![]() Be sure to break down each task into smaller, more manageable steps that you can complete in the allotted timeframe. Use Docs in ClickUp to create a list of goals and objectives.įor each goal, you’ll need to identify the tasks and steps that you need to take to achieve it. These can be long-term goals, such as learning a new skill or mastering a new software program, or they can be more short-term goals such as completing a project or meeting a sales goal. The first step is to decide on the goals you want to accomplish in the next 30-60-90 days. ![]() This plan outlines the goals and objectives you should set to ensure that you are successful in your position and meeting the expectations of your employer. Project Management: Improve onboarding tracking with time tracking capabilities, tags, dependency warning, emails, and moreĬreating a 30-60-90 Day Plan is an essential tool for any job seeker or professional looking to grow in their role.Custom Views: Open 7 different views in different ClickUp configurations, such as the References List View, Onboarding Board, Chat, Calendar, Start Here, and more.Custom Fields: Use 2 different custom attributes such as Who’s in charge and Onboarding Stage to save vital information about each task and easily visualize the onboarding process.Custom Statuses: Mark task status such as Complete, In Progress, To Do, and Waiting On Client to keep track of the progress of onboarding tasks.Main Elements of a 30-60-90 Day Plan TemplateĬlickUp's 30-60-90 Day Plan Template is designed to help you manage the process of onboarding new employees. It allows you to focus on the tasks that will have the greatest impact on your success.It can help you establish yourself as a leader and gain the trust of your peers.It helps you develop relationships with colleagues in a shorter period of time.It gives you an actionable plan that's tailored to the needs of your new role.Whether you’re starting a senior leadership role or just need to hit the ground running in your new job, ClickUp's customizable template has all of the features you need to make it happen! Benefits of a 30-60-90 Day Plan TemplateĪ 30-60-90 day plan template is a great way to set yourself up for success when taking on a new job. Identify the key behaviors, skills, and competencies required to succeed.Document progress notes and track action items from day one.Set personal objectives along with team and business goals.It's a great way to quickly set goals, create milestones, and identify the steps needed to reach them.ĬlickUp's 30-60-90 day plan template makes it easy for you to: A 30-60-90 day plan is essential for any new hire or promotion to help ensure a successful transition and onboarding.
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