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How to Create an Effective 30-60-90 Day Plan For Employees

Olujinmi Oluwatoni
Written by Olujinmi Oluwatoni
Published at Jan 03, 2024
How to Create an Effective 30-60-90 Day Plan For Employees

Employee turnover and contract termination is on the rise. According to a Job Seeker Nation Report, one in three new hires will quit their jobs in the first 90 days. This “Quick Quitting” phenomenon has been attributed to misaligned expectations as a result of a poor onboarding procedure.

To avoid losing top talents right off the bat, you can utilize the 30-60-90 day plan to effectively onboard and prepare them for success from day one. The 30-60-90 day plan can help new hires hit the ground running by laying out specific goals and providing measurable indicators of success along the way.

In this article, we’re going to uncover how you can create an effective 30-60-90-day plan to boost your onboarding process. We’ve also put together templates so you can get started on your plan today.

 

Table of Contents

 

Quick Read

  • The 30-60-90 day plan is a useful tool for individuals as they begin new positions or projects, helping them adjust to their new responsibilities, become fully integrated and eventually give their best performance.
  • Some benefits of the 30-60-90 day plan include fostering accelerated learning, boosting confidence, promoting goal-setting and paving the way for demonstrable performance and career progression.
  • An effective 30-60-90 day plan incorporates the organization's mission, resources, milestone objectives and performance metrics.
  • With Visme, you can quickly and easily create professional 30-60-90 day plans even if you are not a designer. Streamline the drafting of your 30-60-90 day plan using pre-made templates, built-in assets, team collaboration capabilities, user permissions, secure sharing and more.

 

What Is a 30-60-90 Day Plan?

The 30-60-90 day plan is written by either the employee or the human resources manager and serves as a valuable tool for individuals as they navigate the first three months of employment. It details the goals and success indicators for the first 30, 60, and 90 days, allowing employees to adapt, integrate and ultimately perform at their best.

With a clearly stated plan, employees have a clear direction on what's expected and can better contribute to the company's goals.

Let's say a marketing manager just joined your company and is onboarded using the 30-60-90 day plan for managers. During the opening 30-day span, he concentrates on understanding the company's offerings, identifying the audience and analyzing rival businesses, all while fostering relationships with colleagues.

Within the next 30 days, he starts developing strategic and impactful marketing initiatives while joining forces with various departments. Upon reaching the 90-day stage, the manager begins to spearhead and implement marketing tactics to bolster the organization's growth.

With the 30-60-90 day plan, individuals can have a tailored roadmap that supports their growth, development and success in any new role.

 

Benefits of a 30-60-90 Plan

There are a number of benefits to using a 30-60-90 day strategy. Let's take a look at a few of them.

Accelerated Acclimation

During the initial "orientation phase," individuals acquaint themselves with their new environment, company culture and colleagues. This period facilitates a smooth, rapid transition, ensuring a strong foundation for future success.

Enhanced Confidence

As individuals progress into the "integration phase," they implement the knowledge and skills acquired during the first 30 days. By actively engaging in tasks and collaborating with team members, their confidence on the job grows.

Promotes Goal Setting

With clearly defined objectives for each stage, the 30-60-90 day plan promotes a focused approach, enabling individuals to monitor progress, remain accountable and adapt their strategies as needed.

Improves Employees Performance

With a well-designed plan that provides concrete goals and activities, employees can perform their roles more effectively. At the "performance stage," they can tackle challenges, optimize processes and make a lasting impact on the organization.

Career Advancement

The structured nature of the 30-60-90 day plan facilitates the achievement of milestones, positioning individuals for growth opportunities, promotions, or recognition within their organization.

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What Should be Included in a 30-60-90 Day Plan?

A great plan has common elements that are designed to explain expectations clearly. These elements include:

Organization Mission and Statement of Purpose

The mission statement of an organization is the most important element of any 30-60-90 day plan. It provides employees with an overview of what they should focus on and gives them a clearer understanding of the objectives they are working toward.

CEO 30-60-90 Day Plan
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Resources

A 30-60-90 day plan should also include resources that help employees accomplish their goals. These include courses, tools, new employee training handbooks and lots more. These resources will help the individual master indispensable skills and knowledge areas to excel in their role or project.

Manager 30-60-90 Day Plan
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Milestone Objectives

Each phase of the 30-60-90 day plan demands clearly delineated goals. These benchmarks provide a roadmap for individuals, ensuring that progress remains on target and enabling the identification of potential setbacks or modifications.

Here are the typical goals of each stage of the plan:

30 Day Plan

During the first 30 day action plan for employees, also referred to as the "orientation phase," the employee understands the company culture, the expectations of their role and forges connections with fellow team members and superiors.

CEO 30-60-90 Day Plan
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60 Day Plan

Advancing to the 60-day interval, or the "integration phase," the individual transitions from observer to active contributor, partaking in projects, synergizing with colleagues and shouldering responsibilities.

