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Guides and Templates

30-60-90-day planning templates for new employees and managers

Lay the groundwork for success in the first 90 days of your new role

How will these templates help me and my business?

Starting a new job is usually a very exciting time, but a new routine and pressures on yourself to succeed, fit in, and to impress your new employer can also be stressful. This is equally true for experienced staff who are stepping into a management position for the first time. To alleviate this tension and help you succeed, a positive approach is to get organized and formulate a plan.

30-60-90-day planning is an effective technique of structuring your first three months in a new position. By following these templates, you'll be able to record the essential information you need to fulfil your responsibilities and write down both your short-term and long-term goals. The accompanying guide will give you a structured approach to your first three months which will set you up for success once you've settled into your role and you have the confidence to suggest improvements and innovations to your colleagues.

How is the guide structured?

  • What is a 30-60-90-day plan?
  • Download templates your 30-60-90-day plan
  • 30-60-90-day planning for new employees
  • Preparing a plan for a job interview
  • 30-60-90-day planning for new managers
  • Continued Professional Development (CPD)

Who can use these templates?

There are two 30-60-90-day planning templates in this guide.

Our 'new starter' template can be used by anyone starting a new position in an organization, whether it an entry-level position or a new role for an experienced worker. This template focusses on defining expectations for your role before evaluating your performance and finding ways to improve yourself.

Our 'new manager' template can be used by anyone starting a managerial position for the first time. Leading a team of professionals and being responsible for monitoring and improving their performance can be daunting for people with little prior management experience. Therefore, this template focusses on getting to know your team, improving internal processes, and then creating a formal plan for the future of your team.

Resource Details

  • Author: Sarah Lindley
  • Format: Online article with background instructions, plus downloadable, editable PDF templates

About the author

Sarah Lindley

Sarah Lindley, Managing Director at The Yorkshire Marketing Agency, is an award-winning Chartered Marketer. Sarah holds over 10 years’ experience in implementing results-driven marketing and communications strategies, plans, and campaigns.

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