30-60-90 Day Plan For Processing Archivists

Starting a new role as a processing archivist can be overwhelming, but fear not - ClickUp's 30-60-90 Day Plan Template is here to guide you through your journey! This template is your roadmap to success, helping you set clear goals, track milestones, and showcase your impact from day one.

With ClickUp's 30-60-90 Day Plan Template, you can:

• Break down your goals into manageable tasks for each milestone
• Monitor your progress and adjust your priorities as needed
• Demonstrate your value and contribution to the organization with confidence

Get ready to hit the ground running and make your mark with ClickUp's game-changing template today!

Organize Your Archiving Success With the 30-60-90 Day Plan for Processing Archivists

Starting a new role as a processing archivist? This plan template will set you up for success by:

• For the Hiring Manager: Providing clear visibility into the archivist's goals and progress
• For the Employee: Structuring your tasks and milestones for each phase of your first three months
• For the Hiring Manager: Demonstrating your value and contribution to the organization from day one
• For the Employee: Ensuring you efficiently organize and prioritize your work to meet objectives

As a processing archivist starting a new role, the 30-60-90 Day Plan For Processing Archivists template in ClickUp is your go-to tool for seamless onboarding and goal tracking. Here's what you need to know:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client to keep both managers and employees informed
• Custom Fields: Utilize fields like Who's in charge and Onboarding Stage to assign responsibilities and track onboarding progress efficiently
• Custom Views: Access 7 different views such as References, Onboarding Board, Chat, Calendar, and Onboarding Progress to stay organized and monitor progress effectively
• Goal Tracking: Set clear goals, outline tasks, monitor milestones, and showcase your value and contribution to the organization within the first 90 days

Newly hired processing archivists can utilize this template to streamline onboarding and demonstrate their impact within the organization effectively.

Welcome to your new role as a Processing Archivist at our organization! Let's get started on creating a solid 30-60-90 Day Plan to ensure a smooth onboarding process and set you up for success.

For the Hiring Manager:

1. Initial Training and Orientation (Days 1-30)

To kick things off, provide the new Processing Archivist with a comprehensive training program and an overview of the organization's structure and processes. Set up meetings with key team members to introduce them and provide necessary resources for training.

Use Docs in ClickUp to create a detailed training schedule and share it with the new hire.

2. Skill Development and Project Exploration (Days 31-60)

During this phase, focus on enhancing the archiving skills of the new employee by assigning specific projects and tasks. Encourage them to explore different aspects of the role and provide constructive feedback to help them grow.

Leverage the Goals feature in ClickUp to set skill development milestones and track progress.

3. Independent Work and Goal Setting (Days 61-90)

Allow the Processing Archivist to work more independently on projects while ensuring they have the necessary support. Collaborate with them to set personal and professional goals for the upcoming months, aligning them with the team's objectives.

Utilize the Gantt chart in ClickUp to visualize project timelines and ensure alignment with organizational goals.

For the Employee:

1. Onboarding and Training (Days 1-30)

Engage actively in the initial training and orientation sessions to familiarize yourself with the organization's culture, processes, and team dynamics. Seek clarification on any uncertainties and proactively participate in training activities.

Create tasks in ClickUp to prioritize training modules and track progress during the first month.

2. Skill Development and Collaboration (Days 31-60)

Dive deeper into your archiving responsibilities and seek opportunities to collaborate with team members on projects. Take initiative in expanding your skill set and contribute innovative ideas to ongoing tasks.

Use custom fields in ClickUp to outline specific skill development areas and track your collaboration efforts.

3. Goal Setting and Progress Monitoring (Days 61-90)

Work closely with your manager to establish clear goals for the next 30 days and review your performance periodically. Monitor your progress, seek feedback, and make adjustments to align your objectives with the organization's mission.

Leverage the Automations feature in ClickUp to set reminders for goal checkpoints and maintain focus on key objectives.

Congratulations on embarking on this exciting journey as a Processing Archivist! By following this structured 30-60-90 Day Plan, both you and your manager can ensure a successful transition into the role and set the stage for continuous growth and development.

Newly hired or promoted Processing Archivists and their hiring managers can use the 30-60-90 Day Plan Template in ClickUp to streamline onboarding and set clear goals for the first three months.

To get started, add the template to your Workspace and designate the location where you want it applied.

Next, invite relevant team members to collaborate and assign tasks accordingly.

Here's how to maximize the template's potential for a successful onboarding process:

• Utilize the "References" view to access important resources and information
• Use the "Onboarding Board" view to visualize tasks and progress
• Communicate efficiently with the team using the "Chat" view
• Keep track of important dates and deadlines with the "Calendar" view
• Start with the "Start here" view to kick off your onboarding journey
• Plan out your onboarding tasks with the "Onboarding Plan" view
• Track your progress and milestones with the "Onboarding Progress" view

Customize the template by assigning tasks to statuses like Complete, In Progress, To Do, or Waiting On Client, and utilize custom fields like "Who's in charge" and "Onboarding Stage" for better organization and clarity.