30-60-90 Day Plan Template for New Hires with Examples

When you start a new job, your biggest concern is whether you can keep up with the workload and projects and meet expectations. When starting a new job, you need to get used to many things, such as company culture, and complete the tasks given to you efficiently. If you want to prepare a document that will be a cornerstone in this process, 30-60-90-day plans are designed for you. With a 30-60-90 day plan, you can smooth out your adjustment process to your workplace and measure your performance. If you don't know how to create a 30-60-90 day plan, don't worry; we've got you covered!

In this article, we will explore what a 30-60-90 day plan is and how you can write one.

If you're ready, let's get started!

TL; DR

• 30-60-90 day plans are documents that streamline the onboarding process of new employees and help them get used to the company and the project. 
• 30-60-90 day plans include objectives, tasks, and gains for new employees. 
• Thanks to 30-60-90 day plans, new employees can adapt to the company easily, and managers can track the performance of new employees. 
• When creating a 30-60-90 day plan, it is important to consider long-term benefits and create an infrastructure for employees. 
• 30-60-90 day plans should leave customization space for new employees and different departments. 
• It is important to get feedback from department managers and new employees in order to bring 30-60-90 day plans to their final form. 
• You can generate 30-60-90 day plan templates via ZenoChat and create customized 30-60-90 day plans using your internal data. 

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, strategies, and outputs within the first 3 months of a new job. The document consists of flexible and manageable milestones and achievements for specific positions. For a new employee, the plan will help you maximize your work efficiency and productivity in your new job. For managers, the plan will help you facilitate the onboarding process of new employees and adapt them to the company more effectively.

What is a 30-60-90 Day Plan Used For?

As a manager, you can use 30-60-90-day plans to smooth the onboarding process of your new employees and boost their productivity. As an employee, you can use 30-60-90-day plans to quickly adapt to your new job and meet expectations. Some of the most popular use cases of 30-60-90 day plans include:

• Onboarding
• Training
• Milestones
• Set Goals
• Collaboration

When Should You Create a 30-60-90 Day Plan?

Traditionally, the best time to create 30-60-90 day plans is when you are just starting out. When an employee starts a new job, they enter a completely unfamiliar work environment and workflow. You can use 30-60-90-day plans to maximize employee productivity and provide a better onboarding experience. You can also use 30-60-90 day plans when you are starting a new long-term project so that all your team members can adapt to the project and become familiar with the workflow.

Benefits of a 30-60-90 Day Plan

30-60-90 day plans come with a variety of benefits for both employees and managers, such as:

• Focus on important tasks: Familiarize new employees with priority tasks.
• Performance tracking: New employees can track their goals, while managers can track new employees’ performance.
• Collaboration: New employees can prioritize tasks that are important to the company and project and collaborate with teammates.
• Better time management: A 30-60-90 day plan makes time management easier because it includes tasks that new employees need to do.
• Self-review: Track your contributions to the company as a new employee and evaluate your first three months' performance.

How to Write a 30-60-90 Day Plan?

Although writing and designing a 30-60-90 day plan may seem like a daunting task, you can easily craft it by breaking it down into five steps. If you want to write a 30-60-90 day plan, we have prepared a five-step guide for you!

1-) Think Long Term

Although 30-60-90 day plans are written for the first 3 months of new employees’ employment, there are also long-term benefits such as employees getting familiar with the company culture and the project. For this reason, we recommend that you evaluate long-term benefits and goals while crafting a 30-60-90 day plan. 30-60-90 day plans are a necessary foundation for your new employees to contribute to your company in the long term.

2-) Make it Flexible

Although it is important to craft a 30-60-90 day plan as a compass for the company's new employees, it is important to remember that different departments and people can adapt to flexible plans. For this reason, we recommend that you leave room for customization for employees and departments when preparing a 30-60-90 day plan. In this way, new employees can integrate the 30-60-90 day plan into their personal work schedules and work more efficiently.

3-) Draft a Template

As with any document, drafting a template or using a ready-made template to prepare a 30-60-90 day plan will lighten your workload. If you are experienced in preparing a 30-60-90 day plan, you can prepare customizable 30-60-90 day plan templates for different departments. If you want to lighten your workload and prepare error-free 30-60-90 day plans, you can utilize conversational AI assistants such as ZenoChat.

4-) Set SMART Goals

30-60-90 day plans are useful for smoothing the first three-month adaptation process of new employees in the company and getting them involved with the company culture and project. In addition, milestone goals can be set for new employees with 30-60-90 day plans. It would be useful to comply with the SMART rule when setting goals for new employees. The SMART goals you will set in 30-60-90 day plans should be:

• Specific
• Measurable
• Achievable
• Relevant
• Timely

5-) Get Feedback

After you have drafted your 30-60-90 day plan, you can ask for feedback from the department manager your new employee will be joining to help you perfect it. Since specific departments have their own timelines and projects, you will need their advice to perfect your 30-60-90 day plan.

