30-60-90 Day Plan For Expeditors

Starting a new role as an expeditor can be both exciting and overwhelming for both you and your hiring manager. With ClickUp's 30-60-90 Day Plan For Expeditors template, you can hit the ground running and ensure a smooth transition into your new position.

This template empowers expeditors to:

• Set clear goals and action plans for the crucial first 30, 60, and 90 days
• Establish a roadmap to showcase your activities and accomplishments
• Align expectations with your employer for a successful start

Don't just start your new role—excel in it with ClickUp's comprehensive 30-60-90 Day Plan For Expeditors template!

Embarking on a new role as an expeditor can be both exciting and nerve-wracking. The 30-60-90 Day Plan For Expeditors template is here to help you hit the ground running and impress right from the start. For the hiring manager and the new employee, this template offers a range of benefits:

• For the Hiring Manager:

  • Gain insight into the new hire's strategic thinking and approach to achieving goals
  • Set clear expectations for performance and deliverables in the first crucial months
  • Provide a structured framework for assessing progress and offering support as needed

• For the Employee Starting the Role:

  • Establish a clear roadmap for success in the first 30, 60, and 90 days
  • Communicate your priorities, objectives, and key actions to align with company goals
  • Demonstrate your proactive and results-oriented mindset to build credibility and trust

To ensure a successful onboarding process for new expeditors, ClickUp’s 30-60-90 Day Plan For Expeditors template offers the following key elements:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client, ensuring clarity on tasks and responsibilities for both the hiring manager and the new employee
• Custom Fields: Utilize custom fields such as Who's in charge and Onboarding Stage to assign ownership and categorize tasks efficiently throughout the onboarding process
• Custom Views: Access different views like References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to stay organized and aligned on goals and timelines
• Collaboration Tools: Enhance communication and collaboration through features like Chat, ensuring seamless interaction between the hiring manager and the new expeditor throughout the onboarding journey.

Congratulations on your new role at Expeditors! 🎉 Starting a new job can be exciting yet overwhelming, but with the 30-60-90 Day Plan template in ClickUp, you can set yourself up for success. This plan will help you outline your goals, track your progress, and align with your manager's expectations every step of the way.

For the Hiring Manager:

1. Set Clear Expectations

As a hiring manager, it's crucial to communicate clear expectations to your new employee. Clearly define the goals and objectives you want them to achieve in their first 30, 60, and 90 days. This will help them understand what success looks like and how they can contribute effectively.

Use Goals in ClickUp to set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals for each phase of the plan.

2. Provide Resources and Support

Ensure your new employee has access to all the necessary resources, tools, and training they need to succeed. Be available to answer questions, provide guidance, and offer feedback along the way. Support from you will help them navigate challenges and excel in their role.

Utilize Docs in ClickUp to create an onboarding guide with essential resources and information for the new employee.

3. Schedule Regular Check-ins

Schedule regular check-in meetings with your new employee to review their progress, address any concerns, and provide constructive feedback. These meetings will help you gauge their performance and offer guidance on areas that may need improvement.

Use the Calendar view in ClickUp to schedule and organize check-in meetings easily.

For the New Employee:

4. Dive into Learning

In your first 30 days, focus on learning the ins and outs of your role, understanding company processes, and getting to know your team members. Immerse yourself in training sessions and take the time to absorb as much information as possible.

Use the Board view in ClickUp to visualize your tasks and progress as you navigate through the learning phase.

5. Set Priorities and Goals

During the next 60 days, prioritize your tasks based on importance and urgency. Set specific goals aligned with the company's objectives and your manager's expectations. Breaking down your goals into actionable steps will help you stay organized and motivated.

Utilize custom fields in ClickUp to categorize tasks based on priority and track your progress effectively.

6. Demonstrate Impact

In the final 90 days, focus on delivering results and demonstrating your value to the team. Take on additional responsibilities, collaborate with colleagues, and showcase your skills. Strive to exceed expectations and leave a lasting impression on your manager and peers.

Use Dashboards in ClickUp to track your key performance indicators (KPIs) and showcase your achievements to your manager effectively.

With these steps, both the hiring manager and new employee can work together seamlessly to ensure a successful onboarding process and a strong start in the new role at Expeditors! 🌟

Sales managers and business development professionals hired as expeditors can utilize the 30-60-90 Day Plan for Expeditors template to map out their goals and actions for a successful start in their new role.

To get started, follow these steps:

• Click “Add Template” to incorporate the 30-60-90 Day Plan for Expeditors template into your Workspace and select the designated location.

• Invite relevant team members and the new expeditor to collaborate on the plan.

• Take full advantage of the template's features to streamline the onboarding process:

  • Utilize the References View to access important materials and resources.
  • The Onboarding Board View helps in visualizing tasks and milestones.
  • Engage in real-time discussions using the Chat View.
  • Keep track of important dates and meetings with the Calendar View.
  • Start with the designated "Start here" section to kick off the onboarding journey.
  • Use the Onboarding Plan View to outline specific tasks and goals for each phase.
  • Monitor progress and milestones in the Onboarding Progress View.

• Organize tasks with four statuses: Complete, In Progress, To Do, Waiting On Client, to track progress effectively.

• Customize the template with two custom fields: "Who's in charge" and "Onboarding Stage" to assign responsibilities and track onboarding progress efficiently.