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30 60 90 Day Plan Presentation Template

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30-60-90 Day Plan

Transcript: 30-60-90 Day Plan 30 Days More familiar with the role Learning more about content writing methods and procedures Continued familiarization with current styles and tone for content writing Helping with more active ongoing projects Help re-template KI documents Got my daily routine. I've got a strong grasp of my roles and responsibilities Owning my own projects Participation in devices launches More active participation on conference calls Actively seeking out opportunities to improve the community Offering help to my peers with their ongoing projects Continued learning via online classes, peers, and my target audience 90 Days 60 Days So..... What's the plan? Formally meeting the team and establishing strong relationships Getting to know other departments outside of my team Continued mentoring with members of my team for best practices for ongoing success Answering questions in comments Re-template of current projects

30-60-90 Day plan

Transcript: Alison Cox 30-60-90 Day Plan Objective COMPANY DESCRIPTION TEAM TEAM CUSTOMERS CUSTOMERS ORGANIZATION CEO Name: Experience: CMO Name: Experience: CFO Name: Experience: VP of HR Name: Experience: VP of Sales Name: Experience: MARKET ANALYSIS COMPETITIVE ANALYSIS COMPETITIVE ANALYSIS Competitor A Name Strengths Weaknesses Competitor B Name Strengths Weaknesses Competitor C Name Strengths Weaknesses Put your logo here PRODUCT PLAN FEATURES FEATURES MARKETING MARKETING Click to edit text FINANCIAL FUNDING REQUEST FUNDING REQUEST We will need $10,000,000 5 years Over PROJECTION PROJECTION Click to edit text

30 - 60 -90 Day Plan

Transcript: Get to know the people Meet with the team to identify drivers, personalities Engage Stakeholders to understand pain points and opportunities Understand the Portfolio Business and Service Owner Strategies (12 month plan) Examine the tools available Lead and enable a winning team of people to support the portfolio's goals while proclaiming an always available bank. Analyse workload of the team to improve productivity Create development and succession plans for the team Review engagement models with other departments and channels Deliver 'current state' program analysis highlighting areas for quality and efficiency improvement 'Go from good to great' 30 days - Explore the now 60 days - Identify Process 90 days - Implement Improve Processes with Service Transition Coach the Team Leaders Address Resourcing Constraints Tackle rate of change Enable proactive monitoring 30/60/90 Day Plan 30 days - Explore Success Journey Lead mindset change to bring customer to front of mind Created collaboration through virtual team amongst ITSMO and DEA Mitigated peak processing risks Opportunities Highly motivated team Trusted stakeholders Team meeting KPIs Contributing to the always available bank Accountability, Collaboration, Excellence, Integrity, and Service 90 days - Implementation Karla Kunz Senior Manager Digital Channels Mission Statement Achievements 60 days - Process Develop and implement Service Improvement Plan which aligns goals and objectives between team and stakeholders Develop measurable targets Establish acceptance by teams and stakeholders Communicate objectives to all Continue rolling 12 month plan

30 60 90 day plan

Transcript: Dipali Kastia, Account Executive 30, 60, 90 days plan 30 days 30 days Understand Microsoft – the org, company culture and value Product training Familiarise with processes and technology Meeting and building relationship with teams Define KPI’s, Goals and expectations Text Text Pictures Pictures Topic 3 60 days Chart Chart Timeline Timeline YEAR Topic 4 90 days