CEO 30-60-90 Day Plan
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90 Day Plan

As the 90-day milestone, the "performance phase" starts, the individual unveils their full potential. They employ their hard-earned expertise to tackle challenges, optimize processes and ultimately make a meaningful impact on the organization.

CEO 30-60-90 Day Plan
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Performance Metrics

The 30-60-90 day plan must encompass quantifiable performance indicators, enabling individuals to measure their contributions and achievements. These metrics empower professionals to gauge their progress and adjust their strategies as needed.

Manager 30-60-90 Day Plan
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8 Editable 30-60-90 Day Plan Templates

It’s time for you to put all you’ve just learned into practice! Here are 8 easily customizable 30-60-90 examples and templates for inspire you. And if you’re searching for a way to create your plan quickly, look no further than the Visme AI Document Generator. With this intuitive tool, you can create 30-60-90 day plans and many more documents that your business needs.

But, first here is what Wolfgang H., an adjunct professor, has to say about Visme:

I like it because it is easy to use and I can create almost everything I want. I use it to create training modules and standard operating procedures for employees in the AG business.
Wolfgang H.

Adjunct Professor

Let's get right to the templates.

 

1. Executive CEO 30-60-90 Day Plan

If you want to create a well-detailed plan that outlines specific actions, daily goals and timelines, then this template is for you.

Each section in this 30-60-90 day template is grouped into several objectives, such as observance, learning, engagement and more. This gives your employees a purpose behind each action on the plan and keeps them on a progressive path.

Want to include new information, change a goal or include a new activity in different plans?

Use Visme’s dynamic field tool to easily update your document and your employees will see the changes in real time!

Customize this template and make it your own! Edit and Download

2. HR Employee 30-60-90 Day Plan

Give your employees a brief overview of their first 90 days with this template.
The introduction section perfectly communicates the purpose of the plan and what employees should expect after they’ve participated in each step. You can also use the conclusion section to summarize your plan objectives or how employees can take advantage of the plan to succeed in the company!

Don’t forget to use Brand Wizard to automatically add your brand’s assets, such as your brand logo and colors to your plan or presentation.

This personalized touch will take your design to the next level and further your company’s strengths and value to your employees.

Customize this template and make it your own! Edit and Download

3. Employee Onboarding 30-60-90 Day Plan

You can take advantage of this onboarding day plan template to share employee or management photos in your document. This promotes a sense of culture and belonging from day 1!

This 30-60-90 day onboarding plan template beautifully distinguishes each progressive 30 days into performance goals and actions. You can carefully outline how each action step aligns with a goal within a set timeline.

Spice up your 30-60-90 day plan by including vector icons that clearly showcase your objectives and points.

Customize this template and make it your own! Edit and Download

4. Tech Employee 30-60-90 Day Plan

Would you rather have a minimalist plan that presents your information in a straight-to-the-point manner? If yes, then go ahead and customize this template right away.

The bold colors in this template make it stand out. And you can browse through Visme’s extensive library of high-resolution stock photos and videos to add visuals that suit your plan.

Customize this template and make it your own! Edit and Download

Make your slides more engaging with distinctive features like animated icons, illustrations, and special effects. You can also take advantage of hover effects or clickable pop-ups to provide your viewers with more information without overwhelming them.

30 60 90 day plan - a GIF of adding interactive elements in Visme editor

5. Development Team 30-60-90 Day Plan

This colorful and fun 30-60-90 plan example dives deeper into the company itself while clearly outlining a detailed daily plan.

You can use this template to outline your company’s vision and mission statement, as well as its objectives. This gives your employee more insight into what your company does and how their role plays a part in achieving that.

A great part of this template is the team descriptions and the responsible team member column. This way, the new employee knows who they should meet per time and who is involved in a particular target or action required.

This would be a great way to utilize Visme’s collaboration tool to enable all team members to actively engage on the document by writing their own descriptions or volunteering for action steps. Use the workflow feature to assign tasks, slides, or entire projects to team members. You can set due dates and track completion by using the integrated content calendar.

Customize this template and make it your own! Edit and Download

6. Marketing 30-60-90 Day Action Plan

Communicate your team goals, priorities and supervisor to your new employees with this catchy 30-60-90 day marketing action plan.

This works well for integrating new hires into smaller teams as opposed to the whole company. With this plan, the employee understands how each project aligns with impact and cost, giving them a rounded understanding of the work done.

Use Visme’s analytics to track who has viewed your document and ensure your employees are engaging and making the most of this plan you have put together.

Customize this template and make it your own! Edit and Download

7. Manager 30-60-90 Day Plan

Expose your employees to the intricacies of your company with this exclusive template.
Beginning with a mission statement, you can convey the value your company offers to your clients/customers, giving your employees a sense of ownership. The resources section highlights the huge advantages your employees have and shows them the prospect of growth.

