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Top 10 90-Day Plan Templates for New Jobs with Examples and Samples

Top 10 90-Day Plan Templates for New Jobs with Examples and Samples

Deepika Dhaka

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Are you starting a new job or taking on a new project and feeling overwhelmed by the enormity of the task ahead? According to research by Leadership IQ, over 46% of newly hired employees fail within the first 18 months, often due to a lack of clarity and direction. This is where a 90-day plan can make all the difference. 

A 90-day plan is a strategic roadmap that outlines your goals, priorities, and actions for the first three months in a new role or project. By having a clear plan in place, you'll be able to hit the ground running, make a positive impact, and avoid becoming a part of that harrowing statistic. 

For instance, imagine starting a new role as a Sales Manager. With a 90-day plan, you can set specific targets, prioritize your sales pipeline, and identify areas where you can add value to the team. This helps you succeed in the short term and sets the foundation for long-term success in your career.

10 Best 90-Day Templates for Employees and Hiring Managers

If you are seeking to craft a 90-day plan but struggling to figure out where to commence, explore this blog offering a plethora of popular templates that are currently assisting millions worldwide. These templates are meticulously designed to offer a lucid and user-friendly framework, complete with sections outlining your goals, identifying key stakeholders, and creating 90-day action plans.

The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure. 

Let’s explore these helpful resources!

Template 1: 90-Day Marketing Plan

Companies that regularly create and implement marketing plans are more likely to see a positive return on investment (ROI) than those that do not. If you're ready to boost your marketing game and drive real results, this PowerPoint Presentation is all you need. It guides you through creating the most effective 90-day plans for the online platform, social media engagement, and outreach. It includes different visual layouts to create a foolproof plan that is easy to communicate. Grab it now! 

90 Day Plan Template

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Template 2: 90-Day Executive Plan

Are you an ambitious leader seeking to enhance your performance and achieve exceptional results? Look no further than our 90-Day Executive Plan PPT Set. This comprehensive resource covers all the essential elements, including effective strategies, optimization techniques, and actionable steps for implementing a valuable 90-day plan. Tailored for various job roles, such as marketing, human resources, and project management, this PPT Deck features visually appealing layouts for easy comprehension. Download today!

90-Day Executive Plan

Template 3: 90-Day Marketing Plan PPT Slide

This PowerPoint Slide can assist you in defining your 30-60-90-day plans in a clear and structured graphic, ensuring that your project goals are in line with the company's overall objectives. The design is both simple and professional, providing enough space to list your tasks and sub-tasks effectively. By downloading this resource, you can enhance your motivation and confidence to excel in your new role. Take the next step and use this helpful tool to align your goals with your company's vision.

90-Day Plan Marketing Plan PPT Slide

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Template 4: 30-60-90-Days Plan for Sales Improvement

This 30-60-90-day plan for sales improvement can help you achieve your goals by providing a structured approach to your sales strategy. It outlines key priorities for each phase, along with the corresponding key actions you need to take. By breaking down your sales goals into manageable chunks, you can focus on making measurable progress toward your targets. With this plan, you can ensure that you are maximizing your resources, identifying new opportunities, and building strong relationships with your customers. Download now!

30-60-90-Days Plan for Sales Improvement

Template 5: 30-60-90-Day Plan Template

Demonstrate your key actions for a new job with this 30-60-90-day plan and showcase your current value and future potential. With this consolidated and easy-to-use template, you can effectively communicate your plan of action to your team, manager, or potential employer. It's the perfect tool to highlight your organizational skills, strategic thinking, and commitment to your new position. Download now and watch as you exceed expectations and achieve your goals!

30-60-90-Day Plan Template

Template 6: Scalability Business Model with 30-60-90-Day Plan

Introducing our revolutionary PPT Deck - the ultimate solution for entrepreneurs and business leaders who want to take their ventures to the next level! With our comprehensive 30-60-90-day plan, you'll learn how to optimize your business model for scalability and sustainable growth. It covers essential steps such as setting a baseline, defining an action plan, and then building scalable programs. This PPT Deck is perfect for businesses of all sizes, from startups to established enterprises. Get it today!

Scalability Business Model with 30-60-90-Day Plan

Template 7: 30-60-90-Day Plan with Columns and Rows

If you need a simple and effective way to define your activities for the initial phase of your new position, explore this 30-60-90-day plan template created by our expert designers. Featuring rows and columns that allow you to outline your objectives, tasks, and deadlines, this template is the perfect solution for anyone looking to improve their productivity in an organized manner. Plus, with its intuitive design and easy-to-use format, you'll be able to start using it right away. Download now!

30-60-90-Day Plan with Columns and Rows

Template 8: 30-60-90-Day Plan for Quality Assurance

This 30-60-90-day plan for quality assurance is built around the principle of continuous improvement, which means that it is designed to be adaptable and flexible so that you can adjust your approach as you gather more data and insights into your quality assurance processes. By consistently monitoring your progress and making adjustments as needed, you'll be able to stay on track and achieve your quality goals within time. Download now!

30-60-90-Day Plan for Quality Assurance

Template 9: 90-Day Plan for HR

This comprehensive PPT Template includes detailed steps and strategies for optimizing your HR processes, such as streamlining recruitment, improving employee engagement, and enhancing communication. With this template, you'll be able to easily collaborate and delegate tasks, ensuring that everyone is on the same page and working towards the same goals. Try it today to build a dedicated workforce!

90-Day Plan for HR

Template 10: Organization 30-60-90-Day Sales Plan

Showcase your potential as a sales expert with a 90-day plan PowerPoint slide that provides distinct segments for the initial 30, 60, and 90 days of your job duties. Utilize this platform to establish your strategies and essential objectives for delivering projects. This is an excellent opportunity to demonstrate your ability to prioritize tasks and produce tangible results. Get it now!

Organization 30-60-90-Day Sales Plan

1, 2, 3 Months

A well-crafted 90-day plan can help individuals and organizations achieve their goals and set them on a path to success. Whether it's personal growth, career development, or business expansion, a clear roadmap and actionable steps can make a significant difference. As Antoine de Saint-Exupéry said, "A goal without a plan is just a wish." Therefore, it's essential to have a plan and work toward it diligently. With a 90-day plan, one can take small steps that lead to significant achievements for reaching the desired destination.

Now that you know why the 90-day plan is crucial, it's time to download these templates to get started. Download them once and use them forever!

P.S . If you are looking for Master Action Plan Templates, here’s a handy guide with popular samples and examples.

FAQs on the 90-Day Plan

How to write a 30-60 90-day plan.

To write a 30-60-90-day plan, you should start by researching the company and the role you are applying for. Identify the key responsibilities and objectives, and break them down into specific tasks for each 30-day segment. Define measurable goals and targets for each stage, and align them with the organization's overall strategy. Be sure to include any relevant training or development activities that you plan to undertake during this period.

What should be included in a 90-day plan?

A 90-day plan should include specific goals and objectives for the first three months on the job. It should outline the key responsibilities and tasks, along with the expected outcomes and deliverables. This plan should also include any training or development activities that will support your success in the role. It should be aligned with the organization's strategy and demonstrate your understanding of the company's goals and priorities.

What is the goal of a 90-day plan?

The goal of a 90-day plan is to establish a clear roadmap for success in a new role. It provides a framework for prioritizing tasks and achieving measurable results while aligning with the organization's overall strategy. A well-crafted 90-day plan demonstrates your understanding of the company's priorities, your ability to prioritize tasks, and your commitment to delivering results.

How do I make a 3-month work plan?

To make a three-month work plan, start by identifying the key responsibilities and tasks required to achieve your objectives. Break these tasks down into specific actions and prioritize them based on their importance and urgency. Assign specific deadlines to each task and define measurable goals and outcomes. Be sure to align your plan with the organization's overall strategy and identify any resources or support you may need to succeed. Review and adjust your plan regularly to ensure you are on track to achieving your goals.

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5 steps to writing a ‘First 90 days in the job’ presentation

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Written by Iain Flinn

Helping business leaders in the enterprise software, Cloud/SaaS/PaaS and emerging technology sectors to identify talent and build high performing teams across EMEA.

Table of Contents

Writing a ‘First 90 days in the job’ presentation doesn’t have to be daunting, follow our guide and create a presentation that gets you the job of your dreams.

Are you preparing for the final stage of an interview for your dream job? Don’t let the thought of creating a ‘First 90 days in the job’ presentation overwhelm you. This presentation is your opportunity to showcase your skills, demonstrate your understanding of the business, and impress your potential employer. In this guide, we’ll show you how to create a presentation that stands out from the crowd .

Like a honeymoon, only you’re much easier to ditch

The first 90 days of a new role is a grace period, You’re getting to know the people, the business and the culture. But this crucial first 90 days on the job is also the time that lasting impressions are made. Remember, you’re a risk to the business and your employer will be using this period to establish whether they made the right decision. That’s why the ‘first 90 days in the job’ presentation is as much for you, as it is for your future employer. You stand to gain a lot from laying down the foundations for the first three months.

That’s why it’s important, here’s how to write one:

Start researching in your first interview.

