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

Erica Santiago

Published: December 06, 2023

I remember my first day at HubSpot. I was so nervous and had a million concerns swimming around in my head.

A man organizes sticky notes in front of a calendar as he maps out a 30-60-90 Day Plan

Will I adapt to my new job? How long will it take for me to get the hang of things? Can I manage the workload and maintain a good rapport with my coworkers?

Fortunately, my outstanding manager at the time prepared a comprehensive checklist to be completed over a few months, and it helped me slowly but steadily adapt to HubSpot. Fast forward a few years, and I'm a rockstar at my job.

The checklist was called a 100-day checklist, but it followed the rhythm of a typical 30-60-90 Day Plan.

A 30-60-90 Day Plan, or something similar, is imperative to the success of a new employee as it helps them set and reach attainable goals and acclimate to their new position.

To help set your new employee, or yourself, up for success, here's what you need to know about crafting the best 30-60-90 Day Plan.

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30-60-90 Day Plan

A 30-60-90 day plan lays out a clear course of action for a new employee during the first 30, 60, and 90 days of their new job. By setting concrete goals and a vision for one's abilities at each stage of the plan, you can make the transition into a new organization smooth and empowering.

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.

You‘d write a 30-60-90 day plan in two situations: during the final stages of an interview and the first week of the job. Here’s how each type can be executed:

30 60 90 day plan layout

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Use this template to set up a 30/60/90 day sales training and onboarding plan.

  • 30/60/90 Day Goals
  • People to Meet
  • Feedback/Review Process

You're all set!

Click this link to access this resource at any time.

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.

As a candidate, this would sometimes confuse me in the past, but I now understand they just want to see if a potential hire can organize their time, prioritize the tasks they likely take, 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.

But how can you outline your goals before accepting a new job? How are you supposed to know what those goals are? I've found that starting with the job description is an excellent stepping stone.

Typically, 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.

Then, stagger those goals over three months.

For example, let‘s say a job requires three years of experience in Google Analytics, and the responsibilities include tracking the company’s website performance every month.

I would use these points to develop an action plan explaining how:

  • I‘ll learn the company’s key performance metrics (first 30 days)
  • Strengthen the company's performance in these metrics (next 30 days)
  • 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, which I highly recommend whether you’re a new employee or a manager working with a new hire.

If you're the hiring manager, this plan will allow you to learn how the new employee operates, address 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 position 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.

How long should a 30-60-90 day plan be?

While there's no set length for a 30-60-90 day plan, it should include information about onboarding and training, set goals that you're expected to hit by the end of each phase, and all the people to meet and resources to review in support of those goals. This can result in a document that's 3-8 pages long, depending on formatting.

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 the bar for success at every stage.

HubSpot's Senior Manager of Content (and my former manager) Meg Prater suggests having a solid template for your plan that allows it to evolve.

“Anytime I onboard someone, I review all training docs and ensure they're up to date,” she says. “I also ask for feedback from the folks on the team who have most recently been onboarded. What did they like? What didn't work for them?”

She also says moving the plan to a more interactive platform proved to be helpful to new employees.

“One of the most helpful shifts we've made recently is moving our 30-60-90 plan (or 100-Days Plan) from a static Google Doc to Asana,” she says. “The plan is organized by week, and each task contains relevant readings and links. It's much easier for folks to move through, and it gives me better insight into where folks are in the plan.”

Meg onboarded me when I started at HubSpot, and I can confirm that my checklist in Asana was a game-changer because it helped me stay on task and visually track my progress.

The checklist below isn‘t mine, but it’s one she set up and follows the same format as the one she created for me.

Free 30/60/90 Day Onboarding Template

Fill out the form to get the template., parts of a 30-60-90 day plan.

An effective 30-60-90 day plan consists of three extensive 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 following 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:

The primer is a general overview of what you hope to achieve during the current 30-day period.

I prefer sitting down with my manager to pinpoint a primer that aligns with my goals and desired company outcomes, and I encourage you to do the same.

This ensures you and your manager are on the same page about expectations early on in your journey with the company.

The theme is a quick-hitter sentence or statement summarizing 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 should learn new HTML or CSS skills .

At the start of my career with HubSpot, some marketing trends and jargon were unfamiliar, and I wasn‘t used to the company’s writing style.

As a result, my learning goals as a new blogger were to become more well-versed in marketing and to adapt to HubSpot's writing style.

Performance Goals

Performance goals speak to specific metrics that demonstrate improvement. These include making one more weekly content post or reducing the revisions management requires.

For example, I was only writing one article per week when I started HubSpot, but it was my performance goal to be able to write multiple articles by the end of 30 days.

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 layout

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30-60-90 Day Plan: A Guide (With Templates)

30 60 90 day plan layout

A 30-60-90 day plan is essential for onboarding effectively at any company, as it help outlines expectations for an employee to meet when entering a new job.

30-60-90 Day Plan Definition

A 30-60-90 day plan is a document that guides an employee on the expectations and goals they should be striving for during the first 30, 60 and 90 days on the job.

Whether you’re starting a new job, or you’re a manager bringing a new employee onboard, we’ve compiled a comprehensive set of tips to create 30-60-90 day plans that will support successful onboarding .

What Is a 30-60-90 Day Plan?

A 30-60-90 day plan is a document that guides an employee on the expectations and goals they should meet during the first 30, 60 and 90 days on the job. Typically provided for new employees on or before their first day of work, they are a common component of companies’ onboarding processes, as they’re used to set up a new employee for success right away. 

The plan “needs to be some kind of structure that you mutually agree on, a structure that is outcome-focused and that helps people go towards maximizing their contribution to your company as fast as possible,” Rik Haandrikman, vice president of growth at Bitrise , told Built In. “Without a plan, it’s a mess, and 30-60-90 days works.” 

At Bitrise, 30-60-90 day plans tend to be pretty high level, with a few bullet points for each milestone. The first 30 days are all about understanding the context of the business. At the 60 days, employees should be proposing concrete steps to reach an outcome, and by day 90, the company wants to start seeing deliverables.

30-60-90 day plans can also be shaped by both a manager and the employee to fit mutual needs. This is where a manager provides overall support and makes sure company-wide tasks and department-specific KPIs are covered, but leaves enough room for the employee to set their own goals too.

These plans can be so flexible that some companies, like  Instawork , even use a 14-30-60 day plan. “It’s really important to get things going quickly,” said Sumir Meghani, co-founder and CEO of Instawork. 

Adriana Roche, chief people officer at Mural , suggests managers have a 30-60-90 day plan ready for a new employee but to sit down with them to discuss and modify the plan as needed.

“The important thing is that you fill this out before the person starts. So on day one, you sit down with them, and you walk them through this journey,” Roche said. “The person feels like they’ve co-created their onboarding versus just having something handed to them.”

Benefits of a 30-60-90 Day Plan

Makes employee onboarding structured and approachable.

30-60-90 day plans are a digestible way to help an employee transition into their role smoothly, have a vision for their position and not feel too overwhelmed. 

“We’re just trying to distill [work] down to something that’s achievable in the foreseeable future. Most people can get their heads around three months,’” David Ciccarelli, CEO of Voices , told Built In.

Boosts Employee Confidence and Sense of Belonging

These plans can give employees a consistent introduction to the company and help them feel confident about joining.

“If you do it well, you create a sense of cohesion with the people, so creating a sense of belonging, and then getting people ramped up as quickly as possible.” Roche said. “They’re going to feel much more engaged because they’re feeling like they’re having an impact from the get-go.”

Useful for Transitions Into New Roles or After Leaves

30-60-90 plans don’t have to be just for new employees, Ciccarelli said. You can use them to help someone transition into a new role or acclimate again after a leave .

“Any kind of re-entry, the 30-60-90 day plan is a great level set,” Ciccarelli noted. “In consideration of a promotion, that actually is much more meaningful because somebody has the context of what are the big objectives of the year.”

More on Onboarding How 15 Companies Nail The Employee Onboarding Process

To make a 30-60-90 day plan, it’s helpful to know common goals associated with each major milestone. Here’s what you can expect to accomplish or see from employees 30, 60 and 90 days into a new job.

30 Days Into a 30-60-90 Day Plan

Complete common onboarding tasks.

The first 30 days in a new job should be all about creating a foundation of knowledge before diving in head first. These types of tasks can include:

  • Reading company handbooks and guides.
  • Learning company culture and history.
  • Learning company processes around benefits, requesting time off, etc.
  • Gaining access to and learning how to use tools and systems (email, chat, software tools).
  • Attending coffee chats or onboarding sessions offered by your company.

Meet Managers, Team Members and Collaborators

At many companies, part of onboarding can look like having 15- to 30-minute one-on-one meetings with team members or collaborators. It’s especially important to meet with your manager on the first or second day of a new job to discuss what their expectations are. 

“The list of people your manager is getting you to talk to, those are your performance review people,” said Alexandria “Lexi B.” Butler, who has worked in tech for several years and is the founder of Sista Circle: Black Women in Tech . “Literally your manager is telling you, these are the people that I will talk to to see if you get a raise.”

New hires will want to ask their coworkers about what they do, how their jobs impact one another and their overall thoughts on company culture and processes.  

Some companies have a buddy system for new employees, where they can get to know someone else at the company who they can go to for guidance that isn’t their direct manager.

“We make sure that we also have a peer onboarding partner, so really having a buddy with somebody, a safe space where you can ask those questions that you perhaps wouldn’t want to ask of your manager,” Rebecca Port, chief people officer at 10x Genomics , told Built In. “Someone who can help you understand the context of the why behind things.”

Go Over Responsibilities and Company Dynamics

During these first 30 days, take time to go over the responsibilities in the job description and start to think of a plan to tackle them, plus focusing on learning the company dynamics, according to Annabel Maw, director of communications at Jotform .

“It’s mostly just getting a really good framework and foundation for how the company operates and how the product works, and then just understanding the competitive landscape too in the industry,” Maw said.

60 Days Into a 30-60-90 Day Plan

Have steps to reach a goal and start to contribute.

Before the first 60 days, many companies expect that there will be outlined steps for meeting an employee’s initial goals or completing first projects.

By day 60, Ciccarelli said Voices employees are expected to have an understanding of the product and be able to give a product demonstration, which is a rite of passage for new employees. At Bitise, Haandrikman said employees should strive to start making an impact on the business after the first 30 days by outlining specific steps to reach a goal.

Deepen Colleague Relationships and Discuss Projects

Conversations with colleagues should continue after the first 30 days, Butler said, and these conversations should go even deeper to help employees learn about how they are performing against expectations so far.

90 Days Into a 30-60-90 Day Plan

Have an outcome to share and make suggestions.

By the end of an employee’s first 90 days, they are often expected to have an outcome to share with the company, such as completing a key first assignment or goal. It’s also not too early to start making enhancements at the company by day 90, Haandrikman said.

Reflect and Review With Your Manager

At an employee’s 90-day review with their manager, Butler suggests asking these questions:

  • What have I done well? 
  • What can I work on? 
  • How do you see me in this role evolving in the next year?

These questions will help you to understand your strengths and where you stand out — your special skills and abilities that will help shape your career. 

“Now people have gotten to know you. They’ve gotten to see your strengths and your weaknesses because everybody has them,” Butler said. “You start creating your career … people just start seeing it, and in those 90 days, people will start giving you those tidbits.”

30-60-90 Day Plan Templates

While 30-60-90 day plans can be highly personalized to the employee, a template is a proven way to help a manager get started and make sure they don’t forget all of the essential tasks needed for onboarding.

These 30-60-90 day template ideas — whether provided by a company or used for personal progress tracking — can be used to outline and track expectations for new employees.

Simple 30-60-90 Day Plan Template 

A screenshot of Voices' 30-60-90 Day Plan Template.

Voices’ 30-60-90 day plan template, as shared by Ciccarelli, fits on one page and is in bullet form. This type of template is effective for making plan notes in a simple format that can be fleshed out later. It also implements a SMART goal template, which gives employees direction for writing clear goals. 

Visual 30-60-90 Day Plan Template 

Screenshot of Mural's 30-60-90 Day Plan.

As for Mural’s 30-60-90 day plan template, this example is highly visual and maps out a path for an employee to follow over the course of the first three months. Templates like this can keep the 30-60-90 day plan fun and light-hearted, and provide images alongside goals to help employees better visualize what they should accomplish.

Create Your Own 30-60-90 Day Plan Template

It also doesn’t have to be all up to the company to provide a plan to follow.

For Butler when she enters a new job, she creates an Excel document with tabs for 30, 60 and 90 days. She has columns for the tasks she’s working on and the feedback she receives. For items she’s told to keep working on after the first 30 days, she copies them to the 60 day tab, and so on. 

She also said working with software tools like Workday has been a helpful way to keep both the employee and manager accountable with documenting progress.

In many cases, how well an employee follows a 30-60-90 plan can be a strong predictor of their future success at the company.

Frequently Asked Questions

What is a 30-60-90 day plan.

A 30-60-90 day plan is a document that outlines expectations or goals new employees should meet within their first 30, 60 and 90 days at a company.

What should be included in a 30-60-90 day plan?

A 30-60-90 plan should include:

  • Defined goals or expectations a new employee should meet by day 30, 60 and 90
  • Information about onboarding, training and key employee documents or systems to access
  • Information about who to contact or what other resources to reference to help reach the defined goals

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What is a 30-60-90 day plan?

6 benefits of a 30-60-90 day plan, when to use a 30-60-90 day plan, what to include in a 30-60-90 day plan, 30-60-90 day plan template for managers, 9 tips for creating a 30-60-90 day plan.

"The more I help out, the more successful I become. But I measure success in what it has done for the people around me. That is the real accolade." Adam Grant, organizational psychologist and BetterUp Science Board Advisor 

When it comes to setting your people up for success, a little help goes a long way. How are you setting up your workforce to reach its full potential ? 