After crafting your 30-60-90 day plans, you can also ask for feedback from your new employee. Thus, you can collaboratively create a 30-60-90 day plan with your new employee and make personalization that will increase their performance.

ZenoChat: Integrate AI to 30-60-90 Day Plan Writing Process

If you are looking for a customizable AI co-pilot to help you with various tasks, including writing your 30-60-90 day plan, then ZenoChat by TextCortex is for you. ZenoChat is a conversational AI assistant that offers its users features such as multiple LLMs (including GPT-4o and Claude 3.5 Sonnet), powerful RAG (Retrieval-augmented generation), seamless integrations, DALL-E 3-powered AI image generation, web search and knowledge bases. ZenoChat is available as a web application and browser extension that is integrated with 30,000+ websites and apps to accompany you anywhere.

How to Create 30-60-90 Day Plans via ZenoChat?

To create 30-60-90 day plans via ZenoChat, you can describe your specific needs and ask it to create a template. Then, you can customize the output you get according to your specific needs and the workload of your new employees.

Moreover, with ZenoChat, you can boost the productivity of not only your new employees but also all your employees. See the results from one of our case studies:

• TextCortex was implemented for Kemény Boehme Consultants as a solution to tackle these challenges and today employees report increased efficiency and productivity (saving 3 work days per month per employee on average).
• AICX, an ecosystem partner of TextCortex, was integral to the onboarding and helped achieve a 70% activation rate of the team within the first weeks.
• Employee confidence in using and working with AI increased by 60%.‍
• The implementation results in a 28x return on investment (ROI).

30-60-90 Day Plan Templates 

With ZenoChat, you can create 30-60-90 day plans for specific roles and departments and streamline the onboarding process of your new employees. Let’s take a look at 30-60-90 day plans created by ZenoChat.

30-60-90 Day Plan Template for Executive Assistant

Introduction

This 30-60-90 day plan outlines the goals and strategies for a new Executive Assistant to become acclimated to the role, build relationships, and contribute effectively to the executive and the organization.

30 Days: Get Acquainted & Learn

Goals:

• Understand the organization’s mission, vision, and values.
• Build foundational knowledge of the executive’s role and responsibilities.
• Familiarize yourself with internal tools and software.
• Establish initial relationships with key team members and stakeholders.

Key Actions:

• Review company and department documentation (strategies, policies, org chart).
• Shadow the executive to learn their daily routine and preferences.
• Schedule introductory meetings with team members and other executives.
• Attend key meetings to observe dynamics and communication styles.
• Set up and organize the executive's calendar and emails for efficient management.
• Learn and practice company communication tools and software.

Success Metrics:

• Strong understanding of the company's structure and the executive's priorities.
• Completion of onboarding and training sessions.
• Positive initial relationships with team members and stakeholders.

60 Days: Develop & Contribute

Goals:

• Start contributing more actively to daily operations.
• Streamline processes to improve efficiency.
• Continue to build relationships and network within the organization.

Key Actions:

• Identify areas for process improvements and begin implementation.
• Take initiative in managing and organizing the executive’s schedule to maximize productivity.
• Begin taking on minor projects that align with executive priorities.
• Schedule bi-weekly check-ins with the executive for feedback and adjustments.
• Assist in coordinating and planning meetings, events, or travel.

Success Metrics:

• Demonstrated ability to independently handle routine tasks and minor projects.
• Feedback from the executive and peers on efficiency improvements.
• Initial process improvement implementations in place.

90 Days: Enhance & Lead

Goals:

• Become a trusted partner to the executive.
• Take ownership of complex tasks and projects.
• Demonstrate leadership within your role.

Key Actions:

• Lead the execution of a significant project or initiative.
• Continuously seek feedback and identify areas for personal and professional growth.
• Enhance and suggest further improvements to existing processes.
• Act as a liaison between the executive and other teams, ensuring clear communication.
• Foster stronger relationships with internal and external stakeholders.

Success Metrics:

• Successful completion and delivery of assigned projects and tasks.
• Positive feedback from the executive and team members on communication and professionalism.
• Clear evidence of improved processes or efficiencies introduced.

30-60-90 Day Plan Template for IT Managers

Phase 1: First 30 Days - Learning and Integration

Goals:

• Understand the company culture and IT landscape.
• Establish relationships with team members and other departments.
• Assess current projects, systems, and tools.

