Embarking on a new role as a certified meeting professional can be both thrilling and daunting. A well-structured 30-60-90 Day Plan Template on ClickUp is your secret weapon to hit the ground running and showcase your expertise from day one. As the new hire, this template empowers you to set clear goals, develop strategies, and organize activities to impress your team and exceed expectations. For the hiring manager, this template ensures a smooth onboarding process and provides visibility into your progress. Get ready to shine in your new role and elevate every meeting and event with ClickUp's 30-60-90 Day Plan Template!
- Set clear goals and objectives for the first 30, 60, and 90 days
- Develop strategies to establish credibility and build strong relationships
- Organize activities to showcase your skills and deliver exceptional meetings and events
Ready to make your mark as a certified meeting professional? Dive into ClickUp's 30-60-90 Day Plan Template now!
Certified Meeting Professional 30-60-90 Day Plan Benefits
Starting a new role as a Certified Meeting Professional is exciting yet challenging. The 30-60-90 Day Plan template equips both the employee and the hiring manager with a roadmap for success, providing numerous benefits such as:
For the Employee:
- Setting clear goals and expectations for the first three months
- Establishing credibility and building strong relationships with colleagues and clients
- Navigating the learning curve effectively and accelerating the onboarding process
- Strategically planning activities to deliver successful meetings and events
For the Hiring Manager:
- Monitoring progress and performance against predefined milestones
- Providing guidance and support aligned with the employee's goals
- Ensuring a smooth transition and integration into the team
- Enhancing communication and collaboration between the new hire and the existing team
Main Elements of 30-60-90 Day Plan For Certified Meeting Professionals
It's crucial for both the hiring manager and new employee to have a structured plan in place for the first 30-60-90 days in a new role. ClickUp’s 30-60-90 Day Plan for Certified Meeting Professionals template includes:
- Custom Statuses: Easily track progress with statuses like Complete, In Progress, To Do, and Waiting On Client to ensure tasks are moving forward smoothly
- Custom Fields: Utilize custom fields like Who's in charge and Onboarding Stage to assign responsibilities and track the onboarding progress efficiently
- Custom Views: Access 7 different views including References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to stay organized and focused throughout the onboarding process
- Collaboration Tools: Enhance communication and collaboration through features like Chat, Calendar, and customized views to ensure alignment between the new hire and the hiring manager.
How To Use This 30-60-90 Day Plan For Certified Meeting Professionals
Congratulations on starting your new role as a Certified Meeting Professional! 🌟 Here are five steps to effectively utilize the 30-60-90 Day Plan template in ClickUp to set yourself up for success and impress your hiring manager:
1. Dive into the details
New Employee:
As you start your new role, familiarize yourself with the 30-60-90 Day Plan template in ClickUp. This plan is your roadmap to success and will help you outline your goals and key activities for the first three months in your new position.
Hiring Manager:
Share the 30-60-90 Day Plan template with your new Certified Meeting Professional. This will set clear expectations and help align your goals with theirs right from the start.
Use the Goals feature in ClickUp to define specific objectives for each phase of the plan.
2. Set SMART goals
New Employee:
Within the first 30 days, outline your goals for the upcoming months. Make sure they are Specific, Measurable, Achievable, Relevant, and Time-bound (SMART). This will help you stay focused and track your progress effectively.
Hiring Manager:
Encourage your new hire to set SMART goals that align with the company’s objectives. Provide feedback and support to ensure their goals are realistic and in line with organizational expectations.
Utilize the Custom Fields feature in ClickUp to categorize goals based on their specificity and importance.
3. Plan your activities
New Employee:
Break down your goals into actionable tasks and activities for each phase of the plan. This will help you stay organized and ensure you are making progress towards achieving your objectives.
Hiring Manager:
Review the activities outlined by your new hire and provide guidance on prioritization. Make sure the tasks are aligned with the overall goals of the team and the organization.
Use the Tasks feature in ClickUp to create a clear checklist of activities for each phase of the plan.
4. Monitor progress and adapt
New Employee:
Regularly review your progress on the 30-60-90 Day Plan template. Reflect on what’s working well and where you may need to adjust your approach. Be open to feedback and willing to adapt as needed.
Hiring Manager:
Schedule check-ins with your new Certified Meeting Professional to discuss their progress. Provide constructive feedback and support to help them succeed in their role.
Leverage the Dashboards feature in ClickUp to track progress and visualize achievements over the first 90 days.
5. Celebrate milestones and achievements
New Employee:
Acknowledge and celebrate the milestones you achieve within the first 30, 60, and 90 days. Recognizing your progress will keep you motivated and engaged in your new role.
Hiring Manager:
Recognize and appreciate the efforts and accomplishments of your new hire at key milestones. Celebrating successes will foster a positive work environment and encourage continued growth.
Use the Milestones feature in ClickUp to mark significant achievements and milestones throughout the 30-60-90 Day Plan.
By following these steps and utilizing ClickUp's features effectively, both the hiring manager and the new Certified Meeting Professional can ensure a smooth transition and a successful start in the role. Good luck on this exciting journey! 🎉🚀
Get Started with ClickUp’s Certified Meeting Professional 30-60-90 Day Plan
Newly hired certified meeting professionals and their hiring managers can use the 30-60-90 Day Plan Template in ClickUp to ensure a smooth onboarding process and set clear goals for the first three months in the role.
To get started, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Ensure you designate the appropriate Space or location in your Workspace for this template.
Next, invite the new employee and relevant team members to your Workspace to start collaborating.
Now, make the most of this template to kickstart the new hire's success:
- Utilize the Start here View to get an overview of the onboarding process
- Use the Onboarding Plan View to outline goals and strategies for the first 90 days
- Leverage the Onboarding Progress View to track progress and milestones
- Organize tasks into four different statuses: Complete, In Progress, To Do, Waiting On Client, to monitor progress effectively
- Update statuses as tasks are completed to keep everyone informed
- Utilize the two custom fields, Who's in charge and Onboarding Stage, to assign responsibilities and track onboarding progress
- Monitor and analyze tasks to ensure a successful onboarding experience for the new hire and hiring manager.
