Tana for Managers (T4M)

The current Tana for Managers is sold out and underway!

Check back for future courses!

$300 for Tana for Managers: Core

Everything below except the four 1-on-1 coaching sessions

$550 for Tana for Managers: Elite

Everything below including four 1-on-1 coaching sessions

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🛤️ Do you struggle to keep your team’s projects and day-to-day work organized and on track?

📋 Are you ever overwhelmed by managing team tasks and meeting agendas?

🔎 Are you sick of the endless last-minute scramble for data and reports—information you know you have if you could just find it?

“This course [Tana for Managers] completely changed the way I manage my team’s work and how I keep track the conversations I’ve had and need to have. Truly a game-changer for me!”

Tana for Managers (T4M) is an exclusive live consulting series for executives, entrepreneurs, or managers who use (or want to use) Tana to oversee their team.

Through live group masterminds and (optional) one-on-one consulting, you’ll develop the skills and the bespoke Tana toolkit to expertly manage your team.

Tana for Managers brings all of the benefits of a “shortcut” with none of the drawbacks. You will receive key templates and best practices, but you’ll also learn how to customize your own Tana workflows.

If you’re ready to invest five hours and $300 over 30 days ($550 and four more 1-on-1 hours for Elite), Tana for Managers will revolutionize your management skills and toolkit.

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What problems does Tana for Managers solve?

👉 Oversee your team with far less effort

Most managers spend too much energy tracking other people’s work. Tana’s fully-customizable format lets you keep tabs on your team without wasting your time. Tana for Managers makes it easy to customize Tana to your team’s needs.

👉 Transform your management skills with Tana

Our leadership weaknesses often result from a lack of systems or a lack of proficiency with our systems. With Tana for Managers, you’ll upgrade your management system and skills.

👉 Coordinate team action with ease

Many teams suffer from the “left hand doesn’t know what the right hand is doing” problem. Tana for Managers equips you with dashboards to manage tasks and projects effectively, both for yourself and for your team.

👉 Maximize the value of meetings and interactions

Most notes taken during meetings disappear into the void, never to be useful. With Tana for Managers, you’ll capture every meeting note or task, and they’ll show up when you need them. Plus, you can plan for meetings and interactions: assemble effortless agendas for scheduled meetings, or “need to discuss” lists for the next time you see a colleague by the water cooler.

👉 Collect critical information to make future work easier

Stop scrambling for information when your monthly report is due. Don’t wait until five minutes before your best performer’s annual review to find positive things to say about them. With Tana, it’s easy to gather information as it arises and surface it later, exactly when you need it.

👉 Publish key reports directly from Tana

Tana’s Publish feature means that many reports can be shared with your team or with clients directly from Tana. Tana for Managers will teach you the ins and outs of Publish as you need them for your team. (This landing page is shared with Tana Publish!)

👉 Elevate your team’s productivity with universal principles

Tana for Managers doesn’t just enhance your Tana skills; it ensures your system reinforces universal productivity principles. When you sign up, you’ll receive a free pre-release digital copy of my upcoming book The Rhythms of Productivity.

👉 Save hours, days, or weeks with me as your guide

Save precious hours, days, or even weeks by leveraging my expertise and guidance. The time you save translates into money saved, too—and you’ll have peace of mind knowing that your system is optimal and durable.

Track and update your team’s work using customized tables or calendars

“Your [R.J. Nestor’s] personalized approach opened my eyes to Tana’s full potential. Your patient explanations and tailored advice made complex challenges accessible. It’s rare to find such a combination of tool proficiency and teaching clarity.”

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Who is T4M for?

👥 Tana users with a working knowledge of Tana

You need to be familiar with Tana, but you don’t need to be an expert. Essential Tana Skills is included free with T4M if you want to work through that self-paced course first.

👥 Tana users willing to invest time into optimizing their workspace

T4M includes five group masterminds to develop the workflows and dashboards you need and solve problems together. Elite participants will also develop personalized management tools in four one-on-one consulting sessions. Everyone is encourage to use what we build so we can iterate and improve during Tana for Managers.

👥 Tana users who want to manage notes, tasks, and projects assigned to themselves and to others

Tana for Tasks Core is included free (and when it releases, its successor Tana for Action will be included as well). We build on top of that to meet your specifications and requirements for managing your team.

👥 Tana users who want to track meetings and interactions, the people involved, and tasks or notes generated

We will work closely to create exactly the structure you need to make tracking meetings and interactions, and using the information you gather from them, effortless.

👥 Tana users who want to aggregate information over time rather than trying to remember it at the last minute

Gather agenda items, collect discussion notes for the “next time you see someone,” assemble key points for reports or performance reviews—whatever information you need to assemble. Save weeks of drudgery using custom-built Tana tools to capture your info and surface it when you need it.

👥 Tana users who want to apply universal productivity concepts to their team’s approach to work

My upcoming book The Rhythms of Productivity is included free, and we can apply principles from it as needed as we build your Tana management system.

Effortlessly keep tabs on who’s doing what, and reassign with drag and drop

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How does Tana for Managers work?

