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30 60 90 day plan for executives template

A 30-60-90 day plan helps you strategize for short and long term development when taking on a new position.

Template by Thao Nguyen Le
7 minutes to finish · English · PPTX
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It's not easy to start a new job especially for executives who are expected to work and contribute to the team's success. Therefore, a 30-60-90 day plan is built to help newcomers kick-start the job smoothly and efficiently with detailed tasks and goals. Download now (for free) our template to create 30-60-90 day plans for your new employees in Sales, Marketing and Software Engineer team.

Overview

Starting a new job can be exciting, but they also bring stress. What if you don't hit the ground running? What if the learning process takes a little longer than necessary? These fears are common in both employees and employers and an effective way to overcome them together is with a 30-60-90 day plan.

A 30-60-90 day plan sets direction and tone for leadership. It also helps share vision, smart goals effectively and it provides a framework for overcoming the learning curve when stepping into a new role.

What you'll get in this template

  • A proven way to set new employees up for success
  • A 30 60 90 day plan template for Sales, Marketing Executive and Software Engineer.
  • A detailed strategy mapped out with milestones on how best to achieve set goals.

What is a 30 60 90 day plan

A 30-60-90 day plan is a part of the onboarding process to set up new executive for success. By expecting them to accomplish specific goals during the first 30, 60 and 90 days of their job they can be empowered when transitioning from one position into another with clear expectations.

Managers can get their template here.

 

Why is it important to have a 30 60 90 day plan?

Building a 30-60-90 day plan for the new executive of your company’s department will help he/she establish confidence among stakeholders and team members.

By planning out tasks and objectives over a 30, 60, and 90 day period, your new employee can efficiently learn about his/her new role and be able to contribute to the company's success.

General template

  First 30 days First 60 days First 90 days
Overall
  • Understand business strategy and priorities
  • Set up weekly meetings with clear agenda for the team
  • Hold one-on-one meetings with each team member on a monthly basis
Process
  • Understand MKT role
  • Understand IT, HR, and back office processes
  • Have a great understanding of key processes
  • Understand the strengths and weaknesses of everyone on your team
  • Create a hiring pipeline for the rest of the year
Customer
  • Talk to Sales and MKT team to learn about the market and target customers
  • Talk to at least one customer every week to learn about their needs and their pain points
 
Personal
  • Have a health target for next 3 months
  • Agree on key goals to achieve in next 3 months
  • Agree on meeting cadence with your manager
  • Review your health target
  • Review your key goals and progress
  • Review your health target
Product
  • Try the product and share your feedback and questions to the team
  • Be able to pitch the product confidently
  • Suggest changes/improvement to the product

 

Download the complete 30 60 90 day plan template for executives by filling out the form on the right.

How to use this template

  • ✂️
    The template is fair use for your own purposes. Feel free to copy or refer to the structure and guidelines inside.
  • 🛎️
    Keep in mind that this template is not a legal document and may not take into account all relevant local or national laws.
  • ✍️
    The contents in the template are just a starter. Make sure you insert and edit the variables (name, logos, etc.) to tailor the template to your business.
  • 📟
    Upgrade the material by changing or adding in texts, sections, and visuals.
  • 🖨️
    Export as PDF or print it out for easier handling and communication with your team.

Who this template is for

  • Hiring managers planning to empower new hires to succeed in their jobs.
  • New employees looking to set realistic goals and strategize the first 3 months on the job.
  • Anyone curious to maximize the onboarding process.

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