30 60 90 Day Plan

Brief

To drive higher team productivity, managers need to reconsider how their own time is being spent and how it can be improved upon. According to McKinsey, high-skill knowledge workers, including managers spend 28% of their time reading and answering emails, 19% searching and gathering information, 14% communicating and collaborating internally and 39% with their role-specific tasks.

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Following GPetrium’s “Toolkit for a Successful Manager”, we would like to introduce and discuss one of the tools outlined in the article: the 30 60 90 Day Plan. Traditionally, 30 60 90 Day Plan template are often used by job applicants as an “ace in the hole” strategy to win over a desired position. However, this powerful tool can be used in different settings to provide strategy, structure, and accountability.

Managers can use this tool to layout expected work for a defined project or an upcoming period. This strategy document defines the necessary objectives to be accomplished during the first 30, 60, or 90 days of the project, program and, or operation.

30 days phase: Typically, the first 30 days categorized under the “Understand” phase are used to get a clear sense of what the project entails and the necessary activities that will make it successful over the next 60 days. Goals within this phase are typically related to research and resource gathering.
60 days phase: The next 30 days are used to evaluate individual, team and organizational strengths and weaknesses to determine how to best allocate resources for increased success. During this phase, potential risks should have been developed and mitigating actions should start to be implemented. Additionally, this phase is categorized by accomplishing quick wins that will lead to short, medium and long-term success.
90 days phase: Finally, the last 30 days falls under the “Optimize/ Deliver” category which looks to implement the knowledge and decision making developed during the initial 2 phases in other to wrap up objectives and considerations necessary to accomplish desired task, project, and/ or organizational goals at hand.

What is GPetrium’s 30 60 90 Day Plan Excel Tool?

GPetrium’s 30 60 90 Day Plan is an excel tool that can be used not only by job seekers that want to ace an interview by outlining their first 90 days in the job but also by managers who are looking to outline the steps in a project, program, or operation of choice. The tool has the capability to track several different projects and generate an automatic printable report that can be easily populated. It features 3 tabs: ‘Report’, ‘Input’, and ‘Config’.

‘Report’ tab

The ‘Report’ tab is divided into 3 different segments: 1) employee, company and project information; 2) 30 60 90 day plan objectives and current progress, and; 3) expected Key Performance Indicators (KPIs) that results from the project being tracked.

Employee, company and project information section: fill in your company’s information and insert the logo. The Date section will always display present day date as it is formatted with a formula, you may change this function if preferred. Then, fill in the rest of the required information.
30 60 90 day plan objectives and current progress: these sections auto populate as long as the ID column is filled in based upon the data added to the ‘Input’ tab. For that, a clear distinction between goals needs to be made in order to insert them in the proper category (30, 60, or 90). Once the goal ID is inputted, the progress section will also be updated, therefore it is necessary to keep the dataset up to date with the current progress level.
Expected KPIs: define relevant metrics that could be generated from the project which the 30 60 90 day plan is being used for. At first, such KPIs can be simply reported as expected KPIs, however, as the project moves along, such information may be updated to real metrics that have been identified as time passes.

How to Print: For an easy print shortcut, press CTRL+P. Otherwise, go to File > Print. Once in the print pane, follow these settings: “print active sheet, collated, landscape orientation, letter, normal margins, and no scaling (as stipulated in the picture below).

‘Input’ tab

Some of the information seen in the ‘Report’ tab is populated through the ‘Input’ tab. There are currently 7 columns that can be populated into the ‘Input’ table. Below we will look at each column:

ID: A row identifier to facilitate the transposition of data from the ‘Input’ tab to the ‘Report’ tab.
Goal: Describe the goal that will help you accomplished the desired project. Remember that goals and objectives often follow a SMART design (Specific, Measurable, Attainable, Realistic, and Time-bound).
Project: Input the project name to easily define relevant information and create a history of goals and objectives associated with different projects.
Type: Define the nature of the goal identified (understand, evaluate, or optimize) by utilizing of a drop-down list to select the type of goal.
Dependencies: Identify the dependencies associated with the goal in question. Sometimes, the dependency may be another goal that was identified earlier. Another times, it might be an external factor that needs to be taken into consideration.
Deadline: Establish if the goal falls within the 30, 60, or 90 days deadline range by choosing the options from a drop-down list.
Progress: This dataset is expected to generate a snapshot of where the project is at a current time. Therefore, the progress levels of each goal need to be updated before printing the report. Easily choose the progress level of the respective goal by choosing either 0%, 25%, 50%, 75%, or 100% in the drop-down list.

‘Config’ Tab

This section helps to configure the drop-down list for [Goal Type], [Progress], and [Deadline]. If you would like to decrease or increase the number of options in the config tab, you will need to change the Data Validation for that column, please refer to the Q&A for more information on how to modify such columns.

Conclusion

Metrics play an important role in assessing the performance in individuals, teams, and organizations. Measurements such as Key Performance Indicators (KPIs) allow for managers to track organizational, team and individual achievements and goals with its results. What is considered important can often differ in each department and teams. There are several tools and practices that can assist managers to better manage their time and activities in order to ensure the success of their daily operations and that of its employees. It is important that managers are able to identify the best tools that can help them accomplish their goals.

FAQ

Q: I have updated the dataset, unfortunately the Dashboard did not update. What do I do?

A: To maximize cybersecurity, the team did not use VBA/macros for the solution. Therefore, in order to update the dashboard, you will need to go to ‘Data->Refresh All’.

Q: I tried to add a new drop-down item to the [Title] Config tab, unfortunately, it does not appear on the Sales Data.

A: The drop-down system is based on the ‘Data Validation’ excel feature, it restricts the entries based on a subset of cells that have been chosen. To recalibrate, you will need to choose all cells in that respective column then on the access toolbar go to ‘Data->Data Validation->Settings’ and change the Source to cover all the items you expect to have on the drop-down.