30-60-90 Day Plan For Community Association Managers

  • Great for beginners
  • Ready-to-use, fully customizable Subcategory
  • Get started in seconds
Template Level
slide 1
"With the help of this practical 30-60-90 Day Plan For Community Association Managers, you can level up your productivity and organization."

Starting a new role as a Community Association Manager can be both exciting and overwhelming. With ClickUp's 30-60-90 Day Plan Template specifically designed for Community Association Managers, you can hit the ground running with confidence and clarity. This template empowers you to:

  • Set clear goals and objectives for your first three months
  • Establish a roadmap for success in managing community operations and services
  • Align your tasks with the strategic vision of the community association

Get started on the right foot, impress your new team, and drive impactful results from day one with ClickUp's comprehensive 30-60-90 Day Plan Template!

Community Association Manager 30-60-90 Day Plan Benefits

Welcome to Success: The 30-60-90 Day Plan for Community Association Managers

Embarking on your new role as a Community Association Manager? Dive into the 30-60-90 Day Plan to set yourself up for success while impressing your hiring manager:

  • For the Hiring Manager:

    • Gain insight into the strategic approach your new manager will take in their first 3 months
    • Track progress and ensure alignment with organizational objectives
    • Foster a transparent and collaborative relationship with your new hire
    • Set clear expectations and provide support for a successful onboarding journey
  • For the Community Association Manager:

    • Establish clear goals and objectives for the initial 30, 60, and 90 days
    • Create a roadmap for success, enhancing productivity and efficiency
    • Build credibility and trust with your team and the community members
    • Demonstrate your value by showcasing proactive planning and effective management

Main Elements of 30-60-90 Day Plan For Community Association Managers

For both the hiring manager and the new employee embarking on this role, ClickUp's 30-60-90 Day Plan template for Community Association Managers offers the following essential elements:

  • Custom Statuses: Track progress with statuses such as Complete, In Progress, To Do, and Waiting On Client, ensuring transparency and accountability throughout the onboarding process
  • Custom Fields: Utilize custom fields like Who's in charge and Onboarding Stage to assign responsibilities and track progress in a structured manner
  • Custom Views: Access 7 different views including References, Onboarding Board, Chat, Calendar, and Onboarding Progress to streamline communication, collaboration, and planning efforts
  • Task Management: Stay organized with clear goals and objectives for the first 30, 60, and 90 days, ensuring a smooth transition and effective management of community operations and services.

How To Use This 30-60-90 Day Plan For Community Association Managers

Excited to kick off your journey as a Community Association Manager? Follow these steps to effectively utilize the 30-60-90 Day Plan template in ClickUp and impress your new employer with your strategic approach!

1. Understand the plan's purpose

To the Employee: The 30-60-90 Day Plan is your roadmap for success in the first three months. It outlines goals, expectations, and key milestones to help you hit the ground running.

To the Hiring Manager: The plan serves as a transparent guide for both you and your new hire. It aligns expectations, sets goals, and provides a structured approach to assessing performance and growth.

Use Goals in ClickUp to clearly define and track the goals set for each phase of the plan.

2. Dive into Learning and Building Relationships

To the Employee: Spend the first 30 days absorbing information, understanding processes, and building relationships with team members, stakeholders, and clients.

To the Hiring Manager: Encourage the new hire to immerse themselves in the community, learn the ropes, and establish relationships critical to their success.

Leverage Board view in ClickUp to visualize and prioritize tasks related to learning and relationship-building.

3. Develop and Implement Strategies

To the Employee: Days 31-60 are about developing strategies to enhance community engagement, streamline operations, and improve resident satisfaction.

To the Hiring Manager: Expect the new hire to start formulating strategies based on their observations and insights from the first month.

Utilize the Gantt chart feature in ClickUp to create timelines for strategy development and implementation.

4. Drive Results and Monitor Progress

To the Employee: In the next 30 days, focus on executing strategies, driving results, and monitoring progress towards established goals.

To the Hiring Manager: Assess the new hire's ability to execute plans, adapt strategies as needed, and deliver tangible results.

Track progress and key milestones using Dashboards in ClickUp to ensure alignment with the 30-60-90 day goals.

5. Reflect, Refine, and Set Long-Term Goals

To the Employee: Reflect on achievements, challenges, and lessons learned. Refine strategies, set long-term goals, and align them with the organization's vision.

To the Hiring Manager: Review the new hire's reflection, long-term goals, and provide feedback to ensure continued growth and success.

Utilize Docs in ClickUp to document reflections, refine strategies, and set long-term goals for ongoing success.

By following these steps and leveraging ClickUp's features, both the new hire and the hiring manager can ensure a smooth transition, effective onboarding, and impactful contributions to the community association.

Get Started with ClickUp’s Community Association Manager 30-60-90 Day Plan

Community association managers and hiring managers can utilize the 30-60-90 Day Plan Template in ClickUp to streamline onboarding and ensure a successful start to the role.

To get started, add the template to your Workspace and specify the location where you want it applied.

Next, invite relevant team members and stakeholders to collaborate on the plan.

Here's how you can effectively use the template to manage your community association responsibilities:

  • Utilize the References View to access important documents and resources
  • Use the Onboarding Board View to visualize your onboarding journey
  • Engage with team members in the Chat View to foster communication and collaboration
  • Plan your tasks and meetings in the Calendar View for efficient time management
  • Start with the Start Here View to kick off your onboarding process
  • Create a detailed Onboarding Plan in the designated view
  • Track your progress in the Onboarding Progress View to ensure you're meeting your goals

Customize your tasks with the four statuses: Complete, In Progress, To Do, Waiting On Client, and utilize the custom fields "Who's in charge" and "Onboarding Stage" to assign responsibilities and track progress effectively.

Related Templates

Template details