30-60-90 Day Plan For Electronic Resources Librarians

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"With the help of this practical 30-60-90 Day Plan For Electronic Resources Librarians, you can level up your productivity and organization."

Starting your role as an Electronic Resources Librarian can be both exciting and overwhelming. With ClickUp's 30-60-90 Day Plan Template, you can hit the ground running and make a significant impact from day one. This template is your roadmap to success, helping you manage and optimize electronic resources seamlessly. For the hiring manager, it provides a clear overview of your plan, goals, and strategies, ensuring alignment and success from the start. For the new employee, it offers structure and guidance to thrive in your new role. Let ClickUp empower you to excel in managing digital resources efficiently!

  • Set clear acquisition goals for electronic resources
  • Organize digital assets effectively for easy access and navigation
  • Troubleshoot and resolve any issues efficiently to ensure a seamless user experience

Ready to excel in your role as an Electronic Resources Librarian? Let ClickUp's template guide your success today!

Electronic Resources Librarian 30-60-90 Day Plan Benefits

Embarking on a new role as an electronic resources librarian can be both exciting and challenging. With a well-crafted 30-60-90 day plan for electronic resources librarians, both the hiring manager and the employee can benefit in the following ways:

For the Hiring Manager:

  • Gain insight into the new librarian's strategic approach and alignment with library goals
  • Monitor progress and performance against outlined objectives at different milestones
  • Ensure a smooth transition and integration of the new librarian into the team
  • Identify any potential training or support needs early on

For the Employee:

  • Establish clear goals and priorities for the first 30, 60, and 90 days in the new role
  • Demonstrate proactive planning and initiative to the hiring manager
  • Track personal progress and accomplishments to showcase contributions to the library
  • Identify areas for growth and development to excel in the role

Main Elements of 30-60-90 Day Plan For Electronic Resources Librarians

Welcome to ClickUp's 30-60-90 Day Plan For Electronic Resources Librarians template, designed to help you seamlessly manage and optimize electronic resources within your library.

For the hiring manager and employee starting the role, this template includes:

  • Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client for efficient task management
  • Custom Fields: Utilize fields such as Who's in charge and Onboarding Stage to assign responsibilities and track onboarding progress effectively
  • Custom Views: Access different perspectives such as References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress for comprehensive visibility and planning

Start strong, stay organized, and achieve success with ClickUp's dynamic 30-60-90 Day Plan template!

How To Use This 30-60-90 Day Plan For Electronic Resources Librarians

Transitioning into a new role as an Electronic Resources Librarian can be both exciting and overwhelming. By utilizing the 30-60-90 Day Plan for Electronic Resources Librarians in ClickUp, both the hiring manager and the employee starting the role can ensure a smooth onboarding process and set the stage for future success. Here are four essential steps to guide you through the process:

1. Collaborate on expectations

Hiring Manager:

Initiate a meeting with the new Electronic Resources Librarian to discuss the expectations for the first 30, 60, and 90 days. Clearly communicate the goals, key projects, and performance metrics that align with the overall objectives of the library.

Use the Goals feature in ClickUp to outline specific targets for each milestone, ensuring alignment between the hiring manager's expectations and the librarian's understanding.


Engage actively during the meeting and seek clarity on the goals and expectations set by the hiring manager. Take notes and ask questions to ensure a comprehensive understanding of what is required to succeed in the role.

2. Develop a Training Plan

Hiring Manager:

Create a structured training plan that includes introductions to key team members, familiarization with library systems, and training on specific electronic resources management tools.

Utilize the Calendar view in ClickUp to schedule training sessions, meetings, and onboarding activities for the new Electronic Resources Librarian.


Proactively engage in training sessions, take notes, and seek clarification on any aspects of the training that may be unclear. Use the resources provided by the hiring manager to build a solid foundation of knowledge and skills required for the role.

3. Set Milestones and Review Points

Hiring Manager:

Establish clear milestones at the 30, 60, and 90-day marks to track progress and assess performance. Schedule regular review points to provide feedback, address any challenges, and make necessary adjustments to the plan.

Leverage the Milestones feature in ClickUp to set specific checkpoints and review dates to monitor progress effectively.


Stay focused on achieving the milestones set by the hiring manager. Keep track of your progress, seek feedback proactively, and be open to making adjustments to your approach based on the feedback received.

4. Evaluate and Adapt

Hiring Manager:

At the end of each 30, 60, and 90-day period, conduct thorough evaluations of the Electronic Resources Librarian's performance. Recognize achievements, provide constructive feedback, and make collaborative decisions on adapting the plan for the next phase.

Use the Dashboard feature in ClickUp to visualize performance metrics and track progress over time for informed decision-making.


Reflect on your performance at each milestone, celebrate achievements, and take note of areas for improvement. Actively participate in performance discussions with the hiring manager and be prepared to adapt your approach based on feedback received.

By following these steps and leveraging the features of ClickUp, both the hiring manager and the new Electronic Resources Librarian can work together seamlessly to ensure a successful transition and establish a solid foundation for growth and development in the role.

Get Started with ClickUp’s Electronic Resources Librarian 30-60-90 Day Plan

Electronic Resources Librarians and their hiring managers can use the 30-60-90 Day Plan Template in ClickUp to set clear goals and tasks for managing electronic resources effectively.

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

Next, invite relevant team members or guests to collaborate on the plan.

Now, leverage the template's features to optimize electronic resources:

  • Use the References View to easily access important materials and information
  • Utilize the Onboarding Board to track progress through the onboarding process
  • Engage in real-time discussions with the Chat View to ensure seamless communication
  • Plan out tasks and deadlines with the Calendar View
  • Start with the Start Here View to get an overview of the plan
  • Follow the Onboarding Plan View to see a detailed breakdown of tasks
  • Track progress with the Onboarding Progress View to stay on top of milestones

Organize tasks into four statuses: Complete, In Progress, To Do, Waiting On Client, and utilize custom fields like Who's in Charge and Onboarding Stage for clear accountability and progress tracking.

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