Tools to Help Your Career
I'm building a collection of all my favorite career tools. These are the templates and models and other tools I've used in my own career for years. My hope is you can use them and advance your career too. If you find value in them please let me know on social media on in the comments so I can keep improving them.
30 60 90 Day Plan Template
When built correctly, the 30 60 90 day plan gets everyone aligned to a common definition of what success looks like so you can guarantee you’ll leave the first 90 days on pace to your next promotion. Many people don't fully appreciate what the real purpose of a 30 60 90 day plan actually is. I wrote a full blog post on how to build and use one effectively. Here is a template I’ve used in my own career. You should personalize it so it relates more directly to your own job or career situation. I’ve intentionally made the design professional but not flashy – it should be easy to customize for your own purposes. Make sure you delete the speaking notes before sending it out!
30 60 90 Day Plan Template - For Sales !!
A 30 60 90 day plan is critical for sales. In the interview process it can help you land the job. And once you have the job it can help you build a reputation as a smart and savvy sales executive. This is a custom template I designed when I was in sales management and it was a secret weapon for me. You should personalize it based on your territory, business and role. I made it professional but not flashy so you can customize it easily. Make sure you delete the speaking notes before sending to your boss!! If you're wondering about the quality or whether its worth a few extra bucks from my generic template, check out the comments. I really hope it works as well for you as it did for me and has for others.
A 30 60 90 day plan is critical for managers and executives. In the interview process it can help you land the job. And once you have the job it can help you build a reputation as a seasoned, thoughtful executive. This is a custom template I designed when I first reached the executive level and I've been refining it ever since. I made it professional but not flashy so you can customize it easily. Make sure you delete the speaking notes before distributing!! This template includes a bunch of additional content from my generic template which is why it costs a bit extra. If you're worried about whether or not its worth the money, check out the comments. I really hope it works as well for you as it did for me and has for others.
performance review template
Everyone should have a personal performance dashboard to make sure they stay aligned with their boss. This is a great accompanying tool for the 30 60 90 day plan. There is nothing worse than going into a quarterly or annual performance review and getting blindsided by a negative assessment. The personal performance dashboard, when used correctly, will make sure that never happens to you. Here is a template I've used in my career. I use it as the framework for 1-1 meetings with my boss. It distills your performance down to the most important things and keeps you and you boss on the same page all the time.
PERSONAL LEARNING CALENDAR TEMPLATE
The Learning Calendar is a tool I use to force myself to actually work on broadening my skill set. Without a Learning Calendar I find it too easy to de-prioritize this vital aspect of my career plan. It is not enough to build deeper expertise in a single subject matter area either. Being a specialist doesn’t lead to career advancement – career security perhaps – but definitely not advancement.
It’s vital to plan and document your learning curriculum and agenda at least a month at time. I like to start by selecting three themes for the quarter and focus in on one per month. Check out my template and feel free to customize it for your own unique situation.