Get Started with ClickUp's 30-60-90 Day Plan Template Use Table view in ClickUp to track your progress and make sure you're meeting your goals. Use a spreadsheet to record your progress and use it as a reference to make sure that you’re on track and making progress. Use the Gantt Chart in ClickUp to create a timeline for each goal and task.įinally, it’s important to track your progress to make sure that you’re meeting your goals and deadlines. To make sure that you stay on track, create an organized timeline to help you stay organized and keep track of your progress. Once you have identified the tasks, it’s important to set realistic deadlines for each one. Use Tasks in ClickUp to break down each goal into actionable steps for yourself. 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:

And should you require assistance with the process, don't hesitate to reach out to our customer support team, they're always willing to help.A 30-60-90 day plan is essential for any new hire or promotion to help ensure a successful transition and onboarding.

Simply download a template that best suits your purpose and open it on Word. That's right, these templates are compatible with any version of MS Word. If you ever need to replace some of the content, do it on Microsoft Word. Speaking of content, our plan templates are fully editable. To elaborate more on our plan templates, we have a lot for you to choose from and they already come with content to save you time. Afterward, specific actions are taken based on the evaluation after the 90th day. The same can be said in a call center setting wherein a team leader uses this for the same purpose. In a retail setting, a sales manager uses this plan to orient new employees to the job and evaluate their performance. This type of plan is commonly used during the onboarding process of new hires. If this is the type of plan you're looking for, we have 30 60 90 Day Plan Templates in Microsoft Word ready for use. There is also a specific type of plan in which goals are set on the 30th, 60th, and 90th days. Why? Having a plan will enable you to focus your actions and in the end, evaluate your success by determining if your goals are met. Plans will never go out of style and the process of planning will always be important.

30 60 90 day job plan template