The Best 30-60-90 Day Plan for Your New Job [Template + Example]

Worry often comes along with the excitement of a new job. What if you can’t adapt to new people, processes, and team-wide dynamics quickly enough to make a great impression?

Fortunately, there’s a way to organize and prioritize your time and tasks, helping you seamlessly adapt to your new environment: The 30-60-90 day plan. Creating and following an effective plan enables you to soak in as much information as possible, master your core job responsibilities, and make a lasting impact on your new team.

In this post, we’ll cover everything you need to know about building the best 30-60-90 day plan for your new job.

Learning the nuances of your new role in less than three months won’t be easy. But crafting a strong 30-60-90 day plan is your best bet for accelerating your development and adapting to your new work environment as quickly as possible.

There are two situations where you’d write a 30-60-90 day plan: during the final stages of an interview process and during the first week of the job itself. Here’s how each type can be executed:

30-60-90 Day Plan for Interview

Some hiring managers ask candidates to think about and explain their potential 30-60-90 day plan as a new hire. They want to see if they can organize their time, prioritize the tasks they’d likely take on, and strategize an approach to the job description.

For a new hire, a well thought-out 30-60-90 day plan is a great way to help the hiring manager visualize you in the role and differentiate yourself from all other candidates.

Of course, it can be difficult to outline your goals for yourself before you accept a new job. So, how are you supposed to know what those goals are? Start with the job description. Normally, open job listings have separate sections for a job’s responsibilities and a job’s qualifications. Work to find commonalities in these two sections, and how you might turn them into goals for yourself staggered over the course of three months.

For example, if a job requires three years of experience in Google Analytics, and the responsibilities include tracking the company’s website performance every month, use these points to develop an action plan explaining how you’ll learn the company’s key performance metrics (first 30 days), strengthen the company’s performance in these metrics (next 30 days), and then lead the team toward a better Google Analytics strategy (last 30 days).

30-60-90 Day Plan for New Job

The second situation where you’d write a 30-60-90 day plan is during the first week of a new job. If you’re the hiring manager, this plan will allow you to learn how the new employee operates, address any of their concerns or preconceived notions about the role, and ultimately help them succeed.

If you’re starting a new job, and are not asked to craft a 30-60-90 day plan during the first week of that job, it’s still a good idea to write one for yourself. A new job can feel like a completely foreign environment during the first few months, and having a plan in place can make it feel more like home.

Even though 90 days is the standard grace period for new employees to learn the ropes, it’s also the best time to make a great first impression.

The purpose of your plan is to help you transition into your new role, but it should also be a catalyst for your career development. Instead of just guiding you over your job’s learning curve, the goals outlined in your plan should push you to perform up to your potential and raise your bar for success at every stage.

Parts of a 30-60-90 Day Plan

An effective 30-60-90 day plan consists of three larger phases — one for days 1-30, one for days 31-60, and one for days 61-90.

Each phase has its own goal. For example, the goal in the first 30 days is to learn as much as possible about your new job. The next 30 focus on using learned skills to contribute, and the last 30 are about demonstrating skill mastery with metrics and taking the lead on new challenges.

Each phase also contains components that help define goals and describe desired outcomes. These parts include:

Primer

The primer is a general overview of what you hope to achieve during the current 30-day period. It’s worth sitting down with your manager to pinpoint a primer that’s in line with both your goals and desired company outcomes.

Theme

The theme is a quick-hitter sentence or statement that sums up your goals for the period. For example, your theme might be “find new opportunities”, “take initiative,” or “be a sponge.”

Learning Goals

Learning goals focus on skills you want to learn or improve to drive better outcomes at your job. For example, if you’re responsible for creating website content at your company, you might want to learn new HTML or CSS skills.

Performance Goals

Performance goals speak to specific metrics that demonstrate improvement. These might include making one more content post per week or reducing the number of revisions required by management.

Initiative Goals

Initiative goals are about thinking outside the box to discover other ways you can contribute. This might mean asking your manager about taking ownership of new website changes or upgrades with a specific deadline in mind.

Personal Goals

Personal goals focus on company culture — are there ways you can improve relationships with your team members or demonstrate your willingness to contribute?

30-60-90 Day Plan for Managers [Template]

Almost all 30-60-90 day plans consist of a learning phase, a contributing phase, and a leading phase — which we’ll go over in the example plan below. This includes plans that are designed to guide people in new management roles. What sets apart a manager’s plan from any other is their obligation to their direct reports and the decisions they’re trusted to make for the business.

If you’re accepting (or hiring for) a new manager role, consider any of the following goals and how to roll them out at a pace that sets you up for success.

Featured Resource: 30-60-90 Day Sales Onboarding Template

Download the Free Onboarding Template

Get to know your team’s strengths and weaknesses.

Recommended phase: First 30 days

Everyone is learning the ropes in their first month at a company. For managers, much of that learning happens by talking to the team.

If you’re a new manager, grab some time with your direct reports and get to know their roles. What do they like about them? What are their biggest pain points?

Making your team happy is a hard goal to measure, but it’s an important responsibility to take on as a manager. Your first step is to figure out how you’ll manage and coach your employees through their day-to-day work.

Help a direct report acquire a new skill.

Recommended phase: Second 30 days

Even though you’re new to the company, you were hired for a reason: You’ve got skills. And you can bring these skills to the people you work with, particularly those people who report to you.

After meeting with and learning about your new colleagues, you might use the second month of your on-boarding plan to find skill gaps on your team that you can help fill.

Do you have expert-level experience with HubSpot, and your new company just started using HubSpot Marketing Hub? Teach them how to do something in the platform they didn’t know before.

Improve the cost-effectiveness of your team’s budget.

Recommended phase: Final 30 days

Managers often have access to (and control over) the budget for their department’s investments — things like software, office supplies, and new hires. After you spend the first couple of months learning what the team spends its money on, consider using the final 30 days of your plan to make suggestions for new investments or how to reallocate money where you think it needs to be.

Is there a tool that can automate a task that’s taking your team forever to do manually? Draft a financial strategy that includes this tool in the following quarter’s budget.

