30 60 90 day plan

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

• Name

  For example: Priya Nair

• Role

  For example: Customer Success Manager

• Manager

  For example: Daniel Okafor, Head of Customer Success

• Start date

  For example: 4 January 2027

• What this role must achieve in the first 90 days

  Two or three sentences. This is the aim every goal below serves.

  For example: Take over the 40 mid-size accounts, understand why renewals dropped last year, and have a retention plan the team agrees with.

• Days 1 to 30: learn

  One item per line. The first month is mostly listening and learning.

  For example: Complete product training and the security course Read the last 12 months of notes on every account Shadow 10 customer calls

• Days 1 to 30: goals

  For example: Meet every account owner on the handover list Write up what you found in a one page summary

• Days 31 to 60: contribute

  For example: Run the quarterly review for the 10 largest accounts Fix the three most common onboarding complaints Propose the retention plan to the team

• Days 61 to 90: own

  For example: Own the full account list without handover support Hit the renewal target for the quarter Present results and next quarter's plan

• People to meetoptional

  For example: Sofia Marin, Product Henrik Aalto, Finance (billing questions) The three longest-standing customers

• How success will be measured

  Use measures you can really check, not feelings.

  For example: Renewal rate of the managed accounts Response time on support tickets Feedback from the manager and two colleagues at day 90

• Support and resourcesoptional

  For example: A buddy: Aisha Karimi Budget for one training course Weekly time in the manager's calendar

• Check-in dates

  For example: Weekly 30 minute one to one on Mondays Formal reviews on 3 February, 3 March and 5 April 2027

1. 1The aim
2. 2Days 1 to 30: learn
3. 3Days 31 to 60: contribute
4. 4Days 61 to 90: own
5. 5People to meet
6. 6How success will be measured
7. 7Support and resources
8. 8Check-ins

1. 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.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 13 details, starting with Name, Role, Manager, Start date, What this role must achieve in the first 90 days. 2 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.

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