If you’re already past this stage, it’s fine, just try to recall the information and don’t be afraid to revisit conversations if necessary. You need to know all about the business needs and ambitions, so ask questions, probe for answers and listen. Then build your presentation around their key objectives and goals. Good questions to ask:

  • What’s your mission statement and vision?
  • What is the company trying to achieve?
  • What are you (the hiring manager) trying to achieve?
  • What challenges does the department face?
  • What do you expect from me?
  • What critical projects are you managing at the moment?

You’re looking for multiple ways to help them. Have this in your mind throughout your interviews, it’ll put you in a great head-space to be inquisitive and retain control.

Focus on your potential employer’s needs

This is why you need to do the above research. Your presentation isn’t just about you, it’s about your employer , so you’ll need to understand their needs and place them at the centre of your presentation. Get a full understanding of the objectives of the role, the goals of the hiring manager and the department as a whole. Then, demonstrate how your experience and knowledge can support these objectives.

Add your strengths, carefully

Shouting about your skills in a vacuum will get you nowhere, but align them to the goals of your potential employer and they will start to see the real tangible  value of your experience . Think feature and benefit, not just feature. For example: Feature: “I’ve delivered £multi-million field marketing campaigns”. Feature and benefit: “I’ve built and delivered £multi-million field marketing strategies for my current employer, so in the first three months I’d review the company’s strategy for the roll-out of similar campaigns. Using my industry knowledge, I’ll ensure we’re using the right channels, to target the right audience with the most impactful messages. Furthermore, with my experience of using an array of marketing automation platforms, I’ll ensure we’re using the right systems and tools to correctly measure the impact of our strategy and the overall ROI. At my previous employer, in my last marketing campaign, I was able to deliver this under budget by £18,000, whilst generating a 156% increase in leads for our sales team which resulted in a 71% year-on-year increase in sales.” Use proven and tangible real-world examples to align your skill set to their objectives. Ensure your examples showcase your skills and experience, but make sure your pitch is in line with their goals.

Say what you’re going to do, day-to-day

Explain to the  hiring manager how you’ll fill your days. This will vary depending on your role, but use the actions below as a foundation for more specific contributions:

  • You’ll get immersed in the department and brainstorm how your input can increase company growth.
  • Having gotten a better understanding of the business, you’ll start advising, leading and contributing to the conversation.
  • See more of your colleagues’ desks than your own. Get out amongst the team and get to know them by name, their role, ambitions, challenges and more.
  • Go above and beyond by taking on some tasks outside of your remit. Remember – you’re there to help.
  • Behind all of this sits one unshakable focus – your boss’s expectations of you. You’re always aware of them, and what actions and decisions will you take to ensure that you meet them?
  • Time-stamp your objectives for the first 90 days, and put a tangible project plan in place to show that you’ve thought it through.

How will you over-deliver?

Giving your employer more than they expect is business as usual, but how will you raise the bar and show them what excellent looks like? Towards the end of the third month, you should be feeling comfortable and confident in the role, so use these foundations and consider discussing how you’ll go ‘above and beyond:

  • You’ll be proactive when it comes to relevant company situations and events.
  • You’ll be aware of new projects coming on-stream and prepare potential solutions.
  • You’ll be getting more involved by joining a club, council, board, or committee.
  • You’ll make yourself available to other departments if there’s a need for your skills.
  • You’ll take on work outside of your responsibilities to accelerate business growth.

Do all that and you’ll turn from a risk into an asset

Remember, a strong 90-day presentation will reassure your employer that you’re going to make a positive difference in their organisation. It outlines the skills you’ll bring, how they’ll help and the value you’ll add, making it easier for the business to see their potential return on investment. And for you, it provides focus and confidence at a time when an unfamiliar routine (or lack of a routine) can cause added stress. Channel that pressure to impress and use it to create a ‘First 90 days‘ presentation that puts you way ahead of the competition.

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How to write the perfect 90-day plan

Borrow our templates for a 90-day onboarding plan that will help new hires succeed.

Jamey Austin

Writer, Editor, Beard Puller

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5-second summary

  • A comprehensive 90-day plan doesn’t just set expectations for new hires, it makes them feel welcome and included.
  • Using the “buddy system” can make a 90-day plan even more effective.
  • Building in milestones for checkpoints at 30, 60, and 90 days will ensure that new team members are set up for success throughout the onboarding process.

The first 90 days of a new job usually involve a pretty steep learning curve. There’s so much to absorb. So many people to meet. If you’re the new hire, you want to prove yourself. If you’re the hiring manager, you want to set that person up for success.  

Based on our own onboarding practices, we’ve learned that using a 90-day plan can make it easier for newbies to get up to speed, understand their roles, and establish a better sense of team and company culture. Check out our templates below to see what we include. If you’re starting at a new company that doesn’t already use 90-day plans, consider using the templates as a starting point for gathering information. Schedule time with your new manager or a veteran coworker to fill in the blanks.

5 science-backed team activities that will actually improve performance

5 science-backed team activities that will actually improve performance

What is a 90-day action plan.

A 90-day plan is a framework for planning out how to onboard, acclimate, and educate new team members. It sets expectations for what the person will be expected to deliver in their first 90 days, which can include both learning goals and performance goals. Some people also refer to it as a 90-day action plan, which adds a nice emphasis on proactivity.

Similar to  SMART goals , a 90-day plan should define the specific details that will allow the new employee to achieve success. A well-written plan should spell out how this person’s new role and day-to-day duties level up to company metrics and long-term plans. It should help them define priorities and check points for follow-ups on their progress. 

At Atlassian, we view someone’s first 90 days as a period of learning, discovery, and relationship building. We don’t view this time as a probationary period during which someone must prove themselves or risk reprimand. Rather, the goal is to make people feel comfortable, informed, and confident.

69 percent of employees are more likely to stay with a company for three years if they experienced great onboarding. Society For Human Resources Management

Ideally, a 90-day plan should:

  • Serve as a single reference point for resources, outlets for support, and clarity on responsibilities and goals
  • Introduce and foster an environment that supports regular growth conversations with managers so the employee can envision their path for advancement
  • Orient the new employee to company and team culture by emphasizing relationships and shared objectives
  • Reinforce strategies that support a growth mindset and a proactive work style

What should a 90-day plan include?

Keep in mind that an effective 90-day plan will vary depending on your company, goals, and the employee’s needs. 

Here are some great questions to think about when writing a 90-day plan for a new team member:

  • How can you use this plan to help a new team member succeed?
  • What quick wins can they ship to gain momentum?
  • Who are the key stakeholders this person needs to know about?
  • Since this person is coming in with a “clean slate” mindset, are there fresh insights you’d like them to contribute? 
  • What feedback and observations would you like the new hire to include in a 90-day wrap-up blog or other written summary? 

As you’ll see in our templates, our 90-day plans lead off with an introduction. That helps the rest of the team experience someone’s writing voice, see pictures of family and friends, and learn about interests, hobbies, and whatever else they’d like to offer about themselves. One way to make a 90-day plan more effective is to use the buddy system like we do at Atlassian. Buddies show new teammates the ropes, introduce them to other Atlassians, act as go-to people for the common questions that arise in the first few months of any new job, and generally help make the transition smoother.

Discover the 7 core leadership styles (and take our quiz to find yours)

Discover the 7 core leadership styles (and take our quiz to find yours)

The first 90 days are precious. It’s important to have the right plan – and people – to act as a guide.

How to build a 90-day plan

Generally speaking, there are a few organizing principles to focus on. They’re based in time milestones, i.e. Week 1, Day 30, Day 60, Day-90 wrap up.

Consistent, frequent check-ins are very important, because throughout the plan, you’ll be defining goals for what should be learned or delivered. The power of spelling it all out can’t be overstated. It’s the difference between clarity and confusion or empowerment and ineffectiveness.

Here’s an example. It’s divided by outcomes and action items. These are suggestions, so feel free to tailor as you see fit.

90 plan pdf for employee onboarding

P.S. 90-day onboarding plans are good for your company culture

The practice of a 90-day plan has even more to offer than orienting someone to personal goals. It isn’t just a task list, it’s the foundation for working together, learning together, and understanding the team and company culture.

As mentioned above, at Atlassian we don’t view someone’s first 90 days as a trial period or proving ground. To the contrary, we encourage an emphasis on knowledge gathering and sharing, and relationship building. Initial tasks, goals, and deliverables should focus on helping someone feel more comfortable and confident about the road ahead – not less so.

Which is to say,  don’t overwhelm your newbies.

Regular check-ins, honest feedback (about systems, company habits, points of uncertainty), and the support of learning (and failing), set the groundwork for  open  communication. This is the bedrock of trust, which should underpin all team and company interactions.

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90 Day Plan

90 day plan presentation, free google slides theme and powerpoint template.

Carve your way towards success with a smashing 90-day plan! This fully editable template for Google Slides and PowerPoint is your ideal partner in plotting your agenda. It comes in a light gray theme that is thoughtful yet sophisticated, allowing your projects and changes to shine. Easy to use and personifying efficiency, this slide deck promises seamless transitions through your 90-day journey. Planning has never been this enjoyable! Time to take control of your progression and hit your targets with precision. Embrace your next 90 days with confidence!