Draft a training strategy that can help guide your direct reports into new roles.

Recommended phase: Final 30 days

You won’t be expected to promote people in the first three months of your new job, but that doesn’t mean you shouldn’t have learned enough about your team to decide who’s good at what and how to coach them to where they want to be.

In the final 30 days of your 30-60-90 day plan, you might agree to a goal to develop a training strategy that outlines how to manage your direct reports, and ultimately how to guide them into new roles in the future.

30-60-90 Day Plan for Executives

Executives are a little different from managers in that there are higher performance expectations coming in. As an executive, you’ll need to be highly engaged with the organization from the first day and implement high-impact changes in your role as soon as you can. At the same time, context is important, and you’ll need to understand the culture, team, current operating processes, and challenges before you solve for them.

Here are some critical steps to include in your 30-60-90 day plan in an executive role.

Soak up as much information as possible.

Recommended phase: First 30 days

There’s no point in taking action without context, so start your ramp-up period by gathering information and charting the lay of the land. That means reviewing existing documentation, attending as many meetings as you can, meeting with direct reports and skip levels, and asking a lot of questions.

Create alignment between you and the team.

Recommended phase: First 30 days

In the first 30 days, you’ll be meeting new people and understanding their roles in the organization. Ultimately, your job as an executive is to set the vision for the organization while removing roadblocks for your team as they strategize and execute on it.

One of the best questions you can ask as you familiarize yourself and align with your team is, “In your opinion, what are some existing threats to our business (external or internal)?”

This shows that you care about their opinion and trust their expertise while getting unique perspectives from multiple vantage points in the organization. Plus, if you start hearing some of the same points from multiple team members, you’ll be able to identify the biggest pains, equipping you to make the highest impact changes.

Identify the A players on the team.

Recommended phase: First 30 days

An A player is a member of your team that goes above and beyond what’s expected in their role. While not every employee will be an A player, you’ll want to ensure that critical roles and teams have at least one A player to lead, inspire, and strengthen camaraderie.

From there, you can figure out the existing gaps in staffing and training, whether it’s team members who need a lot of guidance and must be coached up to performance or empty roles that need to be filled altogether.

Create goals based on what you’ve learned.

Recommended phase: Second 30 days

When you are interviewing or shortly after you’re hired, you’ll get a feel for the types of pains that the executive team has and the objectives in mind for bringing you on.

Once you have more context about how the organization works, you can take this vision and translate it into concrete, measurable goals that will take your department to the next level.

Diagnose process issues.

Recommended phase: Second 30 days

Companies of all sizes run into operational issues as they implement processes that are efficient and work at scale. Sometimes, when an executive team isn’t aligned with middle management, processes can become unwieldy.

Learn why things are done the way they are and then figure out if there are workarounds you can implement to streamline operations. Perhaps it’s as simple as eliminating bottlenecks or adding automation to certain functions.

Put together and implement a hiring plan.

Recommended phase: Final 30 days

You know your A and B players, and you hopefully have a plan to retain, invest in, and mentor them. However, you’ll likely come across gaps that you need to fill and positions that need to be created to eliminate bottlenecks. From there, you’ll want to create a hiring plan to execute, both for short-term, middle-term, and long-term needs.

Effect changes in operations.

Recommended phase: Final 30 days

Speaking of bottlenecks, your final 30 days of your plan should be focusing on the areas of the business that can achieve the results the fastest. Once you’ve identified these, you can focus on removing these roadblocks to start hitting goals and achieving higher performance.

Contribute to broader company goals.

Recommended phase: Final 30 days

As a member of the executive team, you’ll also be looped in one high-level company initiatives, and the other executives of the company will be relying on you to contribute your deep discipline, expertise, and experience.

Be ready to lean in on executive meetings and contribute to the vision and strategy of the organization as it moves forward.

How to Write a 30-60-90 Day Plan

No matter what the level of the job for which a company is hiring, improving an employee’s skills requires concrete performance goals, so watch out for vagueness in the objectives you set for yourself.

“Write a better blog post,” or “get better at brainstorming” are terrific ambitions, but they don’t give you a way to measure your progress in them. Set goals that are realistic, quantifiable, and focused. You’ll know exactly how to achieve them and gauge your success.

To write challenging yet feasible performance goals, you need to:

Understand your team’s goals.

Try to understand the purpose behind your team’s goals. It’ll give you more insight into why you and your team should achieve them, motivating you to work as hard as possible to meet those goals.

Identify top priorities.

By connecting your personal responsibilities to your team’s goals, you’ll know exactly how to align your tasks with the needs of the team, which keeps you accountable and compels you to help your team achieve their goals.

Define specific progress measurements.

Tracking your progress helps you gauge your performance and rate of improvement. To see how you’re doing, set up weekly meetings with your manager to ask her what she thinks of your work and track the improvement of your own performance metrics, like the growth of your blog posts’ average views or the amount of qualified leads your eBooks generate.

Reaching your performance goals isn’t the only path toward future success in your new role, though. You also need to study the ins and outs of your team and company, take initiative, and develop relationships with coworkers — all things that a lot of new hires underestimate the importance of.

Consider setting the following types of goals during each stage of your 30-60-90 day plan:

Learning Goals How will you absorb as much information as possible about your company, team, and role?
Initiative Goals – What will you do to stand out?
Personal Goals – How will you integrate with your company and team?

Aiming to achieve these types of goals will help you hit the ground running in all the right areas of your job. And if you stick to your plan, you’ll notice you’ll be able to spend less time learning and more time executing.

30-60-90 Day Plan Template

Download Your Free Template

HubSpot’s 30-60-90 day plan template includes space for all key elements of your plan — primers, themes, and goals — making it easy for both you and your manager to see exactly where you are in the plan, what comes next, and how things are going so far.

While our template is a great starting point, it’s worth cross-referencing this high-level plan with a more detailed description of your goals and desired outcomes to ensure you’re aligned with company expectations.

30-60-90 Day Plan Example

Using our template, we’ve created a quick 30-60-90 plan example for new employees.