Well, if you ask any leader, a lot of it comes down to helping your employees think strategically from the start. It’s beyond finishing a project, solving a problem, or completing the menial, day-to-day tasks.

Of course, the day-to-day duties help to get work done. But it’s also helping your employees connect their day-to-day to the larger purpose of work . Why does that purpose matter? How does their work connect to the organization’s goals, mission, or purpose? 

When I first started at BetterUp, my manager shared a fully fleshed-out spreadsheet and Google document as part of my 30-60-90 day plan. In these resources, there were targets to hit, milestones to reach, and tasks to complete. 

But more importantly than the line items was the sentiment: the strategy behind the 30-60-90 day plan helped to set me up for success. It was that extra mile to help out a new hire that allowed me to onboard successfully to my new role. And it was the help I needed to see the larger vision of how my work connected to organizational success , even if I didn’t fully know it yet. 

When we think about helping others around us be successful, having a plan is critical. In fact, 69% of employees are more likely to stay with a company for three years if they had a good onboarding experience.

Having a roadmap for the first three months can help your employees acclimate to the company culture. It'll also help them ramp up to the role and meaningfully connect with others — and ultimately lead to better performance.  

Sure, the plan might change. After all, we’re in a rapidly changing world where plans are often etched in pencil instead of stamped in pen. But if you’re hiring new employees or onboarding teammates, it’s important to give your workforce a sense of where you want to see them go. 

In this post, we’ll walk through what makes a good 30-60-90 day plan. We’ll also talk about the benefits of a good plan — and even give a template example to help you help your employees. 

Download The Connection Crisis: Why community matters in the new world of work

First, let’s understand what defines a 30-60-90 day plan. The 30-60-90 plan is a key part of a robust onboarding process . And in remote and hybrid work environments, the onboarding process is more important than ever. It’s critical that in these early days of onboarding, you’re building culture and connection with your new employees. 

A 30-60-90 day plan is a document or resource that outlines the goals and strategies for a new employee within the first 90 days. It serves as a guide, a resource, and a checklist for your new hires.

When a new employee joins your organization, there’s likely a stage of information overload. In the onboarding process, the employee absorbs a lot of information. They might be networking and setting up coffee chats with other employees. They’re probably in a good chunk of training sessions and other sorts of new hire workshops. 

Depending on how your organization runs the onboarding process, your employees are likely trying to ramp up in their new roles. At the same time, they're also soaking in everything they can about the organization. All while your employees are acclimating to the new role, they’re also making connections. Or, at least, they should be.

In short: it’s a lot. It can feel overwhelming to retain all the information a new hire receives. Sometimes, it can lead to confusion or misalignment on overall goals. 

But with a 30-60-90 day plan, you’re able to clearly outline the expectations you have for your employee. As a manager, it’s a useful resource and tool to help keep the onboarding process on track. It can also serve as an accountability tool, one where you can ensure your employees are meeting your expectations. 

Let’s talk more about what benefits come with a clearly outlined 30-60-90 day plan. 


There are plenty of benefits to a 30-60-90 day plan, for both the employer and the employee. Here are six of our favorite benefits to consider. 

  • It helps optimize productivity  

It sets clear expectations 

  • It helps with goal setting  

It can help alleviate the new job jitters 

It empowers employees to self-manage their work , it serves as a reminder of priorities , it helps optimize productivity .

Ashley Ballard, social media manager, BetterUp, shared why a 30-60-90 day helped their productivity in the first three months of work. 

“I'm someone who benefits from an itemized list of expectations so that I’m not hindering my productivity by feeling anxious about my work product. It also keeps everyone on the same page about the meaning behind your role and how you will directly support team goals.” Ashley Ballard, social media manager  

As you’ll notice in some of these benefits of a 30-60-90 day plan, there’s a lot of overlap in what makes an employee productive. For Ashley, it’s clear expectations, alignment on the role, and clear communication about the priorities at hand. One could argue that all the benefits of a 30-60-90 day plan can contribute to overall increased productivity . 

It doesn’t get much clearer than getting a document of expectations in written form. At BetterUp, our 30-60-90 day plans come with a “checkbox” field to notch once you’ve completed the task at hand. 

Clear expectations can be hard to set, especially at the nebulous start of someone’s employment in a new role. But with a 30-60-90 day plan, you’re able to clearly outline your expectations as a manager. 

It helps with goal setting 

On my 30-60-90 day plan, I had a list of more administrative or mundane tasks. For example, I needed to upload my information into our HR management system. I needed to review the necessary policies and documents. I needed to set my email signature with the appropriate information. 

But it also outlined higher-level objectives. As a marketer and writer, I needed to learn the BetterUp voice, tone, and perspective. My manager clearly outlined blogs and resources that I could read, practice assignments that I could take on, and even some videos to watch. In fact, one of my goals was to write a blog within 30 days. 

Many of the new hire checklist items served as foundational tasks to get to me my goal. And by providing me with all the information at once, I could more easily connect the dots to the “why” behind some of the work I was receiving, too. 

Have you ever started a new job and not really know what you’re supposed to do with yourself? 

In my last job, I attended a half-day new hire orientation . I still remember going back to my desk upstairs, meeting my new manager, sitting down, and logging into my computer. I played around with my systems and got myself set up on my laptop. But after about an hour, I found myself spinning my chair around to my new boss and asking if I could help with anything. 

Frankly, I had no idea what I was supposed to be doing with myself. I felt that instant anxiety of not contributing anything meaningful, even though it was just my first day. 

There’s a lot of inherent pressure, stress, and anxiety that comes with starting a new job. New job anxiety is totally normal. It happens to all of us.

No matter how great we felt through the hiring process , on top of the world with our offer letter, as the new kid you can feel at loose ends pretty quickly. You waste time in self-doubt or doing unimportant tasks to look busy and loose confidence and momentum. But one way to help alleviate the jitters your employees are feeling is by giving them a plan. 

Ashley Strahm, content marketing manager, BetterUp, shared why she finds having set milestones in place can help reduce anxiety . 

“I’ve come to experience onboarding as a time where folks are the most hungry, curious, enthusiastic, and eager to please. Having a plan with milestones from the outset means that none of the initial emotions that come with starting a new job overwhelm or cause scattered or inefficient outreach — and anxiety about performance."  Ashley Strahm, content marketing manager

Without a 30-60-90 day plan, you couldn’t possibly have made the connections or digested the right resources to help quell those productivity nerves. And without it, you risk a big loss. Those early days are when new hires have the freshest eyes. It’s the best and most optimal opportunity to ask your new hires to observe and provide feedback. 

I’ve never heard of a manager that wants to hold their employees’ hands through every project. Sure, there are micromanagers who like to stay close to their employees’ work. 

But at BetterUp, we’re big believers in giving employees autonomy to self-manage their work. We talk about this in the context of some of our high-impact behaviors: extreme ownership, bias toward action, craftspersonship, and work to learn. 


Managers also need their time to focus on high-impact work and priorities. So when it comes to onboarding a new employee, it’s not plausible to walk your new hire through everything they need to know. And if you were to do so, it certainly wouldn't set them up for success. 

A 30-60-90 day plan empowers your employees to self-manage their work. By leveraging a 30-60-90 day plan as part of your onboarding strategy, you’re giving your employees autonomy to build their own schedules. It helps give them the roadmap but how they get to the final destination is up to them. 

Hand-in-hand with self-management comes managing priorities. We all know that work is busy. As your employees become more acclimated to the role, it’s likely their workload is gradually increasing. 

But with a 30-60-90 day plan, your employees are reminded of their priorities. And it’s on your employees to manage their priorities effectively, which is a good life and work muscle to flex. 

So, you might be wondering when to use a 30-60-90 day plan. When is it most effective? What situations will it have the most impact? Let’s dig in. 

30-60-90 day plan for an interview 

Job seekers, this is for you. If you want to knock the socks off a potential employer, consider putting together a 30-60-90 day plan for your interview. Even if it’s just an informational interview , you can show how you’d approach your first 90 days on the job. 

For example, let’s say you’re interviewing for a sales position. From the job description and from your informational interview, you know what markets you’ll be focused on. You also know about some target accounts and have a good sense of the industry.

While you might not know exactly what you are going to be doing, you have a good idea. You’ve worked in software sales for a while, enough to know how to approach breaking into a new market. 

So, you decide to come up with a proposed 30-60-90 day plan. You put together a rough sketch in a Google sheet about what you would focus on in your new role . 

30-60-90 day plan for a new job

More commonly, 30-60-90 day plans are used in the onboarding process. This is useful for both hiring managers and employees. For example, at BetterUp, I received my 30-60-90 day plan on my first day of employment. It helped to set expectations about what I would be focused on for the next three months. 

But some companies also use 30-60-90 day plans for things like performance reviews or even lateral moves within the organization. You can also use 30-60-90 day plans for project-based initiatives. 

First, it’s important to understand that 30-60-90 day plans should be personalized based on the employee. For example, a new employee in an entry-level position will probably have a radically different plan than that of a new executive. 

And 30-60-90 day plans for managers are going to look different than plans for individual contributors. There are nuances to these sorts of plans because of job responsibilities, work goals , expectations, and experience. 

But generally speaking, we can outline four key components of a 30-60-90 day plan. 

Expectations and concrete goals 

Go-to resources and information .

  • New hire checklist or to-do list  
  • Company mission, culture, the purpose of work  

Every 30-60-90 day plan should have clear expectations and concrete goals. As a manager, it’s important to clearly communicate the expectations you have for your employees. For example, my manager has created a couple of documents that very clearly outline the expectations of her employees. 

Oftentimes, expectations serve as the foundation for your working relationships. As part of my 30-60-90 day plan, my manager also asked about my expectations. In a lot of ways, it’s a two-way street.

I filled out a document that outlined my preferred working style, my communication style, and how I  resolve conflict . It helped both parties to essentially get a good sense of how the other works. 

Along the same vein of expectations are goals. My manager expressed some clear goals that she wanted me to reach within my first 90 days. But I also had the opportunity to think about my own personal goals and what I wanted to accomplish.

Together, we iterated on the plan to come up with an action plan. Some of these goals can ladder up to other big milestones that you’d like to have your employees reach along the way. 


The world of work is a complex one. Especially in today’s day and age, there’s a lot of information that’s probably changing rapidly. 

For example, is your workforce hybrid or remote? What sort of COVID-19 guidelines are in place? How do you submit your expense reports or ask for time off? What systems does your organization use for benefits ? What employee resource groups or culture programs does your organization have? 

A 30-60-90 day plan is a good one-stop-shop for all the resources your new hire will need. It’s a great reference and resources with a wealth of information (and can help your employee become more self-sufficient, too). 

New hire checklist or to-do list 

When an employee joins a company, there are a lot of “tasks” that need to be done. For example, I needed to enroll in my benefits and 401K. I needed to upload my personal contact information into our human resources management system. I needed to upload my Slack photo and put my preferred pronouns on my email signature and Slack profile. 

A 30-60-90 day plan is a great place for all of the one-off tasks that every new hire needs to complete. It also helps keep your employees on track with all the administrative and HR tasks needed within the first couple of months of employment. 

Company mission, culture, and purpose of work 

Last but certainly not least, your employees need to understand the purpose of work. This likely won’t “click” fully in the first 30 (or even 90) days. But it’s important to start drawing connections between their work and the company’s vision early on. 

In a recent Forbes article, Great Place to Work® released new data around employee retention . One of the top drivers? Purpose. In fact, employees at top-rated workplaces in the US reported that if they feel their work has a purpose , their intent to stay at said companies triples.

Don’t dismiss the role that purpose plays in your organization. At BetterUp, we’re on a mission to help everyone everywhere live with greater purpose, clarity, and passion . This can only happen if employees understand their purpose and the role of their work in the company’s mission. 

We’ve created a free draft 30-60-90 day plan template to use for managers. Access the draft template and start using it today. 

Download the 30-60-90 day template

30-60-90 day plan for interviews

As mentioned earlier, there are some situations where an employee may prepare a 30-60-90 day plan as part of an interview. Or, perhaps as part of your company’s hiring process, you ask job applicants to put together their plans. 

With these elements, you’ll be sure the candidate is ready to hit the ground running. Here are some key components you should look for in a job applicant’s 30-60-90 day plan: 

  • Short-term goals (generally achievable, time-bound goals)
  • Long-term goals (that are also measurable goals)   
  • Establishing metrics for success 
  • Outlined priorities (especially for the first week) 
  • Learning new processes 
  • Meeting the new team and team members 
  • Any learning goals (or professional development goals ) 

Of course, your 30-60-90 day play is going to be catered to each individual. We’re all human with different responsibilities needed. Keep these nine tips in mind as you put together your 30-60-90 day plans. 

  • Set SMART goals  
  • Consider what you want your employee to prioritize 
  • Encourage professional development  
  • Encourage reflection time 
  • Outline goals into months: first month, second month, third month 
  • Ask for input from your employees and direct reports 
  • Promote ongoing learning about the company culture and purpose 
  • Adjust (and readjust) as needed 
  • Follow-up on the progress 

You can always work with a coach to help outline what might be needed in your 30-60-90 day plan. A coach will have a wealth of experience in the field and an objective, third-party perspective. With guidance from BetterUp, you can ensure you’re setting up your people for success.


Madeline Miles

Madeline is a writer, communicator, and storyteller who is passionate about using words to help drive positive change. She holds a bachelor's in English Creative Writing and Communication Studies and lives in Denver, Colorado. In her spare time, she's usually somewhere outside (preferably in the mountains) — and enjoys poetry and fiction.

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30 60 90 day plan layout

30-60-90 Day Plan: 2024 Complete Guide + Templates

Use this template to prepare for success with your new job or new hire.

