What's a good way to think about, contextualize, and approach a 30/60/90 plan if you've never done one before, when you're new to revenue operations?

My recommendation to anyone trying to craft a good 30/60/90 day plan is to first read the book The First 90 Days (https://www.amazon.com/First-Days-Updated-Expanded-Strategies/dp/B00CH7FE1O/ref=sr_1_1?crid=332LCCJEJ62Z8&keywords=first+90+days&qid=1678744873&sprefix=first+90+day%2Caps%2C111&sr=8-1)
It is an incredible guide to how you prioritize your time coming into and during your first 90 days in any new role. Revenue Operations specific tasks are not as relevant as understanding what actions anybody should be taking during this time and then fitting your role-specific needs within that framework.

The best way to think about a 30/60/90 day plan when you have never done one before is to break it out as follows:
- Define what Revenue Operations is, what is the vision, responsibilities, etc. getting this alignment is critical when this is a new role/function in an organization
- Outline the resources on the team (who does what)
- Outline the current technology stack (cannot figure out what you all have, ask finance, someone pays the bill ;-))
- Determine how the business should work with RevOps (what is the operating cadence, how will work be prioritized, what is the communication plan, etc.)
- Summarize the current state (where is the business today, what is missing/needed)
- This turns into your roadmap - outline what resources and collaboration will be needed to properly deliver (set these expectations upfront)
Here is a sample RevOps roadmap template: https://docs.google.com/presentation/d/1RrROWL8uZYXJtobQi0FnvRP8oI7ifV9VE1aAmZsxY5g/edit?usp=sharing
Related Ask Me Anything Sessions

HubSpot Director, Data & Analytics, Revenue Operations, Josh Chang on Revenue Ops 30 / 60 / 90 Day Plan

Podium Sr. Director, Revenue Operations, Alok Kolekar on Revenue Ops 30 / 60 / 90 Day Plan

dbt Labs Senior Marketing Operations Manager, Daniel Lambert on Revenue Ops 30 / 60 / 90 Day Plan
Top Revenue Operations Mentors









