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.
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.
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’.
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.
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).
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:
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.
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.
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.