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30-60-90 Day Plan

You Company Logo Here. 30-60-90 Day Plan. <<Company Name>> <<Your Name>>. Plan Summary. T+90. T+60. Communicate team vision and goals Execute service improvement plans involving people, processes, and/or technologies Establish baseline metrics Build the team

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30-60-90 Day Plan

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  1. You Company Logo Here 30-60-90 Day Plan <<Company Name>><<Your Name>>

  2. Plan Summary T+90 T+60 • Communicate team vision and goals • Execute service improvement plans involving people, processes, and/or technologies • Establish baseline metrics • Build the team • Document results of quick win opportunities T+30 • Meet key colleagues and business partners • Complete team talent assessment ** • Complete GRPI (goals, roles, processes, and interactions) assessment • Document personal goals • Execute quick wins • Review team’s previous performance and current goals • Obtain feedback on my personal performance • Complete onboarding ** • Immerse myself into the company culture • Understand the organizational structure, mission, goals, and business processes • Create a stakeholder map ** • Understand leadership’s communication styles • Understand key in-flight projects • Meet the team(s) • Identify quick win opportunities PROFICIENCY TIME ** tools/templates provided

  3. 30 Day Plan Date: 07/14/2014 Activity Progress Notes Complete onboarding (obtaining system credentials, equipment, and enrolling in benefits) Click here for thetemplate 0% Find ways to immerse myself in the company culture NotesHere 0% Understand the organizational structure and start meeting with the key individuals over the next 60 days (ask questions!) NotesHere 0% Create a stakeholder map outlining Influence/Power and Support/Interest, to help me prioritize my time Click here for thetemplate 0% Understand the mission, vision, and goals/priorities of the company and organization (ask questions!) NotesHere 0% Understand the companies’ key business processes and customers---read annual report (ask questions!) NotesHere 0% Understand leadership’s communication style and preferences (ask questions!) NotesHere 0% Understand key in-flight projects (ask questions!) NotesHere 0% Meet with my team(s) and execute first 1x1 meetings NotesHere 0% Organize a team building activity NotesHere 0% Identify quick win opportunities NotesHere 0% Review the job description NotesHere 0% • Don’t underestimate the short amount of time you have to objectively assess the situation before you get buried in the day-to-day Tip

  4. 60 Day Plan Date: 07/14/2014 Activity Progress Notes Identify and document personal goals NotesHere 0% Review each direct report’s previous performance assessment and current goals NotesHere 0% Schedule and execute meetings with key colleagues and business partners to build relationships and solicit feedback NotesHere 0% Complete a team talent assessment using a 9-box matrix based on identifying performance and potential levels Click here for thetemplate 0% Complete a GRPI assessment to identify areas of opportunity amongst the team (Goals, Roles, Processes, Interactions) NotesHere 0% Execute on quick win opportunities NotesHere 0% Participate in key in-flight projects NotesHere 0% Obtain feedback from leader on my personal performance to-date (ask questions!) NotesHere 0% Learn specific processes and technologies (ask questions!) NotesHere 0% Identify and communicate key metrics for the team(s) NotesHere 0% _ NotesHere 0% _ NotesHere 0% • Each phase should continue to grow on the previous phase. Start building your personal brand now. Tip

  5. 90 Day Plan Date: 07/14/2014 Activity Progress Notes Create and communicate team vision and goals NotesHere 0% Create and present service improvement plans involving people, processes, or technologies NotesHere 0% Establish baseline metrics for the team(s) NotesHere 0% Document results of quick win opportunities and re-assess NotesHere 0% Build the team---recruit, retain, and complete initial actions based on results of team talent assessment NotesHere 0% Complete initial actions based on results of GRPI assessment NotesHere 0% _ NotesHere 0% _ NotesHere 0% _ NotesHere 0% _ NotesHere 0% _ NotesHere 0% _ NotesHere 0% • Don’t lose the sense of urgency and continue to focus on the priorities you identified earlier Tip

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