# 30 60 90 Day Plan Template, Free Source: https://nerix.ai/templates/thirty-sixty-ninety-day-plan Turn the first three months of a new role into clear 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/thirty-sixty-ninety-day-plan) ### 30 60 90 day plan **Name:** Priya Nair **Role:** Customer Success Manager **Manager:** Daniel Okafor, Head of Customer Success **Start date:** 4 January 2027 ## The aim 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 Complete product training and the security course Read the last 12 months of notes on every account Shadow 10 customer calls **Goals for the first 30 days** Meet every account owner on the handover list Write up what you found in a one page summary ## Days 31 to 60: contribute 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 Own the full account list without handover support Hit the renewal target for the quarter Present results and next quarter's plan ## People to meet Sofia Marin, Product Henrik Aalto, Finance (billing questions) The three longest-standing customers ## How success will be measured Renewal rate of the managed accounts Response time on support tickets Feedback from the manager and two colleagues at day 90 ## Support and resources A buddy: Aisha Karimi Budget for one training course Weekly time in the manager's calendar ## Check-ins Weekly 30 minute one to one on Mondays Formal reviews on 3 February, 3 March and 5 April 2027 This plan is a guide, not a contract. Goals can change if the work changes. Agree changes in writing at a check-in. Agreed: Priya Nair ______________________ Daniel Okafor, Head of Customer Success ______________________ 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 A 30 60 90 day plan for a new hire or a new role: goals for each stage, what to learn, who to meet, how success is measured 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 13 details. The document fills itself in as you type. - ### 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 meet optional 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 resources optional 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 People and HR ## What is inside The parts of this document, in order. - 1 The aim - 2 Days 1 to 30: learn - 3 Days 31 to 60: contribute - 4 Days 61 to 90: own - 5 People to meet - 6 How success will be measured - 7 Support and resources - 8 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=thirty-sixty-ninety-day-plan) ### Was this template helpful? People and HR ## Questions people ask ### 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. Templates ## More in People and HR - [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) - [Employee handbook A full staff handbook on pay, leave, conduct, safety, remote work, discipline and leaving, with fields for local rules. People and HR](https://nerix.ai/templates/employee-handbook) [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)