A 30-60-90-day plan maximizes employee impact from day one by clearly aligning new hire objectives with the company’s mission. Both employees and managers benefit from these clearly-defined, organizationally-aligned objectives.

While starting a new job is one of the most exciting moments of your life, there’s a lingering fear that you may not learn everything quickly or meet expectations that led your hiring manager to choose you above other applicants.

A 30-60-90 day plan helps you adjust to your new position quickly. You set goals in order of high priority that you’re going to achieve in the first 30-60 and 90 days of your new job. You also establish metrics to measure success during this period.

In this article, we’ll show you how to create a 30-60-90 day plan as well as provide templates that can be used by applicants during an interview, new hires during the first 90 days, and managers who are onboarding new employees.

What is a 30-60-90 day plan?

A 30-60-90 day plan is a document that maps out a new employee’s goals and strategies within the first 90 days of a new job. The plan consists of manageable milestones that are tied to an employee’s position. 

For a new employee, the plan will help you maximize your work output and productivity in the first 90 days. It will also help your employers to visualize how you plan to contribute to your organization over the next three months. However, a 30-60-90 plan is not only for employees. Managers can use the 30-60-90 day plan to onboard new hires and help them get familiar with the company’s goals and expectations in their first 90 days at work. 

What makes a good 30-60-90 day plan?

A good 30-60-90 day plan must outline your personal goals and break them down into small achievable tasks. More importantly, it maps out your process to achieve each goal. However, note that your 30-60-90 day plan must align with the overall mission of your company. Otherwise, there will be a disconnect between your goals and your company’s goals. 

How long should a 30-60-90 day plan be?

While there is no set documentation length for a 30-60-90 day plan, it should be skimmable, so about one to two pages long. Instead of focusing on the length, you should focus on including information like: 

  • Onboarding and training materials for your new job
  • Milestones you’ll achieve at the end of each phase 
  • Stakeholders you’ll be collaborating with as well as resources you’ll need to meet these goals 

When should you create a 30-60-90 day plan?

The best time to create a 30-60-90 day plan is generally when starting a new job, transitioning into a new role, preparing for a job interview to showcase your vision and goals, or if you're seeking to improve your performance and want to demonstrate growth during performance reviews.

Benefits of a 30-60-90 day plan

30 60 90 day plan layout

Focus on important tasks

Getting a new job can be overwhelming. There’s a possibility that some tasks might get ignored in favor of others. A 30-60-90 days plan helps you cut through the noise and focus on important milestones. 

Keep track of your goals

A 30-60-90 day plan is great for keeping track of your goal and progress in the first few months of your new job. It gives you a sense of direction about how you plan to add value to your company as a new employee. For managers, it makes it easy to track the performance of your employee during the early days.

Build trust and team cohesion

Many new employees are eager to dive in and impress. They nitpick and point out mistakes that could be improved upon. Most times your suggestions are not met with excitement by your teammates because you don’t really understand the product or company. A 30/60/90 plan ensures that new employees are on the same page as their teams and managers before implementing huge changes. A plan helps you learn before you lead. 

Better time management

Since a 30-60-90 day plan is time-bound, it helps you to manage your time more efficiently on tasks that are actionable and quantifiable.

Encourages periodic performance review

A 30-60-90 day plan allows you to self-review your accomplishments. For managers, it’s a great way to track the performance of your new hire and give constructive feedback that improves job performance.

What should a 30-60-90 day plan include?

When creating a 30-60-90 day plan, ensure that your plan includes the following elements:


Metrics of success.

The focus is your objective for each phase of the month. For the first 30 days , you’ll be learning more about your new company and how your team operates. This is also a great time to absorb any information or onboarding materials that your manager provides. You’ll also be learning about:

  • Your roles and responsibilities
  • Software programs that your company uses
  • Your team members 
  • Your company’s products, industry, and target customers
  • Your company's goals, KPIs, and milestones

In the second phase, you’ll be focused on how to add value to your organization. In this phase (usually in the second month), you’ll draw up a strategy on how you can contribute to your team. You can introduce new processes or suggest ways to optimize the existing processes. 

The third phase (third month) is where you’ll execute the strategy that you’ve mapped out in the second phase. Here, you’ll be actively involved in contributing to projects and working with your team to get the best results.

30 60 90 day plan layout

How do you plan to achieve your overarching goals? Set goals that complement your stated focus. For example, you could break your goals into categories like learning and onboarding, personal goals, and performance.

Your learning goals could be acquiring skills and information to be successful. Performance goals could be concrete goals you want to complete as part of your new role. Personal goals could be building relationships with your teammates and finding your place within your new company.

Goals are broad. Hence, setting priorities allows you to outline high-level priorities that should be completed first in each phase. For example, If you’re a sales rep, your priorities for month one might be learning about your company’s sales funnel or listening to a sales call that left a prospect dissatisfied. 

Each goal or priority must be tied to metrics that allow you to measure your performance . Having the right metrics will help you visualize what success looks like and determine whether you’re making progress or not. 

How to write a 30-60-90 day plan

Writing a 30-60-90 day plan might seem like a daunting task. So we’ve broken it down into seven easy steps that you can implement right now.

30 60 90 day plan layout

1. Think long term 

While a 30-60-90 day plan focuses on quick wins, your ultimate goal should be adding long-term value to your organization.

Before writing goals or specifying metrics, think about your overall reasons for joining this company. Why did they hire you? What problems do they expect you to solve? Your priorities should deliver on that purpose. Start with what you need to achieve right now and use it as your compass for future goals

2. Be flexible 

Having a plan is great but sometimes you need to make adjustments to your approach. Not everything on your list will follow a linear route. Customize your plan based on your expertise, what you know about the organization, and your responsibilities at the new job. Always ask for feedback and use it to tweak your goals.

3. Draft a template

Save time by grabbing a premade template to manage your 30-60-90-day plan. The template you choose should have space for entering goals at each milestone and actions required to achieve these goals. There should also be provisions for tracking success along the way.

4. Create action items 

Break your goals into small and achievable milestones. Create action items to assess if you’ve met your goals and to what extent. Doing this will encourage you to be accountable and to distribute your time and resources effectively.

5. Set SMART goals 

Your SMART goals should be:

For example, rather than setting a goal to increase ranking for your website, your SMART goal could be to increase traffic by 2% in the first 30 days.

6. Determine KPIs

How will you determine the impact of your work? Each SMART goal should be tied to a metric. As a rule of thumb, metrics should be quantifiable. However, some goals are qualitative such as building relationships with your teammates or improving user experience with your product. When determining your KPIs, you need to be able to answer the following questions:

  • Is the metric related to your overall objective?
  • Is it measurable, whether quantitatively or qualitatively?
  • How quickly can your manager and teammates see the impact of your work?
  • Does the metric motivate you to achieve other SMART goals?

7. Ask questions 

Asking questions is pivotal to learning and growth. Whether you’re at the interview stage or just starting at a new company, ask questions that help you better understand what’s expected of you and how to reach your goals.

A great approach is to ask most of the questions during the interview stage, so you can use the answers to frame your 30-60-90 day plan.

Examples of questions to ask include:

  • What’s the typical timeline to reach x goals?
  • What’s expected of me in the first 90 days?
  • What pressing problems are you looking to solve?
  • What’s the onboarding process like for new hires?

30-60-90 day plan templates

30-60-90 day plan for a manager .

As a manager, your 30-60-90-day plan establishes concrete goals that you expect employees to achieve. When setting goals, consider your new hire’s strengths and weak points. At every stage, offer feedback on what they can do better.

30-60-90 day plan for a new job or interview

Since the average job posting attracts roughly 250 resumes , a 30-60-90 day plan helps you stand out from other candidates.

To evaluate how you manage time and prioritize tasks, a hiring manager may ask an interviewee to create a 30-60-90 day plan they would implement if they get the job.

Start by searching for commonalities between the job description and job qualifications. How can you turn them into achievable goals over a three-month period?

For example, if you’re interviewing for a social media manager role and the responsibilities include growing the company’s social media channel and driving leads, you can use this to create an action plan. It could explain how you’ll use the first 30 days to learn the company’s current process. In the second month, you’ll build a strategy to improve the current social media account and in the third month, you’ll lead your time towards implementing your plan.

30-60-90 day onboarding plan

Onboarding is the final step in the hiring process and a critical part of creating a great experience for your new hires. Organizations with a great onboarding process enjoy 54% more productivity from new employees which leads to better performance.

To help employees ease into their new role, consider using a self-onboarding tool that allows employees to onboard at their own pace. You should also use a template to outline goals for new hires as well as the weekly tasks you want them to accomplish. 

What to include in a 30-60-90 day plan for new hires

  • Setting measurable objectives: Highlight the importance of establishing clear, achievable goals for the new hire in their first 30, 60, and 90 days, focusing on key performance indicators (KPIs) and how they contribute to the company's overall success.
  • Onboarding and training: Discuss the significance of a well-structured onboarding process, including introductions to the company culture, team members, and essential tools, as well as providing ongoing training to ensure the new hire's smooth transition into their role.
  • Regular feedback and performance reviews: Emphasize the necessity of conducting frequent check-ins and performance evaluations during the initial 90 days, allowing both the new hire and management to address concerns, provide constructive feedback, and celebrate early achievements.
  • Building relationships and networking: Explain the value of fostering strong connections between the new hire and their colleagues, including cross-functional team members, in order to create a supportive work environment that promotes collaboration, innovation, and long-term success.
  • Establishing long-term goals and career development plans: Address the importance of not only focusing on immediate goals but also discussing and setting long-term objectives with the new hire, encouraging them to grow within the organization and align their personal career aspirations with the company's vision.

30-60-90 day plan for executive assistants

In order to have a successful onboarding process, having a 30-60-90 day plan for an executive assistant (EA) will help them develop a strong understanding of the company and executive's goals and where they can lend a hand to drive operational efficiency.

Your 30-60-90 day plan for an executive assistant should include:

  • Establishing and building relationships with key personnel
  • Learning the company's systems and processes
  • Developing an understanding of the company's goals and objectives getting started with any tasks they can hold to improve organizational efficiency or productivity
  • Assisting the executive in achieving their goals

30-60-90 day plan for IT managers

For new IT managers and outsourced IT teams, having a 30-60-90 day plan can help them get up to speed quickly, provide them with the tools to hit the ground running, and support their team from day one.

Apart from learning about the responsibilities of the team, the company's mission, values, and history, it's important for IT leaders to create a plan that caters specifically to any gaps they identify during the first 30 to 60 days. 

Any 30-60-90 day plan for IT needs to include these key responsibilities:

  • Learning about the company's IT systems and infrastructure
  • Getting to know the team and how they work together
  • Understanding existing processes and procedures
  • Shadowing experienced employees
  • Taking on small projects to support the company
  • Identifying key areas for improvement or where there is a priority project that can improve operational efficiency
  • Understanding any security and risk context
  • Completing any required training or certifications

30-60-90 day plan for data analysts

Using a 30-60-90 day plan for new data analysts should provide them with the tools to help stakeholders make better business decisions early on. 

A 30-60-90 day plan for a data analyst should include activities such as: 

  • Auditing and analysis
  • Becoming familiar with the company's historical and trends
  • Identifying and presenting opportunities for improvement
  • Learning processes and procedures
  • Participating in projects across cross-functional teams
  • Creating reports and presentations to communicate their findings to teams and stakeholders

30-60-90 day plan examples

30-60-90 day plan for sales managers.

30 60 90 day plan layout

30-60-90 day plan for product managers

30 60 90 day plan layout

Frequently asked questions

How do you present a 30-60-90 day plan in an interview.

There's no one-size-fits-all answer to this question, as the best way to present your 30-60-90-day plan will vary depending on the specific job you're interviewing for. However, you can make sure your presentation is impactful and impressive with these tips.

  • Make sure your 30-60-90-day plan is specific to the company you're interviewing with. Tailor your goals and objectives to match the company's culture, values, and needs. This will show that you're truly invested in the role and prepared to hit the ground running if hired.
  • Keep your presentation concise and focus on the most important points. Hiring managers don't want to hear a long, drawn-out plan - they want to see that you're able to articulate your thoughts clearly and focus on the most important details.
  • Practice, practice, practice! This is perhaps the most important tip of all. The more you rehearse your presentation, the more confident you'll feel and that will come through to your hiring team.

What questions should you ask new employees during their 30-day review?

After an employee's first 30 days on the job, it's important to check-in, build trust, and ensure your new hire understands what's expected of them to quickly deliver value. These questions will give you a good idea of how the employee is adjusting to their new job and whether or not they're on track to being successful in the role. If you have any concerns, this is also a good time to address them.

30 60 90 day plan layout

What questions should you cover in a 90-day review?

The key to success for any employee is hitting the mark on the manager’s expectations for the first 90 days. It’s also a time to reflect on whether new employees are working well in the organization. Employees can complete a self-assessment review and may also want to nominate colleagues for peer reviews. 

Here are some 90-day review questions to help structure your conversation: 

  • Where do you think you have been successful so far here? 
  • Where do you think you could improve? 
  • What can I do to better support you? 
  • Where would you like to grow professionally? 
  • How do you feel about your performance against goals?

Ensure you build trust and productivity during every one-on-one with these key questions and agendas .

How do you write a 30-60-90 day plan for a new manager?

Assuming you have a good understanding of the job responsibilities, here are five steps to help write your plan:

  • Research the company's culture, values, and needs. This will help you tailor your goals and objectives to match what the company is looking for.
  • Outline your goals and objectives for the first 30, 60, and 90 days. Make sure these are specific, measurable, achievable, relevant, and time-bound (SMART).
  • Develop a strategy for how you will achieve each goal. This should include both short-term and long-term action items.
  • Create a timeline for completing each task. This will help you stay on track and ensure you're making progress toward your goals.
  • Identify any resources you will need to achieve your goals. This could include access to certain software, additional training, or support from your team.
  • Finally, practice presenting your plan. This will help you feel more confident and ensure that your thoughts are clear and concise when delivering the presentation.

