Starting a new role as a personal support worker can be both exciting and overwhelming. With ClickUp's 30-60-90 Day Plan Template, you can kickstart your journey with a clear roadmap for success, setting you up to provide top-notch care to your clients while impressing your new employer.

In the first 30 days, you'll:

• Familiarize yourself with client care plans
• Establish strong relationships with your team and clients
• Attend relevant training sessions to enhance your skills

By day 60, you'll be:

• Implementing personalized care plans effectively
• Contributing innovative ideas to improve client care
• Completing any necessary certifications or training programs

By day 90, you'll have:

• Mastered the art of providing exceptional care
• Taken on additional responsibilities with confidence
• Set new goals for continued growth and success

Ready to excel in your new role? Let ClickUp's template guide you every step of the way!

Helping Personal Support Workers and Hiring Managers Succeed with the 30-60-90 Day Plan

Embarking on a new role as a personal support worker or welcoming one on board can be daunting. The 30-60-90 Day Plan template streamlines the process for both parties by:

• Setting clear expectations and goals for the initial months, ensuring a smooth transition and alignment of objectives
• Providing a roadmap for personal support workers to track their progress and achievements, fostering motivation and accountability
• Equipping hiring managers with a structured framework to assess performance, provide feedback, and offer support as needed
• Enhancing communication and transparency between personal support workers and hiring managers, leading to a more collaborative and productive work environment

Starting a new role as a personal support worker can be overwhelming, but ClickUp's 30-60-90 Day Plan template is here to guide you through the process smoothly!

Here are the main elements of ClickUp's 30-60-90 Day Plan For Personal Support Workers template:

• Custom Statuses: Track your progress with statuses like Complete, In Progress, To Do, and Waiting On Client to stay on top of tasks and objectives
• Custom Fields: Utilize custom fields like Who's in Charge and Onboarding Stage to assign responsibilities and track progress effectively
• Custom Views: Access 7 different views such as References for important resources, Onboarding Board for task visualization, Calendar for scheduling, and Onboarding Progress to monitor your progress

Hiring managers and new employees alike benefit from this structured approach to personal support worker onboarding, ensuring a smooth transition and effective care provision.

1. Align on Expectations

For a successful onboarding experience with the 30-60-90 Day Plan For Personal Support Workers, it's crucial for both the hiring manager and the new employee to align on expectations. The hiring manager should clearly communicate the job responsibilities, expectations, and goals, while the employee should ask questions to fully understand what is expected of them.

Utilize the Board view in ClickUp to create cards for each expectation and goal, ensuring both parties are on the same page.

2. Set Clear Objectives

Within the first 30 days, the hiring manager and the employee should work together to set clear objectives for the role. These objectives should be specific, measurable, achievable, relevant, and time-bound (SMART). This will provide a roadmap for the employee to follow and strive towards during their first months on the job.

Create Goals in ClickUp to outline the objectives for each phase of the onboarding process.

3. Establish Training and Development Plans

In the first 60 days, the focus should shift towards establishing training and development plans for the employee. The hiring manager can identify areas where the employee may need additional support or training to excel in their role. This could include shadowing opportunities, skill-building workshops, or online courses.

Use Automations in ClickUp to set reminders for training sessions and track the progress of the employee's development plan.

4. Monitor Progress and Provide Feedback

Throughout the 90-day period, it's essential for both the hiring manager and the employee to regularly monitor the progress being made. The hiring manager should provide constructive feedback on the employee's performance, highlighting areas of strength and areas for improvement. This feedback loop will help the employee grow and adapt to their new role effectively.

Utilize Dashboards in ClickUp to track the progress of the employee's tasks, goals, and development plan in real-time.

5. Evaluate and Adjust

At the end of the 90-day plan, both the hiring manager and the employee should come together to evaluate the progress and achievements made during the onboarding process. This evaluation should include a discussion on what worked well, what could be improved, and any adjustments that need to be made moving forward to ensure continued success in the role.

Set up recurring tasks in ClickUp to schedule regular check-ins and evaluations to make ongoing adjustments as needed for the employee's growth and development.

Personal support workers and hiring managers can utilize the 30-60-90 Day Plan For Personal Support Workers template in ClickUp to establish clear goals and tasks for the first three months on the job, ensuring a structured approach to providing care and support to clients.

To get started, follow these steps:

• Add the template to your Workspace and specify the location where you want it applied.

• Invite relevant team members, including the employee and hiring manager, to collaborate.

• Take advantage of the template's features to support personal support workers:

  • Use the References View to access important information and resources.
  • Utilize the Onboarding Board to track progress and tasks.
  • Engage in discussions through the Chat View for seamless communication.
  • Plan and schedule tasks using the Calendar View.
  • Start with the Start Here View to get an overview of the plan.
  • Follow the Onboarding Plan for a structured approach to onboarding.
  • Track progress using the Onboarding Progress View.

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

• Customize the template by utilizing custom fields like Who's in Charge and Onboarding Stage to assign responsibilities and track onboarding progress efficiently.