30/60/90 Day Plan

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Category: Business and Industry

Date Submitted: 05/19/2013 02:19 PM

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Business Development

• Meet with my manager and agree on meetings schedule, key players,

situational diagnosis, and mandate.

• Meet with key internal partners,

Officers, and other Team Managers to assess unit’s current credibility and

- Discuss successes/challenges/competitive threats

- Discuss their expectations of me and their personal goals

- Establish a game plan to exceed goals and maximize client loyalty and share of wallet

• Review metrics, mapped systems and processes, talent and performance

• Identify opportunities for early wins

• Review proficiencies, routines and identify areas for growth

• Develop coaching plans and activities.

Employee Engagement

• Meet with all members of the team, identify early patterns, trends,

priorities, and get early sense of team ability:

- Discuss individual players’ successes and challenges

- Discuss their expectations of me and their personal goals

• Maximize floor visibility to build relationships with all partners and team

• Complete several client interviews and trailer calls

Business Development

• Meet with manager and establish performance deliverables, work communication styles and agree on situational diagnosis

• Continue to build on internal partnering relationships through trust, mutual

benefit and disciplined activities

• Do SWOT analysis; document gaps or any misalignment between goals

• Develop plan for process improvements, staff changes (if any)

• Create strategy for my unit of responsibility

• Maximize usage of huddles and meetings to include key partners

• Pinpoint individual coaching needs using coaching tools, methods and

models, side by side connects and call analysis

• Prepare for staff meetings in advance and refresh/prepare for next day after each day.

Employee Engagement

• Establish...