What questions should you ask during a performance review?

Any performance review can be full of nerves, especially for newer hires. Taking time to reassure your employee about the step-by-step process and what to expect helps ensure a productive conversation. You’ll want to make time to talk about: 

  • Self-review and manager review
  • Any peer feedback
  • Performance-based review, including discussion of goals
  • What went well
  • Areas for growth
  • Any title updates, promotions, or compensation changes

Ensure every performance review and one-on-one builds towards your goals with these questions and agendas .

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Last updated March 21, 2023

How to create a 30-60-90 day plan

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30-60-90 day plan

Kat Boogaard

Writer, Culture Amp

Starting a new job feels a lot like drinking from a firehose. While both the new employee and their manager are eager to reach the point of self-sufficiency and full productivity, there’s a steep learning curve to get there.

New hires need to learn who does what (and everybody’s name). They need to be briefed on the company’s mission , vision, values , and policies. They need to learn the systems and software. And that’s all before they touch any of their actual job responsibilities.

It’s a lot – and a 30-60-90 day plan helps managers and new hires align expectations and tackle those crucial early days with a clear sense of direction.

In this article, learn:

  • What is a 30-60-90 day plan
  • What's in a 30-60-90 plan
  • What a 30-60-90 plan looks like
  • An example of a 30-60-90 plan
  • Best practices for designing a 30-60-90 plan

What is a 30-60-90 day plan?

A 30-60-90 day plan is a written document that outlines the objectives and milestones for an employee's first three months with the company . It details what the employee is expected to focus on as well as what they are expected to achieve by day 30, 60, and 90 of their employment.

This plan can be created by the employee’s manager, the employee themselves, or the human resources department.

However, it’s most effective when it’s a collaborative effort between the employee and their new manager. This gives them an opportunity to establish trust, forge a solid bond, learn about each other, and ensure they’re on the same page about what the next few months will look like.

After the employee and manager complete the plan, they should store it in a place that’s accessible to both of them and also share it with human resources so that there’s a record of what was agreed upon.

What does a 30-60-90 day plan include?

Much like any other career development plan , there isn’t a one-size-fits-all mold for a 30-60-90 day plan. Exactly what’s included can run the gamut depending on the specific role, company, or industry. A new sales hire might have specific sales targets to reach, while a new engineer might be focused on understanding the development environment or other learning objectives.

At a basic level, a solid 30-60-90 day plan will cover:

  • Monthly vision or theme : Starting a new job involves an avalanche of information. Setting an overall theme or focus for the month helps to provide some structure and clarity.
  • Goals or objectives : This is the meat of the plan. What are the expectations for each month? What should the employee work on?
  • Success indicators: How will you and the employee know when they’ve been successful? What metrics do they need to meet, or what boxes do they need to check?

Your plan can be relatively simple. New hires are already buried under piles of paperwork, policies, and handbooks. So think of the 30-60-90 day plan as a high-level overview of what they need to work through – rather than an in-depth resource where everything is spelled out in detail.

What does a 30-60-90 day plan look like?

The 30-60-90 day plan is a living document accessible by the employee, the manager, and the human resources department. You might need to update it as the employee gets up to speed or as plans change.

If you’re looking for a starting point, here’s a helpful 30-60-90 day plan template and an example of what it can look like when you fill in the details.

30-60-90 day plan template

[Employee Name]’s 30-60-90 day plan

Employee: [Employee Name]

Manager: [Manager Name]

Position: [Job Title]

Start date: [Date]

Month #1: First 30 days

You’ll focus on: [Overarching theme or vision for the month]

You’ll work on:

  • [Objective or task]

You’ll achieve:

  • [Metric or milestone]

Month #2: First 60 days

Month #3: first 90 days, 30-60-90 day plan example.

Andy Bernard’s 30-60-90 day plan

Employee: Andy Bernard

Manager: Michael Scott

Position: Sales Development Representative

Start date: March 13, 2023

You’ll focus on: Groundwork

  • Reviewing the employee handbook and company policies
  • Learning about each department’s role and members
  • Completing new hire enrollment and paperwork
  • Navigating Salesforce system and processes
  • Detailed understanding of who does what on the team
  • Completed enrollment in benefits and other HR systems
  • Surface level understanding of Salesforce

You’ll focus on: Relationships

  • Forging relationships with key sales accounts
  • Building rapport with the rest of the sales team
  • Understanding our various vendors and suppliers
  • Personal meetings and introductions to each of your key sales accounts
  • One-on-one meetings with each of the sales staff
  • Presentation from each of our major vendors

You’ll focus on: Productivity

  • Updating your own accounts in Salesforce
  • Prospecting for new business
  • Establishing your own process for nurturing existing business
  • Passing grade on the Salesforce proficiency test
  • Closed reorders with at least three existing customers
  • At least three new prospects in the pipeline

Making the most of a 30-60-90 day plan

A 30-60-90 day plan doesn’t need to be exhaustive and detailed in order to be helpful – it simply needs to give a new employee a clear understanding of what to do as they get started with your organization.

The template and example will set you on the right course, but here are a few more important things to remember as you hash out these plans with new team members.

1. Consider employee career goals

The new hire was brought on to support broader team and company objectives. But onboarding is also a fragile time in the employee experience – an estimated 30% of new hires quit within the first 90 days of getting hired.

The 30-60-90 day plan can’t be focused exclusively on squeezing every last drop of value and productivity out of a brand-new employee. Create a mutually beneficial plan that highlights that they made the right move by choosing to work for your organization.

To do this, include some early objectives that support any career goals the new hire has already shared with you. For example, if they mentioned excitement about being a champion and advocate of the company, provide the opportunity to attend a few industry events in their first few months.

2. Maintain realistic expectations

You and the entire team are excited to have that person onboard – and they’re excited to be there. But enthusiasm doesn’t change the fact that starting a new job is a daunting experience.

Figures vary, but it can take anywhere from eight weeks all the way up to nine months for a new hire to achieve full productivity. Expecting an employee to make a meaningful impact on your organization within a couple of weeks only sets you and your new hire up for disappointment and failure.

Working collaboratively on the plan will help keep expectations in check. It’s also worth reviewing past plans for similar roles and soliciting feedback from people in similar positions to understand what’s reasonable within the first three months.

3. Get specific

There’s an overarching expectation about onboarding: that the new hire learns to do their job. However, “learn to do your job” isn’t helpful direction for new employees when they’re just getting their feet wet

As the above 30-60-90 day plan example and template show, it’s important to be as clear as possible about exactly what the employee is expected to do during that time frame – and how they’ll know if they’re successfully meeting those expectations.

While you don’t want to micromanage, remember that new employees don’t always have the necessary visibility and context. You might need to be a little more explicit and directive in those first weeks and months than you would like to be moving forward.

Your 30-60-90 day plan is just the start

The 30-60-90 day plan is a crucial piece of your onboarding process – but it’s not the whole process.

This plan exists to give new employees a framework to follow as they get up to speed on their role and your organization, but you’ll want to supplement it with other important parts of your onboarding process like:

  • Mentoring or shadowing programs
  • On-the-job training
  • Team bonding and social activities
  • Regular opportunities for employees to provide feedback

When only 12% of employees strongly agree that their organization does a solid job with onboarding, those early weeks are your chance to set yourself apart and prove to your new employees that you’re invested in their success – not just for the first 90 days, but for the long haul.

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Set every employee up to succeed

What’s next.

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How to recognize disengagement and reignite employee passion

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Build a world-class employee experience today

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The Best 30-60-90 Day Plan Templates + Examples of 2024

30 60 90 day plan layout

Don’t you just love it when a plan comes together? We all have a bit of Hannibal inside of us after all. We’re referring to the A-Team and not the Silence Of The Lambs of course. Don’t break out the cianti just yet!

All jokes aside 30-60-90 day plans are amazing performance management tools for large teams and individuals alike. Creating a 30-60-90 day plan ranks among the top best practices when onboarding new hires or promoting existing team members to new roles.

This week, we wanted to provide you with helpful tips on how to write 30-60-90 day plans, alongside helpful 30-60-90 day plan examples and effective 30-60-90 day plan templates! So what are we waiting for? Let’s get right to it!

A quick note before we start: If you are looking into these plans and templates, you might also be looking for a goal-setting template as well! Don’t worry, just fire this up on a separate tab:

9 Free Goal Setting Templates.

Table of Contents

What is a 30-60-90 day plan?

A 30/60/90 plan is a strategy that outlines your goals and objectives for the first three months of a new job or a new role within your company.

It’s a game plan that helps you focus your efforts, prioritize your tasks, and track your progress as you navigate your new responsibilities. The plan is typically divided into three phases, with each phase representing 30 days, 60 days, and 90 days respectively.

The First 30 Days

During the first 30 days of your new role, your primary focus is usually on getting settled in and learning the ropes. While some could liken this section of the 30-60-90 day plan to the honeymoon phase, completely full of sunshine and rainbows, it does come with some getting used to.

You may find yourself spending time getting to know your team, understanding the company culture and values, and familiarizing yourself with the processes and procedures of your new job.

This period might also be the timeframe when you begin to identify potential challenges and opportunities for improvement, which you can address in the upcoming phases of your plan. This also happens to be a great time to start exchanging positive feedback with your team and boost morale alongside employee engagement .

The First 60 Days

As you move into the 60-day phase of your plan, your focus may shift towards executing key projects and making meaningful contributions to the organization.

You should definitely begin to take ownership of specific initiatives, work collaboratively with colleagues to achieve shared goals, and implement new ideas and strategies that align with the company’s objectives.

Taking ownership at this phase displays an impressive amount of commitment on your part and shows you have a knack for leadership.

Start measuring your progress and track your results, refining your approach based on feedback from your team and your supervisor.

If you are looking for some fresh HR-related initiatives: Best HR Initiatives of 2024 .

The First 90 Days

By the time you reach the 90-day mark, your goal is to have established yourself as a valuable contributor to the company. You should have a clear understanding of your job responsibilities, your team dynamics, and the organization’s priorities.

Having a complete grasp of how everything around you works brings with it a certain amount of confidence that should really impact your performance.

You should also be able to demonstrate your ability to achieve results, innovate, and adapt to changing circumstances by now. After all, you are now a full-fledged member of the team!

Reviews after each checkpoint

Conducting 30 60 90 day reviews after each checkpoint is the best practice when it comes to an effective onboarding process . If you want to automate these reviews, you can try using an integrated onboarding software such as Teamflect.

You can try using it for free, without signing up and with no time limits, inside Microsoft Teams. All you need to do is click the button below.

Wandering how you can conduct 30 60 90 day reviews inside Microsoft Teams? Here is a nifty little tutorial!

30-60-90 Day Plan Examples:

Example 1: 30-60-90 day plan for a sales manager:.

30 Day Plan:

  • Clarify sales goals: Meet with the sales team and clarify sales goals for the quarter. Identify any gaps in the team’s understanding and develop a plan to fill those gaps.
  • Develop relationships with team members: Meet with each team member individually to understand their strengths and areas of development. Develop a plan for how to work together to achieve individual and team goals.
  • Conduct market research: Conduct research on the market and identify potential clients to target. Develop a list of prospects for the sales team to reach out to.

60 Day Plan:

  • Develop sales strategies: Develop sales strategies for the next quarter, based on market research and feedback from the sales team. Develop strategies for both new business and account management.
  • Develop sales training: Identify areas for sales team development and develop a sales training program to address these areas.
  • Build relationships with clients: Schedule meetings with key clients and develop relationships with them. Gain a deep understanding of their needs and develop strategies for how to best serve them.

90 Day Plan:

  • Implement new sales strategies: Roll out new sales strategies and track progress against sales goals. Identify areas for improvement and make adjustments as necessary.
  • Implement sales training: Implement a sales training program and track team members’ progress against development goals.
  • Measure success: Develop metrics to track the success of new strategies and training programs. Share progress with the team and celebrate successes.

Example 2: 30-60-90 Day Plan For a Marketing Manager:

30 Day Plan :

  • Meet with team members and key stakeholders to understand the current state of the marketing department, the key challenges and opportunities, and the short and long-term goals.
  • Conduct a thorough analysis of the company’s current marketing strategy, including customer segmentation, brand positioning, and market trends.
  • Develop a deep understanding of the company’s products, target market, and competitors.
  • Review the marketing budget and allocate resources according to the priorities of the business.
  • Identify areas for improvement in the marketing plan, such as optimizing the company’s digital marketing campaigns, improving the customer journey, or streamlining the sales funnel.
  • Begin to develop and implement new marketing initiatives that align with the company’s goals and objectives.

60 Day Plan :

  • Build a strong relationship with the sales team to better understand their needs and how marketing can support them.
  • Identify and prioritize key marketing projects that will have the most impact on the company’s growth.
  • Analyze the company’s marketing metrics and use the insights to refine the marketing strategy and make data-driven decisions.
  • Optimize the company’s website, social media channels, and other digital assets to improve lead generation and customer engagement.
  • Develop and execute a content marketing plan that aligns with the company’s messaging and brand voice.
  • Explore new marketing channels and tactics to expand the company’s reach and build brand awareness.

90 Day Plan :

  • Evaluate the impact of the new marketing initiatives and adjust the strategy accordingly.
  • Collaborate with other departments to ensure alignment on messaging and branding.
  • Develop a plan for ongoing measurement and analysis of marketing performance.
  • Finalize the marketing budget for the upcoming year and ensure that it aligns with the company’s goals and priorities.
  • Evaluate the marketing team’s performance and identify opportunities for professional development and growth.
  • Present a summary of accomplishments and plans for the future to the leadership team.

