A 30-60-90 day plan is a written outline of what you plan to accomplish over the next three months. This can be used in any area, for example when you are starting a new job or after you complete rigorous training to demonstrate how you are going to use that learning over the next quarter. It can also be used in general to structure your workweek and execute per the plan to increase the chance of success in your work.
Once you create the plan, you can share it with your key stakeholders to get their acceptance and buy-in to the plan you have created. It helps answer the questions of whether you understand the work to be performed and if your plans of what you are going to do are in alignment with what the management expects from you.
This tool can be added to your active workbook by clicking on Lean and then selecting 30-60-90 Plans.
Click on Analysis Setup to open the menu options for this tool.
A sample screenshot of the setup menu is shown below.
Specify the format of the chart. This selection is not enabled since there is only one format available.
Specify the number of tasks on the 30-60-90 day worksheet. The number specified here is used to format the worksheet. For example, if you specify 5 tasks, then you can have up to 5 tasks for the 30-day plan, 5 tasks for the 60-day plan, and 5 tasks for the 90-day plan. Make sure that you specify this field correctly because if you plan to change this number later the information you have entered on the worksheet may be deleted.
Click on this button to open the example file. You can view the example to get an idea of how to fill out this tool or you can use the example as a starting point and modify it to meet your project needs.
Click on this button to open the help file on this topic.
Click on this button to exit without saving any changes.
If this is the first time you are using this template, click on this button to format the worksheet template. You can also update the worksheet format at any time but remember that you may lose any data you may have entered on this worksheet.
Once you are happy with the worksheet template layout, you will need to enter any required data on the worksheet. When the data entered into the worksheet is complete, you can click on Analysis Setup and then Compute Outputs to generate analysis results.
Click on this button to save all changes and compute the outputs for this analysis. Review the results of your analysis and make changes to your inputs if required to update analysis results.
On the worksheet, you will need to enter the plan. Specifically, what actions you plan to accomplish over the next 1 month, 2 months, and 3 months respectively. Make sure that the plan is realistic but at the same time challenging to achieve. You need to plan for those actions that will result in a significant positive impact on the organization. The process of developing the plan may be iterative. Once you develop the plan and share it with your key stakeholders, you may want to modify the plan per their feedback so that everyone is aligned with the plan that has been created.
If you click on the Checklist button, you will see the following dialog box.
The checklist contains a few pointers on things you need to pay particular attention to while performing this analysis. The checklist has been derived from experience working on past projects. Not all the checklist items need to apply to you. However, you should carefully review the checklist and apply any recommendations that make sense for your project. Make sure to read each checklist item and mark it as completed after you have read and taken actions as appropriate for your project.
If you click on the Verify button, the software will perform some checks on the data you have entered. A sample screenshot of the dialog box is shown in the figure below.
The objective of this analysis as well as any checks that are performed is listed in this dialog box. For example, the software may check if you have correctly specified the input options and entered the required data on the worksheet. The results of the analysis checks are listed on the right. If the checks are passed, then they are shown as a green-colored checkmark. If the verification checks fail, then they are shown as a red-colored cross. If the verification checks result in a warning, they are shown in the orange color exclamation mark and finally, any checks that are required to be performed by the user are shown as blue info icons.
Click on Compute Outputs to update the outputs. There are no specific calculations for this tool. If you have answered all the questions in the input dialog in the affirmative, then the 30-60-90 plan will indicate that the plan is okay.
There are no specific results to interpret. The most important output of this exercise is that you have proactively created the plan and aligned the actions and target dates with your key stakeholders.
Here are a few pointers regarding this analysis:
If you need fewer rows, then it is recommended that you hide the unneeded columns rather than delete the rows to maintain worksheet formatting.
Make sure that you have a sufficient number of rows for the plan before you start filling out the tool as any changes you make to the number of rows may cause you to lose any information you have stored on the worksheet.
Following examples can be found in the Examples folder.
Assume that you have gone for an advanced lean training course. Create a 30-60-90 day plan on how you plan to utilize the learnings from this course (30-60-90 Plan 1.xlsm).
Assume you have been transferred to a new department or a new role in the organization. Create a 30-60-90 day plan for what you will accomplish over the next 3 months.