Starting a new role as an occupational therapist aide can feel overwhelming, whether you're the hiring manager wanting a smooth onboarding process or the new employee eager to make a positive impact. ClickUp's 30-60-90 Day Plan Template for Occupational Therapist Aides is here to make the transition seamless and successful for both parties.

This template empowers occupational therapist aides to:

• Set clear goals and expectations for their first 30, 60, and 90 days on the job
• Track progress and accomplishments to ensure professional growth and development
• Support occupational therapists effectively by aligning their efforts with organizational objectives

Ready to kickstart a successful journey in occupational therapy? Let ClickUp's template guide you every step of the way!

Setting Up Success with the 30-60-90 Day Plan for Occupational Therapist Aides

Embarking on a new role as an occupational therapist aide can be both exciting and nerve-wracking. The 30-60-90 Day Plan template is here to support both you and your hiring manager by:

• Aligning Expectations: Providing a roadmap for your professional growth and success from day one
• Tracking Progress: Helping you monitor your achievements and milestones, ensuring you stay on the right track
• Enhancing Support: Enabling you to effectively assist occupational therapists by setting clear goals
• Building Confidence: Assuring both you and your manager that you are set up for success in the role

As an occupational therapist aide, your 30-60-90 day journey is crucial for success. ClickUp's template includes:

• Custom Statuses: Track progress with Complete, In Progress, To Do, and Waiting On Client statuses
• Custom Fields: Stay organized with Who's in charge and Onboarding Stage to assign responsibilities and track onboarding progress
• Custom Views: Access key information through 7 views like References, Onboarding Board, and Onboarding Progress
• Task Management: Collaborate seamlessly with the hiring manager through features like Comments, Checklists, and Due Dates
• Onboarding Support: Utilize the Chat view for quick communication, Calendar view for scheduling, and Start here view for a comprehensive guide to kickstart your journey

Welcome to your new role! Let's achieve greatness together.

Embarking on a new role as an Occupational Therapist Aide can be both exciting and overwhelming. To ensure a smooth transition and set clear expectations for success, follow these six steps to effectively utilize the 30-60-90 Day Plan template in ClickUp:

1. Collaborate on Initial Goals

For both the hiring manager and the new employee, it's crucial to establish clear goals for the first 30, 60, and 90 days. This collaborative effort ensures alignment on expectations and sets the stage for a successful onboarding process.

Utilize the Goals feature in ClickUp to create and share SMART goals for each milestone.

2. Define Key Responsibilities

As the hiring manager, clearly outline the key responsibilities and tasks expected of the Occupational Therapist Aide. For the new employee, take the time to understand these responsibilities and seek clarification on any aspects that may be unclear.

Use the Tasks feature in ClickUp to assign and track responsibilities for each phase of the plan.

3. Training and Skill Development

During the initial 30 days, focus on training and skill development. The hiring manager should provide necessary resources and support, while the employee should actively engage in learning the ropes of the role.

Leverage ClickUp's Whiteboards feature to create a training plan and track skill development progress.

4. Client Interaction and Shadowing

In the next 30 days, encourage the employee to start interacting with clients under supervision. This hands-on experience will provide valuable insights and practical knowledge. For the hiring manager, allow time for shadowing and provide feedback on client interactions.

Utilize the Calendar view in ClickUp to schedule client interactions and shadowing opportunities efficiently.

5. Autonomy and Decision-Making

By the 90-day mark, aim for the Occupational Therapist Aide to demonstrate increased autonomy and decision-making capabilities. The hiring manager should gradually release supervision while the employee takes ownership of tasks.

Set up Automations in ClickUp to streamline task assignments and approvals as the employee gains confidence.

6. Performance Review and Goal Setting

Conduct a comprehensive performance review at the end of the 90-day period. Celebrate achievements, address any challenges, and collaboratively set new goals for continued growth and development.

Utilize ClickUp's Dashboards feature to visualize performance metrics and progress towards established goals effectively.

Occupational therapist aides and hiring managers can utilize the 30-60-90 Day Plan For Occupational Therapist Aides template to streamline onboarding and ensure a successful start for new employees.

To set up and maximize the potential of this template, follow these steps:

• Begin by clicking “Add Template” to incorporate the 30-60-90 Day Plan into your Workspace. Specify the designated Space for this template.
• Invite relevant team members to collaborate on the plan and assign responsibilities using the custom fields "Who's in charge" and "Onboarding Stage."
• Utilize the various views to enhance onboarding efficiency:
  • Navigate through References for quick access to essential materials.
  • Use the Onboarding Board to visualize progress and upcoming tasks.
  • Communicate effectively with the Chat view.
  • Stay organized with the Calendar view.
  • Start with the Start Here view for a comprehensive overview.
  • Follow the Onboarding Plan for step-by-step guidance.
  • Track progress in the Onboarding Progress view.
• Organize tasks into four statuses: Complete, In Progress, To Do, Waiting On Client, to monitor progress effectively.
• Update statuses as tasks are completed and utilize custom fields for detailed tracking.
• Regularly review and adjust the plan to ensure alignment with goals and expectations, fostering a successful onboarding experience for occupational therapist aides.