30 Days

Primer

Many new hires are eager to impress, so they dive head-first into their work or try to make suggestions about their team’s process with limited experience in how their new team operates. But have patience.

Understanding your company’s vision and your team’s existing strategy is crucial for producing high-quality work and actually making an impact. If you don’t know the purpose behind your role or the optimal way to perform, you’ll risk missing the mark and your early efforts won’t pay off the way you expect them to.

It’s always better to over-prepare than under-prepare. And it’s okay to take time to learn the ropes — it pays huge dividends in the long run. In the first 30 days of your employment, your priority is to be a sponge and soak in as much information as possible. Once you do that, you can then try to improve more specific parts of your team’s work style.

Theme: Be a Sponge

Learning Goals

Study my company’s mission, vision, and overarching strategy.
Read my company’s culture code to learn more about our company culture and why we implement it.
Read the customer persona and target audience overview to truly understand who our customers are, their pain points, and how our product and content can help them.
Meet with my team’s director to learn about how meeting our goals will help our business grow.
Read up on our team’s new SEO strategy, editorial process, and traffic goals.
Learn how to use the SEO Insights Report to plan and structure blog posts.
Review my team’s pillar-cluster model overview and understand how to match posts to clusters.
Meet with my manager to learn more about her expectations.

Performance Goals

Complete new hire training and pass the test with a 90% or higher.
Be able to write 3 blog posts per week.

Initiative Goals

Run the Facebook Instant Article experiment that my manager recommended me to do.

Personal Goals

Grab coffee with everyone on my team, so I can get to know them on a professional and personal level.

60 Days

Primer

By the end of your first 60 days, you should ramp up your workload, start overachieving, and make a name for yourself on your team.

To do this, start speaking up more at meetings. Don’t be afraid to share your ideas about improving your team’s processes. This shows you’re quickly conquering the learning curve and recognizing some flaws that your colleagues might have overlooked. You still have a fresh perspective on the company, so your insight is invaluable.

Theme: Be a Contributor

Learning Goals

Learn how to optimize a new post from scratch based on both the SEO Insights Report and my own competitive research.
Read every other marketing team’s wiki page to learn about other marketing initiatives and how our entire department works together to grow our business.
Deep dive into my company’s product roadmap and strategy to fully grasp our mission and vision.

Performance Goals

Be able to write 5 blog posts per week.
Be down to one cycle of edits per post.
Understand how to edit a guest post — clean up at least one rough draft.

Initiative Goals

Share content strategy ideas at my team’s monthly meeting and ask if I can spearhead the project to boost blog traffic.
Ask my manager if I can oversee Facebook messenger and Slack distribution strategy.

Personal Goals

Meet with my colleagues on other teams to learn about their marketing initiatives and develop relationships outside of my team.

90 Days

Primer

By the end of your first three months, you should have a firm grasp of your role, feel confident about your abilities, and be on the cusp of making a breakthrough contribution to your team. Instead of reacting to problems that pop up at random, be proactive and spearhead a new initiative for your team.

You should also be cognizant of how you can collaborate with other teams to improve your own team’s processes. By taking on some new projects outside of your main role, you’ll start turning some heads and catch the attention of the department at large.

Theme: Be a Leader

Learning Goals

Do an analysis of my highest and lowest-performing blog post to date. How can I use this information to optimize new content so it performs better out of the gate?

Performance Goals

Be comfortable with writing five blog posts per week
Edit one guest post per week
Try to have 75% of my blog posts not require revisions.
Write at least one new post that generates over 10,000 views in one month.

Initiative Goals

Ask SEO team if they want to partner with the product marketing team to brainstorm content topics related to our product road map.
Ask social media team if they’re willing to develop a relationship where we can share each other’s content.
Ask sales team what our customers’ pain points are, so we can write content that our target audience craves and help them close more qualified leads.

Personal Goals

Join the yoga club.

30-60-90 Day Plan Team Leader Example

Now, let’s apply that same template to a team leader role with another 30-60-90 plan example.

30 Days

Primer

During the first 30 days, the goal of a team leader should be to cultivate connections with their team members and discover where they excel, where they struggle, and where they could use help. Creating these relationships lays the foundation for solid communication over time, in turn leading to better results.

Theme: Cultivate Staff Connections

Learning Goals

Identify strengths for all team members.
Pinpoint current challenges in accomplishing team goals.
Encourage staff connections through honest communication.

Performance Goals

Reduce project completion times by 25 percent.
Increase team member output by 5 percent.

Initiative Goals

Establish a mentorship connection with one staff member looking to advance in their role.

Personal Goals

Arrange one out-of-work activity for staff.

60 Days

Primer

For the second month, team leaders may want to focus on putting the connections they’ve made to good use and creating a mindset of success across the department. In practice, this means establishing clear goals and specific metrics and working alongside staff to deliver key outcomes.

Theme: Create a Culture of Success

Learning Goals

Understand where previous team leaders have struggled.
Identify common themes in goals not being met.
Clearly define starting points, milestones, and end goals for projects.

Performance Goals

Ensure current project deadlines are met.
Deliver at least one project component ahead of schedule.
Take ownership of one complex task to continue developing team culture.

Initiative Goals

Based on current project goals, brainstorm two new potential projects.
Look for ways to integrate current efforts with sales, marketing, or social media teams.

Personal Goals

Make time for mindfulness practice at work to help improve your focus.

90 Days

Primer

The last month of your 30-60-90 plan may focus on ensuring the framework you’ve built can be replicated on the next team project and finding new opportunities for your team members to excel.

Theme: Identify New Opportunities

Learning Goals

Convene with staff to see what worked and what didn’t during the project.
Look for outcomes that exceeded expectations and discover what sets them apart to help drive improved processes.

Performance Goals

Become confident in assigning staff specific tasks with minimal oversight.
Create a regular performance review structure that focuses on helping staff achieve their best work.
Identify areas for reasonable cost-savings that don’t disrupt current processes.

