30-60-90 Day Onboarding Plan: Template And Examples (2024)

A robust onboarding plan is crucial for employee success and retention. A well-structured 30-60-90 day plan provides a roadmap for new hires, ensuring a smooth transition and rapid integration into the company culture and workflow. This plan shouldn’t be a rigid checklist, but a flexible framework adaptable to individual roles and learning styles.

The 30-Day Plan: Foundations & First Impressions

The initial 30 days focus on foundational knowledge and building rapport. This includes:

Administrative tasks: Completing paperwork, setting up accounts, and understanding company policies.

Team introductions: Meeting colleagues, understanding team dynamics, and establishing working relationships.

Role clarification: Deep dive into job responsibilities, key performance indicators (KPIs), and immediate priorities.

Initial project assignment: A smaller, manageable project to gain practical experience and build confidence.

Feedback session: A check-in meeting to discuss initial progress, address concerns, and provide initial feedback.

The 60-Day Plan: Expanding Responsibilities & Collaboration

By day 60, the focus shifts towards expanding responsibilities and fostering collaboration:

Increased project involvement: Taking on more challenging tasks and contributing meaningfully to team goals.

Cross-departmental collaboration: Interacting with other teams to understand the wider organizational structure.

Mentorship opportunities: Connecting with a mentor for guidance and support.

Skill development: Identifying areas for improvement and pursuing relevant training or development opportunities.

Mid-point review: A comprehensive review of progress, addressing challenges, and setting goals for the next 30 days.

The 90-Day Plan: Independence & Goal Setting

The final 30 days emphasize independence and long-term goal setting:

Independent project management: Leading smaller projects and demonstrating self-sufficiency.

Strategic planning: Contributing to team and departmental strategic planning.

Performance goal setting: Collaborating with the manager to establish clear, measurable goals for the upcoming year.

90-day review: A comprehensive review summarizing achievements, identifying areas for improvement, and setting future objectives.

Onboarding completion: Formal completion of the onboarding process, signaling full integration into the team.

Template & Examples: A simple template can include columns for “Day Range,” “Activity,” “Responsible Party,” “Completion Date,” and “Notes.” Examples of activities can be highly specific to the role; a marketing manager might focus on campaign development, while a software engineer focuses on code reviews and integration testing. The key is customization based on the individual role and company needs. Regular check-ins and open communication are crucial to ensure a successful onboarding experience.

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