Introduction
The concept of a 30-60-90-day plan is a strategic framework used to outline objectives and action steps for a specific period, commonly applied during the onboarding of new employees or managers. The provided source materials detail the availability of free templates designed to facilitate this process, focusing on formats such as Microsoft Word, Google Docs, and PowerPoint. These templates are described as professionally designed, free to download, and customisable, serving to set clear expectations, align individual work with company goals, and empower new hires during their first three months. The sources highlight that these resources are accessible to employees, managers, and executives, and can be used to map out goals and milestones.
Understanding 30-60-90 Day Plans
A 30-60-90-day plan is a structured document that breaks down an individual's goals and responsibilities into three distinct phases: the first 30 days, the next 60 days, and the final 90 days. According to the source material, these plans are instrumental in the onboarding process, providing a clear roadmap for new team members. The ClickUp 30-60-90-Day Plan Template, for example, is described as a tool for hiring managers to create a structure for onboarding new hires, ensuring they become up to speed within the first three months. The plan typically includes an Onboarding Plan, which provides a roadmap, and an Onboarding Board, which displays reminders of objectives.
The Google Docs 30-60-90-Day Plan for New Managers Template by Sample.net is specifically designed for new managers. It aids in creating an action plan for onboarding a new team member, with a focus on learning in the first month, practicing and beginning to contribute in the second month, and applying learned knowledge in the third month. These templates guide users through the process of setting priorities, creating SMART goals and objectives across different categories, and establishing metrics to track progress.
Types and Features of Free Templates
The source materials list several free templates available online, each with a slightly different focus. Users are advised to choose a template based on their specific goals and the desired level of detail.
Template for Sales Representatives
One example provided is a 30-60-90-day plan for a sales representative. The first 30 days are focused on understanding the product and market, which involves diving deep into the product or service, familiarising oneself with unique selling points, user benefits, and competitors, and engaging in training sessions, product demos, and competitor analysis. The period from day 31 to day 60 is dedicated to getting to know customers, where the individual starts engaging with potential customers to understand their needs and problems.
PowerPoint Template for Strategic Presentation
Another free template mentioned is the PowerPoint 30-60-90-Day Plan Template by SlideHunter. This is a strategic tool designed to present 30-, 60-, and 90-day objectives and goals to an audience. It can be used as part of the hiring process to evaluate the strategic planning and prioritisation skills of candidates or to outline the goals and action steps of a potential new hire for stakeholders. The template offers a choice of three different designs with varying background colours, and although designed for PowerPoint, it can also be used for hard-copy paper presentations.
General Customisable Templates
Multiple sources describe free 30-60-90-day plan templates in Word that are professionally designed and free to download. These templates are often available in multiple formats, including PDF, Word, and Excel, allowing for easy customisation. They are designed to help users map out goals and milestones for their first three months. Key features highlighted across these templates include: * Setting clear expectations for the new role. * Aligning the employee’s work with the company’s goals. * Empowering employees to take ownership of their onboarding process. * Providing examples for employees, managers, and executives. * Offering customisation to suit individual or organisational needs.
The ClickUp template is noted for its versatility in strategic planning and project management, helping to improve planning, productivity, and teamwork.
How to Access and Use the Templates
The source materials indicate that these free templates are available for download from various online platforms. Users are encouraged to search for templates based on their specific requirements. The process typically involves: 1. Selecting a Template: Choose a template that aligns with the intended use (e.g., for new managers, sales representatives, or general employees) and the preferred software (Word, Google Docs, PowerPoint). 2. Downloading: The templates are described as free to download, often in formats like Word, PDF, or Excel. 3. Customising: Once downloaded, the templates can be edited to include specific goals, objectives, and metrics relevant to the individual's role and the organisation's strategy. 4. Implementing: The completed plan serves as a guide for the new hire and their manager, facilitating regular check-ins and progress tracking over the 90-day period.
The materials suggest that using a pre-designed template can make the process easier for everyone involved—the new employee, other team members, and their manager—by putting a clear plan in place.
Conclusion
Free 30-60-90-day plan templates are valuable resources for structuring the onboarding process for new employees and managers. Available in various formats such as Microsoft Word, Google Docs, and PowerPoint, these templates are designed to be customisable, helping to set clear expectations, align work with company goals, and empower individuals during their first three months. The source materials highlight specific examples, including templates for sales representatives and new managers, as well as strategic tools for presentations. By utilising these free templates, organisations and individuals can create a structured roadmap for success, facilitating a smoother transition and clearer goal alignment from day one.