Initiative Goals

Look for team members with a passion for leadership and encourage their growth.
Transition into a more hands-off leadership style that demonstrates trust in employee autonomy.

Personal Goals

Take up a new hobby to avoid getting burned out at work.

30-60-90 Day Plan Marketing Strategist Example

30 Days

Primer

During the first 30 days, the marketing strategist will analyze current campaign performance to discover what works, what doesn’t work, and how strategy can be improved. The marketing strategist will also work with team members and stakeholders to learn more about existing processes. Investigating performance lays the foundation for how strategy can improve in the future.

Theme: Analyze Current Performance

Learning Goals

Get familiar with the company’s product, mission, positioning, and goals.
Consult with stakeholders to discuss existing processes, tools, and buyer personas.
Learn about completed and ongoing experiments and their results.

Performance Goals

Conduct content audits and competitor analyses in order to uncover performance gaps.

Initiative Goals

Meet with sales reps, account managers, and customer support team members to learn more about customer wants and needs.

Personal Goals

Get lunch with new team members in order to get to know them better.

60 Days

Primer

By day 60, the marketing strategist will have identified performance gaps based on the work done during the first 30 days and begun work on brainstorming ways to close those gaps.

Theme: Identify Performance Gaps

Learning Goals

Research and brainstorm potential new processes that will help improve performance gaps.

Performance Goals

Identify areas for improvement based on the results of the performance audits and competitive analysis.

Initiative Goals

Meet with finance team to discuss budget for new marketing experiments and initiatives.
Deliver an experiment proposal that is aimed at improving one of the gaps found during the audits.

Personal Goals

Join an interest-based Slack channel to connect with colleagues on other teams.

90 Days

Primer

For the third month, marketing strategists may focus on ensuring the research framework they’ve built can be replicated for new projects and launch experiments aimed at closing performance gaps.

Theme: Launch New Experiments

Learning Goals

Identify performance outcomes that exceed expectations and see what sets them apart from outcomes that do not exceed expectations.

Performance Goals

Develop a system for measuring and analyzing campaign performance.

Initiative Goals

Launch a new experiment aimed to help close a performance gap discovered during earlier analyses.

Personal Goals

Spend a few hours working at the new neighborhood coffee shop to change up routine.

Making the Most of Your First Months

The first few months at a new job are critical in answering key questions: Is the company a good fit? Can you meet (and exceed) expectations? What does your long-term career plan look like?

Building a robust 30-60-90 day plan can take some of the pressure off by providing a framework for success that combines big ideas with specific goals to help drive success.

Editor’s note: This post was originally published in April 2019 and has been updated for comprehensiveness.

What is a Project Charter? The Complete Guide

Project charters provide a guiding light for any new initiative. So, whether you work as a project manager or operations professional, you’ll need to become a pro at writing these documents.

Besides providing you with the authorization to begin projects, project charters help you sell your project’s viability to stakeholders. This document will also help get your entire team on board with your plans and deadlines.

In this guide, we’ll explore everything you need to know about project charters. We’ll cover:

What is a project charter?
The Benefits of Creating Project Charters
How to Write a Project Charter
The Anatomy of a Project Charter
Project Charter Examples
Mistakes to Avoid When Creating a Project Charter

The Benefits of Creating Project Charters

“The project charter is such an important document that a project cannot be started without one,” says Rita Mulcahy, a renowned project manager, trainer, and author. This document can keep your team on track to achieve your project objectives on deadline.

Here are other benefits of creating a well-written project charter:

You’ll decide on a project budget.
You can define the project outcome.
You’ll avoid scope creep and meet your deadlines.
You can get stakeholders’ buy-in for your project.
You can set the expected start and end dates of the project.
You can clearly explain how your project goals align with organizational objectives.

Next, we’ll explore best practices for writing a project charter.

How to Write a Project Charter

When writing your project management charter, it’s important to get it right from the onset. “You shouldn’t change a project charter after its approval,” says Mary Beth Imbarrato, author of The Project Roadmap. Last-minute changes can make stakeholders question the project’s feasibility.

This step-by-step guide will help you write a great project charter from the get-go.

1. Gather insights from your project team.

Talking to your team members is essential when creating project charters. Your colleagues can help you set realistic project timelines. They can also help you uncover the goals, scope, and risk mitigation plans for the project.

“You should set aside time for your team members to discuss the project, how they want to approach it, and what’s their current bandwidth,” says Will Yang, Head of Growth at Instrumentl. “Doing this ensures your project team is on the same page.”

2. Store the charter in a central location.

To foster collaboration, store your project charter in a central hub so team members can comment on and edit it.

This gives everyone a sense of ownership of the project. Programs like Google Drive and Dropbox offer co-editing capabilities.

3. Keep the project charter brief.

You may be tempted to capture every detail in your project charter. But remember: You should go in-depth in your project planning document, not in the project charter.

“Stakeholders won’t have the time to read a verbose 15 pages charter because they have other priorities,” advises Konstandinos Christofakis, head of marketing at ULTATEL. “That’s why charters should be a high-level overview of projects, remain short enough to be useful, and long enough to be valuable.”

If information is digestible, the chances of project approval rise, according to Christofakis.

4. Add visuals to your charter.

Using images or design elements can help improve the readability of your project charter and keep your document brief.

For instance, if you want to outline a lengthy communication plan or milestone in your charter, a Gantt chart can help. These charts also stand out in the project charter, allowing team members to reference them easily.

Image Source

5. Create a project charter template.

Have you written a project charter in the past? Or perhaps the document you just completed is a masterpiece. Turn these documents into templates that you can use in the future.

Having a template for your project management charter helps you save time and maintain consistency in the future. This approach to project charters also ensures you don’t skip important elements in your document.

Pro tip: If you don’t already have a template, you can browse options online. HubSpot offers a free project charter template that you can download at any time.

Image Source

Now that you know the basics of creating project management charters, let’s go over the anatomy of a project charter.

The Anatomy of a Project Management Charter

After developing a project charter, project managers send them to the project sponsor to get approval. A sponsor may include the government, individual financier, or top management of the organization executing the project.