Features of this template

  • 100% editable and easy to modify
  • 35 different slides to impress your audience
  • Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
  • Includes 500+ icons and Flaticon’s extension for customizing your slides
  • Designed to be used in Google Slides and Microsoft PowerPoint
  • 16:9 widescreen format suitable for all types of screens
  • Includes information about fonts, colors, and credits of the resources used

How can I use the template?

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Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

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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. 

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. 

30-60-90-day-plan-woman-shaking-hands-in-wheelchair

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. 

30-60-90-day-plan-employee-at-work-smiling

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. 

30-60-90-day-plan-woman-shaking-hands-with-man

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.

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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 Presentation Template

A 30-60-90 plan defines a new employee’s responsibilities and goals for the first 90 days after onboarding. It maps out achievable goals tied to their role so that they can be productive and efficient while learning the ins and outs of the new job. Teams can set clear expectations more effectively with Beautiful.ai’s 30-60-90 presentation example.   

The customizable template has everything you need to set the proper guidelines, achieve productivity, and establish accountability. A successful 30-60-90 presentation can help leadership and teams lay down the foundation for personal, performance, and learning goals. 

Our 30-60-90 template can also help you:

  • Make the transition for a new employee more seamless and empowering
  • Set priorities for the new position so they know where to start
  • Achieve more success on the team, faster 

Use our template to create an effective 30-60-90 presentation

A 30-60-90 presentation helps new employees to focus on specific tasks and determine how they can measure success in their new role. That’s why our template includes everything you need to create proactive 30-60-90 slides. Those slides include:

Title Slide

Quick tips to create your own 30-60-90 Day plan presentation

As you use this template to build your own 30-60-90 presentation, keep these do’s and don’ts in mind:

There can’t be any wins if the goals aren’t clear from the beginning. Avoid clutter and stick to only the most relevant points so there’s no confusion when presenting to your new employee.

Charts, graphs, and images can condense a lot of information and make more text-heavy presentations more digestible.

Use a Kanban, calendar, or countdown slide to make the deadlines obvious to your new hire. The modern layout will make it easy for employees to identify what their goals are and the priority of each.

Each 30-60-90 is created specifically for each employee on your team. Don’t be afraid to customize the template and add personality to match the subject of the goals.

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Successful 30-60-90 day plan

sample presentation first 90 day plan

Ivan Andreev

Demand Generation & Capture Strategist, Valamis

December 27, 2021 · updated April 2, 2024

17 minute read

A 30-60-90 day plan can help you prove to a new employer that you know your role within a new company. It demonstrates that you understand the position’s responsibilities and are prepared to tackle them, starting on day one.

A successful plan also helps you to better adapt to your new role and work environment.

What is a 30-60-90 day plan?

When to use a 30-60-90 day plan, benefits of a 30-60-90 day plan, 30-60-90 day plan template with example, 30-60-90 day plan example, tips for creating your own 30-60-90 day plan, 30-60-90 day plan tips for executives and managers.

A 30-60-90 day plan is a formalized document containing intents, goals, and actions that a new employee plans to execute to maximize his efficiency in a new role.

A 30-60-90 day plan can be used in any position or company.

For a regular employee, a 30-60-90 day plan is a way to show the interviewer that you know what to do and have a plan for this new role . It is a type of preparation that a prospective employee might opt to create before their interview, or it might be something an interviewer requests applicants to create.

For executive positions, the purpose of the plan is the same, the only difference is the scale of the plan, or the department level that it would apply to. A prospective manager would prepare the plan to show what they will do to succeed in the role.

The plan should demonstrate that new employees are able to set goals that are in line with the company vision.

This plan is ideal for those who are seeking to make a strong positive impression during an interview.

It demonstrates what you will bring to the job, highlights your seriousness about the position, and shows that your goals dovetail with those of the company.

No matter the level of the role, a strong 30-60-90 day plan can be an asset during the interview process.

Regular level employees can show the value that they will bring to the team, and higher level employees can demonstrate how their leadership will create positive effects within their team or department.

Many hiring managers want to see that their new hires are serious about their jobs and career. This plan gives insight into how a new hire plans to fulfill the goals of their new role, their understanding of various processes and how they tackle challenges.

While it is most commonly used for those who are beginning new positions, it can also be used to work on a new project. The same template can be helpful to set actionable goals and achieve them in regards to a new project that you are working on.

Career development plan cover-2x

Career development plan template

This template helps employees and bosses plan together for career growth: set goals, assess skills, and make a plan.

A 30-60-90 day plan is a helpful tool for both the candidate and the organization.

When a candidate writes a good plan, they demonstrate competency, while potentially impressing hiring managers.

The organization can then use the plan to judge the potential candidate for suitability within the role, department or team.

Here are a few of the benefits of creating one:

1. Increased chances of being hired

Because you will be doing your homework before the interview, it proves that you are a committed team player.

This often impresses your interviewer and can give you a larger chance of being hired.

2. Positive impression on the interviewer

If you are a new employee or a potential hire, a 30-60-90 day plan can show to your employer that you know what you are doing. It demonstrates that you have a plan in place.

Prepare it prior to your interview even if your interviewer doesn’t request one.

3. Smooth onboarding

Starting a new job can be rough sometimes. A 30-60-90 day plan helps you to better integrate yourself into a new team and makes a smoother transition for you.

In creating this plan, you will have to research the role, the tasks you will be assigned, and set out plans for completing them.

In doing so, you’ll be formulating solutions, considering the best plan of attack, and gaining a deeper understanding of the job. This will help set you up for success from day one.

4. Increased productivity

Because you will have a clear goal to work toward in your first 90 days, you have better focus and increased productivity.

Each day, you should know exactly how your tasks fit into the bigger picture of your 30-60-90 day plan.

There are four key areas that should be included in your 30-60-90 day plan:

  • Personal goals
  • Actions and metrics

In each phase of your plan, you should have something that you are focused on learning.

This might mean meeting with your team to understand their pain points. It might mean learning the ins and outs of your company’s product to make better sales pitches.

Particularly in the first 30 day phase, you should be doing a great deal of learning.

This is part of your plan that should start to take shape. In what areas can you improve performance (either your own or the company’s)?

This should help you to better align your personal responsibilities with the mission of the team you work with.

Start to narrow down what the priority is so that you can better set personal goals in the next section.

This is the best place to mark down exactly what you want to accomplish.

Make sure that you have some insight into your goals and why they are essential to achieve.

This helps to keep your focus clear and doesn’t allow you to lose sight of the company’s mission.

Action and metrics

This is the stage where you determine how you will measure your progress toward your goals.

How will you know when you have achieved a goal? It is important to have specific qualifying action steps behind each one of your goals so that you do not lose momentum.

  • If you want to improve your sales pitch, then you might sit in on a sales call with a seasoned salesperson three times this week.
  • If you want to reduce the budget, you might have a goal to spend 10 percent less on office supplies.

Whatever your goal is, you need to have an action step associated with it to help you measure your progress.

During the first thirty days in your new position, you spend as much time as possible learning about your company processes, your team, product or the services you sell. This might involve things like:

  • Interviewing team members to assess their strengths
  • Joining staff on sales calls to learn more about the product or service
  • Interviewing customers to learn more about their needs
  • Spending time with customer service to determine where your product or services fall short
  • Pinpointing current goals and seeing if progress is being made
  • Reviewing the budget

Once you have a firm grasp on who you are working with and how you are expected to perform, it is time to implement new aspects of your role.

For regular employees , the focus should be stepping more fully into your role. You have taken the time to learn what that role is, now you should be beginning to deliver results and reaching good working performance.

For higher level employees , like executives or managers, you will start setting new goals for your team. Create goals based on the information you learned during the first thirty days. This is the time for you to share your new goals with the team and start to hold them accountable for the changes.

Regardless of the level of your role, this is a time for you to set goals along with actionable steps you can take to achieve them.

All goals should be specific and measurable. You should also be able to achieve them within a specific timeframe.

TIP: Set a clear metric so you will know when you have achieved each goal.

For example, if your goal is to improve your sales pitch, you might have a metric of observing a more seasoned sales professional in a number of phone calls. You might also have them listen in on a few of your sales calls to offer constructive feedback .

As you move into the first ninety days of your position, you should be ensuring that your performance is in line with company goals and the goals for your specific role.

You should have a solid foundation of knowledge regarding your job, the ability to complete your tasks properly, and an understanding of how your performance helps the organization.

For employees, this is a prime moment to look towards leadership opportunities. Ask yourself ‘what path do I want to take with this organization?’ and begin to set yourself up for that journey. Take initiative and reach out to stakeholders who may be able to help you.

For management level employees, this is when you can start to make bigger changes. Look at the overall picture of your company or department and determine where changes can be made. Ensure that each team member is where they are supposed to be, review the budget, and replace ineffective processes with new ones.

Much like your goals set for the first sixty days, all goals here should still be measurable, time-bound, and specific. While this is bigger picture thinking, each goal should still be realistic and attainable.

While some hiring professionals will come directly out and ask you for a 30-60-90 day plan, many will not.

It is still an excellent idea to create one to show just how you will stand out in the workplace.

