Asana Portfolio Summary for Leadership
Roll up several projects into one view with risks.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Summarise these Asana projects for a leadership review: [PROJECT_STATUS_LIST]. Each entry has project, owner, status, percent complete, next milestone and date, budget notes and risks. Review date: [REVIEW_DATE]. Leadership questions this quarter: [LEADERSHIP_QUESTIONS]. First list the data problems you found, such as 100 percent complete with an open milestone, so owners can correct them. Then write a one-paragraph overview, a table of projects sorted by risk using my own status words, the three projects needing a decision with the decision stated, dependencies between projects, and capacity pressure where the same roles appear on more than one project (name the roles and weeks, and propose delay, reduced scope or added capacity). Compute the share of projects on track and the share of milestones due in 30 days. Make each risk specific: what, by when, and the proposed response. Keep language free of jargon and do not guess budget figures. Mark any project whose status has not been updated in two weeks as stale and list those first for follow-up. Add a decisions table (Decision, Project, Options, Recommended option, Deadline), a suggested answer to each leadership question based only on the data, one chart described in words without claiming to produce it, a slide-ready version of six bullets, and a 45-minute agenda with the decisions first. Every statement should be traceable to a row in my list.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.