Here are the elements your project charter needs to get approval from sponsors.

1. Project Objective

The project objective is the high-level reason for undertaking the project. Tying objectives to your company goals is a brilliant way to pique stakeholders’ interest in your project.

Pro tip: Use the SMART framework to make your goals Specific, Measurable, Achievable, Realistic, and Time-bound.

2. Project Overview

Your project overview goes into greater detail about the timeline and ownership of a project. This section outlines details like the project name, project sponsor, project Manager, expected start and completion dates, and estimated budget.

Pro tip: Add a table to your project overview. This makes information skimmable and easy to find.

Image Source

3. Project Deliverables

This is a list of the services or products the project team will provide to stakeholders. Be clear on what your team is delivering to avoid any disagreements that’ll make you extend your deadline.

4. Project Scope

The project scope explains the boundaries of the project. While PMs typically write detailed project scopes, keeping it brief in the project charter is a best practice. Why? You can create a detailed scope statement in the project planning phase.

5. Project Stakeholders

This is a list of the names and responsibilities of the parties involved with a project. Stating who’s responsible for different tasks holds your team members accountable.

6. Project Risks

Outlining the risks to a project will help you identify blockers to the success of your project and their potential impact. Doing this enables you to devise risk mitigation strategies.

Pro tip: Create a table of potential risks. Be sure to explain why the risk poses a threat to your project and the mitigation strategies you plan to enact.

Image Source

7. Project Resources

Always create a list of resources your project will need. And that’s not just money. Your resources should include team members, facilities, equipment, and other essential items which are critical to the success of your project. This helps you account for everything you need to take the project to the finish line.

Image Source

Project Charter Examples

1. Project Management Charter for Lean Six Sigma

Image Source

This sample project charter follows the Lean Six Sigma format, one methodology for project management. Teams that already use this framework may opt to structure their project charter in this way.

What we like: The Lean Six Sigma project charter offers a clear scope of work. Project goals also follow the SMART framework, making how the project will benefit the company extremely clear.

Project charter limitations: While this charter outlines key information, including the project goal and problem statement, some key information is missing. The process owner didn’t state the project costs or risks. If you emulate this format, be sure to include this information.

2. Project Management Charter for Website Redesign

Image Source

In this project charter, the University of Guelph explores exactly what its web team must do to redesign the school’s library website. That includes all of the necessary stakeholders and who’s owning the project.

What we like: This project has a well-defined scope and timeline. Sponsors know exactly who is working on what and when.

Project charter limitations: While this project explores the risks associated with the project, mitigation plans would improve this section of the document.

Mistakes to Avoid When Creating Project Management Charters

1. Missing a Clear Purpose Statement

Every project should have a clear goal and purpose. But sometimes, the primary objective becomes unclear. To combat this, apply the illusory truth effect, which states the use of repeated information increases understanding.

Lauren Carter, principal consultant at Lauren Ashley Consulting, says she uses this strategy to help her team remember the purpose of projects. In Lauren’s words:

“Project members often lose the ‘North Star’ in the thick of the work. One effective way I prevent this is by having a clear purpose statement in the charter, which I repeat in several ways throughout the project’s lifecycle.”

“This can be as a header on project documents, putting it at the top of timelines or charts, or using it as a metric against which you evaluate planned and unplanned activities that arise.”

2. Creating a Charter Mid-project

Project charters should kick off your initiative. Writing this document halfway through can lead to scope creep, ill-defined responsibilities, and confusion.

“Changing the project charter after initiation and planning means you’ll have to review any work you’ve completed and even rework some completed tasks,” says Mary Beth Imbarrato, a 25-year veteran in the project management industry.

She adds, “This can lead to delays, elevated costs, and create more project risks.”

Mary Beth also says changes to the charter may impact how team members view a project. The result? Reduced commitment and engagement.

The bottom line: Creating the charter before starting the project will help you avoid scope creep, prevent wasted time by redoing work, and keep extra risks to your project at bay.

3. Ignoring Your Company’s Project Charter Template

Using existing project charters as templates can save you time and ensure consistency.

Instead of creating new charters from scratch, request a sample of a completed charter document the company liked and use it as your template. This template will help you understand how your organization prefers to present ideas, allowing you to follow suit and begin projects on the right foot.

Start New Project Without Missteps

A well-thought-out charter is a roadmap for achieving your project objectives in record time.

Get started by gathering input from your team and creating a project charter that will get the green light from stakeholders.

The Complete Guide to Stakeholder Management

Successful projects have support from stakeholders across the organization. That’s why stakeholder management is essential for any initiative.

Stakeholder management allows you to identify and meet leaders’ needs while keeping communication open.

In this article, you’ll learn what stakeholder management is, why it’s important, and how to create a stakeholder management plan.

Table of Contents

What is stakeholder management?
Why is stakeholder management important?
Benefits of Stakeholder Management
Inside the Stakeholder Management Process
Tips for Stakeholder Management

Why is stakeholder management important?

Projects fail when the interests and needs of stakeholders are ignored. This leads to a lack of buy-in from key stakeholders, which can jeopardize the success of the project.

When stakeholders feel their needs are being met, they’re more likely to support the project. On the other hand, if their needs are not met, they may try to block your initiative. Stakeholder management helps build positive relationships that keep your project running smoothly.

An effective stakeholder management strategy can help you:

Avoid or resolve conflicts between stakeholders.
Secure buy-in and support from key stakeholders.
Communicate effectively with stakeholders.
Manage expectations of stakeholders.
Monitor stakeholder engagement throughout the project.

Benefits of Stakeholder Management

There are many benefits of an effective stakeholder management strategy, including:

Improved communication. By identifying the interests and needs of stakeholders, you can tailor your communications to their specific needs. This ensures that your messages are received and understood.
Increased buy-in. According to KPMG, 61% of projects have highly involved sponsors. When stakeholders feel their interests and needs are being considered, they’re more likely to support the project.
Reduced risks. By engaging with stakeholders, you can identify potential risks early and take steps to avoid or mitigate them. This can help reduce the overall risk of the project.
Improved performance. An effective stakeholder management strategy can help you optimize resources and align project activities with stakeholder interests. This can lead to improved project performance.