🗂️ Attend group masterminds and (optional) 1-on-1 coaching via Zoom

In our guided group masterminds, we work together to improve our management mechanics and mindsets. In those sessions we will upgrade your Tana workspace and skills to ensure you can oversee your team effectively. If you sign up for Elite, you’ll also receive a link to schedule four one-hour 1-on-1 consulting Zoom meetings with me.

🗂️ Commit to Your Growth

Outside our live Zoom calls, your task is to actively use your Tana management system. Experiment, iterate, and refine. Take detailed notes and bring your insights and questions to our group masterminds and (optional) one-on-one sessions. Your commitment to using and enhancing your system between live calls is crucial: it’s where learning turns into real-world mastery.

🗂️ Engage in an exclusive community

Beyond the live sessions, participate in our exclusive Tana for Managers community on Circle, a dedicated space for you and your fellow managers. Exchange ideas, share challenges, and celebrate successes with peers who are equally committed to excellence. You’ll also receive access to other areas of the Action-Powered Productivity (APP) community, including a coupon code for free year of APP Pro.

🗂️ Leverage additional tools that come with T4M

Tana for Managers comes with Essential Tana Skills—which, if you lack a working knowledge of Tana, you should go through prior to the start of T4M. You also receive Tana for Tasks Core (and, when it releases, the next iteration called Tana for Action), the foundation that we’ll build upon to create your customized management tool. And I include the pre-release draft of my upcoming book The Rhythms of Productivity for when we need to refer to general productivity principles.

Add agenda items to meetings from anywhere, and take meeting notes that show back up when you need them

”Tana for Managers improved the way I collaborate with my team. The custom dashboards you [R.J.] helped me build made managing tasks and tracking meetings and notes much easier.”

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Who am I and why am I qualified to help you?

R.J. Nestor, Productivity Consultant and Tana Ambassador

I’m R.J. Nestor, Productivity Consultant, Tana Ambassador, and expert at using Tana for productivity. My course Essential Tana Skills and template Tana for Tasks Core are used by hundreds to upgrade their Tana systems. And my Action-Powered Productivity courses and cohorts have helped hundreds more. I have a knack for communicating complex concepts simply and translating tech-heavy theory into concrete, practical functionality for my clients.
I’m also a master collaborator and communication coach, with experience leveraging Tana’s unique power to track people and interactions.

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When is Tana for Managers?

The first Tana for Managers live consulting series will begin on Friday, March 29, 2024 and continue until Friday, May 3, 2024. There will be one week that I am away with my family—there will be no live session on Friday, April 19, so you’ll get an extra week to iterate on your management mechanics!
For Elite purchasers, one-on-one T4M consulting sessions will be scheduled at your convenience. I will provide a booking link when you purchase Tana for Managers.
The group masterminds will be Friday mornings at 10 a.m. US Eastern time, with the exception of the last on May 3, which will be at 9:30 a.m. Attendance at masterminds is encouraged but optional. They will be recorded for playback, provided at least one person attends live.

How do you get Tana for Managers?

Simply click the appropriate button to sign up. If you are signing up for Elite, only ten will be accepted, so don’t wait.
Once you’ve purchased T4M, you’ll be granted access to all the relevant spaces on Circle, where my Action-Powered Productivity community and all my courses are hosted. If necessary, you’ll be able to work through Essential Tana Skills immediately to prepare for Tana for Managers.
You’ll also immediately have access to the community resources, including the ability to DM me directly with questions.

Take notes to discuss with team members when you see them, and track work and other items on custom-built team member dashboards

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Common concerns

🙋‍♀️ I don’t have time to commit to a 30-day program

Tana for Managers is specifically tailored to busy executives, entrepreneurs, and leaders. While the program spans 30 days, it requires only five to nine hours of your time (depending if you choose Core or Elite). The live sessions are focused on your specific challenges and immediately impactful, and you’ll have the flexibility to experiment with and apply the concepts on your own schedule. This program will maximize your efficiency, ultimately saving you time as a manager.

🙋‍♂️ The price is too expensive

Investing in Tana for Managers is an investment in your leadership and productivity. The skills and customized Tana system you develop will save you considerable time and effort, leading to long-term benefits that far exceed the initial cost. Plus, with the limited number of participants, you’re getting personalized attention that’s rare in group training programs.

🙋‍♀️ I’m a Tana newbie

Tana for Managers includes the Essential Tana Skills course, providing the fundamentals you need to get comfortable with Tana. That will bring you up to speed quickly, and the community support ensures you have help every step of the way.

🙋‍♂️ How do I know this program will actually improve my management skills and toolkit?

Tana for Managers is built on my extensive experience in productivity consulting and Tana expertise. We will address common management challenges as well as those specific to your work and team. You’ll receive hands-on, tailored guidance, ensuring that the strategies we develop are directly applicable to your management style and needs.

🙋‍♀️ Will this program be relevant to my specific field or industry?

The toolkit we build for you in Tana is specific to your needs, regardless of your industry or field.

🙋‍♂️ What if I don’t achieve the promised outcomes?

Tana for Managers is designed to provide you with tools and skills that you can adapt to your unique situation. Our personalized coaching approach and the supportive community are there to ensure that you can tailor the system to your specific needs and challenges. The program’s structure allows for flexibility and personalization to maximize your potential for success.