As you begin to write this plan, you should ask yourself: What changes would you make and how would you go about your new role in the first ninety days? This will help you create a solid plan that will impress hiring managers.

1. Identify the company’s mission

You can’t create a plan until you have a clear idea of what the company is looking for.

You should spend a great deal of time researching its mission, core values, and any information you can find on its current processes or products.

Each plan should be catered specifically to the culture of the company you are applying to work for.

2. Thoroughly understand the job description

You should tailor your plan to the position that you are applying for instead of overreaching your bounds.

You might have many ideas for the company as a whole, but pay careful attention to the job description.

  • What is the role?
  • What would your responsibilities be?
  • What expectations does the company have?
  • Is there a probation period?

3. Explain your plan thoroughly

When you head into an interview, you must prepare a copy of your 30-60-90 day plan.

It can be in the form of a PowerPoint presentation, slides, or paper.

However, you should do more than just slide it across the desk and hope that they understand it. Present it to the interviewer in detail.

4. Don’t be ashamed to brag

Present your plan in great detail.

When you discuss the goals you want to set, it is important to relate these goals to accomplishments you have had in the past.

What have you done that was similar at another company? Focus on your future at this new company but don’t forget about all of the amazing things you have done in the past!

5. Identify your priorities

Setting goals can be challenging if you aren’t aware of your priorities.

Why were you hired for this exact position? Maybe your goal is to solve a specific problem within the team, or perhaps you just need to be the best you can be with your current responsibilities.

Take a few moments to think about the bigger picture of what your job should look like, and then move forward from there.

6. Set measurable goals

All goals that make it onto your list should have a means for you to measure the outcome.

Make sure that you identify how you will measure success on each of the goals that you set.

Try to list quantitative data to support your goals, such as revenue increases, increased website views, and positive customer reviews.

7. Remember to course-correct

Sometimes, starting a new position or project can be overwhelming.

You might set up your plan with the best intentions, but things can change.

If a piece of your plan no longer seems relevant or helpful, it’s okay to have the flexibility to course-correct. Change up your goals if you need to.

8. Don’t be afraid to ask questions

You’ll never get to know your team members or your products unless you are willing to ask good questions.

Spend time with your interviewer or the company representative if they are eager to communicate with you.

Ask any questions you may have about your role and what is expected of you so that you can form clear goals for your plan.

If you are an executive or a manager who has direct reports, your version of a 30-60-90 day plan might look a bit different than a junior employee’s plan.

Here are a few tips to help you get started with your own plan.

1. Take time to learn about direct reports

During your first thirty days, you should be setting aside a large portion of your time to interview your direct reports.

Find out information about them as a person, such as their dreams and goals for their position.

  • What are the pain points of their job?
  • What barriers are there that stop them from achieving their goals?
  • How would they solve those problems?

You should know what their strengths and weaknesses are so that you can see areas where they can improve.

In meeting with each person individually and attentively listening to them, you create a good impression, gain a deep, functional knowledge of your new department, and often will get insight on how to solve these problems.

All of this information can help you to see the current reality of the work environment.

As a new manager or executive, you might be able to help influence change in a way that would boost team morale and productivity.

2. Inform yourself

Consider this step as an extension of the previous one.

Not only should you gather all of the information possible from your recruits, you should spend a lot of time in your first 30 days reading reports, reviewing documentation, talking to other managers, and meeting with higher level executives.

This is the time to ask as many questions as you can, making notes on where you see issues or potential solutions.

3. Create an atmosphere of trust and alignment

During the first 30 days, work to gain the trust of those who will be working under you.

In many organizations, a new manager can represent a threat to how things work, and employees might be resistant to big changes.

You can build this atmosphere by making an effort to get to know them and listening to their thoughts, issues and solutions.

Never diminish the thoughts or opinions of your reports. If you think that they may be wrong, simply ask more questions to better understand their unique point of view. It could be that they are seeing a problem that you don’t.

By working hard at this, you can set yourself up to have a team that trusts that you will be working with their best interests in mind, as well as the organization’s.

4. Identify your strongest employees

By the end of the first 30 days, you should be able to pinpoint who your strongest employees are.

These people will form your A-team, and will be of great service to you.

These are the employees that you will want to include in important projects, as you can depend on them to drive other employees towards reaching their goals.

By having at least a few good employees who you can depend on, you can concentrate more easily on higher level issues, comfortable in the knowledge that your team will be fine without micromanagement.

Through this process, you should also be able to see where skills gaps are in your team, and begin identifying ways to close those gaps.

Plan out ways to invest in your team and grow their strengths.

5. Set SMART goals

Once you enter the second thirty days, it’s time to get some goals down on paper.

You have spent 30 days learning the lay of the land – now you should be in a position to identify issues and solutions.

Upon hiring, you will have been given a solid idea of what the organization expects of you.

After 30 days, you will be able to create actionable goals, begin implementing changes, and really stepping into your role.

6. Review processes

During the second thirty days, you should also be paying close attention to how the processes within your department work.

Often, a fresh set of eyes can see problems – and solutions – to processes that didn’t scale well, are no longer optimized, or otherwise simply don’t work as well as they could.

It is easy to get bogged down with ‘we’ve always done it this way’ and not see how change can be a positive.

As you learn how things are done, and why, you will likely be able to identify better ways of getting things done.

7. Implement changes to meet company goals

You should take everything you learned in the first 60 days, and implement changes in the final 30 days.

  • Reduce bottlenecks,
  • Implement new processes,
  • Introduce new staff or training methods,
  • Bring new ideas to achieve better performance.

From the executive level to the day-to-day management of your team or department, you should be leaning in, contributing what you can, asking questions, and generally participating to the best of your ability.

8. Identify your staffing needs

As you enter into your final 30 days, you should have a solid handle on how things are run in your department, and how capable your staff is.

Now is the time to take a close look at your staffing needs and see if they are being met.

  • Are there bottlenecks in one department, holding things up for everyone else?
  • Are there certain employees that need to take time for training before they can perform up to expectations?
  • Could things be made smoother with new hires to help ease the workload?

Look at the short, middle, and long-term goals you have set. Create a hiring plan with those in mind.

9. Conduct regular meetings

Throughout this process, you should be checking in with your team on a regular basis.

You should have weekly meetings with your team to track progress and see how things are progressing on the goals set for the sixty- and ninety-day portions of your plan.

Depending on your work environment, these may be one-on-one meetings or a weekly team gathering.

Figure out what works best for your business, and then make these meetings a mandatory part of the company culture.

Try a 30-60-90 day plan template from Altassian in Trello.

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The Ultimate 30-60-90 Day Plan (Free Template, Examples & Generator)

30-60-90-day-plan-guide-template-generator

So, you've started a new job or are about onboarding a new team member. What's next?

Starting a new job can be exciting and daunting at the same time.

How can you or they ensure a good impression and get the most out of your first few months?

Having a plan with clear goals and strategies can really make a difference.

A 30-60-90 Day Plan is a great way to start. It gives you a clear guide for your new responsibilities and helps you show your value to the team and company.

In this article, I'll show you how to create a winning 30-60-90 Day Plan: what it is, why you need one, what to include, and how to quickly assemble it.

And, of course, I include examples, free templates, and even an AI-powered plan generator.

Let’s dive in!

What is a 30-60-90 day plan?

30 60 90 Day Plan is a detailed schedule that spans over 30 days and includes specific goals and an action plan . Each phase builds upon the previous one, resulting in a clear guide to maximize efficiency and achieve clear results in those precious 90 days.

During job interviews, being asked for a 30-60-90 day plan is common as a test of whether you'd be a good fit for the role, your commitment, and your ability to be an asset to the company.

A 30-60-90 day plan is also a powerful tool for managers and employees during transition, such as starting a new job, taking on a new role in a company, or embarking on a new project.

  • ‍ 30 Days - This is focused on getting up to speed quickly in the new role. Key goals are building relationships, learning the organization's goals/strategy, understanding the job's responsibilities, and identifying early wins. ‍
  • ‍ 60 Days - This phase is about analyzing, learning, and further integrating into the organization. Goals include gaining a deeper knowledge of systems and processes, identifying issues/challenges and solutions, and establishing credibility. ‍
  • 90 Days - By this point, an employee should fully function and contribute to their role. Goals are to finalize goals/metrics, deliver on initial objectives, and determine longer-term goals and areas for professional development.
  • Beyond 90 Days - This extends the timeline for full integration and performance. Goals may involve executing larger projects, achieving key metrics, and cementing status as a highly contributing team member.

The structured timeline helps focus efforts during onboarding and transition periods. It helps align manager and employee expectations and establish clear goals.

The benefits and use cases of a 30-60-90 day plan

As mentioned, a 30-60-90 day plan can be helpful for many different purposes. To be specific, it makes your life easier in these ways:

30-60-90 day plan benefits

The 30-60-90 Day Plan is useful for showing off your skills and dedication.

It's definitely a blueprint for your first days that can help you make a great impression. Some benefits of having a concrete 30-60-90 day plan to mention:

  • Show off your preparedness to be a top candidate
  • Connect the company's goals and objectives to your work
  • Stay focused on your goals by laying them out in advance
  • Smoothly transition to your new role by setting smart goals for learning and contributing
  • Prove your potential for growth and leadership by achieving your goals
  • Think of it like a GPS for your career - it'll help you stay on the right path and reach your destination. It's not just a plan; it's your roadmap to success.

