management process so that you always have the information you need to best serve your clients.

Who should take this course:

If you're new to Asana and want to learn how to use it to manage your client caseload this course is for you. Who are you? You’re a nonprofit professional who is responsible for managing the individual relationships, services, and outcomes of beneficiaries of your organization’s mission. 

 

 

  • I’m an individual contributor who is responsible for managing a caseload of my organization’s clients.”
  • “I’m a manager who is responsible for ensuring that new cases are assigned to employees or volunteers.”

Learning objectives:

Whether you are supporting refugee clients to find a home, working to reduce recidivism by assisting clients with a criminal history, or coordinating counseling for clients who are victims of domestic violence, by the end of this course you’ll be able to leverage Asana Premium & Business features to…

 

  • Create an Asana Template that sets up standard information, process, and assignments for each new case or client
  • Effortlessly update the progress of a case using Asana’s mobile app and status updates
  • Gather each case into a Portfolio to easily see everyone you are serving in one place
  • Manage the assignment of cases with Workload to avoid burnout for your team

So that… your organization can advance your mission and serve beneficiaries with less overhead and a more engaged team!

  • Course expectations:

  • Watch 5 short on-demand videos.
  • Complete 1 short quiz.
  • Apply what you learn to managing your own cases in Asana.

Time:

  • 6-10 minutes per unit
  • 30 minutes for the entire course

Curriculum

  • Unit 1: Build your new case template
  • What you'll learn in Unit 1

     

  • Picture this...
  • Step 1: Create the project
  • Step 2: Organize the project

     

  • Step 3: Convert to template

     

  • Unit 2: Use the template for a new case
  • What you'll learn in Unit 2

     

  • Picture this...
  • Start a new case project

     

  • Case management on the go
  • Share status updates
  • Reporting on projects
  • Unit 3: Setup a Portfolio for your organization's entire caseload
  • Picture this...
  • What you'll learn in Unit 3

     

  • Create a caseload Portfolio

     

  • Manage your caseload in a Portfolio
  • Share the Portfolio with your teammates
  • Tip for sharing your Portfolio
  • Unit 4: Manage case assignments based on team member bandwidth
  • Picture this...
  • What you'll learn in Unit 4
  • Workload overview
  • Using Workload for case management
  • Check your understanding

     

  • Tell us what you think

     

  • Additional resources for reporting on your caseload
  • Congratulations!

     

About this course

As a case manager, you’re on the frontlines working directly with your nonprofit beneficiaries. And when you go to the frontlines with incomplete or unclear information on the case, it can feel crippling to your mission. Learn how to leverage Asana to templatize your case management process so that you always have the information you need to best serve your clients.

Who should take this course:

If you're new to Asana and want to learn how to use it to manage your client caseload this course is for you. Who are you? You’re a nonprofit professional who is responsible for managing the individual relationships, services, and outcomes of beneficiaries of your organization’s mission. 

 

 

  • I’m an individual contributor who is responsible for managing a caseload of my organization’s clients.”
  • “I’m a manager who is responsible for ensuring that new cases are assigned to employees or volunteers.”

Learning objectives:

Whether you are supporting refugee clients to find a home, working to reduce recidivism by assisting clients with a criminal history, or coordinating counseling for clients who are victims of domestic violence, by the end of this course you’ll be able to leverage Asana Premium & Business features to…

 

  • Create an Asana Template that sets up standard information, process, and assignments for each new case or client
  • Effortlessly update the progress of a case using Asana’s mobile app and status updates
  • Gather each case into a Portfolio to easily see everyone you are serving in one place
  • Manage the assignment of cases with Workload to avoid burnout for your team

So that… your organization can advance your mission and serve beneficiaries with less overhead and a more engaged team!

  • Course expectations:

  • Watch 5 short on-demand videos.
  • Complete 1 short quiz.
  • Apply what you learn to managing your own cases in Asana.

Time:

  • 6-10 minutes per unit
  • 30 minutes for the entire course

Curriculum

  • Unit 1: Build your new case template
  • What you'll learn in Unit 1

     

  • Picture this...
  • Step 1: Create the project
  • Step 2: Organize the project

     

  • Step 3: Convert to template

     

  • Unit 2: Use the template for a new case
  • What you'll learn in Unit 2

     

  • Picture this...
  • Start a new case project

     

  • Case management on the go
  • Share status updates
  • Reporting on projects
  • Unit 3: Setup a Portfolio for your organization's entire caseload
  • Picture this...
  • What you'll learn in Unit 3

     

  • Create a caseload Portfolio

     

  • Manage your caseload in a Portfolio
  • Share the Portfolio with your teammates
  • Tip for sharing your Portfolio
  • Unit 4: Manage case assignments based on team member bandwidth
  • Picture this...
  • What you'll learn in Unit 4
  • Workload overview
  • Using Workload for case management
  • Check your understanding

     

  • Tell us what you think

     

  • Additional resources for reporting on your caseload
  • Congratulations!