🙋‍♀️ How is this program different from other management tools or courses?

Unlike generic management courses, Tana for Managers integrates the functionalities of Tana with your specific management requirements. You’re not only learning theoretical concepts but also developing practical skills and systems tailored to your real-world management scenarios.

Capture performance review content when it happens, rather than scrambling to remember it five minutes before the review

“Your [R.J.’s] mastery of Tana and your ability to transfer that knowledge made me more confident. I’m getting way more out of Tana than I was before I took Tana for Managers.”

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Frequently Asked Questions (FAQs)

❓ What exactly is Tana for Managers (T4M)?

T4M is an exclusive live consulting series designed for executives, entrepreneurs, and managers who use or are interested in using Tana to manage their teams more effectively. It includes group masterminds, (optional) one-on-one consultations, and comprehensive learning materials to enhance your Tana proficiency and managerial skills.

❓ Who should enroll in T4M?

This program is ideal for Tana users with at least a basic understanding of Tana. T4M is tailored for anyone committed to improving their management and productivity systems by leveraging the power and flexibility of Tana.

❓ How much does T4M cost?

Tana for Managers comes in two tiers. Core is $300 for the 30-day program, which includes five live group masterminds as well as the T4M discussion space hosted on Circle. Elite is $550, which adds four one-on-one consulting sessions. Only ten applicants are accepted for the Elite tier.

❓ Are there discounts if I am already a user of another of your products?

Yes! Past Tana for Managers attendees will receive a link for a 40% discount. Existing users of Essential Tana Skills and/or Tana for Tasks Core, as well as APP Pro members and those who’ve attended other live products of mine in the past, will receive an email containing a coupon code for 20% off the price of Tana for Managers. If you believe you should receive a discount but did not get a coupon code, DM me in the community or email me at rj AT rjnestor DOT com. (Note: This discount can be used together with the 15% Early Bird discount!)

❓ What is the T4M refund policy?

You may request a full refund up through the end of the live kick-off session. Prior to that point you will have received Essential Tana Skills, Tana for Tasks Core, and The Rhythms of Productivity. Don’t hesitate to DM me in the Tana for Managers community, or email me at rj AT rjnestor DOT com if you have questions or concerns.

❓ Is this the same as Action-Powered Productivity in Tana?

No. Action-Powered Productivity in Tana (APPnT) is the successor-in-spirit to my productivity cohorts, focused on building a personal productivity system in Tana. There are no one-on-one consultations in APPnT, and no specific focus on managing teams with Tana. Additionally, there is no cap on the number of participants in APPnT—in contrast, Tana for Managers: Elite is designed for individualized attention.

❓ Can I receive an invoice instead of purchasing through the link?

Yes, absolutely. I understand many people need invoices as paperwork for business documentation or tax considerations. Email me at rj AT rjnestor DOT com to request an invoice.

❓ What is the format of the Tana for Managers live sessions?

T4M sessions are conducted live via Zoom. On the Elite tier, four sessions are one-on-one, scheduled via the booking link. For all users, there are five live group sessions for demos and discussion. In addition to these live sessions, participants will have access to our Action-Powered Productivity community on Circle, providing a platform for ongoing discussion and support.

❓ What is the time commitment outside of the live sessions?

Although there is no specific time requirement outside of the live sessions, participants will get the most out of T4M if they actively use and refine their Tana systems between sessions. This involves experimenting with different approaches, iterating on your systems, and preparing notes and questions for their group masterminds and (optional) one-on-one consultations.

❓ How many people will be in the program?

There is no cap to the number of Core participants, though I anticipate an exclusive experience even in the group sessions. Elite participants are limited to ten to ensure personalized and intensive learning. This allows for detailed attention to each participant’s needs and fosters a collaborative environment in group sessions. We may not have ten, but we will not have more than ten.

❓ What additional resources are included with T4M?

Along with the live coaching sessions, T4M includes the Essential Tana Skills course, Tana for Tasks Core template and tutorials, and a free advance copy of my upcoming book The Rhythms of Productivity. These resources are for your reference, designed to complement the live sessions and provide a comprehensive learning experience.

❓ Is attendance at all live sessions mandatory?

Attendance at live group masterminds is encouraged to gain the full benefit of the program, but it is not required. Group masterminds will be recorded for playback, allowing flexibility for those who cannot attend live. Note that, if no one attends a group mastermind, there will be no recording.
For Elite participants: when you schedule a one-on-one consulting session, you are expected to attend. I understand shifting schedules and I do allow rescheduling through my booking system, but if you miss a scheduled one-on-one consulting session, it will not be made up.

❓ I have a specific question not addressed on this page. How can I ask you directly?

If you need additional information before signing up, email me at rj AT rjnestor DOT com and ask any question you like!

❓ How do I sign up for T4M?

Simply click the sign-up links provided. Remember, Elite spots are limited to ten participants, so don’t wait to register!

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Take the Leap: Elevate Your Management Skills with T4M Today!

👇 Secure Your Exclusive Spot Now 👇

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