30-60-90 day plan use cases

1. in a job interview.

Go into battle with a secret weapon. A comprehensive plan can showcase your understanding and preparedness for the position you're applying for.

If the hiring manager requests a 30-60-90 day plan, seize the opportunity to exhibit your strategic thinking skills .

And even if they don't, proactively present one to make a significant impression and set yourself apart from other candidates.

2. When onboarding new hires

Starting a new job can be tough, especially if it's remote. New employees can feel lost and unsure of what's expected of them.

A 30-60-90 Day Plan can be really helpful in setting clear goals for the first three months so that a new hire can get off to a strong start. It doesn't have to be fancy. An onboarding plan in a simple Word document still works well, if you can make sure it covers everything they need to know, what they need to do, and when for all of that to help your new team member gradually integrate into the team and get familiar with their new job.

Getting new hires up to speed quickly benefits everyone, so plan ahead! ‍

3. From an individual contributor to a team manager

As a new manager, transitioning from an individual contributor to a leadership role comes with increased responsibilities and expectations.

"The skills and methods required for success as an individual contributor and those required for success as a manager are starkly different—and that there is a gap between their current capabilities and the requirements of the new position." -  HBR

For those who start managing a team, a 30-60-90 day plan is essential because they’re converting their independent working process to a team-oriented approach.  There are many things for a manager to learn to maintain contribution and coordinate a team. It's really a big shift!

The plan will outline many not-as-usual works to build relationships with your team, streamline working process, meet your stakeholders, and whatever to establish your management role in the first important months.

5. When you get a new project

Project managers can't live without planning tools , or project management system. I agree! But before you start getting bogged down in all the details, it's more important to have a clear direction in mind. That's where a 30-60-90 day plan comes in handy.

The plan will sketch out what success looks like to you and help you prioritize your objectives and strategies when you're dealing with big projects. Then, you can stay organized, plan ahead, and lead your projects with clear goals and a solid monitoring process. Plus, the set milestones and timeline ensure that you don't take on too much at once, while still driving urgency and progress.

How to create a 30-60-90 day plan

As you get an idea of a 30-60-90 day plan, we will delve into the necessary components of a good plan. From there, you can structure your own plan and quickly adapt it for any purpose, either for work or personal use.

1. Goals and Objectives

Setting the right goals and objectives is the most important. As John Doerr shares in his  TED talk :

It almost does not matter how much you know; what matters most is how well you execute. It all comes down to excellent execution when it comes to setting the right goals.

The SMART framework is a critical one to apply for a 30-60-90 day plan, which questions you until your goals are truly smart.

Setting SMART goals for your 30 60 90 plan

  • Is your goal specific enough?  Instead of setting a general goal like "increase sales," a specific goal would be "increase sales leads by 10% within the next 30 days."
  • How do you measure progress?  Establish measurable criteria to track your progress. This involves identifying quantifiable indicators that will help you determine if you are meeting your goals. For instance, if your goal is to improve customer satisfaction, you can measure it by tracking the number of positive customer feedback or the increase in customer ratings.
  • Is your goal realistic?  It's good to set the bar high. But it's even better if you can see yourself hit the finish line. Unattainable goals only lead to frustration and demotivation. Consider your available resources, capabilities, and constraints when setting your goals.
  • Does your goal align with overall objectives and priorities?  They should contribute to the success of your plan and be relevant to your role and responsibilities. This helps you stay focused on what truly matters and avoid wasting time on irrelevant tasks.
  • By when do you want to achieve this goal?  This creates a sense of urgency and helps you prioritize your tasks effectively. Can you recall how long open-ended statements like "I will host a bonding activity with my team." stay on your to-do list? Instead, "I will arrange weekly team lunch from next week to enhance connection." or "I will organize a get-to-know-each-other activity for my team in the next company meeting." increase the likelihood of your action.

Goals will be different from person to person, depending on your role and your job. However, there are several types of goals you should consider to put into your plan.

Performance goals  

Performance goals are centered around improving your performance in specific areas related to your role or job function. For example:

  • Achieve sales targets by increasing revenue by 10% in the next quarter.
  • Improve customer retention rates by implementing a customer loyalty program.
  • Enhance employee productivity by reducing project turnaround time by 20%.

Learning goals

‍ These goals involve acquiring new skills or knowledge that will contribute to your professional growth. For example:

  • Attend remote work training sessions or workshops to enhance leadership skills.
  • Complete industry certifications to expand your expertise.
  • Master a new software tool to streamline workflow processes.

Innovative goals

‍ These goals focus on identifying and implementing innovative ideas or processes to improve efficiency, effectiveness, or customer experience. For example:

  • Introduce new technologies to automate repetitive tasks and increase productivity.
  • Streamline workflows by implementing project management software such as planning tools or task tracker tool.
  • Develop creative marketing strategies by using AI marketing tools to reach a wider audience.

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Personal goals

‍ These goals prioritize your personal development, well-being, and finding a cultural fit in the workplace. They can vary from enhancing communication skills, building relationships, practicing self-care and stress management, and more. For example:

  • Join company yoga sessions to relax after work and connect with other like-minded colleagues.
  • Enhance communication skills by attending public speaking workshops.
  • Practicing stress management techniques like mindfulness meditation or regular exercise.

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2. Action Items and Action Plan

Small yet mighty, action items are the superheroes of productivity. How can you transform big goals into concrete achievements? What do you plan to that pave the way for set objectives?

Keep breaking them down into actionable steps and create a list of specific actions that precisely outline what needs to be done – your detailed action plan and action items . By diligently implementing this detailed list, you can streamline your efforts and focus solely on executing each task, ensuring efficient progress toward your desired outcomes.

AI tools, like our AI  Action Plan Generator, can help you automatically generate action items in seconds:

Our FlexOS AI Action Plan Generator

3. Deliverables & Measures of Success 

In any winning 30-60-90 day plan, success is measured through deliverables and key performance indicators (KPIs). Deliverables are like fruits of your labor, proving your achievements and success. They entail:

  • Deliverables:  Tangible outcomes include a comprehensive project report, a successful team collaboration initiative, or an innovative solution to a longstanding challenge.
  • Measures of Success:  Establish quantifiable benchmarks or indicators to demonstrate your progress. These measures objectively evaluate your performance and help determine if you have achieved your targets or milestones. 

For example, if your goal is to improve customer satisfaction, a measure of success could be an increase in customer satisfaction ratings or scores. You can set specific targets for achieving a 10% improvement in customer satisfaction ratings within the first 30 days, 20% within 60 days, and 30% within 90 days. 

If your objective is to enhance productivity, a measure of success could be the percentage increase in productivity metrics, such as units produced per hour or tasks completed per day. 

4. Additional Elements

Additional elements can be incorporated into a 30-60-90 day plan to enhance its effectiveness. These elements act as supporting pillars, providing a pool of unblockers to finish your work.

  • Resources:  Identify and secure the resources needed, whether budget allocation, specialized software, or additional team members, to achieve the desired goals.
  • Stakeholders:  Engage and involve key stakeholders, such as team members, mentors, or senior leaders, to foster collaboration, gather feedback, and build a support network.

How to write a 30-60-90 day plan?

Briefly, here are steps for you to start crafting your 30-60-90 day plan: 

  • Begin with your purpose. If you write it for a particular job, comprehensively understand the position and its expectations. 
  • Next, define clear and specific goals for each timeframe, outlining what you aim to achieve within the first 30, 60, and 90 days. 
  • Break them into actionable tasks and projects that will contribute to your goals. 
  • Add ways to track progress and measure your success.
  • Regularly review and revise your plan as needed, seeking feedback and alignment from relevant stakeholders. 

We gather a list of prompting questions to help guide you along the way. Going through each question thoughtfully, enhance your plan, and then craft a template to present it. 

Questions to enhance your 30-60-90 day plan

Need more help? Talk to Lexi, share insights about your role and objectives, and let her suggest a personalized 30-60-90 day plan for you.

Free 30-60-90 day plan templates to present your boss.

The core of a 30-60-90 day plan lies in its essence –goals to be accomplished during your first three months. And how you present your plan tells your style, preferences, and purpose.

Think about how you want to communicate your ideas effectively, whether through a detailed document using the Word template, a visually engaging PowerPoint presentation, or a structured table in Excel. It's all about finding the format that best suits you and allows you to present your plan with clarity, confidence, and impact. 

These free 30-60-90 day plan templates may be just what you need.

sample presentation first 90 day plan

1. Comprehensive Document - Word / Google Docs Template

The Word template is the most straightforward format for creating your 30-60-90 day plan. It provides a simple and flexible structure that allows you to delve into detailed explanations, narratives, and context for in-depth information.

It is highly recommended for personal use, as it allows you to customize and personalize your plan according to individual specific needs and aspirations. 

2. Dynamic Presentation - PowerPoint / Google Slide Template

The PowerPoint template offers a slide-by-slide structure that allows you to present your plan in a visually appealing and organized manner. You can include goals and key points on each slide by month, along with supporting visuals or graphics, or even a Gantt chart to enhance understanding and engagement. 