Example 3: 30-60-90 Day Plan for a Human Resources Manager

  • Get to know the company culture and values: Meet with key stakeholders, including the CEO, senior leadership, and department heads, to understand the company’s mission, vision, values, and culture.
  • Evaluate existing HR policies and procedures: Review the current HR policies and procedures to identify areas for improvement or updating. Meet with HR staff and other department heads to get their feedback on what’s working and what’s not.
  • Develop relationships with staff: Schedule one-on-one meetings with all HR team members to get to know them and understand their roles. Meet with other key staff to understand their needs and expectations of HR.
  • Assess staffing needs: Work with department heads to identify staffing needs and develop a plan for recruiting and hiring new employees.
  • Develop an HR strategy: Based on the information gathered, develop a comprehensive HR strategy that aligns with the company’s goals and objectives. Research current HR trends and create a strategy that is up to date.
  • Implement HR strategy: Begin implementing the HR strategy, including changes to policies and procedures, and start recruiting new staff members.
  • Develop and conduct training programs: Develop and conduct training programs for HR staff and other employees on topics such as performance management, diversity and inclusion, and employee relations.
  • Improve employee engagement: Develop and implement initiatives to improve employee engagement, such as employee recognition programs, regular feedback sessions, and career development plans.
  • Review compensation and benefits: Review the company’s compensation and benefits packages to ensure they are competitive and in line with industry standards.
  • Conduct a compliance audit: Review HR analytics software and procedures to ensure compliance with federal and state regulations.
  • Evaluate HR initiatives: Evaluate the effectiveness of HR initiatives implemented during the first 60 days and make any necessary adjustments.
  • Develop long-term HR goals: Work with the senior leadership team to develop long-term HR goals and strategies.
  • Improve communication channels: Develop and implement initiatives to improve communication channels between HR and other departments.
  • Build external relationships: Build relationships with industry organizations and attend networking events to stay up-to-date on HR trends and best practices.
  • Review recruitment process: Review the recruitment process and make any necessary changes to improve the quality of new hires.

30-60-90 Day Plan Templates

30-60-90 day plan example

HR managers should use a 30-60-90 day plan because it is an effective tool for managing employee performance and ensuring that new hires are successfully integrated into the organization.

This particular 30-60 90-day plan template outlines specific goals and objectives for the employee to achieve during their first three months on the job.

This in turn lets the HR manager set expectations and provide clear direction, which can help the employee stay focused and motivated.

The 30-60-90 day plan can be used as a performance evaluation tool as well, allowing the HR manager to assess the employee’s progress and make any necessary adjustments to their training or development.

30-60-90 day plan example

Using a 30-60-90 day plan is an excellent tool for account managers for several reasons. Why? Because it simply helps them hit the ground running and achieve success quickly in their new role.

The plan provides a roadmap of what they need to achieve in the first three months and keeps their focus on the most important activities and stay on track to meet their goals.

What are the benefits of 30-60-90 day plans?

30-60-90 day plan

1. Clarifies priorities and goals

Having a 30-60-90 day plan helps you clarify your priorities and goals in the first few months of your new role. The first three months on the job can be intimidating. breaking down your objectives into manageable pieces helps make sure you are focusing on the most important tasks and making progress towards your goals. Taking advantage of OKR software definitely helps here.

2. Demonstrates initiative

Creating a 30-60-90 day plan shows your employer that you are proactive, invested in your role, and willing to take the initiative to succeed. Demonstrating how you are willing to map out the next three months can help you build trust with your employer and position yourself as a valuable asset to the organization.

3. Helps with time management

A 30-60-90 day plan can help you stay on track and avoid feeling overwhelmed by the amount of new information and responsibilities you need to absorb.

Dividing your initial three months at an organization into achievable milestones will help you manage all the difficulties of managing time and responsibilities in your first months.

4. Provides structure and direction

The plan provides a structure and direction to your work, helping you make steady progress toward your objectives. Having a plan in place keeps you focused, engaged, and most importantly, accountable.

5. Facilitates communication

Creating a 30-60-90 day plan can help you communicate with your supervisor and team about your goals, priorities, and progress. You will always have an answer to the question “What are you up to these days?”. That translates into an improved relationship with your management and colleagues.

9 Useful tips for creating a 30-60-90 day plan

To determine what you should focus on while creating a 30-60-90 day plan, you need to understand how you can help the new hire in the first 90 days. Below are nine ways of creating an impactful 30-60-90 day plan.

  • Set SMART goals 
  • Establish your employees’ priorities
  • Promote career growth
  • Encourage time to reflect on employee strengths and weaknesses
  • Create goals for the first month, second month, and third month 
  • Collect feedback from your peers and direct reports 
  • Create opportunities for continuous learning about the company culture 
  • Make adjustments when needed
  • Follow up  

When to use a 30-60-90 day plan

What situations will your 30 60 90 day plan be the most effective in? Let’s dive right in.

30-60-90 day plan for an interview 

You can consider creating a 30-60-90 day plan for your interviews if you want to impress your potential employer. For instance, an employee who is applying for a sales role can put together a 30-60-90 day plan which includes what they can focus on in their new position.

30-60-90 day plan for a new job

30 60 90 plans are more frequently used in the employee onboarding process because they help both hiring managers and new hires. It helps you set performance expectations for the next three months.

Performance Management Software

Creating 30-60-90 day plans is only half the battle. Keeping up with them and making the absolute most of them is an entirely different beast to overcome.

This is where taking advantage of a performance management solution can make all the difference. We’ve highlighted some of the best ones you can find right here:

That being said, if your organization uses Microsoft Teams on a daily basis, then the best option for you would be:

30-60-90 day plan

Teamflect is an official Microsoft partner and the best performance management software for Microsoft Teams. With complete Microsoft Teams integration , Teamflect lets users manage tasks, set goals, exchange recognition, and conduct highly effective meetings, without ever having to leave Microsoft Teams.

As a highly efficient task software , Teamflect lets users assign and track tasks from inside even inside team chat, providing the perfect tool to make sure your 30-60-90 day plans are executed to perfection!

Other Teamflect features include but aren’t limited to:

  • Employee Engagement Surveys
  • An extensive library of customizable performance review templates
  • Customizable employee recognition badges
  • A strong meeting module with comprehensive meeting agendas
  • So much more!

Teamflect Image

Frequently Asked Questions

What is a 30-60-90 day plan.

A 30-60-90 day plan is a strategy that outlines your goals and objectives for the first three months of a new job or a new role within your current company. It’s a game plan that helps you focus your efforts, prioritize your tasks, and track your progress as you navigate your new responsibilities. The plan is typically divided into three phases, with each phase representing 30 days, 60 days, and 90 days respectively.

  • Clarifies priorities and goals
  • Demonstrates initiative
  • Helps with time management
  • Provides structure and direction
  • Facilitates communication

What are some mistakes to avoid with 30 60 90 day plans?

Setting Unrealistic Expectations : While it’s essential to be ambitious, setting unrealistic expectations is a common pitfall. We are after all, only talking about a one to three-month period. That isn’t very long now, is it?

Overloading a 30-60-90 day plan with too many objectives can overwhelm individuals and lead to burnout. Ensure that your goals are challenging but also attainable within the designated time frames.

Neglecting Prioritization : Setting tasks for the upcoming 30-60-90 days is great but your job as a leader doesn’t end with task assignments. A common mistake is failing to prioritize tasks and goals within the 30-60-90 day plans.

Without clear priorities, individuals may find themselves scattered, trying to accomplish everything at once. Establishing a clear order of importance for tasks can help individuals focus on what matters most.

Ignoring Flexibility : What is that old saying about the best-laid plans of mice and men? Circumstances change. Plans go down the drain and new ones need to be made. That is why rigidity can be detrimental to 30-60-90-day plans.

The unexpected can happen, and unforeseen challenges can arise. A mistake to avoid is not allowing room for adjustments and flexibility within the plan. Plans should be adaptable to accommodate changing circumstances.

Short-Term Focus Only : 30-60-90 day plans are designed to provide short-term structure, but another mistake is neglecting the long-term perspective. These plans should ideally align with broader career or organizational goals. It is imperative to ensure that short-term actions contribute to long-term success.

All in all, a well-structured 30-60-90 day plan is a highly powerful tool to use when striving for your goals and objectives. It provides you with a valuable roadmap that gives a clear direction of where you’re headed and how you can get to your envisioned future in your business.

This structured approach of a strategic plan you will craft is not only a key part of your road to success but also a very important asset in your real growth as a person and a business. 30-60-90 day plans promise short-term success and the enablement of continued improvement and sustained success.

Whether you apply it in a personal or professional setting, as an employee or a leader, 30-60-90-day plans prove to be effective in turning aspirations into tangible, measurable outcomes. Use this guide and craft one of your own to start succeeding!

Related Posts:

30 60 90 day plan layout

Written by Emre Ok

Emre is a content writer at Teamflect who aims to share fun and unique insight into the world of performance management.

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10 Free 30-60-90-Day Plan Templates in PPT & ClickUp

ClickUp Contributor

February 14, 2024

Starting a new job can be stressful. What exactly are you supposed to be doing? Who can you ask for help? And how do you know if you’re meeting expectations? 👀

The more clarity and guidance a new employee has, the more likely they are to be able to hit the ground running and start contributing to the business as soon as possible. That’s where a 30-60-90-day plan template is worth its weight in gold, both for new hires and hiring managers. ✨

What Is a 30-60-90-Day Plan Template?

What makes a good free 30-60-90-day plan template, 1. clickup 30-60-90-day plan template, 2. clickup daily goal template, 3. clickup employee onboarding template, 4. clickup smart goal action plan template,  5. clickup employee action plan template, 6. clickup action plan template, 7. clickup smart goals template, 8. powerpoint simple 30-60-90-day template by slidemodel, 9. powerpoint 30-60-90-day plan powerpoint template by slidehunter, 10. google docs 30-60-90-day plan for new managers template by, 30-60-90-day plan examples.

A 30-60-90-day plan template describes all the tasks to be done in the next three months, complete with objectives and goals, with milestones at 30, 60, and 90 days. 🛠️

A 30-60-90-day plan template can be used by hiring managers to help oversee new staff members or by the new hires themselves. But these kinds of templates aren’t restricted to new employees—in fact, a 30-60-90-day plan template can be used by anyone who needs a project plan with clear milestones. 

In the context of the hiring process, these serve as goal-setting templates to support new hires so they can quickly acclimatize to their work environment and their new company culture. A 30-60-90-day plan template can help them understand the scope of work of their new role.

This kind of template can also help new hires learn how to prioritize tasks and gain knowledge about who the key stakeholders are in the project management structure so they can start to build relationships. With clear expectations in place, new employees know exactly what to do from the get-go, reducing stress and overwhelm, promoting self-discipline , and setting them up for success.

For hiring managers, a 30-60-90-day plan template helps them empower new staff during the onboarding process. It ensures new hires are working on the right tasks in alignment with the company’s goals. And it serves as an employee monitoring tool , too, which is very useful when preparing performance evaluations.

In a wider context, project managers and entrepreneurs can also use a 30-60-90-day plan template as a strategic planning tool to help them prioritize projects , create a scope of work , set measurable key goals, and track the progress of their new initiatives. 📚

A good 30-60-90-day plan template is editable and helps to streamline tasks and optimize productivity in alignment with a business plan . The template:

  • States the company’s mission and how the new team member’s role contributes to that
  • Breaks long-term goals down into short-term ones that can be achieved in the next 30, 60, and 90 days
  • Ensures that all goals are SMART goals—that is, specific, measurable, achievable, realistic, and time-bound
  • Makes priorities clear so employees can deal with urgent and important tasks first
  • Specifies key metrics that serve as performance indicators, making the deliverables of the new job measurable
  • Names key stakeholders and clarifies what their roles are
  • Lists resources that new employees can turn to for support

In a sentence, it provides very clear expectations, making it easy for the new employee—or the project manager or entrepreneur using the 30-60-90-day plan template—to meet them. 🤩

10 Free 30-60-90-Day Plan Templates to Use in 2024

The good news is that you don’t have to start from scratch when you’re putting together your 30-60-90-day plan. There are plenty of free templates available online, each of which has a slightly different focus.

Choose your free 30-60-90-day plan template based on your goals and how much detail you want to include. 

Can’t decide which one works best for you? Don’t worry, we’re here to help. Here’s our rundown of the best free 30-60-90-day plan templates out there. ✨

ClickUp 30-60-90-Day Plan Template

The ClickUp 30-60-90-Day Plan Template is a boon for hiring managers. It helps create a structure for onboarding new hires so they’re up to speed within the first three months.

The Onboarding Plan provides a roadmap for them to follow, breaking down specific goals into tasks that they will accomplish in their first month, their second month, and their third month. Meanwhile, the Onboarding Board displays friendly reminders of what they’re aiming to achieve. And with custom fields that specify the Onboarding Stage and Who’s in Charge of each task, new staff members will feel supported from their very first day.

The template also includes a calendar to help schedule all those onboarding tasks , and a chat feature so workers can connect to their new team members and quickly reach out for help when they need it.

And for a quick overview of all the new hire’s tasks, four colored tabs show tasks that are complete, in progress, still left to do, and on pause while waiting for input from someone else. 📚

ClickUp Daily Goal Template

Much like a 30-60-90-day plan template, this beginner-friendly ClickUp Daily Goal Template helps you and your new hire plot their objectives for the next 30, 60, or 90 days—or however long you want—and then set tasks to help them accomplish them.

