# Onboarding Plan Template, 30 60 90 Days Source: https://nerix.ai/templates/onboarding-plan Plan a new hire's first 90 days: before day one, week one, goals, people to meet and check-ins. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/onboarding-plan) ### Onboarding plan for Amira Khan **Company:** Brightwater Analytics **Job title:** Customer Success Manager **Start date:** 4 January 2027 **Manager:** Daniel Okafor, Head of Customer Success **Buddy:** Lucia Romero This plan helps Amira Khan settle in, learn the work and know what is expected. The manager and the new employee review it together and change it when needed. ## Before day one Send the signed contract and the welcome email Order the laptop and set up accounts Tell the team who is joining and when Prepare the desk or the remote-work kit ## First day Welcome at 9:30 by the manager Tour, equipment and accounts Lunch with the team Short talk on how the week will go ## First week Read the handbook and the main policies Meet each team member for 20 minutes Shadow two client calls Agree the goals for the first 30 days ## Goals **First 30 days** Understand the product and the main client types Take over 5 small client accounts with support **Days 31 to 60** Run client reviews alone Own 15 accounts **Days 61 to 90** Own 30 accounts Suggest one improvement to the onboarding of new clients ## People to meet Priya Nair, Product lead: how the product is planned Henrik Larsen, Finance: how invoices and renewals work ## Training and tools CRM training in week 1 Data protection course in the first month ## Check-ins End of week 1, 30 minutes Day 30, 60 minutes Day 60, 60 minutes Day 90, review of the plan and next goals At each check-in, talk about what is going well, what is unclear, what support is needed and whether the goals still fit. Write down what you agree. Manager: ______________ New employee: ______________ Date: ______________ Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for An employee onboarding plan for a new hire: before day one, the first week, then 30, 60 and 90 day goals, the people to meet and check-ins. Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all People and HR templates](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### Company name For example: Brightwater Analytics - ### New employee For example: Amira Khan - ### Job title For example: Customer Success Manager - ### Start date For example: 4 January 2027 - ### Manager For example: Daniel Okafor, Head of Customer Success - ### Buddy (optional) optional A colleague the new person can ask the small questions. For example: Lucia Romero - ### Before day one One task per line. Name who does each one if you can. For example: Send the signed contract and the welcome email Order the laptop and set up accounts Tell the team who is joining and when Prepare the desk or the remote-work kit - ### First day One item per line. For example: Welcome at 9:30 by the manager Tour, equipment and accounts Lunch with the team Short talk on how the week will go - ### First week For example: Read the handbook and the main policies Meet each team member for 20 minutes Shadow two client calls Agree the goals for the first 30 days - ### Goals for the first 30 days What the person should know and be able to do. One goal per line. For example: Understand the product and the main client types Take over 5 small client accounts with support - ### Goals for 60 days For example: Run client reviews alone Own 15 accounts - ### Goals for 90 days For example: Own 30 accounts Suggest one improvement to the onboarding of new clients - ### People to meet (optional) optional Name, role and why. For example: Priya Nair, Product lead: how the product is planned Henrik Larsen, Finance: how invoices and renewals work - ### Training and tools (optional) optional For example: CRM training in week 1 Data protection course in the first month - ### Check-ins When the manager and the new person meet to talk about how it is going. For example: End of week 1, 30 minutes Day 30, 60 minutes Day 60, 60 minutes Day 90, review of the plan and next goals People and HR ## What is inside The parts of this document, in order. - 1 Before day one - 2 First day - 3 First week - 4 Goals - 5 People to meet - 6 Training and tools - 7 Check-ins Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=onboarding-plan) ### Was this template helpful? People and HR ## Questions people ask ### What details does this template ask for? The form asks for 15 details, starting with Company name, New employee, Job title, Start date, Manager. 3 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these HR templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do the HR templates follow my country's employment law? They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it. ### Can a small team use them too? Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version. Templates ## More in People and HR - [30 60 90 day plan Turn the first three months of a new role into clear goals, people to meet and check-ins. People and HR](https://nerix.ai/templates/thirty-sixty-ninety-day-plan) - [360 degree feedback form Gather ratings and comments about one person from the people who work with them, then use them to grow. People and HR](https://nerix.ai/templates/360-degree-feedback-form) - [Business travel policy Set clear rules for work trips: who approves, how to book, what is covered and how to claim. People and HR](https://nerix.ai/templates/travel-policy) - [Code of conduct Set out how everyone at your company is expected to behave, and how to raise a concern. People and HR Premium, €4.99](https://nerix.ai/templates/code-of-conduct) - [Disciplinary procedure A fair written process for conduct and performance problems, from first talk to appeal. People and HR Premium, €4.99](https://nerix.ai/templates/disciplinary-procedure) - [Employee exit checklist Make sure nothing is missed when someone leaves: handover, access, equipment, final pay and sign-off. People and HR](https://nerix.ai/templates/employee-exit-checklist) [See all People and HR templates](https://nerix.ai/templates/people-hr) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [People and HR](https://nerix.ai/product/people) - [E-signatures](https://nerix.ai/product/e-signatures) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [People and HR](https://nerix.ai/templates/people-hr)