Inside the Stakeholder Management Process

While stakeholder management may seem intuitive for some, you can start building trust systematically with a more formal roadmap.

The following six steps can help you understand stakeholder priorities and how you can address these needs.

1. Identify stakeholders.

Stary by identifying all the individuals and groups who can impact your project, both positively and negatively. This includes internal stakeholders (such as team members) and external stakeholders (such as customers or suppliers).

To identify your stakeholders, ask yourself the following questions.

Who will be impacted by your project?
Who has an interest in your project?
Who has the power to influence your project?
Who wants your project to fail?
Who wants your project to be successful?

2. Prioritize stakeholders.

After you’ve identified all your stakeholders, the next step is prioritization. This will help you focus your attention on the stakeholders most important to your project’s success.

You should identify where their expectations lie, their level of influence, what information they will want from you, and how often they want reporting from your team. You can use stakeholder mapping to help you prioritize key leaders.

Run a Stakeholder Mapping Exercise

Image Source

The above stakeholder mapping exercise asks you to plot leaders on a two-by-two grid. One axis is labeled power and the other interest.

On the power axis, you rate each stakeholder on their ability to influence the project. On the interest axis, you rate each stakeholder on their level of interest in the project. This will give you a clear picture of which stakeholders are the most important to engage with and how best to do so.

There are several different ways to map stakeholders, including:

RACI matrix. This is a popular stakeholder mapping method that uses the letters R (responsible), A (accountable), C (consulted), and I (informed) to rate stakeholders on their level of involvement in the project.
Power/interest grid. This is a simple way to map stakeholders that can be used to prioritize engagement. It is also known as the Salience model.
Influence/impact matrix. This is a more detailed stakeholder mapping method that can be used to assess the potential impact of each stakeholder on the project.

3. Assess stakeholder needs and interests.

The key to a successful stakeholder management plan is understanding your stakeholders. This will help you assess what they want from the project and how best to engage with them.

At this stage, ask yourself the following questions.

Do you understand their needs, priorities, and issues?
Do they have the power to influence the project?
What financial or emotional interest do they have in the outcome of the project?
What motivates them?

By understanding the answers to these questions, you can better develop a stakeholder management plan that fits each leader.

4. Define stakeholder motives.

Once you’ve identified and assessed your stakeholders, you can begin to define their motives. This will help you understand what they want from the project and how best to engage with them.

There are several ways you can define stakeholder motives, including:

Interviews. You can interview stakeholders to get their views on the project. This can be done in person, over the phone, or via email.
Surveys. You can send out surveys to stakeholders to get their feedback on the project. This is a quick way to gather data from a large number of stakeholders.
Focus groups. You can hold focus groups with stakeholders to get their input on the project. This can be used to generate ideas and identify issues.

By understanding stakeholder motives, you can develop an effective stakeholder management plan that meets their needs and interests.

5. Develop a plan for engagement.

The goal of stakeholder engagement is to manage expectations and build relationships. This can be done through several different methods, including:

Frequent communication. This is the most important aspect of stakeholder engagement. You must regularly communicate with stakeholders to update them on the project and get feedback. This can be done through face-to-face meetings, phone calls, emails, or online tools like a project management software. Each stakeholder may need their own communication strategy.
Consultation. This involves consulting stakeholders in decision-making. This can be done through meetings, surveys, or focus groups.
Collaboration. This involves working with stakeholders to complete tasks or achieve objectives. This can be done through co-creation, joint planning, or shared decision-making.

The best way to engage with various leaders will depend on the stakeholder and the project. You should tailor your engagement plan to each individual.

Stakeholder Management Plan Templates

After you’ve identified stakeholders, it’s time to develop management plans for each group.

The below templates can help you create engagement plans and organize your stakeholder communication.

Asana

If you’re new to stakeholder management, this template from Asana offers a simple way to stay organized. In this plan, you write down each stakeholder, their level of interest in your project, and how influential they are to your work.

Then, you can check a box to identify their communication preferences. That includes how often they want to hear from your team and how they want you to get in touch.

What we love: With this template, you know which of your leaders prefer a quick Slack versus a formal email at a glance.

Project Management Docs

If you’re looking for a more detailed engagement plan, consider this option from Project Management Docs. With this document, you can fully lay out the vision of your project and which departments your initiative will affect.

What we love: This template includes charts and tables that you can use to determine each stakeholder’s level of importance to your project. You can use this document to brainstorm and outline your final draft.

KnowledgeHut

If you’re looking for a complete guide to writing an engagement plan, KnowledgeHut is here to help. This template includes sections that help you identify stakeholders and create a timeline for each person’s involvement. You can also keep track of costs and human resources involvement.

What we love: This template features charts that you can fill out with stakeholder data. If you get stuck, each section comes with helpful questions for self-reflection to guide you along the way.

PM-Training

If you’ve been searching for a simple spreadsheet to manage your stakeholders, look no further. This template from PMTraining offers a straightforward approach to managing stakeholders.

What we love: This template lays out who is involved, what they need to do for your project, and how you plan to keep them engaged. If you’re looking for a quick way to develop a one-page stakeholder management guide, this is it. Plus, everything can be edited in Google Docs.

Tips for Stakeholder Management

Formalizing stakeholder management can feel like an overwhelming process. Whether you’re just getting started or have years of experience, the following tips can help you ensure successful stakeholder management.

1. Define the purpose of the project.

According to PMI, 44% of projects fail because of a lack of alignment between business and project objectives.

Before you begin engaging with stakeholders, it is crucial to define the purpose of the project. This will help you identify who you need to engage with and their objectives.

2. Define roles and responsibilities.

At the start of a project, clearly define each stakeholder’s roles and responsibilities. This will help ensure that everyone is clear on their involvement in the project.

3. Communicate regularly.

Regular communication is essential for successful stakeholder management. You should update stakeholders on the project regularly and solicit their feedback.

