Starting a new role as a property manager can be both exciting and overwhelming, whether you're the new hire or the hiring manager. With ClickUp's 30-60-90 Day Plan for Property Managers template, you can hit the ground running and set the stage for success from day one.

For the hiring manager, this template allows you to:

• Outline clear expectations and goals for the new property manager
• Monitor progress and performance at key intervals
• Ensure alignment between company objectives and the property manager's initiatives

For the new property manager, this template empowers you to:

• Strategically plan tasks and milestones for the first 90 days
• Set measurable goals to track progress and showcase achievements
• Demonstrate value and expertise through actionable plans and results

Ready to streamline onboarding and accelerate success in property management? Dive into our 30-60-90 Day Plan template now!

Welcome to ClickUp's 30-60-90 Day Plan For Property Managers template! 🏡

As a property manager, it's crucial to have a strategic plan in place for efficient property management and profitability. This template includes:

• Custom Statuses: Track progress with statuses like Complete, In Progress, To Do, and Waiting On Client to ensure smooth property management operations
• Custom Fields: Utilize custom fields like Who's in charge and Onboarding Stage to assign responsibilities and track onboarding progress effectively
• Custom Views: Access different views such as References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to stay organized and monitor progress efficiently

Get ready to streamline property management tasks and achieve success with ClickUp! 🚀

Starting a new role as a property manager can be overwhelming, but with a clear plan in place, you can hit the ground running and set yourself up for success. Here are four steps for both the hiring manager and the new employee to effectively utilize the 30-60-90 Day Plan For Property Managers template in ClickUp:

For the Hiring Manager:

1. Customize the Plan

As a hiring manager, your role is crucial in ensuring the success of your new property manager. Take the time to personalize the 30-60-90 Day Plan template in ClickUp to align with specific property management goals, company objectives, and the individual strengths of the new hire. Tailoring the plan will set clear expectations and objectives for the new employee.

Utilize Custom Fields in ClickUp to add unique details to the plan, such as property-specific tasks and team collaboration points.

2. Share the Plan

Once the plan is customized, share it with the new property manager. Provide them with a clear overview of what is expected during the first 30, 60, and 90 days in the role. Encourage open communication and offer support to ensure the employee feels confident in their ability to execute the plan successfully.

Use the Email feature in ClickUp to send the plan directly to the new property manager and foster open lines of communication.

For the New Employee:

3. Set Clear Goals

As a new property manager, take the time to review the 30-60-90 Day Plan provided by your hiring manager. Establish clear goals and milestones for each phase of the plan. Understanding what is expected of you in the first 30, 60, and 90 days will help you prioritize tasks and focus on key objectives to make a positive impact in your new role.

Utilize Goals in ClickUp to set and track your progress towards achieving the objectives outlined in the plan.

4. Track Progress and Adjust

Consistently monitor your progress throughout the 30-60-90 Day Plan. Keep track of completed tasks, milestones achieved, and areas that may require additional attention. Be flexible and willing to adjust your approach based on feedback and evolving priorities to ensure you are on track to meet and exceed expectations.

Use Dashboards in ClickUp to visually track your progress and identify areas where adjustments may be necessary to stay aligned with the plan.

Property managers and new hires can use the 30-60-90 Day Plan For Property Managers template to ensure a smooth onboarding process and set clear goals for success in managing properties.

To get started, hit “Add Template” in ClickUp to add this template to your Workspace. Designate the Space where you want to apply this template.

Next, invite relevant team members and the new hire to collaborate effectively.

Now, take advantage of this template to streamline the onboarding process and set strategic goals:

• Use the References View to access important documents and resources for property management
• The Onboarding Board View helps you visualize the entire onboarding process and track progress
• Utilize the Chat View to communicate seamlessly with team members and the new hire
• The Calendar View allows you to schedule important onboarding activities and meetings
• Start with the Start here View to get an overview of the onboarding process
• Create an Onboarding Plan in the designated view to outline tasks and milestones
• Track progress in the Onboarding Progress View to ensure tasks are completed on time

Customize the template by:

• Assigning team members responsible for each task in the "Who's in charge" custom field
• Using the "Onboarding Stage" custom field to track the progress of the new hire's onboarding journey

By following these steps, both the hiring manager and the new employee can effectively navigate the onboarding process and set goals for successful property management.