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30-60-90 day plan

An easy template for you set expectations, identify goals and deliverables.
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"If you fail to plan, you are planning to fail." This statement has become trite, but it's relevant when you have a new job or hiring a new employee. A plan helps you succeed and secure a better future in the company. So what is the best 30-60-90 day plan and how should you do a 30-60-90 day plan? It might sound like a tedious chore to plan the entire three months! But, it doesn't have to be. This article covers the basics of what should be included in a 90-day plan and includes a 30 60 90 day plan template you can use at any time for any role.

What is a 30-60-90 day plan?

This is usually a document used for a newly hired employee to set expectations, identify the goals for the position, and the specific deliverables or outcomes during the first three months.

If you're asking, how long should a 30 60 90 day plan be, well, the document's length depends on how detailed the plan is, but on average, it might be around 6 to 8 pages long.

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

While a 90-day plan may look different depending on the position, it should generally include these three things:

  • Learning - What are the critical skills and processes the employee needs to learn?
  • Contributing - What gaps can he/she fill with her existing skills to help the team achieve the best results right away?
  • Leading - How can he/she grow and help achieve results in the most efficient way moving forward?

Depending on the company's hiring practices, there might be a probation period. The 90-day plan is a valuable resource to understand if you want to work with an employee after the probation period. Using a 30-60-90 day plan template for new employees is an easy way to start drafting your plan.

30-60-90 Day Plan Examples

Here are quick 30-60-90 day plan team leader examples for different roles, so you can get an idea of what to focus on each month. Note that each example follows the three phases of learning, contributing, and leading. You can use a free 30-60-90 day plan template Excel to put together your plan or make it simple for yourself and work off of the customizable template in Complish.

Executive or Administrative Assistant

Here is a leadership 30-60-90 day plan for managers, executives or admins.

  • First 30 Days - Learn your manager's or executive's schedule, tools, and how you can help with the most urgent matters as you learn the ropes.
  • Days 31-60 - Keep learning while streamlining the processes you're working through. You'll understand what the priorities are and where you can shine best.
  • Days 61-90 - By now, you'll understand the basics and the cadence of your daily work, so you'll be more equipped to optimize and improve results.

In this 30 60 90 day plan for executives, you'll cover all your bases! And for admins, the 30 60 90 day plan for administrative assistants will follow the same format and style.

Digital Marketing Manager

Take a look through the 30-60-90 day plan for digital marketing managers.

  • First 30 Days - Learn how the team works, which tools they use, and their goals.
  • Days 31-60 - With a better understanding of the bigger picture, you can start creating your marketing strategy and collaborate with the team.
  • Days 61-90 - Ideally, you'll be able to execute your strategy and get initial results for a marketing campaign.

Project Manager

Here is a basic 30-60-90 day plan for project managers.

  • First 30 Days - Understand the team's process, tools, and goals.
  • Days 31-60 - Contribute to the team's results while figuring out how to improve the overall process.
  • Days 61-90 - Get confident to take the wheel and maximize the results.

We've included a few examples above of what a development plan looks like for different roles, although what does a 30-60-90 day sales plan look like? It's quite similar; the template format stays the same, but what will change is the focus and objectives during each stage of the plan.

What's Included in This Free 30-60-90 Day Plan Template

The 30-60-90 day plan template free Complish version, includes the following...👇

Days 1-30: The discovery phase

The first 30 days are all about learning and prioritization. When you use this free template on Complish, you'll get more tips on which areas to prioritize.

Days 31-60: The implementation phase

You'll still be learning but also contributing to the team. This is also a time to review if priorities or goals have changed.

Days 61-90: The growth phase

The final 30 days is a period of evaluation, so the manager and the employee can understand how they can grow together and achieve the company’s goals.

Action Items

This template also includes action items that you can easily assign with a deadline. You can also connect the actions here to a team's #goal in Complish, so you can see at a glance whether it is on or off track.

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Get the Best 30-60-90 Plan with Complish

So, what is your 30-60-90 day plan? Start using this template so that you can plan a successful 30-60-90 day onboarding plan or other development plans. Whether you're a manager or a new hire, this template has everything you need. Explore other templates that can help you run fewer and better meetings. 👇