Engage in training sessions, product demos, and competitor analysis. Familiarize yourself with the unique selling points, user benefits, and competitors. Understanding the Product and Market (Week 1-2): Dive deep into understanding the product or service you will be selling.30-60-90-Day Plan for a Sales Representative Now that you have access to all these templates, let’s take a look at some examples of how they can be used in different scenarios and industries. Want to save even more time? Try ClickUp Brain free 30-60-90-Day Plan Examples Colored status icons give you a quick understanding of which tasks have been completed, which have been reviewed by other stakeholders, and which are still to do, so you can support your new team member as they move toward their goals. You can also step back to see the bigger picture in the full Notes List. For each note, you can add attachments and specify a note type, for example, whether it’s a Task, a Reflection, an Idea, or a Gratitude. Along the way, the template reminds you to check that the goals are SMART-specific, measurable, achievable, realistic, and time-bound (in other words, they have a target date for completion).

These objectives could be professional performance goals or personal goals. Much like a 30-60-90-day plan template, this beginner-friendly ClickUp Daily Goal Template helps you and your new hire plot their objectives for the next 30, 60, or 90 days-or however long you want-and then set tasks to help them accomplish them. 📚ĭownload This Template ClickUp Daily Goal Template

The template also includes a calendar to help schedule all those onboarding tasks, and a chat feature so workers can connect to their new team members and quickly reach out for help when they need it.Īnd for a quick overview of all the new hire’s tasks, four colored tabs show tasks that are complete, in progress, still left to do, and on pause while waiting for input from someone else. 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. 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

Manager 30 60 90 day plan template