Your first 90 days in a new job as an account manager are the most challenging…and with the most at stake. Why? Because while you’re trying to figure it all out, everything you do is being viewed through a microscope.
A 30/60/90 day plan is essential to help transition from your old job to your new one. You’ll secure early wins, build credibility quickly and earn the confidence of your clients, your colleagues and your boss.
📑 CHAPTERS:
00: 00 Introduction
01: 10 Why you need two versions of your 90 day plan
02: 06 Things you should know before you get started on your 90 day plan
03: 10 Treat your new boss is your best client
04: 23 *HintThe job description is the key to a great 90 day plan
05: 23 A 30/60/90 day plan framework for success
07: 13 30 days: meet learn and understand
08: 49 60 days: strategy and planning
10: 45 90 days: add value and create momentum
13: 00 Common mistakes and pitfalls to avoid
14: 20 Tools for the job: Asana & Excel
📝 SUMMARY
30/60/90 day plan for Key Account Managers
Your goal is to stand on your on two feet as soon as possible and by the end of the first 90 days, make a positive value contribution to your organisation.
Your 3 month success plan is grouped into 30 day periods. Each has very specific activities and outcomes that move you quickly from making a negative value contribution to a positive one.
WEEK 1. Set up your workspace, confirm roles, responsibilities and expectations.
30 DAYS. Get up to speed, take charge of your clients and establish credibility.
60 DAYS. Grow your influence, develop your strategy and secure small wins.
90 DAYS. Add value and build momentum that will sustain you for the next 3 months.
In addition, every 30 days, you’ll commit to achieve five milestone goals – one for each of the following:
LEARNING GOALS. Actions you’ll take to address a skill or knowledge gap.
PEOPLE GOALS. Steps you’ll take to grow and engage your internal and external networks.
PERFORMANCE GOALS. Short-term objectives related to your current duties and aligned with overall company goals.
CLIENT GOALS. Activities that get your clients closer to their business goals.
PERSONAL GOALS. Anything that will make you a better version of you.
Milestone goals represent a significant stage in your development so don’t take the easy route. The more challenging the goals are, the more satisfying it will be when you achieve them.
and be sure they’re SMART (Specific, Measurable, Attainable, Relevant and Timebound).
This is an excellent habit to get into anyway because it’s so easy to be distracted by what’s urgent at the expense of what’s important.
Setting milestone goals keeps you focused on your professional development, continuous improvement and ensures you’ll have an outstanding record of achievement to showcase to your leaders and recruiters!
⭐
Warwick Brown
Founder | Account Manager Tips
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🔖 RESOURCES
Download your free 30/60/90 Day Plan Excel template
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Watch Ridiculously Simple Hacks for Researching Your Client
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Watch How to Create the Ultimate One Page Key Account Plan
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Download The Complete Guide to Relationship Mapping eBook including template
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Get help with interview preparation or onboarding with a career power hour
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Microsoft 365 Personal
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🔗 ABOUT ACCOUNT MANAGER TIPS
Helping organisations grow client revenue, reduce churn and get things done by giving their account management teams the tools and the mindset that gets results.
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