Free 60 Day Plan Template
60 Day Plan
Prepared by: [Your Name]
I. Introduction
This 60-day action plan outlines the key objectives and tasks for a new administrative assistant to ensure a smooth onboarding process and to set the foundation for success in the role. The plan is divided into two 30-day phases, each with specific goals and actionable steps.
II. Action Plan
A. First 30 Days
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Objective |
Action Items |
|---|---|
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Orientation and Training |
Complete onboarding process with HR. |
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Attend orientation sessions and familiarize with company policies and procedures. |
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Set up and organize workstation with necessary supplies and technology. |
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Understanding the Role |
Review job description and clarify responsibilities with direct supervisor. |
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Meet with team members to understand their roles and how you will support them. |
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System and Software Training |
Receive training on internal systems, software, and tools used by the company. |
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Practice using key software applications (e.g., email, calendar, document management). |
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Initial Task Management |
Begin managing routine tasks such as scheduling, email correspondence, and filing. |
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Create a daily and weekly task checklist to stay organized. |
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Building Relationships |
Schedule introductory meetings with key stakeholders and team members. |
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Participate in team meetings and company events to build rapport. |
B. Second 30 Days
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Objective |
Action Items |
|---|---|
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Deepening Understanding of Processes |
Observe and document key administrative processes and workflows. |
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Identify areas for improvement and suggest enhancements to supervisor. |
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Advanced System Use |
Gain proficiency in advanced features of key software applications. |
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Train on additional tools relevant to the role (e.g., project management software). |
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Handling Complex Tasks |
Take on more complex administrative tasks such as coordinating events or preparing reports. |
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Manage travel arrangements and expense reporting for executives if applicable. |
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Ongoing Relationship Building |
Continue to build relationships with team members and other departments. |
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Provide support for team projects and collaborate on cross-functional tasks. |
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Feedback and Improvement |
Solicit feedback from supervisor and colleagues on performance and areas for improvement. |
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Develop a personal improvement plan based on feedback received. |
III. Key Performance Indicators (KPIs)
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Task Completion Rate: Maintain a high rate of completion for daily and weekly tasks.
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Proficiency with Systems: Achieve proficiency in all required software applications by the end of the 60 days.
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Relationship Building: Establish strong working relationships with key stakeholders and team members.
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Process Improvement: Identify and implement process improvements based on observations.
IV. Conclusion
The 60-day action plan is designed to ensure that the new administrative assistant becomes fully integrated into the team, proficient in necessary tools and systems, and capable of handling a variety of administrative tasks. By following this plan, you will establish a solid foundation for long-term success in your role.