Tasks:

1. Orientation and Onboarding:some text
   • Complete all onboarding processes.
   • Familiarize yourself with company policies and IT infrastructure.
2. Meetings and Introductions:some text
   • Meet with key stakeholders, team members, and direct reports.
   • Attend department and cross-functional team meetings.
3. Understanding Processes:some text
   • Review current IT projects, initiatives, and backlogs.
   • Evaluate existing systems, software, and technology stack.
4. Documentation Review:some text
   • Examine documentation on current IT policies and procedures.
   • Study past performance reports and KPIs.

Deliverables:

• Initial assessment report of IT landscape.
• List of short-term priorities and potential improvements.

Phase 2: First 60 Days - Evaluation and Strategic Planning

Goals:

• Identify areas of improvement and opportunities.
• Begin forming strategic plans.
• Start small-scale project improvements.

Tasks:

1. Deep Dive Analysis:some text
   • Conduct SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis of IT functions.
   • Gather feedback from team members on pain points and challenges.
2. Strategy Development:some text
   • Begin drafting an IT strategy aligning with business goals.
   • Identify quick wins and long-term improvement areas.
3. Skill Assessment:some text
   • Evaluate the skills and capabilities of your team.
   • Identify any skill gaps and training needs.
4. Project Execution:some text
   • Launch at least one small improvement project or initiative.

Deliverables:

• Draft IT strategy document.
• Progress report on initial projects.
• Training and development plan for the team.

Phase 3: First 90 Days - Execution and Leadership

Goals:

• Implement strategic initiatives.
• Lead your team with clear direction and support.
• Measure progress and adjust strategies as needed.

Tasks:

1. Implement Changes:some text
   • Start implementing key elements from the IT strategy.
   • Address critical improvement areas and optimize current processes.
2. Leadership Role:some text
   • Provide clear objectives and expectations to your team.
   • Foster collaboration and open communication within the team.
3. Performance Measurement:some text
   • Develop and track key performance indicators (KPIs).
   • Regularly review project milestones and progress.
4. Feedback Loop:some text
   • Set up regular feedback sessions with stakeholders and team members.
   • Adjust your plans based on feedback and performance data.

Deliverables:

• Completion of at least one strategic initiative.
• Updated IT strategy based on execution insights and feedback.
• Performance review report and adjustments proposal.

30-60-90 Day Plan Template for Sales Managers

Purpose: To outline key objectives and actions for the first 90 days in the role of a sales manager, focusing on understanding the team, optimizing processes, and driving sales performance.

Day 1-30: Learning and Understanding

Objective: Gain a comprehensive understanding of the company, team, and existing sales processes.

• Company and Industry Knowledge:some text
  • Review products/services and value propositions.
  • Study competitive landscape and industry trends.
  • Understand company vision, mission, and goals.
• Team Assessment:some text
  • Conduct one-on-one meetings with each team member to understand strengths, weaknesses, and development needs.
  • Analyze current team performance metrics.
• Processes and Tools:some text
  • Familiarize with CRM systems and sales tools in use.
  • Observe current sales processes and identify any immediate inefficiencies.
• Key Meetings:some text
  • Attend team meetings, sales calls, and cross-departmental meetings.
  • Meet with key stakeholders, including marketing, product, and customer success.

Deliverables:

• Compile a report on team and process assessments.
• Identify quick wins or immediate areas for improvement.

Day 31-60: Planning and Strategizing

Objective: Begin developing strategies to address the key findings from the first 30 days.

• Strategy Development:some text
  • Set short-term goals based on initial assessments.
  • Develop a plan for addressing immediate process improvements.
• Team Development:some text
  • Identify training needs and plan skill development sessions or workshops.
  • Implement mentorship or buddy systems for newer team members.
• Sales Strategy Refinement:some text
  • Tailor sales plans to align with company goals and market dynamics.
  • Develop targeted sales campaigns or initiatives.
• KPIs and Metrics:some text
  • Define key performance indicators (KPIs) for the team and individuals.
  • Set up tracking systems for regular performance monitoring.

Deliverables:

• Present a strategic action plan for team and sales process improvements.
• Initial implementation of training or development initiatives.

Day 61-90: Execution and Optimization

Objective: Execute strategies and optimize processes to drive higher sales performance.

• Implementation:some text
  • Roll out new sales strategies and monitor their performance.
  • Begin training programs and workshops based on team needs.
• Performance Review:some text
  • Conduct reviews of sales targets and individual performances.
  • Provide feedback and coaching to team members.
• Continuous Improvement:some text
  • Gather feedback from the team and iterate on processes and strategies.
  • Identify new opportunities for growth and process refinement.
• Collaboration:some text
  • Maintain open lines of communication with other departments.
  • Foster a collaborative culture within the sales team.

Deliverables:

• Report on progress and outcomes achieved by Day 90.
• Refined strategies and processes based on continuous feedback and results.