30/60/90 Day Plan Presentation

Transcript: 30/60/90 Day Plan for Sales Development Strategic Roadmap for Success at T-Mobile Tracking Progress Against KPIs Expanding Outreach Efforts Recap of Key Achievements Building a Pipeline of Opportunities Key Performance Indicators (KPIs) Successfully onboarded with T-Mobile's culture and processes. Developed a foundational understanding of products and services. Established initial customer relationships, generating valuable insights. Completed market analysis, identifying primary competitors and market strategies. Measured performance through specific KPIs, confirming alignment with overall sales objectives. Setting Personal Goals • Establish clear KPIs for lead conversion, engagement, and outreach efforts. • Use dashboards to visualize progress and identify areas for improvement. • Hold regular reviews to assess if targets are being met and make adjustments. • Incorporate feedback loops to continuously refine sales approaches. • Share progress updates with team members to foster accountability. Implement multi-channel outreach strategies to connect with prospective clients. Utilize social media platforms like LinkedIn for professional networking and engagement. Attend local networking events, trade shows, and industry conferences to broaden reach. Collaborate with marketing teams to create targeted campaigns that resonate with potential clients. Track engagement metrics to refine outreach strategies and focus on successful channels. Identify and categorize leads based on interest level and engagement. Establish a systematic approach to lead qualifying through consistent follow-ups. Utilize CRM tools to automate tracking and nurturing of leads. Organize regular brainstorming sessions with the sales team to strategize on nurturing prospects. Set specific targets for lead generation and conversion rates to measure pipeline strength. Building Initial Customer Relationships Identify specific metrics to measure success in sales efforts. Common KPIs include number of calls made, meetings set, and deals closed. Track leads generated to assess the effectiveness of outreach strategies. Monitor customer feedback and satisfaction scores as performance measures. Use KPIs to adapt strategies and improve overall performance. Establish SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals for performance review. Focus on metrics such as number of leads generated, meetings secured, and sales presentations delivered. Identify areas for self-improvement, such as negotiation skills and product knowledge. Schedule regular check-ins with a mentor or manager to assess progress. Document achievements and areas for growth in a personal development plan. Initiate outreach to a select list of leads, focusing on personalized communication. Utilize LinkedIn and social media to connect with potential customers. Conduct introductory calls and meetings to understand clients' needs and pain points. Attend networking events to forge initial connections with potential clients. Document interactions and insights in the CRM to inform future engagement strategies. Establishing Long-term Client Relationships Focus on personalized communication to strengthen client rapport. Schedule regular check-ins with clients to assess satisfaction and uncover additional needs. Create value through educational content, sharing industry insights, and best practices. Encourage client feedback to foster trust and demonstrate commitment to their success. Implement loyalty programs or incentives for long-term clients to enhance retention. Importance of a Structured Approach Understanding T-Mobile's Products and Services Setting Goals Beyond 90 Days Days 31 to 60 Days 61 to 90: Key Strategies for Success Market Research and Competitor Analysis Identify specific sales targets based on initial 90-day performance. Expand customer outreach efforts and deepen existing relationships. Formulate strategies for different market segments in further detail. Outline professional development goals such as training sessions or workshops. Set up regular check-ins to evaluate progress and adapt goals as necessary. Conclusion and Next Steps Review T-Mobile’s product portfolio, including mobile plans, family plans, and business solutions. Analyze key differentiators, such as 5G technology and customer service reputation. Attend product demonstrations to clarify features and benefits. Develop comparison charts to highlight T-Mobile against competitors. Gather customer testimonials to understand real-world product value. Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) for T-Mobile in the telecommunications landscape. Identify key competitors such as Verizon and AT&T, focusing on their strengths and weaknesses. Analyze industry trends impacting consumer preferences and technology adoption. Use online tools to assess market share and customer sentiment. Summarize findings into actionable insights for target audience engagement. Provides a clear

30/60/90 Day Plan

Transcript: 30/60/90 Day Plan Presented by Bridget Gooden for American Red Cross, North Texas Region TOP PRIORITIES TOP PRIORITIES 30 Day 30 Day What are my top priorities in the first 30 days of employment? INTRODUCE INTRODUCE Introduce myself to the team Introductory email, team meeting, Skype remote staff Understand strengths and opportunities Reach out to other SAF directors Welcome/solicit input OBSERVE OBSERVE Observe program operations and staff performance Shadow team members Spend time with other SAF leaders Understand the organizational structure TRAIN TRAIN Train up on my role and company expectations Participate in Red Cross (not necessarily SAF) trainings for comprehensive knowledge PARTNER PARTNER Begin the process of finding a partner agency Understand the structure of partnerships in the network 60 Day 60 Day What are my top priorities in the next 30 days of employment? Days 31-60 Days 31-60 Deeper dive into SAF programs Team/individual meetings Begin developing strategic plan Continue agency training North TX Region North TX Region Learn It! Layout the strategic roadmap Communicate clear objectives and milestones Provide and solicit feedback from team and my leadership Cultivate partner relationships 90 Day 90 Day What are my top priorities in the next 30 days of employment? REDUCE STAFF ANXIETY REDUCE STAFF ANXIETY How will I coach my team to reduce their anxiety about a new supervisor and my expectations of them? Open Communication Open Communication Team meetings/Individual meetings Share about myself Ask what they want me to know about them and how can I support them Learn their roles/shadow Solicit their feedback/ideas LISTEN. LISTEN! LISTEN!! Set Clear Expectations Set Clear Expectations Share data to support goals/vision Communicate early and often Provide verbal and written guidance Consistent messaging Clearly defined roles/responsibilities Manage to expectations MANAGE SCOPE OF WORK MANAGE SCOPE OF WORK How will I effectively manage my scope of work to incude managing on site and remote staff Intentional Program Focus Intentional Program Focus Keep Program goals and vision in front of the team Match strengths to tasks; create opportunities for success Establish regular and consistent staff meetings/supervision Regular travel to remote sites Varied modes of communication - phone, Skype, email, face-to-face Drive expectations based on regular feedback THANK YOU! THANK YOU! Thank you for the opportunity to share my 30/60/90 plan with you. I am confident that I can grow the SAF program in the North Texas Region and lead the staff successfully. I look forward to the opportunity to do so.

