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. Demonstrate ability to lead co-workers through successful salesSort your tasks quickly and easily, and create cascading views with a single click to stay ahead of the game and prioritize what’s important.Have a professional meeting with a manager.Have a working lunch regarding a specific topic.Research and develop a potential sales strategy.Develop client relationship resulting in a sale.Identify potential clients and provide product information.Make cold calls and follow-up with potential clients.Identify a client sales call opportunity.Set meetings with three potential clients.Prepare professional development session.Meet with a senior sales rep regarding sales system.Review current client list and product information.Develop a list of daily duties and expectations.Study the company's mission independently and with management.
Here is a 30-60-90 day example for a sales representative: Learning goals 30 days From attending client meetings and participating in sales calls to signing new clients and implementing the company's sales strategy, this plan provides a solid foundation for a thriving sales career.
By the end of the 90-day period, they will be ready to present their personal sales strategy and lead a professional development session.īy setting clear performance goals and actionable steps, Indeed's 30-60-90 day plan empowers sales representatives to achieve success in their roles. The following 30 days will see them reviewing the online sales system and mastering the sales tracking system. Within the first 30 days, sales representatives will focus on understanding the company's mission, developing a daily schedule, and preparing for sales calls. This strategic roadmap outlines specific learning, performance, and personal goals, ensuring a smooth and successful transition for new hires. Indeed, a leading job search platform, shows a comprehensive 30-60-90 day plan designed to help sales representatives excel in their roles.