Starting a new role as an investment banker? Or perhaps looking to impress potential employers with your strategic prowess? Whether you're the hiring manager seeking top talent or the ambitious banker ready to conquer new challenges, ClickUp's 30-60-90 Day Plan for Investment Bankers template is your ultimate ally.

This powerful template empowers you to:

• Set clear objectives and priorities for your first months on the job
• Demonstrate your ability to drive business growth and achieve targets
• Showcase your strategic planning and goal-setting abilities to stand out in the competitive finance industry

Get ready to hit the ground running and make a lasting impact from day one!

Elevate Your Investment Banking Game with the 30-60-90 Day Plan

Crafting a 30-60-90 Day Plan for Investment Bankers is a game-changer, benefiting both the hiring manager and the new employee:

• For the Employee:

  • Sets clear goals and priorities for the initial months
  • Demonstrates strategic planning and goal-setting abilities
  • Showcases commitment to driving business growth and exceeding targets
  • Helps in adapting quickly and smoothly to the new role

• For the Hiring Manager:

  • Provides a roadmap for the employee's success in the role
  • Ensures alignment with the company's objectives and expectations
  • Assists in monitoring progress and offering support where needed
  • Demonstrates the candidate's proactive approach and commitment to success

For both the hiring manager and the employee stepping into an investment banking role, ClickUp's 30-60-90 Day Plan for Investment Bankers template offers a comprehensive roadmap for success:

• Custom Statuses: Categorize tasks as Complete, In Progress, To Do, or Waiting On Client to track progress effectively
• Custom Fields: Utilize custom fields like Who's in charge and Onboarding Stage to assign responsibilities and monitor onboarding progress
• Custom Views: Access 7 different views such as References, Onboarding Board, Chat, and Calendar to strategize, collaborate, and stay organized throughout the onboarding process
• Task Management: Streamline goal-setting and strategic planning with features like Dependencies, Recurring Tasks, and Workload view to ensure tasks are completed efficiently and on time.

Congratulations on landing a new role as an investment banker! To hit the ground running and impress your hiring manager, follow these steps to effectively utilize the 30-60-90 Day Plan For Investment Bankers:

1. Understand the Expectations

For the Employee:

In your first 30 days, focus on understanding the bank's culture, learning about your team, and familiarizing yourself with the standard operating procedures. Show initiative by seeking feedback and clarifying expectations with your manager.

For the Hiring Manager:

Clearly outline the bank's expectations and goals for the new hire within the first 30, 60, and 90 days. Provide necessary resources and support to ensure a smooth transition into the role.

Use Goals in ClickUp to set clear objectives for each phase of the plan.

2. Develop Relationships

For the Employee:

During the first 60 days, focus on building relationships with key stakeholders, team members, and clients. Networking within the organization can help you gain insights and establish credibility.

For the Hiring Manager:

Introduce the new employee to relevant team members, clients, and stakeholders. Encourage networking opportunities and provide guidance on relationship-building strategies.

Utilize Board view in ClickUp to visually organize and track key relationships.

3. Dive into Projects

For the Employee:

In the first 90 days, start taking ownership of projects and initiatives. Demonstrate your skills and contribute meaningfully to ongoing work. Seek feedback regularly to ensure alignment with expectations.

For the Hiring Manager:

Assign projects that align with the new employee's skills and expertise. Provide opportunities for growth and development while offering support and feedback along the way.

Create tasks in ClickUp to track project milestones and progress.

4. Continuous Learning

For the Employee:

Stay updated on industry trends, regulations, and market developments. Dedicate time to enhancing your skills and knowledge through training programs, webinars, and networking events.

For the Hiring Manager:

Encourage continuous learning by supporting the employee's participation in relevant training and development opportunities. Foster a culture of growth and innovation within the team.

Use the Calendar view in ClickUp to schedule learning activities and track progress.

5. Evaluate and Adjust

For the Employee:

At the end of each 30, 60, and 90-day period, reflect on your progress, accomplishments, and challenges. Identify areas for improvement and adjust your approach accordingly.

For the Hiring Manager:

Conduct regular check-ins to review the employee's performance against the 30-60-90 day plan. Provide constructive feedback, celebrate achievements, and address any concerns promptly.

Set up Automations in ClickUp to schedule periodic evaluations and reminders for both the employee and the hiring manager.

Investment bankers can utilize the 30-60-90 Day Plan Template in ClickUp to strategically plan and set goals for their new role, impressing both hiring managers and showcasing their abilities.

To get started, add the template to your Workspace and designate the appropriate location.

Next, invite relevant team members or guests to collaborate and provide input.

Now, leverage the template's full potential to outline your objectives and priorities:

• Utilize the References View to access important documents and resources
• Organize tasks in the Onboarding Board View to track progress and stay organized
• Use the Chat View to communicate effectively with team members and stakeholders
• Plan out your schedule in the Calendar View to stay on track
• Start with the Start here View to kick off your onboarding journey
• 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 the template by assigning team members to tasks using the "Who's in charge" custom field and tracking each task's onboarding stage with the "Onboarding Stage" custom field.