These objectives could be professional performance goals or personal goals. Along the way, the template reminds you to check that the goals are SMART—specific, measurable, achievable, realistic, and time-bound (in other words, they have a target date for completion).

The tasks appear in Daily Notes. For each note, you can add attachments and specify a note type, for example, whether it’s a Task, a Reflection, an Idea, or a Gratitude.

You can also step back to see the bigger picture in the full Notes List. Colored status icons give you a quick understanding of which tasks have been completed, which have been reviewed by other stakeholders, and which are still to do, so you can support your new team member as they move toward their goals.  

ClickUp Employee Onboarding Template

The ClickUp Employee Onboarding Template gets your whole team on the same page when you have a new joiner. Furthermore, it keeps everyone aligned with team goals during the onboarding process.

This kind of template will clearly lay out the new hire’s job description, including the mission and vision for the role and the key responsibilities of this new position. Onboarding objectives for the chosen time frame are listed, along with key upcoming tasks.

A custom field lets you specify which tasks need to happen during each week of onboarding, while ClickApps help you set priorities, estimate time frames, list multiple assignees where necessary, and highlight any dependencies related to tasks.

Colored tabs make it easy to see which tasks are completed, which are in progress, and which are still left to do. New employees can also flag work that is ready for review or where they need help. 👀

ClickUp SMART Goal Action Plan Template

ClickUp’s SMART Goal Action Plan Template helps you set goals with your new employee and then helps them follow through on their objectives.

Custom fields allow you to specify the task type, set priorities, and list any obstacles that might get in the way of your performance goals.

The timeline gives you an overview of the whole project, while colored status fields show you whether a task is in the planning stage, ready to go but not yet started, in the process of being executed, completed, or at the evaluation stage.

You can also see how healthy a goal is looking—whether it’s currently on time and within budget—and track the task completion rate.

ClickUp Employee Action Plan Template

Support your team in their professional development with the ClickUp Employee Action Plan Template .

As a type of employee monitoring tool , this simple template can be used by team managers or human resources specialists to help team members set learning goals and create an action plan for their career development.

The Incident Report, Findings, and Indications of Progress sections are useful to log information about an employee’s performance or behavior in advance of a performance review with direct reports. There’s also a section for corrective initiatives that can be used to set realistic goals and measure success as the basis of a performance improvement plan . 🛠️

ClickUp Action Plan Template

Another type of 30-60-90 day-plan template, the ClickUp Action Plan Template , is a whiteboard-like template that helps you set goals and manage your projects, whether that’s an employee onboarding process, a sales plan , a marketing plan, or your social media publishing schedule.

Add a sticky note for each task and move tasks among the To Do, Doing, and Done sections as your new hire works through them. 

Each category is divided into sections to make it clear whether the task is for daily, weekly, monthly, or quarterly review. Additionally, you can zoom in or out, depending on whether you want a big-picture or a task-focused view.

 ClickUp SMART Goals Template

You can use the ClickUp SMART Goals Template as a 30-60-90-day plan template or set your own time frame, for example, a whole year.

Keeping goals specific, measurable, achievable, realistic, and time-bound increases the chances that your new hire will achieve them, especially if you’re using a template like this to organize them together.

Custom fields help answer important questions like why you’re setting this particular goal right now, whether your new staff member has the skills required to achieve it, who needs to be included, and whether it’s aligned with your team’s and your company’s overall objectives.

To keep your new hire motivated, colored status indicators tell them whether they’re off track, on track, or totally crushing it. 🤩

PowerPoint Simple 30-60-90-Day Template by SlideModel

This simple 30-60-90-day PowerPoint Template is designed to assess a candidate’s suitability for a job during the final job interview stages. It allows candidates to demonstrate their understanding of their potential role description and their ability to prioritize, and also indicates their interpersonal skills and their passion for the job.

Presented in an infographic format, the first PowerPoint slide uses ClipArt icons, while the second one allows the user to create a process flow diagram with arrows. Each slide has three sections so the candidate can list their goals for 30-, 60-, and 90-day time frames.  

The default color scheme for this free 30-60-90-day plan template for PowerPoint is pink and blue, but that can be changed and customized to the user’s preference.

PowerPoint 30-60-90-Day Plan PowerPoint Template by SlideHunter

As another free 30-60-90-day-plan template for PowerPoint, this is a strategic tool designed to present 30-, 60-, and 90-day objectives and goals to an audience.

It can be used as part of the hiring process to evaluate the strategic planning and prioritization skills of candidates or to outline the goals and action steps of the potential new hire for your stakeholders.

You have a choice of three different designs with varying background colors, and although it’s designed as a PowerPoint presentation, it can also be used for a hard-copy paper presentation. 📚

Google Docs 30-60-90-Day Plan for New Managers Template by

Designed for new managers, this free 30-60-90-day plan template helps you create an action plan for onboarding a new team member. From creating a focus on learning in the first month to practicing and beginning to contribute in the second month, and finally applying what has been learned in the third month, these templates walk you through the process.

You can set priorities, create SMART goals and objectives in different categories, and set up metrics to track progress throughout.

With more than 73 sample plans, there’s bound to be a template that works for you. Choose from multiple formats such as Microsoft Word, Google Docs including Google Slides, and Apple Pages.

Now that you have access to all these templates, let’s take a look at some examples of how they can be used in different scenarios and industries.

30-60-90-Day Plan for a Sales Representative

First 30 Days:

  • Understanding the Product and Market (Week 1-2): Dive deep into understanding the product or service you will be selling. Familiarize yourself with the unique selling points, user benefits, and competitors. Engage in training sessions, product demos, and competitor analysis.
  • Getting to Know the Customers (Week 3-4): Start engaging with potential customers to understand their needs and problems. Engage in introductory calls and meetings to build relationships.

Next 30 Days (30-60 Days):

  • Sales Strategy Formulation (Week 5-6): Develop a personalized sales strategy based on the product knowledge and customer insights collected. This strategy should outline your sales targets, the tactics you will use to reach them, and the timeline for achieving your goals.
  • Initiating Sales (Week 7-8): Start implementing your sales strategy. Begin with initial sales efforts, follow-ups, and negotiations.

Final 30 Days (60-90 Days):

  • Sales Process Optimization (Week 9-10): Gather sales data, analyze your performance, and identify areas of improvement. Optimize your sales process based on the data-driven insights.
  • Sales Targets Achievement (Week 11-12): By the end of the 90 days, you should be in a position to achieve your preliminary sales targets. Continue to optimize your sales process and strategy for better results.

30-60-90-Day Plan for New Team Members

  • Understanding Company Culture and Processes (Week 1-2): Take the time to understand the company’s values, culture, and processes. Attend orientation sessions and meet with team members to get a better understanding of your role within the organization.
  • Getting to Know Your Team (Week 3-4): Build relationships with your team members and managers. Schedule one-on-one meetings to get to know their roles, responsibilities, and expectations.
  • Learning the Job Requirements (Week 5-6): Deep dive into understanding your job role and responsibilities. Review any training materials or manuals provided by the company. Meet with your manager to discuss any questions or concerns.
  • Contributing to Projects (Week 7-8): Begin actively participating in team projects. Offer your insights and suggestions, and take on tasks that align with your skills and interests.
  • Taking on New Responsibilities (Week 9-10): With a better understanding of your role, take on new responsibilities and tasks. This will help you further develop your skills and contribute to the team.
  • Reviewing Progress (Week 11-12): Schedule a meeting with your manager to review your progress and discuss any areas for improvement or development. Take feedback into account and continue to work towards excelling in your role.

A Free 30-60-90-Day Plan Template Is the Key to Onboarding Success

New hires need a lot of support during their first three months on the job as they learn what they need to do and adjust to the culture of their new company. Make the process much easier for everyone involved—the new employee, other team members, and their manager—by putting a clear plan in place.  

A free 30-60-90-day plan template helps you clarify objectives, set SMART goals, create tasks, and track the whole process. It also keeps your onboarding strategy aligned with company and team goals, while empowering and supporting your new hire through those tricky first 90 days. 🙌

Decide exactly what you’re looking for in a 30-60-90-day plan template, then choose from the free options available online.

For maximum versatility in your strategic planning and project management, it’s hard to beat ClickUp .

ClickUp offers a wide range of templates for every business process, including onboarding your new employee. It’s a one-stop shop that helps you improve planning, productivity, and teamwork—and take your business to a whole new level. 🤩

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Creating a Strategic Plan with 30‑60‑90 Day Goals

30‑60‑90 day goals can help managers, employees, and job candidates reach their objectives and unlock their full potential. Get started with our template.

When starting a new job or searching for employment, creating a 30-60-90 plan is highly recommended. But what is a 30-60-90 day plan? This type of strategy helps map out key goals with a simplified outline that's easy to follow. The objectives in your plan enable you to outline objectives, optimize productivity, and clearly define your expectations.

In most hybrid or remote positions today, a 30-60-90 day plan is provided or worked on with employees completing the onboarding process. This helps streamline hiring and onboarding and prevents overwhelming new employees with too much information.

Understanding what 30-60-90 day goals are and how to create a plan for your career objectives can help you connect with managers while landing a new position you truly desire.

What are 30-60-90 day goals?

30-60-90 day goals are helpful for those searching for employment and employers themselves. These goals are set for a 30, 60, and 90-day period.

Creating specific, direct, and manageable goals can prevent you from feeling overwhelmed when becoming accustomed to a new job and allow you to learn the ropes faster. Employers will often work directly with employees to craft a 30-60-90 day plan that's tailored to their exact position and role.

Using a 30-60-90 day plan is possible during the interview process, when you're just starting a new job, or even during reviews to assess performance goals with employees. A 30-60-90 day plan makes it easier to engage employees just starting a new position and familiarizing themselves with a company's system and setup. It also encourages employees to make steady progress in achieving their objectives.

When conducting small business hiring , 30-60-90 objectives are extremely useful as they can help a hiring manager narrow down candidates most qualified to fit a role. A 30-60-90 day plan can streamline the onboarding process while ensuring you have hired the most qualified individuals to fill your available positions.

Benefits of using a 30-60-90 day plan

Using a 30-60-90 day plan is ideal if you want to share your company’s mission and values with a new employee. If you're starting a new job, a 30-60-90 day plan can help you adjust to the company culture while ensuring you have a guide to measure success every step of the way.

Additional benefits include:

Improving goal-setting

If you're seeking employment, creating a 30-60-90 day plan can help you set concrete goals emphasizing core responsibilities outlined in a job description. These are often appealing to prospective hiring managers and bosses.

Learn to set and reach professional and personal goals using a 30-60-90 plan. Having goals for the first 30, 60, and 90 days at a new job can support your growth when assimilating into a new organization.

Enhancing productivity

A 30-60-90 day plan can drastically enhance workplace productivity, especially for new employees still completing the onboarding process. Highlighting tasks by order of importance can prevent employees from feeling overwhelmed while adjusting to their new roles or trying to grow in their careers. Additionally, using a 30-60-90 day plan is ideal for assisting employees with maintaining their focus and reaching their goals.

Better time management

A 30-60-90 day plan makes it much easier to manage time efficiently. Using actionable and quantifiable goals that can be handled within 30, 60, and 90 days is a great way to prevent employees from feeling overwhelmed. This is especially important for those adapting to a new position or role. Better time management helps streamline workflows and ensures that deadlines and goals are met on time.

How to create a 30-60-90 day plan

Creating a 30-60-90 day plan is highly recommended for anyone interested in landing a new role or developing their career. A 30-60-90 strategy is great for remaining focused and ensuring you're on the right track to meeting the objectives you or your manager have in mind. To start building a 30-60-90 day plan of your own, consider the following:

  • Determine your goals. Define goals that are useful for the position you intend to fill or have been hired for. Use SMART goals to remain focused and organized throughout the planning process.
  • Write your 30-60-90 day objectives. Write a list of objectives suitable for 30, 60, and 90-day periods.
  • Set your top priorities. Once you've written out a list of potential goals in your 30-60-90 plan, you can set and outline your top priorities. Create a hierarchy to keep track of your most important tasks and ensure none fall through the cracks.
  • Identify your KPIs. Identify the key performance indicators (KPIs) that are most valuable for your role and overall objectives.

Creating a 30-60-90 plan is a unique experience for each individual. Working with different personality types in the workplace may call for personalized 30-60-90 day plans to help individuals succeed in their careers.

  • Overview. An overview of intentions and goals will guide you as an employee to reach your objectives. It can also help managers understand the objectives of their employees, allowing them to support their endeavors better.
  • Focus. Once you're familiar with your 30-60-90 plan's main objectives, you can develop your focus. This focus will be at the center of your goal planning, so you can choose goals to help you attain your desired success.
  • Expectations. Write the expectations you have for your strategy. Most 30-60-90 strategies involve learning a new skill or assimilating for the first 90 days.
  • Goals. Consider your plan's focus prior to identifying your goals. Are you interested in adjusting to a new role and learning the ropes, or are you looking to impress your manager and receive a promotion? Are you creating a 30-60-90 day plan for new prospective hires? Consider your goals before you begin with your plan's layout.
  • Metrics. Monitor your KPIs and your goals for your role or the organization you represent. This will help you align your vision with your manager. Identifying KPIs will also allow you to measure your success better and more accurately.

30-60-90 day plan template and example

Now that you know the elements required to make a great 30-60-90 day plan, it’s time to create your own. Making a 30-60-90 day strategy is simple and straightforward. Using the template below, you can begin to organize your thoughts and goals to ensure success:

Learning goals

  • Your focus:
  • Your expectations:

Performance goals

30-60-90 day plan example.

Here's an example of a 30-60-90 day plan for learning goals:

  • Focus : To adjust to my core job responsibilities while familiarizing myself with the organization's system and setup.
  • Goal 1 : Research all operating systems and internal materials available to learn more about day-to-day operations.
  • Goal 2 : Gain access to important accounts that are relevant to my position.
  • Goal 3 : Spend time shadowing at least 3 employees throughout my first 30 days.

