New hire 30-60-90 day plan template
A 30-60-90 day plan with goals, actions and how success is measured for each stage, for a new hire or a new manager.
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Measurable beats ambitious
A goal with a number and a date (three calls shadowed by day 10) can be checked at the 30-day review. A goal like get up to speed cannot. Three to five goals per stage is plenty.
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30-60-90 Day Plan
Northwind Traders
| Name | Jordan Lee | Position | Account Manager |
|---|---|---|---|
| Manager | Taylor Kim, Director of Sales | ||
| Start date | November 2, 2026 | Day 30 | December 1, 2026 |
| Day 60 | December 31, 2026 | Day 90 | January 30, 2027 |
| Focus | Learn, Build, Lead | ||
Days 1 to 30: Learn (November 2, 2026 to December 1, 2026)
| Goal | Action | How it is measured |
|---|---|---|
| Understand the product line and pricing | Complete product training and shadow three customer calls | Pass the product quiz with 90% or better |
| Meet the team and key partners | One-on-ones with sales, support and the two largest accounts | All meetings held by day 30 |
| Learn the CRM and the weekly reporting | Own the pipeline report for my accounts from week 3 | Report sent on time for three weeks |
Days 31 to 60: Build (December 2, 2026 to December 31, 2026)
| Goal | Action | How it is measured |
|---|---|---|
| Take over the assigned account list | Introduction calls with every account, update each account plan | 100% of accounts contacted, plans reviewed with my manager |
| Run the renewal process end to end | Handle the November renewals with support from Sam Park | Renewals closed on time with no escalations |
| Find one process to improve | Document how handoffs from sales to support work today | Written proposal by day 60 |
Days 61 to 90: Lead (January 1, 2027 to January 30, 2027)
| Goal | Action | How it is measured |
|---|---|---|
| Hit the quarterly target for my accounts | Weekly pipeline review, two upsell proposals per month | Quota attainment at or above 90% |
| Lead the improvement I proposed | Run the new handoff checklist with the support team for 30 days | Handoff issues down by half compared with October |
| Present a 90-day review | Summary of results, lessons and goals for the next quarter | Presented to my manager in the week of day 90 |
| Support and resources needed | CRM admin access by day 5. Thirty minutes with my manager every Friday. Shadow time with Sam Park on the first two renewals. |
|---|
Reviewed together and agreed.
____________
Employee: Jordan Lee
Manager: Taylor Kim, Director of Sales
How to use it
Type the start date and the plan works out the three stages: days 1 to 30, 31 to 60 and 61 to 90, each with its calendar range in the heading. Give each stage a one-word focus (Learn, Build and Lead are the defaults) and list its goals one per line as goal | action | how it is measured. Each stage becomes a three-column table, and a support box at the end records what the new hire needs from the company.
Review the plan together in the first week, sign it, and bring it to the 30, 60 and 90-day check-ins on the new hire checklist. For an interview, type the role instead of a name and bring the printed plan to the final round.
Things to watch
The first 30 days should be mostly learning: shadowing, meeting people, understanding the tools. If the 30-day table already contains delivery targets, the plan is probably too aggressive. Keep the measures observable so the manager can say done or not done without a debate.
Calculators that go with this
Frequently asked questions
Why does day 30 fall on the 29th day after the start?
The start date counts as day 1, so day 30 is 29 days later. Day 60 and day 90 follow the same rule. If your company counts from the day after the start, shift the start date by one day.
Can I use it for a new manager rather than a new hire?
Yes. Change the focus words to fit, for example Listen, Decide, Deliver, and put team goals in the tables. The structure is the same.
What goes in How it is measured?
Something a manager can check on the day: a number, a finished document, a meeting that happened. Avoid words like understand or familiar unless there is a quiz or a demo behind them.
Is what I type saved anywhere?
No. Everything stays in your browser and nothing is sent to our server. If you refresh the page it is gone, so print, save a PDF or download the DOCX when you are done.