30-60-90 Day Plan For Convention Services Managers

Starting a new role as a Convention Services Manager can be both exciting and overwhelming. With ClickUp's 30-60-90 Day Plan Template, you can hit the ground running and showcase your strategic approach to managing conventions and events effectively. This template empowers you to:

• Set clear goals and milestones for your first 30, 60, and 90 days
• Organize tasks related to logistics, vendor management, and client service
• Track progress and ensure seamless coordination for successful events

Whether you're the hiring manager looking to onboard a new team member or the employee starting the role, this template is your secret weapon for a successful start!

Ready to level up your convention services management? Get started with ClickUp today!

Starting a new role as a Convention Services Manager can be exciting yet daunting. A 30-60-90 Day Plan template can help set you up for success by:

For the Hiring Manager:

• Providing a clear roadmap of the employee's goals and objectives for the first three months
• Allowing for easy tracking of the new employee's progress and performance
• Helping to identify any areas where additional support or resources may be needed
• Ensuring alignment between the employee's focus and the company's priorities

For the Employee:

• Guiding you through a structured onboarding process, making it easier to acclimate to the new role
• Setting clear expectations and milestones to achieve within specific timeframes
• Helping you prioritize tasks and focus on high-impact activities
• Establishing a strong foundation for long-term success in the role

As a convention services manager, you need a well-structured plan to excel in your role. ClickUp’s 30-60-90 Day Plan template for Convention Services Managers includes:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client to ensure seamless coordination of logistics and services
• Custom Fields: Utilize custom fields like Who's in charge and Onboarding Stage to assign responsibilities and track progress effectively
• Custom Views: Access different views such as References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to streamline planning and execution
• Collaboration Tools: Enhance communication and collaboration with features like Chat and Calendar to ensure all team members are on the same page

This comprehensive template equips both hiring managers and employees with the tools needed for successful event planning and execution.

Congratulations on your new role as a Convention Services Manager! To ensure a successful start in this position, it's essential to have a solid plan in place. Here's a comprehensive guide on how to effectively utilize the 30-60-90 Day Plan Template in ClickUp:

1. Align Expectations

For the Hiring Manager:

• Schedule a meeting with the new employee to discuss the expectations for the role and the company's goals. Provide insights into what success looks like in the first 30, 60, and 90 days.

Use Goals in ClickUp to set clear objectives and expectations for the new hire.

For the Employee:

• Review the provided job description and discuss any questions or clarifications with the hiring manager. Understand what is expected of you in the role and how your performance will be measured.

2. Dive into Training

For the Hiring Manager:

• Develop a training plan covering key aspects of the role. Arrange training sessions, shadowing opportunities, and meetings with key stakeholders to facilitate a smooth transition.

Leverage Docs in ClickUp to create detailed training materials and resources for the new employee.

For the Employee:

• Engage actively in training sessions and take notes to ensure a comprehensive understanding of the responsibilities and processes involved in the role.

3. Establish Key Relationships

For the Hiring Manager:

• Introduce the new employee to relevant team members, clients, and partners. Encourage networking and collaboration to build strong working relationships.

Utilize Table view in ClickUp to keep track of key contacts and stakeholders for easy reference.

For the Employee:

• Take the initiative to reach out to colleagues and stakeholders, schedule introductory meetings, and seek guidance on current projects and processes.

4. Set SMART Goals

For the Hiring Manager:

• Collaborate with the employee to set Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals for each phase of the plan.

Use Custom Fields in ClickUp to track progress towards each SMART goal effectively.

For the Employee:

• Work with the hiring manager to define your individual goals and milestones for the first 30, 60, and 90 days. Ensure that these goals align with the overall objectives of the role.

5. Monitor Progress

For the Hiring Manager:

• Schedule regular check-ins to review progress, provide feedback, and address any challenges or questions the employee may have.

Use Dashboards in ClickUp to monitor the new employee's progress and overall performance.

For the Employee:

• Keep track of your accomplishments, challenges, and any areas needing improvement. Be proactive in seeking feedback and guidance from your manager.

6. Reflect and Plan Ahead

For the Hiring Manager:

• Conduct a comprehensive review of the employee's performance at the end of each phase. Celebrate successes, address any gaps, and set new objectives for the upcoming period.

Utilize Automations in ClickUp to streamline performance reviews and goal setting processes.

For the Employee:

• Reflect on your achievements and challenges during the first 30, 60, and 90 days. Use this reflection to set new goals, identify areas for growth, and plan your priorities for the next phase.

By following these steps and utilizing the 30-60-90 Day Plan Template in ClickUp, both the hiring manager and the employee can ensure a smooth onboarding process and a successful start in the role. Best of luck in your new position!

Convention services managers and new employees can use the 30-60-90 Day Plan Template in ClickUp to streamline onboarding and ensure successful event execution.

To get started, hit “Add Template” in ClickUp and select the Workspace where you want to apply the template.

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

Here's how to maximize the template for successful event management:

• Utilize the References View to access important documents and resources for each phase of the plan
• Use the Onboarding Board View to track progress and tasks for new hires during their onboarding process
• Stay connected with team members through the Chat View to discuss updates and share information in real-time
• Plan out tasks and deadlines effectively using the Calendar View
• Start your journey with the Start Here View to get an overview of the entire plan
• Create a detailed onboarding plan with the Onboarding Plan View
• Track onboarding progress and task completion with the Onboarding Progress View
• Organize tasks into four statuses: Complete, In Progress, To Do, Waiting On Client to monitor progress effectively
• Customize the template by adding Who's in Charge and Onboarding Stage custom fields to assign responsibilities and track onboarding progress efficiently
• Update statuses and custom fields as tasks progress to ensure alignment and transparency between team members and new hires
• Monitor and analyze progress to ensure successful event execution and seamless onboarding experience.