30-60-90 plan template

Sep 1, 2026

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A structured 30-60-90 plan template guiding onboarding and performance development across the first three phases of employment. It defines SMART goals for learning and onboarding (30 days), contributing and collaborating (60 days), and executing with ownership (90 days). Each phase includes action steps, expected deliverables, measurable KPIs, and the resources required to succeed, covering training, tools, workflow understanding, collaboration responsibilities, and long-term alignment.

LanguageEnglish

CategoryPresentations

FormatDOCX

Pages2

Reading Time1 min

AccessFree to download

30 days: Learning and onboarding template

SMART goals, action steps, deliverables, KPIs, resources

60 days: Contributing and collaborating template

SMART goals, action steps, deliverables, KPIs, resources

90 days: Executing and taking ownership template

SMART goals, action steps, deliverables, KPIs, resources

30-60-90 plan template 30 days: Learning and onboarding template S.M.A.R.T. (specific, measurable, achievable, relevant, time-bound) goal(s): [Describe what the team member should learn or understand by the end of their first month. For example, company values, team structure, core tools, and workflows.] Action steps: [List specific onboarding tasks, such as meeting team members, completing required training, or reviewing documentation] [Add any performance or compliance milestones relevant to the role] Deliverables: [Note what the team member should complete or produce. For example, a progress summary, demonstrating proper tool use, or a first project outline.] Key performance indicators (KPIs): [Define how success will be measured. For example, training completion rate, system proficiency, or participation in team meetings.] Resources required: [List tools, documents, or team support the employee will need during this phase] 60 days: Contributing and collaborating template S.M.A.R.T. goal(s): [Outline what the team member should begin work on. For example: projects, process improvements, or collaborative initiatives.] Action steps: [Add specific work tasks or projects to take ownership of] [Include collaboration or communication responsibilities] Deliverables: [Describe expected outputs, such as reports, process improvements, or drafts of ongoing projects] Key performance indicators (KPIs): [Set measurable outcomes. For example: completion of assigned projects, collaboration metrics, or process improvements identified.] Resources required: [Include tools, systems, or training support needed for independent contribution] 90 days: Executing and taking ownership template S.M.A.R.T. goal(s): [Define what full performance looks like. For example: owning projects, hitting targets, or improving processes.] Action steps: [List leadership-level or independent tasks to complete during this stage] [Include performance reviews, goal alignment meetings, or long-term planning sessions] Deliverables: [Specify what should be finalized or launched. For example: completed projects, improvement reports, or team training sessions.] Key performance indicators (KPIs): [Measure against original 90-day objectives. For example: project completion rate, quality metrics, or feedback scores.] Resources required: [Identify continued support or development opportunities for sustained performance]

FAQs

What is included in the 30-day onboarding section?

It defines SMART learning goals and lists onboarding action steps, expected deliverables, measurable KPIs, and the resources required to complete the phase.

How does the 60-day template shift focus compared with the first 30 days?

It moves from learning to contributing by outlining SMART goals for starting work on projects and collaboration, with ownership tasks, collaboration responsibilities, deliverables, KPIs, and supporting tools or training.

What does success look like in the 90-day executing and ownership phase?

The 90-day section sets full-performance SMART goals, leadership-level or independent action steps, final or launched deliverables, KPIs measured against original objectives, and continued development or support needs.

Sep 1, 2026

Upload by Ivy