Best practices for 30-60-90 day plans

Whether you are looking to hire an SEO expert or if you're an SEO expert in search of employment, there are a few best practices to keep in mind when creating 30-60-90 day plans and templates, such as:

  • Use SMART goals. Implement SMART goals into your 30-60-90 day plan to help measure your success as you work toward accomplishing tasks.
  • Remain flexible. Keep an open mind when creating 30-60-90 day goals. Remain flexible and willing to readjust tasks and priorities to meet specific objectives.
  • Ask questions. Ask your employer questions to learn more about your company's most important objectives. This will help you determine the best 30-60-90 goals for your career.
  • Make adjustments when necessary. You may need to make adjustments throughout your 30-60-90 day plan, especially when priorities change. Ensure any changes still align with your overall focus.
  • Reflect on your progress. Make time to reflect on your progress and the actions you've taken so far. Did you successfully reach your goals using a 30-60-90 day strategy? What improvements could you make to ensure you reach your objectives next time?

Ensure success with strategic 30-60-90 goals

Understanding the strategic aspect of 30-60-90 goals is essential as a manager or employee. Regardless of your role, using a 30-60-90 plan is one way to ensure success on a professional and personal level in any industry or market today. When you're ready, carve out time to create a plan that will help improve your career.

With Mailchimp, you can manage and monitor several marketing metrics in a convenient, easy-to-read dashboard. This way, you can track your progress and update your 30-60-90 goals when necessary. case study banner

The Ultimate Guide to a 30 60 90 Day Plan (with Examples)

Nicole Nemeth author profile

With such a traumatizing time for the economy, planning for the thir decade of the 21 century is getting more hectic. Learning, implementing, and executing goals is becoming harder as people grapple with these harsh living times. That's why it is essential to have a workable plan for facing the inevitable. 

One of the best ways to see a strategy to fruition is to utilize the 30-60-90-day plan. This type of plan divides objectives into segments of 30-day goals: Moreover, it has sub-sections containing the goals for the three segmentation periods.

Read on to discover why the 30-60-90-day plan is so prevalent in the business world. 

What is a 30 60 90 Plan

A 30-60-90-day plan is a document containing the goals of its creator and the strategies to apply in beating the deadline of achievements. These goals are segmented into time frames of 30 days each hence the name 30-60-90-day plan.

The main characteristics of these objectives are: 




One can create such plans at the beginning of their achievement plan: They can also utilize them whenever a new need arises that requires achievement within a specific timeframe. 

Furthermore, businesses are free to utilize one in their achievement plans, making it easier for workers to board and work towards achieving the goals.

To best utilize the plan, know its benefits and how to create a flexible template that easily adapts to your objectives. 

Let's start with the benefits of 30-60-90-day plans.

Why are 30 60 90 Plans Useful

For directors.

Directors can utilize the 30-60-90-day plan in their directory role. 

They can develop goals that propel the business forward and segment them into actionable, achievable goals. Then they can settle on the timeframe to achieve these objectives within a stipulated period. 

Directors may finally create and document the 30-60-90-day plan for accountability purposes.

For managers 

Managers stand to benefit a lot from the 30-60-90-day plan. 

They can easily break down the organization's objectives into manageable tasks. Then, they can redistribute these tasks to the respective workers. 

Managers can use the 30-60-90-day plan to assess how effectively the workers pursue the stipulated objectives. 

For internal promotion 

A 30-60-90-day plan might be a handy tool for evaluating candidates for internal company promotion. 

How? By asking promotion contenders to achieve a particular goal using this segmented-days plan. 

Through their created plans, the recruiter can access the capabilities of the individual. Such assessments can be in terms of priority setting, time management , and the ability to plan effectively .  

For Interview presentation

Hiring managers may ask the potential candidate to think about their objectives. Then, the manager might request the candidate to explain how they will achieve their goals using the 30-60-90-day plan. 

This task usually gauges how the potential employee might strategize their approach to the job roles, how they'd organize their time, and how they would prioritize their tasks.

Thus, for a job seeker, it is best to formulate such plans in your career development: They will save you the nerve-racking discomfort of trying to develop one in an interview.

What You Should Include in a 30 60 90 Day Plan 

Knowing the elements of a 30-60-90-day plan is essential before putting ink to paper and creating one. They include: 

Each section of a 30-60-90-day plan must contain high-priority objectives. 

For example, the plan should have priorities for different phases, such as:

learning internal processes of implementation

proposing required solutions to specific problems

determining the role to perform

These priorities need to be more specific than the focus element.

Typically, any new plan should have a period for learning, implementation, and execution of achievement methods. 

It is also advisable to have room for flexibility in shifting or changing the project's aims. This is to accommodate any new findings obtained during the learning and implementation stage of the 30-60-90-day plan. 

Remember, focus can shift due to the unforeseeable circumstances of life itself. 

Objectives are simply another name for goals. 

It is essential to set specific aims to achieve any objective. These goals should blend into the priorities and focus element of a 30-60-90-day plan. 

Therefore, break your goals into the following categories for a more straightforward implementation:

Learning objectives should have goals that impact skills and knowledge to achieve the ultimate objective. They might also contain methodologies for acquiring and absorbing the information learnt.

Performance goals: such goals include the tangible things one desires to accomplish at the end of the plan. To set them, settle on what to achieve in a 30-day segmentation of the 90 days. 

Personal aims: these objectives aim to determine your plan's goal and help determine the viability of achieving the dream. 

Metrics are the systems of measurements that aid in tracking the progress of your 30-60-90-day plan. 

Without them, it would be impossible to determine the plan's success.

How to Write a 30 60 90 Day Plan and Examples 

Having goals in your 30-60-90-day plan is the first hurdle to overcome. 

Thus, it would help if you had quantifiable and actionable goals. Furthermore, the goals should be SMART (specific, measurable, achievable, relevant, and time-bound). 

Below are some questions to aid you in setting the objectives of your plan:

What exactly are my plans?

Which goals are the main priorities?

Are there methods that I can use to measure my progress?

After establishing them, it is time to write your plan down. Below are the steps of how to go about it:

Draft an overall template

Create a template for your 30-60-90-day plan. If you find difficulty in formulating one, don't worry. There is an example included towards the end of this article. 

You can twerk it to become a (workable) template for you.

Nevertheless, a template should have segments for the 30,60 and 90 days. 

It should also have a corresponding section for your goals and the actions to conduct.

Establish the goals

As said earlier, the goals need to be SMART. In other words, they should propel you to focus on achieving specific objectives at the end of your planned journey. 

Such goals can be performance goals, learning objectives , or personal purposes . 

Thus, create a general list of these objectives and categorize them into your template's appropriate segment. 

Determine 30-day targets

This 30-day period should be primarily for learning how to implement the actions to achieve the goals. 

Hence, list the goals that involve learning about the process as you test what works and what to discard. 

Identify the 60-day objectives

This next section should have the goals that relate to contributions. Here, the objectives need to be about implementing the observations obtained during the first 30 days. 

In other words, this section contains the initiative goals. 

Determine the 90-day goals

The 90-day is all about identifying the goals that are polishing up on the purpose (s) of the 30-60-90-day plan. Here is where you cater to your overall personal goals.

If the final days are for effectively and appropriately finishing the plan, they should focus on utilizing the experience and knowledge from the elapsed 60-days. 

Implement the actions to undertake 

First, confirm your goals by date and type. Then, make a list containing the actions you will use to assess the results of your objectives.

Example of a 30-Day Plan for New Employee

Focus : learning

Priorities : 

Understand the roles of a given job position. 

Look into the expectations of what the business has for that work description. 

Learning the processes and procedures of conducting work in that organization.

Learning Objectives:

Go through the company's documentation and the employee handbook.

Enquire from colleagues and supervisors about the company procedures and processes regarding work.

Access the company's database and try seeing how everything fits together to achieve the mission and vision of the business.

Performance goals:

Request feedback from the boss and the subordinates. (Metric: the scorecard of the input)

Settle on a task to complete within a stipulated period. (Metric: The completion of the mission within the period)

Personal aims:

Schedule a meeting with the company's H.R. and get to learn more about the job roles. (Metric: met with the H.R. until the positions become second nature)

Set up meetings with work colleagues with whom you'll constantly collaborate throughout your work. (Metric: understanding the interconnection of the colleagues' roles with your rules)

Example of a 60-Day Plan for New Employee

Focus: Implementation

Priorities: fully integrated into the active role, having a reduced desire for guidance. Look into how best I can impact the business within the given function of the job position. 

Learning objectives:

Complete a training course or tutorial on enhancing productivity in each job role. (Metric: course completed)

Look for a role model to emulate that seems to do their tasks effortlessly, mastering their craft. (Metric: contacting a role model and agreeing to work together)

Ask a seasoned workforce member to observe and evaluate my work within 30 days. (Metric: obtaining valuable feedback from the member)

Look into the critical performance index regarding how I have performed in the active role. (Metric: the scorecard 

Personal aims: 

Have a meeting with any other colleague that I haven't gotten to interact with. (Metric: objective achieved)

Example of a 90-Day Plan for New Employee

Focus: Execution of improvisations

Priorities: start looking into the other goals set for the rest of the year. See how best to incorporate strategies that seem productive at the end of the day.

Analyze the scorecard of my performance while identifying the areas that need improving. (Metric: observing the values of the scorecard) 

Learn about my strong points and plan my tasks according to how best I can complete them efficiently and effectively. (Metric: the creation of a work schedule that blends seamlessly with my abilities and shortcomings)

Improving how I perform my core roles at a higher level than the scorecard indicates. (Metric T.B.D.)

Formulate a new strategy that improves the working processes of an organization. Later, pitch the improvements to my superiors. (Metric: presenting my ideas and obtaining relevant feedback about them)

Sign up for extracurricular activities enacted within the business. (Metric: Actual signing up of the events)

What should a 30-60-90-day plan include?

As stated in the elements section of this article, a 30-60-90-day plan should have:

The set objectives

Metrics for gauging the performance of the plan

Set priorities of the required tasks

The focus point of conducting the plan

What template works best for creating a 30-60-90-day plan?

No 30-60-90-day plan is set in stone. 

You may look at examples of existing plans and exchange their content for your own. Nevertheless, looking for an example that best portrays your desired objectives is best.

What‘s Next

A 30-60-90-day plan should establish guidelines that propel you to achieve both short- and long-term goals. 

So, take your time and evaluate the goals you want to achieve. Then, align the 30-60-90-day plan to your mission. Commitment is key!

30 60 90 day plan layout

Cole is a freelance writer with over a decade of experience. With an educational background in journalism, public relations, and social media, she has a passion for storytelling and providing useful and engaging content.

30 60 90 Day Plan

A 30-60-90 day plan is a tool to help you outline the first 90 days of a new job or role. It will help you think about what you need to achieve and reflect on your progress.

Add your objectives to reach in your first 30, 60, and 90 days. Be realistic but be flexible. As you learn more about the new environment, your objectives may change.

Make your plan more tangible by adding metrics to the objectives. Try to make them specific, for example, to the objective "Have 1 on 1s with my new team", A metric could be as simple as "Scheduled 8 calls with each of my 8 colleagues".

Add any learnings, achievements, or notes as you progress through, and you will have a great picture to reflect on by day 90.

Congratulations, and good luck on your new adventure!!

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30 60 90 Day Plan Template

30 60 90 Day Plan Template

You'll get a 30 60 90 day plan template that you can use for your business. create a 30 60 90 day plan template today at venngage..

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A 30 60 90 day plan template is a document that helps users organize their thoughts, ideas, and goals in a way that makes it easier to achieve them. The template breaks down the goals into 30 days, 60 days, or 90 days, depending on how far ahead you are planning. You can use this template to break down your goals and make sure you're on track to achieving them. This template is beneficial as it allows you to track your progress and check whether you are on track or not. This can be done by comparing the actual results against the goals set out in the plan. You can also use this template to evaluate yourself at regular intervals so that you can identify areas where improvements are required to achieve better results. The benefits of using a 30 60 90 day plan template include increased productivity, increased focus and clarity, better time management skills, improved decision-making ability, less stress, clearer thinking and better results in all areas, especially in business. At Venngage, we provide a variety of templates for different

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How to Create a 30-60-90 Day Sales Plan [Template + Examples]

How to Create a 30-60-90 Day Sales Plan [Template + Examples]

Casey O'Connor

What Is a 30-60-90 Day Sales Plan?

What are the benefits of implementing this sales plan, how to create a 30-60-90-day sales plan, 30-60-90-day sales plan template, 30-60-90-day sales plan examples.

A 30-60-90 day sales plan is a three-month sales plan that outlines the approach and specific strategies that a new sales rep or sales manager will take in their first 90 days on the job.

When a new sales rep creates a well-thought-out 30-60-90 day sales plan, it demonstrates to their team and manager that they’re a self-starter and have the skills and strategy to do their job effectively and efficiently.

In this article, we’ll go over everything you need to know about the 30-60-90 day sales plan, including why it’s so important, how to make your own, and a few examples to help you get started.

Here’s what we’ll cover:

  • How to Create a 30-60-90 Day Sales Plan
  • 30-60-90 Day Sales Plan Template
  • 30-60-90 Day Sales Plan Examples

A 30-60-90 day sales plan is a clear outline of what a new salesperson or sales manager plans to learn and achieve in their first three months in the role.

