30-60-90 Day Plan For Archivists

Starting a new role as a museum archivist can be both exciting and overwhelming. With ClickUp's 30-60-90 Day Plan for Archivists template, you can hit the ground running and impress from day one. This template helps you outline goals, responsibilities, and targets for your first three months, ensuring a smooth transition into your new position while effectively managing collections, preserving artifacts, and executing archival tasks.

For hiring managers, this template provides a clear roadmap for your new archivist, setting them up for success from the start. And for employees, it's your secret weapon to show your value and dedication right off the bat.

• Define key objectives for each month to stay on track
• Set measurable targets to track progress and achievements
• Ensure seamless collaboration with team members and stakeholders

Get started with ClickUp's 30-60-90 Day Plan for Archivists template today and pave the way for a successful tenure in your new role!

Transition Smoothly with the 30-60-90 Day Plan For Archivists

Crafting a 30-60-90 day plan as a museum archivist is crucial for a successful start in your new role. This template benefits both the hiring manager and employee by:

• For the Hiring Manager: Ensuring clear expectations and goals for the new archivist
• For the Employee: Providing a roadmap for a smooth transition and effective management of collections
• For the Hiring Manager: Facilitating regular check-ins to track progress and provide support
• For the Employee: Setting achievable targets for preserving artifacts and executing archival tasks efficiently

To ensure a seamless transition into your role as a museum archivist, ClickUp’s 30-60-90 Day Plan For Archivists template offers a comprehensive roadmap:

• Custom Statuses: Track progress effectively with statuses like Complete, In Progress, To Do, and Waiting On Client, enabling both managers and employees to stay updated on task status
• Custom Fields: Utilize custom fields such as Who's in charge and Onboarding Stage to assign responsibilities and track progress during the onboarding process
• Custom Views: Access different perspectives like References, Onboarding Board, Chat, Calendar, and more to streamline onboarding, set goals, and monitor progress effectively
• For the Hiring Manager: Easily track the new archivist's progress, assign tasks, and ensure a smooth onboarding process with customizable fields and views tailored to the 30-60-90 day plan
• For the New Employee: Stay organized, understand responsibilities, and track progress efficiently using customized fields and views designed to guide you through the onboarding process and beyond.

Congratulations on your new role as an archivist! Transitioning into a new job can be overwhelming, but with a structured plan in place, you can hit the ground running and impress your new team. The 30-60-90 Day Plan For Archivists in ClickUp will help you organize your goals and tasks for a successful start in your new position.

1. Set Clear Objectives

For the Hiring Manager:

• Sit down with your new archivist to discuss the key responsibilities of the role and align on expectations for the first 30, 60, and 90 days.
• Share insights on the team's current projects, ongoing initiatives, and any upcoming deadlines.

Use Goals in ClickUp to outline clear objectives and key results for each milestone.

For the New Archivist:

• Review the provided job description and understand the core duties and responsibilities.
• Schedule a meeting with your manager to clarify any uncertainties and gain a deeper understanding of the team's priorities.

Create a Doc in ClickUp to jot down notes from the goal-setting meeting and keep track of your objectives.

2. Learn and Explore

For the Hiring Manager:

• Introduce the archivist to team members, stakeholders, and any key collaborators.
• Provide access to relevant resources, documents, and software systems needed to carry out archival tasks efficiently.

Leverage the Board view in ClickUp to visually map out team members, roles, and ongoing projects for easy reference.

For the New Archivist:

• Dive into the organization's archives, familiarize yourself with the existing filing systems, and understand the categorization methods in place.
• Explore the tools and software used for archival purposes within the organization.

Utilize recruiting tasks in ClickUp to assign orientation tasks and facilitate the learning process.

3. Plan and Prioritize

For the Hiring Manager:

• Schedule regular check-in meetings to provide feedback, address any challenges, and offer guidance.
• Assist the archivist in identifying priorities, setting realistic deadlines, and breaking down tasks into manageable chunks.

Use recurring tasks in ClickUp to schedule weekly check-ins and track progress on key projects.

For the New Archivist:

• Develop a detailed plan for organizing the archives, digitizing materials, and implementing best practices.
• Prioritize tasks based on importance and urgency, ensuring that critical projects receive immediate attention.

Utilize custom fields in ClickUp to categorize tasks by priority level, status, and deadlines.

4. Evaluate and Adjust

For the Hiring Manager:

• Conduct regular performance reviews to assess the archivist's progress, provide constructive feedback, and adjust goals if necessary.
• Offer opportunities for professional development, training, and upskilling to enhance the archivist's capabilities.

Track performance metrics and progress using Dashboards in ClickUp to monitor key indicators and evaluate outcomes.

For the New Archivist:

• Reflect on your achievements, challenges faced, and lessons learned during the initial 30, 60, and 90 days.
• Seek feedback from your manager, team members, and other stakeholders to identify areas of improvement and make necessary adjustments.

Set up Automations in ClickUp to remind you to request feedback and schedule reflection sessions at the end of each milestone.

By following these steps and utilizing the 30-60-90 Day Plan For Archivists in ClickUp, both the hiring manager and the new archivist can ensure a smooth onboarding process, effective goal setting, and continuous improvement throughout the transition period.

Museum archivists and hiring managers can utilize the ClickUp 30-60-90 Day Plan For Archivists template to streamline the onboarding process and set clear goals for the first three months in the new role.

To get started, follow these steps:

1. Hit “Add Template” to add the 30-60-90 Day Plan For Archivists to your Workspace in ClickUp. Designate the specific Space or location where you want to apply this template.

2. Invite relevant team members and the new archivist to the Workspace to begin collaborating and setting up the plan.

3. Take full advantage of this template by following these steps:

• Use the References View to access important documents and resources for the onboarding process.
• The Onboarding Board View provides a visual overview of tasks and progress during the onboarding period.
• Utilize the Chat View for seamless communication between team members and the new archivist.
• The Calendar View helps in scheduling key milestones and meetings throughout the onboarding journey.
• Start with the "Start here" View to kick off the onboarding process effectively.
• The Onboarding Plan View outlines the detailed plan for the first 30, 60, and 90 days.
• Track progress in the Onboarding Progress View to ensure tasks are completed on time.

4. Organize tasks into four statuses: Complete, In Progress, To Do, Waiting On Client, to monitor progress effectively.

5. Customize the template by using custom fields like "Who's in charge" and "Onboarding Stage" to assign responsibilities and track progress accurately.

6. Update statuses and custom fields as tasks are completed to keep both the hiring manager and the new archivist informed of progress.

7. Monitor and analyze the onboarding tasks to ensure a smooth transition and successful integration into the role.