30-60-90 Day Plan

Transcript: 30 60 90 Sales Strategy Plan Chabelli Cabrera Director Soltions FUN FACT: I grew up living in hotels, which fostered a strong sense of t... FUN FACT: I grew up living in hotels, which fostered a strong sense of the value of human connection in how I approach life, professional relationships, and sales. In a hotel everyone is your guest, including the employees. This experience has allowed me to excel in working with a variety of personality types and understand the in's and out's of the hospitality industry; an industry that is demanding and at times very emotional. Over the last 3 years I have been in a “sink or swim” sales environment, with limited resources and management, yet I’ve always strived, achieved top sales performance, meanwhile working with passion and integrity in everything I do. I have a determination and drive that is not something that can be taught, yet a natural urge and desire that will make a lasting impact. I am honest and passionate about my career goals which brings tremendous value to any employer willing to give me the opportunity to prove myself and grow professionally. Over the last 3 years I have been in a “sink or swim” sales environme... I worked as a management trainee for 8 months with... I worked as a management trainee for 8 months with a reputable corporation where I successfully completed the program and was promoted to HR/Recruiting Manager. The skill set I learned as a Recruiting Manager is a valuable skill that will help me become a great leader and team member when looking at long term growth potential within Toast. We have some things in common... We have some things in common... TERRITORY SALES STRATEGY PLAN Analyze Your Territory based on restaurant type, zip code, time of day, current POS software Understand What Drives Customers to Buy Identify your TAM (total available Market) Determine your measurable goals within territory Develop Strategies to accomplish Your Goals Utilize Toast resources to better understand penetration within territory Create an action Plan; map out your day, measure your action vs results Share your plan with District Sales Manager; continue to work/develop your plan MISSION: Plan to win! Mock Schedule 7-9AM Administrative Activity; manage pipeline, emails inbound activity, research & cold calls 9-12PM Hit the field; walk in's, focus on restaurants within a specific zone based on time zone analysis 12-3PM Have lunch and network within the restaurants; Talk to your gatekeepers, learn about painpoints and challenges; walk In's, demo's, ride alongs 3-5PM Manage last few hours based on morning first 1/2 of day activity level & restaurants that are PM only; Attend networking events, happy hours, walk in's, demo's, ride alongs 5-8PM Time Management, daily analysis; input activity in Salesforce, any other reporting tool, set up for following day, follow up with DM as necessary Mock Schedule thank you so much for your time today and considertaion to join the team do i have what it takes to become a toaster?

30/60/90 Day Plan

Transcript: First 30 Days - Evaluating the staff and familiarizing products Alphawest has strategic partnerships with a wide choice of leading or emerging technology vendors. Top 5 Vendors include: Cisco Juniper Avaya - IP Telphony Riverbed Microsoft Simon Griffith Strengths: Weaknesses: Optus/Alphawest This document will outline the first 3 month goals for Optus/ Alphawest 30/60/90 Day Plan KHYTHERIA LUONG - ICT Business Sales - Enterprise Strengths: Weaknesses: Optus/Alphawest

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