This template is ideal for presenting your plan to stakeholders, managers, or colleagues.

3. Structured Table - Excel / Google Sheet Template

This Table template is designed to provide a concise and organized presentation of information in a structured format. It is handy for monitoring deadlines, tracking progress, and navigating your work with a straightforward layout and additional formula.

30-60-90 Day Plan For Your Interview 

For those who are preparing a plan for your interview, some questions might still float in your head.  How can I know what is expected of me when I do not even work there yet? 

Let's review your job description and the standard requirements of your position. You can also ask for specific projects or initiatives the company has in the pipeline. 

Let's take an example, imagine you are in the final phase of a job interview for a marketing specialist position.

The interviewer inquires about your approach to promoting a new product, indicating that they seek a candidate who can develop innovative marketing campaigns, with a couple of new products in the pipeline.

To demonstrate your suitability for the role, you could prepare a 30-60-90 day plan that focuses on this particular responsibility.

30-Day Plan

Objective: 

During the first 30 days, I will familiarize myself with the company process and protocol, with products, and with our target market.

Key Actions:

  • Schedule introductory meetings with key stakeholders and team members.
  • Deep dive into product details through meetings with product managers and the development team.
  • Conduct market research to understand the target audience and competitors.
  • Review previous marketing campaigns to identify strengths and areas for improvement.
  • Establish key performance indicators (KPIs) for tracking marketing efforts.

After the first month, I will: 

  • Successfully build relationships with project stakeholders and other team members
  • Have a thorough understanding of the product, and present my market research findings
  • Propose at least three ideas to improve previous campaigns, and establish new KPI tracking.

60-Day Plan

During the next 30 days, I will develop and implement a comprehensive marketing strategy for the new product.

  • Conduct a detailed analysis of the target market, competitors, and internal capabilities.
  • Create a master marketing strategy and identify targeted campaigns across various channels.
  • Find potential partnership opportunities for co-marketing.
  • Identify key stakeholders and/or team members that should collaborate on the project. 
  • Enhance brand visibility through PR initiatives and participation in industry events.

After the second month, I will develop a marketing strategy for a new product and collaborate with other team members to successfully execute it. 

90-Day Plan

During the next 30 days, I will optimize marketing efforts, expand market reach, and improve customer acquisition and retention.

  • Track marketing ROI and provide actionable insights.
  • Stay informed about industry trends and competitor activities.
  • Identify and target new customer segments or markets.
  • Work with sales and customer success team to finalize acquisition and retention initiatives.
  • Propose new initiatives based on lessons learned and updating trends.

After the third month, I will present the results of active campaigns and my timely adjustments to improve their performance by 20%. I will be able to plan and propose a quarter plan based on my probation experience and research, including a smooth cross-functional collaboration.

30-60-90 Day Onboarding Plan For New Employees

When bringing new people to the team, having a solid plan saves much of your time.

The plan for the first three months at work with guidelines, goals, and resources results in two things. First, new hires have appropriate time to digest information and new responsibilities. Second, they have clear directions on what and how to perform, and where they can go for FAQs or support.

This plan should be tailored to the specific job they're taking on.

In the first month , the main goal is to get them up to speed on the company and their role. That means completing onboarding sessions, reading up on essential docs, and meeting everyone they'll work with.

The following 30 days should shift towards actively contributing to projects and taking ownership of tasks. Collaborating with team members, seeking additional responsibilities, and participating in cross-functional initiatives will help develop a deeper understanding of the organization's processes and systems.

And by the end of the first 90 days , they should be able to handle projects independently and be a real asset to the team. It's key to customize the plan and offer training or mentorship opportunities too. That way, new hires can get settled in and succeed in their new gig!

The essence of a 30-60-90 day plan for onboarding

30-60-90 Day Plan For a New Manager

During the first 30 days of your manager position, step back to learn about your team and practice observing everything through an overall lens.

Schedule effective team meetings with your team to learn more about their work and backgrounds. Establish effective team communication channels and review existing team processes. To expand your knowledge and skills, consider enrolling in managerial courses and identify your way of management. 

Moving into the 60-day plan, the focus shifts towards leading and empowering the team, driving projects to completion, and encouraging collaboration. In this phase, you should be able to delegate tasks, create a team culture and improve team alignment on every project. 

By the 90-day mark, the new manager should aim to drive continuous improvement, develop team members' skills, and contribute to strategic goals. Listening to the team and regularly asking for feedback will help you to assess your success when transforming into a higher role. 

30-60-90 day plan for Executives

Executives are expected to have a broad and forward-thinking perspective regarding planning. Instead of focusing too much on day-to-day operations, they should prioritize the company's vision and mission, and develop strategies that will lead to long-term success and prosperity.

Here are a few things you shouldn't miss in your first three months:

  • Quick wins.  Identify low-hanging fruit and immediate opportunities for improvement that can be implemented within the first 30 days. These early wins will help establish credibility and build momentum. However, don't make a sweeping change. You might not want to disrupt the current systems and hurt the relationship that you're trying to establish.
  • Be a friendly observer.  Try to understand the organization's structure, culture, and existing processes as much as possible in the first month. By approaching with a sense of curiosity and attentiveness, executives can gather essential information and lay the groundwork for informed decision-making and effective leadership in the future.
  • Plan a great first impression.  It sets the tone for how people perceive your leadership abilities and builds trust. You might need a well-prepared speech to show your genuine interest in understanding the organization and its people, and how you will become their reliable leader onwards. As they said, good things come to those who plan.
  • Strengthen the talent pool.  Identify high-potential employees and invest in them. Great leaders create more leaders. A solid management team by your side will help you lead more effectively and enhance company culture. Creating a development plan to cultivate the growth of exceptional performers and provide support for those who have room for improvement.

Wrapping it up

To sum it up, making a great 30-60-90 day plan is all about connecting your personal goals with what the company wants to achieve.

By carefully breaking down the important tasks and goals, you can smoothly move into your new role and have a successful journey. It's important to stay flexible, adaptable, and proactive throughout the process, so you can make changes and improve as you go.

A well-crafted 30-60-90 day plan not only shows your commitment and drive, but also sets the stage for long-term success and growth within the company.

30-60-90 is not the only approach to show your drive in the new role, but showing your best self at work with productivity and effectiveness during the onboarding period are also very important.

Here are our tips for you to work smarter, not harder:

  • Productivity: Task Tracker , Time Management App , Time Management Tools , Planning Tools , How to Use AI , AI Websites , Free AI Tools , AI Productivity Tools , AI Recruiting , AI Accounting , and AI Marketing Tools
  • Engagement: Employee Management Software , Employee Engagement Tools , Employee Engagement Survey Providers , Employee Surveys , Employee Survey Tools ‍
  • Collaboration: Virtual Meeting Platforms , Virtual Workspace , Remote Collaboration Tools , Remote Communication Tools
  • Workplace: Desk Booking Software, Room Scheduling Software

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At FlexOS, we want to help you stay ahead in the future of work.

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

Praburam Srinivasan

Growth Marketing Manager

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 sample.net, 30-60-90-day plan examples.

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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 Sample.net

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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5+ Best 90 Day Plan Templates for PowerPoint

Last updated on September 8th, 2023

5+ Best 90 Day Plan Templates for PowerPoint

A 30 60 90 day plan entails your plan for the first 90 days at the job. You might require making such a plan for a job interview to share your vision with a potential employer. If you’re looking for templates that can help you make such a plan, then here is our pick for the  Best 90 Day Plan Templates for PowerPoint .

1. Free 30 60 90 Day Plan Slide

This is a free 30-60-90 day plan template for PowerPoint by SlideHunter. There are three slides in this free 30 60 90 day plan template for PowerPoint , which are essentially three different designs for presenting your plan. You can edit the sample content within slides to reveal a 90 day plan or dedicate one slide for 30 days each.

Example of 30 60 90 day plan template design for PowerPoint presentations and Google Slides

2. 30 60 90 Days Plan PowerPoint Template

This is a premium, flat design template for making a 90 day plan using layouts similar to Android’s material design or the Windows Modern UI. The use of solid colors, with clearly mapped sections make the template visually pleasing and simple enough to explain a 90 day plan with ease. This professional 30 60 90 day plan template for PowerPoint can help to plan your first 30 days, 60 days and 90 days in a new job.

30 60 90 day plan template provided by SlideModel

Using this 30 60 90 day plan PowerPoint template, you can not only design content slides but also opt for making infographics out of sample slides for better explaining your strategy in more comprehensive and easy to grasp layouts.

3. 90 Day Plan Template for PowerPoint

This is another premium 30 60 90 day plan template for PowerPoint that you can download. In this case, the 30 60 90 Day Plan focuses on the 90 Day with a relatively simple design to help presenters create a 90-day plan without all the flashy graphics. This template  provides two color themes and a plethora of layouts to give you an endless supply of design options for making your 90 day plan in style and will be a good design to present the first 90 days at the job . This design can be used as a 90 day check in template.

