Notion Consulting Exercise

Notion Consulting Exercise

Notion Audit

🖋️

This doc helps get a sense of how your currently using Notion and what your primary goals are for the future. In Phase 2, we'll review workspace recommendations as well as clarify details of your workflow.

Company

What is the core mission of your company or team?

What are your top goals for the year?

What are your goals for this quarter?

Notion

What do you use Notion for?

Store Docs
Manage Projects
Meeting Notes
Personal Dashboard(s)
CRM
Tracking Analytics
Team Dashboard
Company Knowledge Base
Client Engagements
Writing

What do you want to start doing?

Store Docs
Manage Projects
Meeting Notes
Personal Dashboard(s)
CRM
Tracking Analytics
Team Dashboard
Company Knowledge Base
Client Engagements
Writing

My Notion Workspace could use more or better:

Organization
Hierarchy
Relations between pages
Custom Dashboards for Team Members
Knowledge Management

What aspects of your workspace are working well? (managing projects is easy, clients like to see progress, docs are well organized)

What are the top pain points in your Notion workspace? What aspects need improvement (repetitive actions, too many clicks, navigation, etc.)?

What are your key objectives for improving your Notion workspace? (project management, company homebase, client project space)

Notes

Note

image