And with custom fields that specify the Onboarding Stage and Who’s in Charge of each task, new staff members will feel supported from their very first day. Meanwhile, the Onboarding Board displays friendly reminders of what they’re aiming to achieve. The Onboarding Plan provides a roadmap for them to follow, breaking down specific goals into tasks that they will accomplish in their first month, their second month, and their third month. It helps create a structure for onboarding new hires so they’re up to speed within the first three months. The ClickUp 30-60-90-Day Plan Template is a boon for hiring managers. 🤩ĭownload This Template ClickUp 30-60-90-Day Plan Template In a sentence, it provides very clear expectations, making it easy for the new employee-or the project manager or entrepreneur using the 30-60-90-day plan template-to meet them. Lists resources that new employees can turn to for support.Names key stakeholders and clarifies what their roles are.Specifies key metrics that serve as performance indicators, making the deliverables of the new job measurable.Makes priorities clear so employees can deal with urgent and important tasks first.Ensures that all goals are SMART goals-that is, specific, measurable, achievable, realistic, and time-bound.Breaks long-term goals down into short-term ones that can be achieved in the next 30, 60, and 90 days.States the company’s mission and how the new team member’s role contributes to that.

Want to save even more time? Try ClickUp Brain free What Makes a Good Free 30-60-90-Day Plan Template?Ī good 30-60-90-day plan template is editable and helps to streamline tasks and optimize productivity in alignment with a business plan. In a wider context, project managers and entrepreneurs can also use a 30-60-90-day plan template as a strategic planning tool to help them prioritize projects, create a scope of work, set measurable key goals, and track the progress of their new initiatives.

And it serves as an employee monitoring tool, too, which is very useful when preparing performance evaluations. It ensures new hires are working on the right tasks in alignment with the company’s goals. With clear expectations in place, new employees know exactly what to do from the get-go, reducing stress and overwhelm, promoting self-discipline, and setting them up for success.įor hiring managers, a 30-60-90-day plan template helps them empower new staff during the onboarding process. This kind of template can also help new hires learn how to prioritize tasks and gain knowledge about who the key stakeholders are in the project management structure so they can start to build relationships. You may end up speeding up your goals or extending them depending on the specific needs of your new company.Sort your tasks quickly and easily, and create cascading views with a single click to stay ahead of the game and prioritize what’s important Brainstorm new & creative ways to get prospects’ attention in the field and ask for manager’s inputĪ 90 day plan is a great starting point for any role.Continue calling upon accounts and prospects within territory, completing 3-5 cycles before month’s end.Continue dialogue with District Manager for performance feedbackīy the last month, you should include actions that take more initiative on your part–landing your own accounts, scheduling programs, or generating new ideas.Fine tune most efficient driving route through territory.Make sure all Anchor, Core & Developmental accounts have been visited.Continue calling upon accounts and prospect within territory, completing 2-3 call cycles before month’s end.

The second month should focus on getting up to speed in your job–more activity that generates income.

Meet and establish relationships with the sales team.

Therefore, most of the items in your 30-day plan should be along the lines of: Your first month should focus on training–learning the company systems, products, and customers. What goes into a killer 30 60 90 Day Sales Plan? The first 30 days Talking this over with your hiring manager gives them a ‘test drive’ of what they’d experience when they hire you. Use your next sales job interview to show that you’re the superstar they’re looking for by bringing a 30 60 90 day sales plan.Ī 90 day sales plan is an outline of what you’ll do in the first 3 months on the job to learn everything you need to know, establish yourself in the company and in the field, and start generating new business. Sales managers are always looking for superstars to add to their sales teams.

30 60 90 day job plan template