Starting a new role as an electrical estimator? Or maybe you're the hiring manager looking to set your new hire up for success? Look no further than ClickUp's 30-60-90 Day Plan template tailored specifically for electrical estimators!

This template is designed to help both the hiring manager and employee by:

• Setting clear goals for acquiring new clients and estimating projects
• Tracking progress seamlessly to ensure objectives are met within the specified time frames
• Outlining strategies to enhance existing processes, boosting efficiency and profitability in electrical estimating

Get ready to hit the ground running and excel in your role with ClickUp's comprehensive 30-60-90 Day Plan template!

Welcome to ClickUp's 30-60-90 Day Plan for Electrical Estimators! 🚀

Embarking on this journey offers incredible benefits for both hiring managers and employees:

• For Hiring Managers:

  • Gain insight into the new employee's progress and achievements during crucial time frames
  • Evaluate the new employee's ability to meet set goals and adapt to the role efficiently
  • Set clear expectations and milestones for the new employee to strive towards

• For New Employees:

  • Establish clear goals and objectives for the first 90 days in a new role
  • Track progress and stay focused on key tasks and responsibilities
  • Outline strategies for personal and professional growth within the organization

Join ClickUp's 30-60-90 Day Plan and supercharge your electrical estimating journey! ⚡

ClickUp’s 30-60-90 Day Plan for Electrical Estimators is the key to success for both hiring managers and new employees in the role:

• Custom Statuses: Track progress effectively with statuses including Complete, In Progress, To Do, and Waiting On Client to ensure smooth workflow and clear communication.
• Custom Fields: Utilize custom fields like Who's in charge and Onboarding Stage to assign responsibilities and track onboarding progress efficiently.
• Custom Views: Access 7 different views such as References, Onboarding Board, Chat, Calendar, and Onboarding Progress to streamline communication, planning, and tracking for a seamless onboarding experience.
• Goal Setting: Set clear goals and objectives for the first 30, 60, and 90 days to drive productivity and success in electrical estimating from day one.

Starting a new role as an electrical estimator can be both exciting and challenging. To ensure a smooth transition and set clear expectations, follow these five steps to effectively utilize the 30-60-90 Day Plan for Electrical Estimators:

1. Initial Meeting and Goal Setting

For the Hiring Manager:

• Goals Alignment: Schedule an initial meeting with the new electrical estimator to align on short-term and long-term goals. Discuss key performance indicators (KPIs) and expectations for the first 30, 60, and 90 days.
• Resource Allocation: Provide access to necessary tools and resources, including access to the 30-60-90 Day Plan template in ClickUp.

For the New Electrical Estimator:

• Clarify Objectives: Seek clarity on the company's objectives and how your role contributes to achieving them.
• Document Goals: Use the Goals feature in ClickUp to document your personal objectives aligned with the company's goals.

2. Learning and Skill Development

For the Hiring Manager:

• Training Plan: Develop a training plan for the new electrical estimator, including product knowledge, estimating software, and company procedures.
• Regular Check-ins: Schedule regular check-ins to monitor progress and provide feedback.

For the New Electrical Estimator:

• Skill Assessment: Identify areas where you need to upskill or enhance your knowledge.
• Training Schedule: Utilize the Calendar view in ClickUp to schedule training sessions and allocate time for skill development.

3. Project Familiarization and Collaboration

For the Hiring Manager:

• Project Assignments: Assign initial projects to the estimator to familiarize them with the company's processes and client expectations.
• Team Integration: Encourage collaboration with other team members to enhance learning and build relationships.

For the New Electrical Estimator:

• Project Management: Use the Gantt chart feature in ClickUp to visualize project timelines and dependencies.
• Collaboration Tools: Leverage the Board view in ClickUp to collaborate with team members on project tasks.

4. Performance Evaluation and Feedback

For the Hiring Manager:

• Performance Metrics: Establish measurable performance metrics for the estimator to track progress.
• Feedback Sessions: Conduct regular feedback sessions to provide guidance and address any challenges.

For the New Electrical Estimator:

• Self-Evaluation: Reflect on your progress and identify areas for improvement.
• Feedback Documentation: Keep track of feedback received using Docs in ClickUp to track your development.

5. Goal Review and Future Planning

For the Hiring Manager:

• Goal Review: Review the initial goals set with the estimator and assess achievements and areas for growth.
• Future Planning: Collaborate on setting new goals for continued development and success.

For the New Electrical Estimator:

• Goal Adjustment: Adjust personal goals based on feedback and performance evaluations.
• Long-Term Planning: Utilize the Milestones feature in ClickUp to set long-term career milestones and plan for future growth opportunities.

By following these steps, both the hiring manager and the new electrical estimator can work together effectively to ensure a successful onboarding process and set the stage for a productive and fulfilling career in electrical estimating.

Electrical estimators and hiring managers can leverage the 30-60-90 Day Plan For Electrical Estimators template in ClickUp to streamline onboarding and set clear goals for success in the role.

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

Next, invite the new employee to the Workspace to kick off the onboarding process.

Now, maximize the template's potential to excel in electrical estimating:

• Utilize the References View to access essential materials and resources for estimating
• The Onboarding Board View provides a visual overview of the onboarding process
• Engage in real-time discussions with the Chat View to address queries and collaborate effectively
• Stay organized with the Calendar View to track important deadlines and meetings
• Start with the Start Here View to begin the onboarding journey seamlessly
• Use the Onboarding Plan View to outline tasks and objectives for each phase
• Track progress with the Onboarding Progress View to ensure alignment with goals

Customize the template by:

• Assigning team members responsible for specific tasks in the "Who's in Charge" custom field
• Identifying the onboarding stage for each task in the "Onboarding Stage" custom field

Update statuses accordingly:

• Complete tasks to "Complete"
• Tasks in progress to "In Progress"
• Pending tasks to "To Do"
• Tasks awaiting client input to "Waiting on Client"