Generally speaking, it’s a good idea to create your own 30-60-90 day sales plan any time you begin a new sales role. This demonstrates to the hiring manager — and, later, your new sales manager and colleagues — that you:

  • Take initiative to plan for your success
  • Look forward to learning about the company and integrating with the current team 
  • Have specific ideas about how to add value to the organization

If you don’t create your own 30-60-90 day sales plan, some managers will make one for you. They may ask you to adhere to it as they evaluate your progress and offer feedback about your initial performance.

Each 30-60-90 day sales plan is unique, as they’re created based on the specific goals, skills, and organizational specifics of each individual sales professional and their company. 

That being said, they all generally tend to follow a similar framework: learn – implement – analyze & optimize.

30-60-90 Day Sales Plan

This kind of initiative does not go unnoticed in a sales interview, and — when you eventually get the job — will help the onboarding process run as smoothly as possible. A great 30-60-90 day sales plan can significantly reduce ramp-up time and increase productivity in new hires. 

There is very little downside to creating and implementing a 30-60-90 day sales plan. Although there is a bit of legwork involved in the process, the results are well worth it. Remember — failure to plan is a plan to fail.

The benefits of this plan, on the other hand, are numerous and significant. Both individual sales reps/managers and overall organizations alike benefit from the structure and focus on results that 30-60-90 day sales plans provide.

Empowers Employees to Position Themselves for Success

When a salesperson takes on a new position, a 30-60-90 day sales plan can help them onboard with intention.

Not only does this kind of plan demonstrate to the manager that you’re serious about your (and the company’s) success, but it also helps outline the responsibilities of your new role for your own day-to-day benefit. It gives you an easy-to-follow plan as you navigate the challenges of starting a new position.

It also helps new sales reps and managers create and work toward sales goals in a scalable and sustainable way.

Enables Managers to Maximize Their Resources

Every sales manager appreciates when a new employee creates their own 30-60-90 day sales plan. Not only does it help ensure the success of the incoming rep, but it also enables the sales manager to make the most of their new talent and appropriately plan the way they’re going to use their resources.

A 30-60-90 day sales plan can also help highlight any misconceptions or misalignments the new employee has relative to their new role, or the organization as a whole. It creates a good opportunity for management and new hires to become fully in sync as they understand the scope of the job and define success in the role.

Creates Team-Wide Transparency

A 30-60-90 day sales plan can help foster trust between a new sales hire and their colleagues. It proves that the new hire is capable of taking initiative and meeting goals independently, and gives a clear indication of how the new hire will contribute to the team.

As mentioned above, each 30-60-90 day sales plan is highly unique. There is no one formula that will help sales professionals create a “perfect” plan.

There is, however, a general framework of steps that you can follow that will help you create a robust 30-60-90 day sales plan that’s specific to the organization with which you’re working. 

30-60-90 Day Sales Plan: SMART Goal

1. Research Your New Employer

Before a sales interview, or at least before onboarding at a new company, learn as much as you can about their business — who they serve, what they offer, and with whom they mainly compete. Generate a list of questions to ask about their operation and/or their goals.

2. Identify Your New Organization’s Goals

As soon as you can, try to find out some of the company’s business or sales goals. You might learn about these through a sales interview ; you could also gather this kind of information from social media or through LinkedIn. 

The point is to learn enough about some of the things the company is hoping to achieve; you can then speak to those goals in your 30-60-90 day sales plan. 

You’ll also want to ask if they have any goals for you as an individual. They might, for example, have a certain sales quota they’d like you to meet. These should also be incorporated into your 30-60-90 day sales plan. 

This takes a little extra effort, but it’s likely to resonate with a hiring or sales manager. It shows that you’re a team player, and that you have the skillset to help the company successfully reach their goals. 

3. Determine Your Own Priorities

It’s also important to take into consideration your own strengths and career goals when you’re making your 30-60-90 day sales plan. 

See how closely you can align your own professional priorities with those of the company; the more you can find ways to show that the two complement one another, the better off you’ll be.

4. Create a Timeline and Indicate How You’ll Measure Success

Some parts of your 30-60-90 day sales plan might be easy to measure. In Phase 2, for example, you might indicate that you plan to make 50 sales calls per day. That’s a metric that will be easy to account for and evaluate. 

Other components, though, might be tricker to define. In Phase 3, you might plan to “improve the way you handle objections.” This isn’t the most straightforward or tangible progress indicator, but it can be measured. 

A sales rep might determine that they’ve met this goal when they can speak confidently to a range of objections during a role play exercise, with fewer than 5 “errors,” with errors defined as extended pauses or verbal miscues. 

You’ll also want to assign timelines to each action or intended achievement. Being able to measure and put a timeframe on your goals are both important parts of the SMART goal framework.

The more specifically you can measure your progress, the more effective your plan will b e.

Tip: Growing your sales team? Grab some data-backed findings and strategies below.

How to Scale a B2B Sales Team from 2 to 20 Sales Reps in 12 Months

The following template is an extensive and overarching checklist; not every item will apply to every salesperson or company. Similarly, you may find that you need to add additional components that are unique to your employment situation.

30-60-90 day sales plan template

To make it your own, click “File” and select “Make a copy.”

Feel free to remove or add any items from this list; treat this as a template or guide and edit as needed for your circumstances.

Below are three examples of real-world 30-60-90 day sales plans. The first two are great examples of use cases we’ve outlined here in this article: a new sales rep and a new sales manager. 

Note, though, that there’s a third use case that we didn’t explore as fully: a new sales territory . The same basic principles of the 30-60-90 day sales plan apply similarly to this topic. 

As always, feel free to use and adapt as you see fit according to your specific circumstances.

New Sales Rep

This 30-60-90 day sales plan example is perfect for a salesperson starting a new position as a sales rep. 

  • Complete all company-run onboarding, training, and/or coaching
  • Learn about the company’s mission, values, and culture
  • Become fluent in the specifics of the product and/or service
  • Research the target market and ICP, and learn how to reach and communicate with your specific buyer personas
  • Learn the names and roles of everyone on the team
  • Schedule periodic check-ins with a mentor and/or managers to discuss progress
  • Research your company’s competitors
  • Identify a top performer who is willing to let you shadow them, and schedule a few times to do so
  • Practice interacting with prospects
  • Role play different sales scenarios with your mentor or other top performers
  • Set sales goals using the SMART goal framework
  • Keep a clear record/detailed notes about all of your sales activities so that you can optimize the process in the future
  • Create a follow-up strategy and schedule
  • Review your notes and identify areas of strength and improvement
  • Make tweaks to your sales process and test them
  • Create and stick to a daily schedule that aligns with your productivity goals
  • Solicit feedback and incorporate it into your process

New Sales Manager

This 30-60-90 day sales plan example is perfect for a salesperson starting a new position as a sales manager.

  • Identify key professional and personal pieces of information about every team member (i.e., birthday, kids’ names, preferred work environment, preferred method of communication)
  • Identify any sales management tools you need, including technology like a CRM system
  • Perform thorough research on the competition and current and historical market trends
  • Study team sales reports to identify collective and individual strengths and weaknesses
  • Observe and record the day-to-day operations of team members
  • Implement at least one small change based on feedback from the team
  • Identify skills gaps or areas of growth, both individually and team-wide
  • Set new SMART goals for the team based on analysis and sales reports
  • Make at least one small change to support the team
  • Continue collecting and analyzing data
  • Meet 1:1 with team members to offer and solicit feedback 
  • Create a strategy for new training / coaching
  • Collect data and run analysis on how your new strategy could generate more revenue
  • Create a structured schedule that implements any changes

New Sales Territory

This 30-60-90 day sales plan example is perfect for a sales team that’s entering into a new sales territory.

  • Define the market/trends of the new sales territory 
  • Learn about the competition in the new territory, local or otherwise
  • Study and understand the demographics of the new territory
  • Identify ways to tweak your sales strategies based on demographics
  • Perform a SWOT analysis to determine viability 
  • Build the ICP and buyer personas for the new territory
  • Identify the most profitable accounts in the new territory
  • Create SMART sales goals
  • Decide which KPIs to focus on and design a system for tracking and recording them
  • Generate new leads
  • Ask for feedback from team members, prospects, and customers
  • Implement feedback as you optimize your process
  • Outline your sales forecast for the next quarter/remainder of the year
  • Create a sales process and workflows that align with your goals and forecast

Have you created and/or followed a 30-60-90 day sales plan before? How did it improve your sales process ? Would onboarding have been more challenging without one?

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30 60 90 day plan layout

30 60 90 day plan layout

A 30-60-90 Day Plan for New Managers + Sample Goals

New to software management? Discover the 30-60-90-day plan! In 30 days, understand your team and tech. By 60, spot improvements. By 90, execute strategies. This blueprint guides new managers, but remember: flexibility is key. Lead with confidence and adaptability!

As a new software engineering manager, your first day on the job can be a bit hectic. You arrive at the office or join your first Zoom meeting feeling a bit nervous and excited. For your first wellbeing survey on Slack , you click on ‘😎’ to say that you’re ‘Feeling Great!’

You’re also surprised to hear from your backend developer that “everything is going great with deployment” when, in fact, you know that a serious codebase catastrophe is looming ahead 😂

At this point, you might want to start thinking about how to lead your dev team out of crisis and towards success. How? With A 30-60-90-day plan for new software engineering mangers.

What Is a 30-60-90-Day Plan for New Software Engineering Managers?

A 30-60-90-day plan serves as a valuable resource for engineering managers who are new to their role. A key part of the onboarding process, this strategy includes a breakdown of your new priorities, including specific tasks, projects, and objectives, which you should aim to achieve within the first 30, 60, and 90 days on the job.

This plan allows new engineering managers to gain clarity, set the tone, and communicate goals to direct reports and superiors. It’s basically your blueprint to success!  

I’ll be totally honest, with all these methodologies and project management tools in software development, it never occurred to me to read up on the 30-60-90 day plan. It was actually mentioned to me in our Slack community for engineering managers by somebody who uses it for 1:1 meetings, not long-term strategizing.    

After they mentioned it, however, I did have a look and encouraged one of our new engineering managers to give it a try. She did, and it helped her think about her goals for the quarter. One of her main goals with the plan was to get her thinking differently about rewarding her direct reports and how to help them become not only better coders, but better people.

Here’s a 30-60-90 day plan that might work for you:

Day 1 to 30 - A Roadmap for Learning and Goal-Setting

Ask yourself this question: “I was hired to…?”

The first few big-picture ideas that come to mind may very well be your most important goals for your first quarter at the company. When you’ve got that figured out, divide these goals into manageable parts. Next, learn as much as you can, starting with how you’re going to attain these goals.

Read about the company, the products, and the processes. Attend all-hands meetings, familiarize yourself with best practices (later you could propose new ones), and meet with other managers and stakeholders. Take a deep dive into the codebase, including the architecture, tech stack, and any existing issues or bugs. This will help you understand the technical challenges your team faces.

With this out of the way, start connecting the dots. Link back every single task of yours to your macro goals. Fit your direct reports into the equation and write down exactly how they’ll help you reach your and your company goals. Keep track of progress with regular 1:1 meetings.

Here’s a sample of some 30-day goals for a new software engineering manager:

  • Meet with your direct reports in a regular one-on-one meeting. Get to know their roles, responsibilities, and challenges.
  • Learn about the company culture, vision, mission, and values, and how they align with the engineering team's objectives.
  • Review the current software development processes and identify areas for improvement. Find out if there’s a continuous deployment setup. Are your developers actively involved in code reviews and commenting on other developers’ code? Can you get a feeling of what the Cycle Time is and how long things stay in review? Is bug tracking software being used?
  • Set up regular communication channel like Slack or Teams. It’s better to overcommunicate than have a dead channel!
  • Develop a list of priorities and goals for the next 60 and 90 days.

Day 31 to 60: Start Planning to Improve Things

By now you should know quite a bit about your team and the company, so it shouldn’t be difficult to spot opportunities for improvement. This could include streamlining processes, improving code quality, or implementing new tools or technologies.

Gather as much data and feedback as you can from your dev team and stakeholders. Keep track of information just for your own sake, but also learn from what you gathered to help prioritize your efforts.

Here’s a sample of some 60-day goals for a new software engineering manager:

  • Conduct a team assessment to identify gaps in skills and knowledge and develop a plan to address them.
  • Implement new processes or improve existing ones to increase productivity and efficiency.
  • Develop strategies to improve communication and collaboration between team members.
  • Set up regular team meetings and status updates to keep everyone informed and on track.
  • Build relationships with key stakeholders, such as product managers, project managers, and other department heads.

Day 61 to 90: Nose to the Grind, Implement Your Plan

You’re heading down the home stretch, so it's time to start implementing your ideas. You should be charged at this point and more confident to really deliver on what you were hired for.  

Work with your team to create a roadmap and start executing on it. Make this all public and transparent. Don't be afraid to pivot or adjust your plan as you go based on feedback and results.

Here’s a sample of some 90-day goals for a new software engineering manager:

  • Establish performance metrics and KPIs to measure the team's success. This could be Cycle Time, # of bugs reported, code coverage with tests.
  • Develop a long-term strategic plan for the engineering team that aligns with the company's overall goals.
  • Identify new technologies or tools that can improve the team's workflow and efficiency.
  • Develop a plan for career development and training opportunities for team members.
  • Assess the team's progress towards achieving the goals set in the 30 and 60-day plans and make necessary adjustments.

Follow these steps and you’ll soon realize that a 30-60-90 day plan can be an incredibly valuable tool for new software engineering managers. By breaking down goals into achievable chunks and focusing on building relationships, understanding team dynamics, and driving results, new engineering managers can quickly establish themselves as valuable members of the team and gain the trust and respect of their software developers.

But remember, every dev team and organization is unique, so a 30-60-90 day plan should be customized to fit the specific needs of the situation. Also, while having a plan can be helpful, it's equally important for engineering managers to be a little flexible and adapt as feedback comes in or as you pivot.

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