Your strategic objectives should always be clear in stakeholder communication. This allows your team to manage stakeholder expectations and create positive relationships.

4. Be transparent.

It is important to be transparent with stakeholders about the project. This will help build trust and ensure everyone is on the same page.

5. Seek feedback.

Feedback is essential for successful stakeholder management. You should seek feedback from stakeholders at every stage of the project.

Keep track of their suggestions and implement their insights. You can then report back on how you implemented their solutions to further gain their support.

6. Choose the right software.

Today, only one in four teams uses a project management software. Implementing one of these tools can help you keep organized.

That ranges from project management software, like Basecamp or Asana, to collaboration software, like Google Drive or Trello. Choose a tech stack that best fits the needs of your project.

7. Be flexible.

Stakeholder management is not a one-size-fits-all process. You should be flexible and tailor your approach to each individual you work with.

Create an Effective Stakeholder Management Plan

Stakeholders hold the power to influence your project, so engaging leaders while keeping their needs at the forefront will help keep things running smoothly.

Keep these tips in mind as you develop your stakeholder management strategy to stay on track.

The Ultimate List of 394 Email Spam Trigger Words to Avoid in 2023

After spending hours creating an email marketing campaign, the last thing you want to do is get blocked by your recipients’ spam filters. Luckily, by avoiding common email spam trigger words, you can successfully prevent your emails from getting routed to spam folders.

Not only does spam email marketing betray the trust of customers, but it can also contain malware and viruses. Ultimately, you’ll want to avoid sending spam emails because your customers won’t read them.

Let’s look at what spam trigger words are, what gets emails sent to spam, and which spam words you should avoid when creating your email campaigns.

Spam filters can be triggered for a variety of reasons, causing your email to skip recipients’ inboxes and land straight in their spam inbox. One of the easiest ways to avoid spam filters is by carefully choosing the words you use in your email’s subject line.

Trigger words are known to cause problems and increase the chances of your email getting caught in a spam trap. By avoiding these words in your email subject lines, you can dramatically increase your chances of getting beyond the filters.

Spam trigger words alone aren’t enough to send your email to spam. For instance, if you are offering a 3-for-1 discount sale, you can still advertise that in your emails and not get sent to spam. It’s important to understand all the factors that come into play when emails get identified as spam.

What causes emails to go to spam?

Email providers look for a number of factors when deciding whether to automatically send your emails to spam. If you’ve made it on an email blacklist, that means you’ve repeatedly sent emails to recipients who haven’t signed up for your email list.

Your emails can get sent to spam if you:

Don’t include an unsubscribe button in your email: It’s best to give recipients the option to opt-out of emails. Provide an unsubscribe link.
Send poorly-designed emails with broken or glitchy code: Poorly-designed emails create an unpleasant reading experience. Readers will regret opening your note in the first place if the format is hard to read and the design doesn’t render properly.
Address your recipient by “my friend” or “dear” (or not by their name): To get the best results, add a personal touch in the subject line or message to increase your open rate and provide a better customer experience.
Buy email lists online and mass-send messages to email addresses that don’t exist (resulting in a high bounce rate): Not only do the recipients not know you, you could quickly ruin your IP reputation and put your email deliverability at risk. If you do business in Europe, buying email lists could also be a violation of the General Data Protection Regulation (GDPR) which requires explicit permission from your contacts to send them emails.

Use all-caps text and extreme punctuation (!!!!! or ?????): Many spam detecting software will automatically register emails formatted in all-caps as spam. It also doesn’t help to look like you’re shouting at the reader.
Include strangely formatted fonts (𝖑𝖎𝖐𝖊 𝖙𝖍𝖎𝖘): Similar to using all-caps, weird fonts are more difficult to read and are likely to trigger spam detecting software.
Provide links to fraudulent websites: This should be obvious, but never link to fraudulent websites in your emails. It’s harmful to your contacts and undermines your credibility.

Now that you know what not to do, let’s go over some best practices to ensure your emails steer clear of spam folders.

How to Become a High-Reputation Email Sender

Email providers only want to deliver emails from high-reputation senders. To be a high-reputation sender, do the following:

Include an unsubscribe button: Communication is a two-way street. Ensure your contacts can opt-out if they choose by placing an unsubscribe link in your email.
Design your emails with clean code using a tool such as Marketing Hub: Take the guesswork out of designing emails. With these tools, your emails will open glitch-free every time.

Personalize your emails with the recipient’s first name: 71% of consumers expect email personalization. Address them by name and watch as your open rates improve.
Only email those who’ve subscribed to your email list: If you don’t have any, you should learn to naturally increase your email list subscribers.

Keep your email deliverability high: Doing the tasks above will improve deliverability but you should also make sure you are compliant with the legal guidelines in your region. Most marketing software is compliant with web laws but if you’re handling email in-house, you’ll want to double check your emails are compliant.

Keep the text free of odd formatting and extraneous punctuation: Clean and clear copy ensures your note is easy to read and dodges spam detectors.
Only link out to reputable websites: Only link to reputable sites you trust. After all, your reputation is on the line. Don’t lose credibility by sending your contacts to shady websites.

If you meet these criteria, you can get away with using “classic” email spam words in your subject line and your email. The text surrounding the spam phrase also matters, as does your history as an email sender. If email providers don’t have a reason to mistrust you, they simply won’t.

Email Spam Words to Avoid

When writing your email subject lines, you want to avoid:

Over-sensationalizing
Over-promising
Using strange formatting to “stand out” in the recipient’s inbox

Next time you sit down to write an email subject line, consult the exhaustive list below. In fact, you might want to bookmark this list so you can refer back to it every time you craft an email subject line.

