30-60-90 Day Plan For Business Unit Managers

Starting a new role as a business unit manager can be exhilarating and overwhelming at the same time. But fear not, as ClickUp's 30-60-90 Day Plan Template is here to guide you through the crucial first months of your journey!

For the hiring manager:

• Easily set clear expectations for your new business unit manager
• Monitor progress and align goals to drive departmental success
• Collaborate seamlessly with your new hire to ensure a smooth transition

For the employee:

• Strategize and prioritize tasks for the first 90 days
• Track progress and demonstrate value to your team
• Align your efforts with departmental objectives for success

Get started on the path to success with ClickUp's 30-60-90 Day Plan Template today!

For Business Unit Managers: Get Ahead with a 30-60-90 Day Plan

Starting a new role as a business unit manager can be both exciting and overwhelming. With a 30-60-90 day plan template, you can hit the ground running by:

• Setting clear expectations and goals for your first three months
• Prioritizing tasks effectively to maximize productivity
• Tracking your progress towards departmental objectives seamlessly
• Establishing a strong foundation for long-term success in your new role

For Hiring Managers: Empower Your New Business Unit Managers

Welcoming a new business unit manager on board? Provide them with a 30-60-90 day plan template to ensure they:

• Align with your department's goals and objectives from day one
• Demonstrate a clear understanding of priorities and action steps
• Drive results and make an impact in a structured and focused manner
• Easily integrate into the team and contribute to the overall success of the business unit

As a business unit manager embarking on a new role or hiring a new employee, ClickUp’s 30-60-90 Day Plan template provides a structured approach to success:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client, ensuring clarity on task progression and completion
• Custom Fields: Utilize custom fields such as Who's in Charge and Onboarding Stage to assign responsibilities and track onboarding progress effectively
• Custom Views: Access different perspectives like References, Onboarding Board, Chat, Calendar, Start Here, Onboarding Plan, and Onboarding Progress to plan, organize, and monitor progress seamlessly
• Collaboration and Communication: Foster effective communication and collaboration through shared views, real-time updates, and task assignments to align goals and expectations efficiently

Congratulations on your new role as a Business Unit Manager! To make a smooth transition and set clear expectations, follow these steps to create and implement your 30-60-90 Day Plan using ClickUp:

1. Collaborate on goals and expectations

For the Hiring Manager:

• Reach out to your new Business Unit Manager to discuss the objectives and expectations for the first 30, 60, and 90 days. Be clear about what success looks like and provide any necessary resources or information to support their success.

Use Goals in ClickUp to outline and share specific objectives for each phase of the plan.

For the Employee:

• Schedule a meeting with your hiring manager to understand the company's priorities and goals. Seek clarification on performance expectations and any key projects or initiatives that need immediate attention.

Utilize Calendar view in ClickUp to schedule and keep track of important meetings and discussions.

2. Develop a detailed action plan

For the Hiring Manager:

• Work together with your new Business Unit Manager to create a detailed action plan for each phase of the 30-60-90 Day Plan. Define key milestones, projects, and tasks that need to be accomplished to ensure a successful onboarding process.

Leverage Tasks and Subtasks in ClickUp to break down the action plan into manageable steps and assign responsibilities clearly.

For the Employee:

• Use the insights gained from discussions with your hiring manager to create a comprehensive plan of action for the first 30, 60, and 90 days. Outline specific tasks, projects, and learning objectives that align with the company's goals.

Benefit from the Gantt chart feature in ClickUp to visualize and organize tasks within each phase of the plan.

3. Monitor progress and adjust as needed

For the Hiring Manager:

• Regularly check in with your Business Unit Manager to review progress, provide feedback, and address any challenges or roadblocks. Offer support and guidance to ensure they are on track to meet the established goals.

Utilize Dashboards in ClickUp to track progress and key metrics to ensure alignment with the overall business objectives.

For the Employee:

• Keep track of your progress by updating task statuses and communicating any achievements or obstacles to your hiring manager. Be open to feedback and be proactive in seeking assistance when needed.

Set up Automations in ClickUp to receive reminders for upcoming tasks and deadlines to stay organized and focused.

4. Reflect, celebrate, and plan for the future

For Both:

• At the end of each phase (30, 60, and 90 days), take time to reflect on accomplishments, challenges faced, and lessons learned. Celebrate milestones achieved and discuss areas for improvement or further development.

Use Milestones in ClickUp to mark significant achievements and celebrate successes along the way.

By following these steps and leveraging ClickUp's features effectively, both the Hiring Manager and Business Unit Manager can ensure a successful onboarding experience and a seamless transition into the new role.

Business unit managers and new employees can utilize the 30-60-90 Day Plan Template in ClickUp to set clear goals and track progress effectively during the crucial onboarding period.

To get started, hit “Add Template” to incorporate the 30-60-90 Day Plan into your Workspace. Ensure you specify the Space or location for this template.

Next, invite relevant team members or guests to join your Workspace for seamless collaboration.

Now, leverage the template's full potential to drive success in your new role:

• Utilize the References View to access important documents and resources
• Organize tasks and milestones in the Onboarding Board View for a clear visual representation
• Use the Chat View to communicate with team members and discuss progress
• Plan out your tasks and meetings in the Calendar View to stay on track
• Get started with the Start Here View for a step-by-step guide to kick off your onboarding journey
• Track your progress and milestones in the Onboarding Plan and Onboarding Progress Views
• Customize tasks with custom fields like "Who's in Charge" and "Onboarding Stage" for clarity and accountability

Keep tasks updated with statuses like Complete, In Progress, To Do, Waiting on Client to ensure everyone is informed and aligned on progress. Happy onboarding!