30-60-90 Day Plan For Relationship Counselors

Starting a new role as a relationship counselor can be both exciting and daunting. With ClickUp's 30-60-90 Day Plan template, you can seamlessly navigate your onboarding journey and set clear goals for counseling success from day one. Designed to streamline your approach and ensure you hit the ground running, this template empowers you to:

• Establish a structured roadmap for client onboarding and counseling sessions
• Identify specific objectives for each phase to track progress effectively
• Boost client satisfaction by setting clear expectations and achieving counseling milestones together

Take charge of your counseling journey and make a meaningful impact with ClickUp's 30-60-90 Day Plan template today!

Welcome to ClickUp’s 30-60-90 Day Plan For Relationship Counselors template, designed to help relationship counselors effectively onboard new clients and set clear goals and expectations for counseling sessions. Here are the main elements of this template:

• Custom Statuses: Track progress easily with statuses like Complete, In Progress, To Do, and Waiting On Client to manage tasks efficiently during the onboarding process.
• Custom Fields: Utilize custom fields such as Who's in charge and Onboarding Stage to assign responsibilities and track the progress of different onboarding stages.
• Custom Views: Access 7 different views including References, Onboarding Board, Chat, Calendar, Start Here, Onboarding Plan, and Onboarding Progress to streamline the onboarding process and monitor progress effectively.

Whether you are a hiring manager overseeing the onboarding process or an employee starting this role, ClickUp's template provides a structured approach to onboard new clients successfully and achieve specific objectives for each phase of the counseling sessions.

1. Collaborate on the plan

For a successful start as a relationship counselor, it's crucial for both the new hire and the hiring manager to collaborate on the 30-60-90 Day Plan. This ensures alignment on expectations, goals, and strategies. The plan should outline key activities, milestones, and objectives for the first three months.

Utilize Docs in ClickUp to create a shared document where both the hiring manager and the new employee can collaborate on drafting the plan together.

2. Establish learning and training goals

As the employee starting the role, it's essential to work with the hiring manager to establish learning and training goals for each phase of the plan. This could include shadowing senior counselors, attending workshops, or completing specific online courses to enhance counseling skills.

Leverage Goals in ClickUp to set clear objectives for skill development and training milestones for each phase of the 30-60-90 Day Plan.

3. Implement client interaction strategies

Within the first 30 days, focus on observing client interactions and learning about existing cases. In the following 30 days, start taking on supervised client sessions and implementing new strategies. By the final 30 days, aim to lead client sessions independently while incorporating feedback from supervisors.

Visualize client interaction progress using the Board view in ClickUp to track and manage client cases and interaction strategies effectively.

4. Review and adapt the plan

Regularly scheduled check-ins between the hiring manager and the employee are crucial to review progress, address challenges, and adapt the plan as needed. Feedback should be exchanged to ensure alignment on expectations and make necessary adjustments to achieve success.

Utilize recurring tasks and Automations in ClickUp to schedule regular reviews and updates to the 30-60-90 Day Plan, ensuring that both parties are on track and adjustments can be made promptly.

Relationship counselors can streamline their onboarding process and set clear goals for counseling sessions using the ClickUp 30-60-90 Day Plan Template. This template helps establish a structured approach, identify objectives for each phase, and track progress effectively.

For the hiring manager and employee starting the role, here are the steps to utilize this template:

1. Begin by adding the template to your Workspace and designate the appropriate location.
2. Invite team members or clients to collaborate on the plan.
3. Utilize the following views to manage the onboarding process:
   • Start with the "Start here" view to kick off the onboarding journey.
   • Use the "Onboarding Board" view to visualize tasks and progress.
   • Refer to the "Onboarding Plan" view to outline specific objectives for each phase.
   • Monitor progress with the "Onboarding Progress" view.
4. Organize tasks into four statuses:
   • Complete: Tasks that are finished.
   • In Progress: Ongoing tasks.
   • To Do: Tasks that need to be completed.
   • Waiting On Client: Tasks waiting for client input.
5. Customize the template by utilizing custom fields "Who's in charge" and "Onboarding Stage" to assign responsibilities and track progress effectively.
6. Stay organized and efficient by updating statuses and custom fields as you progress through the onboarding process.