90 Day Plan Template for PowerPoint slide design for presentations - 90 day check in template

4. Animated 30 60 90 Plan Template for PowerPoint

This is an animated template by Presenter Media, which is well known for producing premium, animated PowerPoint templates of the highest quality. This template has versions available for both PowerPoint and Apple’s Keynote, with a 13 slide set for making a 90 day plan using charts, tables, infographics, custom diagrams and content slides.

This is such an innovative 90 day strategy template that you can create anything from Gantt charts to custom diagrams using the sample content available with this slide deck.

90 Day Plan Templates for PowerPoint

5. Creative Roadmap Template for PowerPoint

A 90 day plan is essentially a roadmap. This is why it is not necessary that you use a template that comes with a name spelling out that it is meant for making a 30-60-90 day plan. This is a roadmap template with beautiful illustrations that can help you create beautiful slides for discussing your 90 day plan using eye-catching graphics and layouts that are bound to impress any audience. The roadmap slide can easily be customized to a 30 60 90 day plan slide.

Roadmap Concept PowerPoint template

Using a 90-Day Plan Template

A 90-day plan template provides a structured framework for outlining objectives, tasks, and milestones within the first three months of a new role or project. By breaking down the 90-day period into three 30-day phases, the plan allows for a focused approach, ensuring that objectives are achievable and progress is measurable.

To effectively use a 90-day plan template:

  • Set clear, specific, and measurable goals ( SMART Goals ): Define your objectives for the first 90 days, ensuring that they are in line with the overall goals of your role, project, or organization.
  • Break down goals into smaller tasks: Divide each goal into smaller, manageable tasks that can be completed within each 30-day phase.
  • Allocate resources: Assign the necessary resources, including personnel, budget, and time, to each task.
  • Monitor progress: Regularly review and assess the progress of each task, adjusting the plan as needed to ensure goals are met within the specified timeframe.
  • Reflect and revise: At the end of each 30-day phase, evaluate your progress, identify areas for improvement, and refine your approach for the next phase.

Use Cases and Applications of 30 60 90 day plan templates

Here are some real-life applications for a 30 60 90 day plan template in PowerPoint or Google Slides.

  • Onboarding New Employees: A 90-day plan template can be used to streamline the onboarding process of new employees , ensuring that new hires are effectively integrated into the team and contributing to the organization’s goals as quickly as possible.
  • Project Management: Project managers can use a 90-day plan to outline project objectives, allocate resources, and monitor progress. This structured approach helps ensure that projects stay on track and are completed on time.
  • Career Development: Individuals can use a 90-day plan template to set and achieve personal and professional development goals, as well as improving your interpersonal skills and identify areas for growth and improvement and creating a roadmap for success.
  • Marketing Strategies: Marketing professionals can leverage a 90-day marketing plan template to outline their marketing objectives and strategies. This helps in defining target audiences, setting KPIs, planning marketing campaigns, and tracking the effectiveness of marketing efforts over the three-month period.
  • Business Growth: Entrepreneurs and business leaders can use a 90-day plan to identify and prioritize growth opportunities, effectively allocate resources, and establish a clear path forward.
  • Organizational Change: In times of change, a 90-day plan can help organizations navigate uncertainty, providing a clear framework for managing transitions and ensuring that objectives are met.

Frequently Asked Questions

A 90-day plan template is a strategic roadmap used in business to outline goals and actions for the first 90 days in a new role, project, or initiative. The 90-day plan template provides a structured guide, helping you break down your objectives into three stages: 30, 60, and 90 days. It’s a crucial tool in project management, onboarding new hires, and strategic planning.

A 90-day plan template for PowerPoint or Google Slides is an effective way to visually present your objectives and strategies. It’s useful for communicating your plan to stakeholders, team members, or clients. By incorporating these templates into your presentations, you can ensure a clear, concise, and engaging portrayal of your roadmap.

Yes, most 90-day plan templates for PowerPoint and Google Slides are customizable. You can change colors, shapes, text, and other design elements to match your brand or project’s aesthetic. You can also adjust the timeline or action steps as necessary to better suit your specific goals and timelines.

Yes. Regardless of the size of your business, the editable 90 day plan templates can be tailored to suit your needs. For small businesses (SMB), they can help structure growth strategies or project outlines. For larger corporations, they can assist in aligning multiple departments or teams towards a common goal or project.

Firstly, you should tailor your presentation to your audience’s understanding and expectations. Highlight the plan’s objectives, the methods for achieving those goals, and the anticipated outcomes. Using visual aids like a 90-day plan PowerPoint or Google Slides template can make complex strategies easier to grasp. Remember to invite feedback and questions to encourage engagement.

A 90-day plan typically includes key goals for each of the three months, action steps needed to reach those goals, and measures for success. It should also indicate responsible parties for each task, necessary resources, and potential challenges. A well-rounded 90-day plan takes into account not just the ‘what’, but also the ‘how’ and ‘who’.

Yes, these 90-day plan templates can be used in a wide range of industries, including tech, healthcare, marketing, finance, and more. They provide a universal framework for outlining strategies and goals. However, they can be customized to reflect the specific needs and nuances of your industry or company.

A 90-day plan template is a convenient tool that can be used in a wide range of applications, from onboarding new employees to managing projects and driving business growth. By breaking down goals into manageable 30-day phases, these 90-day plan templates for Google Slides and PowerPoint facilitate more effective planning and execution, helping individuals and organizations achieve success in their first 90 days and beyond. If you have doubts about how to create one of these plan templates, you can check our article how to make a 30 60 90 day plan in PowerPoint .

We hope you liked our list of the Best 90 Day Plan Templates for PowerPoint. The 30 60 90 day plan templates above contain both premium and free templates , including ones with simple to complex designs, and are available for PowerPoint and Google Slides. You can pick the 30 60 90 day plan template that best suits your needs and fill the sample slides to add your plan and present it like a pro.

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30 60 90 Day Plan PowerPoint Templates & Slides for Presentations

The 30-60-90 Day Plan templates can be helpful if you need to create slides for a planning presentation or presentations on a job interview. It is an effective way to go above and beyond your competition and using one of our editable slides for PowerPoint you can impress your audience and future employers.

Save time by grabbing one of our pre-design PowerPoint templates to present your 30 60 90 day plan . The PowerPoint templates will help you describe goals or milestones in an organized format. The editable templates make it easy to communicate success planning and tracking along the way.

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90 Day Plan Template Slides for PowerPoint

30 60 90 day plan is a structured way of enlisting goals and expectations in timely manner. This method is commonly used by businesses as a guideline while onboarding new employees. Its purpose is to ensure a smooth transition into the role over a period of 30, 60, and 90 days. The planning method of 30-60-90 days is used in interview coaching sessions. Business professionals also use 30-60-90 days planning tool to manage project timeline.

Download 30 60 90 day plan templates & slides for presentations with 100% editable text placeholders and content.

Our 100% editable 30 60 90 day plan templates and slides can help managers and business executives to create well-organized presentations on planning and strategy. The templates can also be used for sales planning and strategy presentations.

We provide a variety of 30 60 90 day plan slides and templates with different range of colors icons and styles. Our pre-designed 30 60 90 Day Plan slides are ideal for managers and executives but also for strategists and human resource specialists onboarding new employees. Job candidates can also use the 30-60-90 day plan template for new employees to prepare presentations for new jobs and explain to the hiring manager during a job interview how they will serve the company.

What are 30-60-90 PowerPoint Templates?

The 30-60-90 day plan PowerPoint templates illustrate goals and strategies in 3 steps timeline. The SlideModel catalog of 30-60-90 day plan templates a range of timeline and planning themes. You can incorporate a desired layout design in your presentation with full customization features.

How can a 30 60 90 Day Plan template be used?

A 30 60 90 day plan template is a document that helps managers in specifying the business goals and objectives within 30 days, 60 days and 90 days. Managers can use the 30 60 90 day template to plan the company’s objectives and evaluate if the goals are met.

It is a time-bound action plan that can be used for planning and strategy purposes. 30 60 90 day plan templates can be used by managers, project leaders, new hires, job candidates or even sales executives.

The 30 60 90 day plan slides can also be used in training and onboarding. For example, to onboard new team members to the company. In these cases, 30 60 90 day plan templates will contain information about onboarding and training.

When to create a 30 60 90 Day Plan?

A 30 60 90 Day Plan Template is a very useful presentation when you are looking to prepare for a job interview, this way you will be able to present a solid project for your first three months. At the same time, it can also help you in your role as a manager to guide your team towards certain monthly and quarterly goals.

What should I accomplish in the first 90 days?

Some of the fundamental actions and milestones to complete in your first 90 days in a new job role are: getting to know the team, getting to know the product in-depth, achieving autonomy in the work you do, establishing priorities, determining deliverables and key performance indicators, and finally, becoming a fundamental part of the area in which you work.

How to present a 30 60 90 day plan?

The main objective of a 30 60 90 day plan is to persuade your audience and demonstrate that your work plan is on the right track for the next three months. When presenting your 30 60 90 day plan template, remember to add information about your purpose, benefits, activities, and return on investment clearly. A 100% editable 30 60 90 day plan template can help you toward preparing this presentation, allowing the user to edit the placeholders and saving time.

Where do I find a Free 30 60 90 day plan template?

