An effective onboarding plan covers various topics, from background information on your company to your selling process, company-wide policies, your target client, your selling systems, and more. Sales onboarding assists new sales representatives in gaining the skills and knowledge they need to do well in your company. Next, invite relevant members or guests to your Workspace to start collaborating. How Do You Create a Sales Onboarding Plan? Make sure you designate which Space or location in your Workspace you’d like this template applied. Job applicants and new hires can use this 30-60-90 Day Plan Template to help everyone stay on the same page when it comes to setting goals and tracking progress.įirst, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. 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.
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