30-60-90 Day Plan For Public Relations and Fundraising Managers

Starting a new role as a public relations or fundraising manager can be both exciting and overwhelming. With ClickUp's 30-60-90 Day Plan template, you can kickstart your journey with clear goals and a strategic roadmap from day one. This template empowers you to:

• Set achievable milestones for the first 30, 60, and 90 days
• Prioritize tasks to maximize impact on PR and fundraising efforts
• Track progress and adjust strategies for success

For hiring managers, this template ensures alignment on expectations and provides a structured way to support your new team member's growth and development. Get started on the right foot with ClickUp's 30-60-90 Day Plan Template today!

Welcome to the 30-60-90 Day Plan for Public Relations and Fundraising Managers! 🚀

Crafted to ensure a seamless onboarding experience for new hires and strategic planning for managers, this template offers a myriad of benefits:

• For the Hiring Manager:

  • Streamline onboarding process for new employees
  • Set clear expectations and goals from day one
  • Monitor progress and provide timely feedback for continuous improvement

• For the Employee:

  • Establish a roadmap for success in the new role
  • Prioritize tasks effectively for maximum productivity
  • Showcase achievements and milestones to track progress and success

Welcome to ClickUp's 30-60-90 Day Plan for Public Relations and Fundraising Managers template! 🚀

Public relations and fundraising managers can efficiently onboard and manage their initiatives with this comprehensive template that includes:

• Custom Statuses: Track tasks with statuses like Complete, In Progress, To Do, and Waiting On Client to manage progress effectively
• Custom Fields: Utilize custom fields like Who's in charge and Onboarding Stage to assign responsibilities and track onboarding progress seamlessly
• Custom Views: Access 7 different views including References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to organize tasks, communicate efficiently, and monitor progress

Key Benefits for Hiring Managers:

• Streamline onboarding processes for new hires
• Monitor progress and ensure alignment with organizational goals
• Efficiently track and manage public relations and fundraising initiatives

Key Benefits for Employees:

• Easily prioritize tasks and establish clear objectives
• Collaborate with team members through various views and channels
• Track progress and stay organized throughout the onboarding process

Get started with ClickUp's 30-60-90 Day Plan template today to ensure a successful onboarding experience and effective management of public relations and fundraising tasks! 🌟

Congratulations on starting a new role as a Public Relations and Fundraising Manager! Whether you're the new hire settling in or the hiring manager guiding the onboarding process, the 30-60-90 Day Plan template in ClickUp is here to help you hit the ground running. Follow these steps to ensure a successful start in your new position:

1. Understand the Job Responsibilities

For the New Hire: Take the time to thoroughly review the job description, understand the main responsibilities, and align them with your skills and experiences. If there are any unclear areas, don't hesitate to reach out to your hiring manager for clarification.

For the Hiring Manager: Clearly communicate the key responsibilities, expectations, and goals of the position to the new hire. Make sure they understand how their role contributes to the overall success of the team and organization.

Utilize a Doc in ClickUp to outline the job responsibilities and share them with the new hire.

2. Set Clear Goals and Objectives

For the New Hire: Work with your hiring manager to define specific, measurable goals for the first 30, 60, and 90 days. These goals should align with the overall objectives of the organization and your department.

For the Hiring Manager: Collaborate with the new hire to set realistic and achievable goals that will help them integrate smoothly into the team and contribute effectively to the organization's mission.

Use Goals in ClickUp to set clear objectives for each stage of the onboarding process.

3. Develop a Communication Strategy

For the New Hire: Establish regular communication channels with your team members, stakeholders, and supervisors. Understand the preferred modes of communication and ensure that you are aligned with the organization's communication norms.

For the Hiring Manager: Provide guidance on the organization's communication protocols, key contacts, and any specific communication strategies relevant to the PR and fundraising roles.

Utilize the Email feature in ClickUp to streamline communication and keep everyone in the loop.

4. Create a Fundraising Plan

For the New Hire: Begin outlining a fundraising plan that includes strategies, timelines, and target goals for the upcoming months. Familiarize yourself with past fundraising efforts and identify areas for improvement.

For the Hiring Manager: Offer insights into successful fundraising tactics, donor relationships, and key performance indicators to help the new hire develop an effective fundraising strategy.

Use the Board view in ClickUp to visualize your fundraising plan and track progress.

5. Evaluate and Adjust

For Both: Regularly assess your progress against the goals set in the 30-60-90 Day Plan. Identify areas of success and areas needing improvement. Be open to feedback, adjust your strategies as needed, and stay flexible to adapt to changing circumstances.

Set up recurring tasks in ClickUp to review and update your plan regularly to ensure you stay on track with your objectives.

By following these steps and utilizing the 30-60-90 Day Plan template in ClickUp, both the hiring manager and the new employee can work together effectively to achieve success in the Public Relations and Fundraising Manager role.

Public relations and fundraising managers, along with new hires, can leverage the ClickUp 30-60-90 Day Plan Template to streamline onboarding and drive successful public relations and fundraising strategies.

First, hit “Add Template” to incorporate the 30-60-90 Day Plan into your Workspace. Ensure you select the appropriate Space or location for this template.

Next, invite all relevant team members, including the new hire, to kickstart collaboration.

Now, maximize the template’s potential to excel in public relations and fundraising:

• Utilize the References View to access essential documents and resources
• Leverage the Onboarding Board View to visualize the onboarding process
• Engage in real-time discussions using the Chat View
• Keep track of important dates and deadlines with the Calendar View
• Start with the Start here View to get a comprehensive overview
• Create a detailed Onboarding Plan using the respective View
• Monitor progress and milestones with the Onboarding Progress View

Customize the template by:

• Assigning team members responsible for specific tasks using the "Who's in charge" custom field
• Tracking the onboarding stage of each task with the "Onboarding Stage" custom field

Stay organized by categorizing tasks into the following statuses:

• Complete: Tasks that are finished
• In Progress: Tasks currently being worked on
• To Do: Tasks that need to be completed
• Waiting On Client: Tasks awaiting client input

Update statuses regularly to ensure transparency and progress tracking for a successful onboarding and management experience.