At SlideModel, we aim to provide the necessary tools to create professional presentations with no hassle. In our Free Templates section, you can find a Free 30 60 90 Day Plan Template ready to be used for your next job.

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You Exec

30-60-90 Day Plan

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Download and customize this and 500+ other business templates

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Voila! You can now download this Presentation

When you prep for an interview, start a new job or jump on a long-term project and need to organize and prioritize your processes, You Exec's 30-60-90 Day Plan presentation is your one size fits all solution. Utilize it to list and visualize goals, set realistic deadlines and strategize for success.

Slide highlights

Of course, you would want to build your 30-60-90 day plan calendar with this slide, first, to set up deadlines and milestones; so the process of your onboarding or project strategy implementation remains smooth and empowering.

Use this slide to define your goals, depending on the job or project you are currently working on. We recommend making use of the "SMART Goals" system, where "SMART" stands for Specific, Measurable, Achievable, Relevant and Time-bound.

It is important that you have at least one metric that will help you keep track of the progress for all of your goals. Some of the questions to ask when setting your metrics are: "What is success in this case?" and "How will I measure it?"

1 questions and answers

How to best write smart goals

To write SMART goals effectively, follow these steps: 1. Specific: Make your goal clear and well-defined. Vague or generalized goals are unhelpful because they don't provide sufficient direction. 2. Measurable: Include precise amounts, dates, and so on in your goals so you can measure your degree of success. 3. Achievable: Make sure that it's possible to achieve the goals you set. While you should push yourself, don't set goals that are impossible to reach. 4. Relevant: Your goals should be relevant to the direction you want your life or career to take. By keeping goals aligned with this, you'll develop the focus you need to get ahead. 5. Time-bound: Your goals must have a deadline. This means that you know when you can celebrate success. Remember to review your goals regularly to ensure they are still relevant and that you're on track to achieve them.

The main benefits of employing a 30-60-90 day plan in your professional life are:

  • Clear focal point – Developing a course of action for your first 90 days on the project helps you stay concentrated, motivated and productive.
  • Goal-getting attitude – When you set the vision and goals and work toward achieving them and marking milestones, you are more likely to finish it on time.
  • Enhanced chances of overall success – Using a defined plan screams self-management and ambition. Whether you are starting a new job or a new marketing campaign, having a 30-60-90 day plan will show your superiors or colleagues that you are dedicated and success-oriented, and, therefore, worthy of promoting and emulating.

Application

To develop an easy to follow 30-60-90 day plan: create a simple template, list your goals, name your 30-day targets, name your 60-day targets, name your 90-day targets, create and connect action items to each target. And if you are creating a 30-60-90 day plan specifically for a new job, HubSpot recommends setting the following goals:

Tell me more about a 30/60/90 day plan for targeting restaurants that I'd be selling pos technology to

A 30/60/90 day plan for targeting restaurants to sell POS technology would involve a strategic approach to understanding the market, building relationships, and closing deals. In the first 30 days, focus on understanding the restaurant industry, its needs, and how your POS technology can meet those needs. Research your competition, identify your target audience, and develop a unique selling proposition. During the next 30 days (30-60), start reaching out to potential clients. Use the knowledge you've gained to present your product in a way that resonates with restaurant owners. Attend industry events, network, and start building relationships. In the final 30 days (60-90), focus on closing deals. Follow up with the contacts you've made, demonstrate the value of your product, and negotiate contracts. Remember, this is a continuous process and you should be ready to adapt your plan based on the feedback and results you get.

  • Learning Goals – These goals should define how you will process and record new information about your company, team and role.
  • Initiative Goals – Which will define what actions you can take to prove that you are off-the-scale exceptional.
  • Personal Goals – These goals will determining how your interpersonal skills will aid your integration with your company and team.

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Credit Union Australia

When David Gee became Chief Information officer for Credit Union Australia, he shared his experience in an article published on "CIO.com."

"On day one at CUA, I shared my 90-day plan with the CEO. I had prepared this plan before walking through the company's doors for the first time. It was also shared with my peers over the next few days and weeks during our initial one-on-one meetings," Gee writes.

Gee says he learned right away that events and meetings would consume him unless he clearly defined where he wanted to focus his time and energy. So the new CIO made the most use of his 30-60-90 day plan. The plan eventually helped him to achieve success in the new role by establishing his personal brand, authentically connecting with the staff and peers and making a tangible impact as a leader very early.

"Your time will be stretched during these first 90 days and you'll be subjected to much stress, so be sure to devote time to yourself and your family. Getting this balance right is difficult, but remember you are the only person who can control this. Taking time out to reflect will help you manage and think through where you spend your energy," Gee writes.

Bain's Management Toolkit (Part 1)

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  1. 5+ Best 90 Day Plan Templates for PowerPoint

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  2. 5+ Best 90 Day Plan Templates for PowerPoint

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  3. 5+ Best 90 Day Plan Templates for PowerPoint Presentations

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  4. First 90 Days Plan PowerPoint Template by Graphue

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  5. 30-60-90 Day Plan Slides for PowerPoint

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VIDEO

  1. First day of 90 days mission 💪

  2. Day 03/90 Coding Challenge: 90 Days to Proficiency

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COMMENTS

  1. How to prepare your first 90 days in a new job presentation

    As a strategic plan, it's important to break it into measurable steps. The winning way to do this is by breaking it down into 30-day, 60-day and 90-day targets. Below are the demarcations and content of an effective 90 days plan: 30 days plan Tailor the first 30 days plan around understanding the company's products or services and every ...

  2. 30-60-90 Day Plan: Ultimate Guide Plus Template

    A 30-60-90 day plan is what it sounds like: a document that articulates your intentions for the first 30, 60, and 90 days of a new job. It lists your high-level priorities and actionable goals, as well as the metrics you'll use to measure success in those first three months. Done well, it will help you make a positive first impression on your ...

  3. Top 10 90-Day Plan Templates for New Jobs with Examples and ...

    Template 4: 30-60-90-Days Plan for Sales Improvement. This 30-60-90-day plan for sales improvement can help you achieve your goals by providing a structured approach to your sales strategy. It outlines key priorities for each phase, along with the corresponding key actions you need to take.

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    5. Scorecard. An essential part of any 90-day plan is building a report out. As you put your thoughts to paper, be sure to include the summary of actions, progress, and updates your manager will see each week. Design your report out in an easy to follow summary you can update each week. Think of it as a mini billboard of your accomplishments.

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    Free Google Slides theme and PowerPoint template. Carve your way towards success with a smashing 90-day plan! This fully editable template for Google Slides and PowerPoint is your ideal partner in plotting your agenda. It comes in a light gray theme that is thoughtful yet sophisticated, allowing your projects and changes to shine.

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    Free 30 60 90 Day Plan PowerPoint Template is a 3-slide presentation for planning presentations. You can utilize slides of 30, 60, and 90 days planning to visualize goals and set realistic deadlines. Together, you can present a strategy for success in the first 90 days on job or a new project. Use This Template.

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    3. Smooth onboarding. Starting a new job can be rough sometimes. A 30-60-90 day plan helps you to better integrate yourself into a new team and makes a smoother transition for you. In creating this plan, you will have to research the role, the tasks you will be assigned, and set out plans for completing them.

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    The second slide included gives more opportunity for explanations and expectations of new hires for the first 90 days. 3. Free 30 60 90 Day Plan PowerPoint Template. Use this free 30, 60, 90-day plan template for PowerPoint for many purposes. ... Many 30, 60, 90-day plan PPT templates can be easily customized. Customize the object's colors ...

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    The 30-60-90 Day Plan is useful for showing off your skills and dedication. It's definitely a blueprint for your first days that can help you make a great impression. Some benefits of having a concrete 30-60-90 day plan to mention: Show off your preparedness to be a top candidate; Connect the company's goals and objectives to your work

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    The 90 Day Plan Template Slides for PowerPoint consist of three layout designs of measuring scale. There are two slides that set priorities and metrics. Three segments at the bottom let users add textual content i.e. important notes about priorities or metrics. The slide of 30, 60, and 90 days planning markers are suitable for explaining ...

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    Here's our rundown of the best free 30-60-90-day plan templates out there. . 1. 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.

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    If you're looking for templates that can help you make such a plan, then here is our pick for the Best 90 Day Plan Templates for PowerPoint. 1. Free 30 60 90 Day Plan Slide. This is a free 30-60-90 day plan template for PowerPoint by SlideHunter. There are three slides in this free 30 60 90 day plan template for PowerPoint, which are ...

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    30 60 90 day plan is a structured way of enlisting goals and expectations in timely manner. This method is commonly used by businesses as a guideline while onboarding new employees. Its purpose is to ensure a smooth transition into the role over a period of 30, 60, and 90 days. The planning method of 30-60-90 days is used in interview coaching ...

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    A 30-60-90 day plan is a document that is created either by a new employee or a hiring manager and outlines the goals to be accomplished during the first three months of employment. It breaks ...

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    Application. To develop an easy to follow 30-60-90 day plan: create a simple template, list your goals, name your 30-day targets, name your 60-day targets, name your 90-day targets, create and connect action items to each target. And if you are creating a 30-60-90 day plan specifically for a new job, HubSpot recommends setting the following goals:

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