Starting a new role as a secretary or administrative assistant can be overwhelming for both you and your hiring manager. With ClickUp's 30-60-90 Day Plan template, you can hit the ground running and set yourself up for success from day one!

This customizable template empowers you to:

• Outline clear goals, priorities, and tasks for your first three months
• Establish a roadmap for success and ensure a smooth transition into your new role
• Impress your hiring manager with your organized approach to onboarding

Get ready to excel in your new position and make a lasting impact with ClickUp's 30-60-90 Day Plan template today!

Starting a new role as a secretary or administrative assistant can be exciting yet overwhelming. The 30-60-90 Day Plan template is here to guide you every step of the way, providing a structured approach to your onboarding journey. Here's how this plan benefits both the hiring manager and the new employee:

• For the Hiring Manager:

  • Gain visibility into the employee's progress and alignment with organizational goals
  • Identify any challenges early on and provide necessary support
  • Ensure a smooth transition and integration into the team

• For the Employee:

  • Set clear goals and priorities for the first three months
  • Establish a roadmap for success and track achievements along the way
  • Build confidence and showcase value through tangible results

Starting a new role as a secretary or administrative assistant? ClickUp's 30-60-90 Day Plan template has got you covered with everything you need to hit the ground running and excel in your new position.

• Custom Statuses: Track your progress with statuses such as Complete, In Progress, To Do, and Waiting On Client for effective task management
• Custom Fields: Utilize custom fields like Who's in charge and Onboarding Stage to assign responsibilities and track progress during the onboarding process
• Custom Views: Access 7 different views including References, Onboarding Board, Chat, Calendar, Start here, Onboarding Plan, and Onboarding Progress to stay organized and focused

As a hiring manager, easily monitor and guide your new secretary or administrative assistant through their onboarding journey using ClickUp's comprehensive 30-60-90 Day Plan template.

Welcome to ClickUp's 30-60-90 Day Plan Template for Secretaries and Administrative Assistants! This structured plan will help both the hiring manager and the new employee smoothly navigate the crucial first months on the job.

1. Collaborate on defining goals

Hiring managers and new employees should work together to establish clear goals for the first 30, 60, and 90 days. Determine what success looks like for each milestone, ensuring alignment and understanding from both perspectives.

Utilize Goals in ClickUp to set and track specific objectives for each phase of the plan.

2. Plan tasks and responsibilities

Create a detailed breakdown of tasks and responsibilities for each phase of the plan. This includes administrative duties, learning new systems, and building relationships with colleagues.

Use Tasks in ClickUp to outline and assign specific responsibilities for each day of the plan.

3. Establish training and learning goals

Identify any training sessions, courses, or resources necessary for the employee to succeed in their role. Ensure that the new hire has access to all required materials and information.

Track all training sessions and learning goals using Custom Fields in ClickUp to monitor progress and completion.

4. Set up regular check-ins

Schedule regular check-in meetings between the hiring manager and the new employee to discuss progress, address any challenges, and provide feedback. These meetings are crucial for maintaining open communication and ensuring alignment on expectations.

Leverage Automations in ClickUp to set reminders for check-in meetings and keep everyone accountable.

5. Review and adjust goals

After the first 30 days, take time to review the progress made, discuss any challenges faced, and adjust goals and tasks for the next phases. This flexibility ensures that the plan remains relevant and achievable.

Utilize Dashboards in ClickUp to visualize progress and make data-driven decisions on goal adjustments.

6. Celebrate achievements and set new milestones

At the end of each 30-day period, celebrate achievements and milestones reached. Recognize the employee's hard work and progress while setting new goals and milestones for the upcoming months.

Use Milestones in ClickUp to mark key achievements and motivate the employee to strive for continued success.

By following these steps in ClickUp's 30-60-90 Day Plan Template, both hiring managers and new employees can ensure a smooth transition and set a strong foundation for success in the role.

Secretaries and administrative assistants can utilize the 30-60-90 Day Plan Template in ClickUp to streamline their onboarding process and set clear goals for the first three months in their new role.

To get started, hiring managers and employees should follow these steps:

• Begin by clicking “Add Template” to incorporate the 30-60-90 Day Plan into your Workspace. Specify the location within your Workspace for this template.

• Invite relevant team members and new hires to the Workspace to kick off collaboration.

• Take full advantage of this template to ensure a successful onboarding process:

  • Utilize the References View to access important documents and resources.
  • Use the Onboarding Board to visualize tasks and progress.
  • Engage in real-time communication through the Chat View.
  • Plan out tasks and deadlines in the Calendar View.
  • Start with the designated Start Here section to begin the onboarding journey.
  • Create a detailed Onboarding Plan to outline specific tasks and milestones.
  • Monitor progress in the Onboarding Progress View to track achievements and areas for improvement.

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

• Customize the template by adding two custom fields: Who's in charge and Onboarding Stage, to assign responsibilities and track onboarding progress accurately.