This template also showcases key metrics and evaluation methods your companies use to track its progress and goals.

Customize this template and make it your own! Edit and Download

Easily create this design as an interactive flipbook to make it more engaging and exciting for your employees to work with.

30 60 90 day plan - a GIF of interactive flipbooks in Visme

8. Sales Employee Plan 30-60-90 Day Plan

Onboard your sales employee with this focused and clean template.

The geometric shapes and design in this template make it eye-catching and professional. You can break down every 30 days into objective, goal and action, giving your employees a progressive plan for them to settle into your company and their role.

You can easily replace the colors in the template with your company colors and add stunning photos to upscale your design. Take your designs a notch higher by creating highly realistic images using our AI image generator. Simply input your prompts and our AI tool will generate your desired image.

Visme's Shortcut tool also makes it simple to quickly locate elements for use in your projects. You can save time and effort by utilizing the slash icon to quickly go to the desired features and icons. To insert media like photos, icons and design element, just click the "/" icon and type in your desired element into the search box.

Customize this template and make it your own! Edit and Download

 

How to Get the Most Out of a 30-60-90 Day Plan

A 30-60-90 day action plan can be very effective when crafted well. Here are four of the best practices for creating an effective plan:

Consider Your Company's Overall Mission

Before you start writing out specific goals and objectives, consider the bigger picture—what you wish to achieve in the long run. Ensure that your vision and mission align with your organization's overall priorities and objectives. This would help you create a plan that will result in visible growth and development among your employees.

If you haven't created a mission statement, check out our customizable mission statement templates to guide and inspire you.

Get some help writing a mission statement or a value statement with the Visme AI Writer. Using the text prompt, explain what your company is about and what your values are. Once generated, you can edit it or regenerate another version.

Set SMART Goals

To create an effective 30-60-90 day plan, your goals should be SMART —specific, measurable, achievable, relevant and time-bound. These goals should be challenging but achievable within the prescribed time frame.

Also, when setting goals, make sure they are easy to track and measure so that you can evaluate employee progress and make changes where it's required.

You can make use of our goal-setting worksheets to easily track goals, activities and their deadlines. Here's a template you can customize:

Goal Setting Worksheet
Customize this template and make it your own! Edit and Download

Prioritize Your Tasks

Identifying priority projects and honing focus ensures that time and energy are invested in the most impactful areas. To ensure you make the most of your 30-60-90 day plan, prioritize tasks based on their urgency and importance.

In the first 30 days of your plan, focus on understanding the role. In the next 60 days, focus on key projects. And in the final 90 days, ensure that you're working toward long-term goals. Focusing on critical tasks within a certain time frame ensures that employees are focused on what's most important first.

Give Room For Change

Even the most carefully laid plans contain flaws and can benefit from adjustments. To guarantee the efficient execution of your plan, it is recommended to perform a SWOT analysis within the first or second month of its implementation. A SWOT analysis can assist you in adjusting your plan as well as developing improved goals and strategies.

You can analyze various aspects of your employee performance with this SWOT analysis infographic.

Employee SWOT Analysis Infographic
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An intriguing aspect of a 30-60-90 days plan is its versatility. With a 30-60-90 days plan, you can create a content strategy to boost your company's social media presence. By doing this, you can ensure that your social media content is consistent and valuable to your target audience.

 

 

Create Plans to Improve Employee Performance with Visme

Onboarding new employees is easier with a 30-60-90 day plan, as it outlines the key goals they will need to achieve in their first three months of employment. Setting realistic goals and establishing a 30-60-90 day plan will help you build confidence in recruits, allowing them to seamlessly integrate into the organization and make valuable contributions.

Visme can help you create, share and publish professionally designed 30-60-90 plans and other visual assets to onboard new hires seamlessly.

To further boost employee performance, you can create engaging and interactive training materials such as videos, infographics, presentations, polls, quizzes and other interactive content using Visme. Employees can access these materials on-demand, allowing them to learn at their own pace and in a way that suits their learning style. You can also integrate your Visme account with the work tools you’re already using, like Slack and Monday.com.

Visme can also be used to create visual performance dashboards that highlight key metrics such as sales figures, customer satisfaction scores and productivity levels. By presenting information with charts, graphs, maps, widgets and other data visualization tools, employees can understand how they are performing and identify areas for improvement.

Start improving your employees' performance with Visme today. Click here to get started!

Olujinmi Oluwatoni
Written by Olujinmi Oluwatoni

Olujinmi is passionate about helping B2B and SaaS brands with great products tell their stories. She creates data-driven content that’s helpful, inspires brand trust and drives engagement. When she’s not writing, she enjoys composing songs or trying out new recipes. Connect with her on LinkedIn.

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