Commerce

As seen on
Buy
Buy direct
Buying judgments
Clearance
Order
Order status
Orders shipped by shopper

Personal

Dig up dirt on friends
Meet singles
Score with babes
XXX
Near you

Employment

Additional income
Be your own boss
Compete for your business
Double your
Earn $
Earn extra cash
Earn per week
Expect to earn
Extra income
Home based
Home employment
Homebased business
Income from home
Make $
Make money
Money making
Online biz opportunity
Online degree
Opportunity
Potential earnings
University diplomas
While you sleep
Work at home
Work from home

Financial – General

$$$
Affordable
Bargain
Beneficiary
Best price
Big bucks
Cash
Cash bonus
Cashcashcash
Cents on the dollar
Cheap
Check
Claims
Collect
Compare rates
Cost
Credit
Credit bureaus
Discount
Earn
Easy terms
F r e e
Fast cash
For just $XXX
Hidden assets
hidden charges
Income
Incredible deal
Insurance
Investment
Loans
Lowest price
Million dollars
Money
Money back
Mortgage
Mortgage rates
No cost
No fees
One hundred percent free
Only $
Pennies a day
Price
Profits
Pure profit
Quote
Refinance
Save $
Save big money
Save up to
Serious cash
Subject to credit
They keep your money — no refund!
Unsecured credit
Unsecured debt
US dollars
Why pay more?

Financial – Business

Accept credit cards
Cards accepted
Check or money order
Credit card offers
Explode your business
Full refund
Investment decision
No credit check
No hidden Costs
No investment
Requires initial investment
Sent in compliance
Stock alert
Stock disclaimer statement
Stock pick

Financial – Personal

Avoice bankruptcy
Calling creditors
Collect child support
Consolidate debt and credit
Consolidate your debt
Eliminate bad credit
Eliminate debt
Financially independent
Get out of debt
Get paid
Lower interest rate
Lower monthly payment
Lower your mortgage rate
Lowest insurance rates
Pre-approved
Refinance home
Social security number
Your income

General

Acceptance
Accordingly
Avoid
Chance
Dormant
Freedom
Here
Hidden
Home
Leave
Lifetime
Lose
Maintained
Medium
Miracle
Never
Passwords
Problem
Remove
Reverses
Sample
Satisfaction
Solution
Stop
Success
Teen
Wife

Greetings

Dear [email/friend/somebody] Friend
Hello

Marketing

Ad
Auto email removal
Bulk email
Click
Click below
Click here
Click to remove
Direct email
Direct marketing
Email harvest
Email marketing
Form
Increase sales
Increase traffic
Increase your sales
Internet market
Internet marketing
Marketing
Marketing solutions
Mass email
Member
Month trial offer
More Internet Traffic
Multi level marketing
Notspam
One time mailing
Online marketing
Open
Opt in
Performance
Removal instructions
Sale
Sales
Search engine listings
Search engines
Subscribe
The following form
This isn’t junk
This isn’t spam
Undisclosed recipient
Unsubscribe
Visit our website
We hate spam
Web traffic
Will not believe your eyes

Medical

Cures baldness
Diagnostic
Fast Viagra delivery
Human growth hormone
Life insurance
Lose weight
Lose weight spam
Medicine
No medical exams
Online pharmacy
Removes wrinkles
Reverses aging
Stop snoring
Valium
Viagra
Vicodin
Weight loss
Xanax

Numbers

#1
100% free
100% satisfied
4U
50% off
Billion
Billion dollars
Join millions
Join millions of Americans
Million
One hundred percent guaranteed
Thousands

Offers

Being a member
Billing address
Call
Cannot be combined with any other offer
Confidentially on all orders
Deal
Financial freedom
Gift certificate
Giving away
Guarantee
Have you been turned down?
If only it were that easy
Important information regarding
In accordance with laws
Long distance phone offer
Mail in order form
Message contains
Name brand
Nigerian
No age restrictions
No catch
No claim forms
No disappointment
No experience
No gimmick
No inventory
No middleman
No obligation
No purchase necessary
No questions asked
No selling
No strings attached
No-obligation
Not intended
Obligation
Off shore
Offer
Per day
Per week
Priority mail
Prize
Prizes
Produced and sent out
Reserves the right
Shopping spree
Stuff on sale
Terms and conditions
The best rates
They’re just giving it away
Trial
Unlimited
Unsolicited
Vacation
Vacation offers
Warranty
We honor all
Weekend getaway
What are you waiting for?
Who really wins?
Win
Winner
Winning
Won
You are a winner!
You have been selected
You’re a Winner!

Calls-to-Action

Cancel at any time
Compare
Copy accurately
Get
Give it away
Print form signature
Print out and fax
See for yourself
Sign up free today

Free

Free
Free access
Free cell phone
Free consultation
Free DVD
Free gift
Free grant money
Free hosting
Free installation
Free Instant
Free investment
Free leads
Free membership
Free money
Free offer
Free preview
Free priority mail
Free quote
Free sample
Free trial
Free website

Descriptions/Adjectives

All natural
All new
Amazing
Certified
Congratulations
Drastically reduced
Fantastic deal
For free
Guaranteed
It’s effective
Outstanding values
Promise you
Real thing
Risk free
Satisfaction guaranteed

Sense of Urgency

Access
Act now!
Apply now
Apply online
Call free
Call now
Can’t live without
Do it today
Don’t delete
Don’t hesitate
For instant access
For Only
For you
Get it now
Get started now
Great offer
Info you requested
Information you requested
Instant
Limited time
New customers only
Now
Now only
Offer expires
Once in lifetime
One time
Only
Order now
Order today
Please read
Special promotion
Supplies are limited
Take action now
Time limited
Urgent
While supplies last

Nouns

Addresses on CD
Beverage
Bonus
Brand new pager
Cable converter
Casino
Celebrity
Copy DVDs
Laser printer
Legal
Luxury car
New domain extensions
Phone
Rolex
Stainless steel

Use Spam Trigger Words Sparingly and Within Context

So long as you use email marketing best practices and use spam trigger words within context, you can bypass spam filters. Spam filters have become much more sophisticated in recent years. Using one or two phrases won’t hurt you, but make sure to only email customers who want to hear from you and to always personalize your emails. Doing so will optimize the results of your campaign and keep you out of spam folders.

Thank you for reading this post from HubSpot.

Editor’s note: This post was originally published in March 2013 and has been updated for comprehensiveness.