60-90-Day Plan

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Website: {{website}}

60-90-Day Plan for {{employee_name}}

**Employee Name:** {{employee_name}}

**Job Title:** {{job_title}}

**Start Date/Transition Date:** {{start_date}}

**Manager:** {{manager_name}}

**Date of Plan:** {{plan_date}}

Introduction & Purpose

This 60-90-Day Plan outlines key objectives, learning opportunities, and performance expectations for {{employee_name}} during their initial period in the {{job_title}} role. The purpose of this plan is to facilitate a smooth transition, ensure rapid integration into the team and company culture, and establish a foundation for long-term success.

Phase 1: First 30 Days - Learning & Observation

**Key Objectives:**

- Understand team structure, roles, and responsibilities.

- Familiarise with company policies, procedures, and core values.

- Learn key software, tools, and systems.

- Begin to understand departmental goals and how the role contributes.

**Activities:**

- Complete all mandatory HR and compliance training.

- Meet with key team members and stakeholders ({{stakeholder_list}}).

- Shadow colleagues on critical tasks ({{shadowing_tasks}}).

- Review existing documentation, reports, and relevant project files.

Phase 2: Days 31-60 - Application & Contribution

**Key Objectives:**

- Begin taking ownership of specific, smaller tasks or projects.

- Actively contribute to team meetings and discussions.

- Apply learned knowledge to current initiatives.

- Identify initial areas for improvement or efficiency.

**Activities:**

- Take lead on {{project_or_task_1}}.

- Participate in {{meeting_name}} meetings and provide input.

- Provide initial feedback on {{process_or_system}}.

- Collaborate with {{colleague_name}} on {{collaborative_task}}.

Phase 3: Days 61-90 - Impact & Independence

**Key Objectives:**

- Successfully complete initial assigned projects or tasks.

- Operate with increased independence and minimal supervision.

- Propose and implement solutions for identified challenges.

- Establish measurable performance metrics for the role.

**Activities:**

- Fully manage {{project_or_task_2}}.

- Present findings or recommendations on {{topic_of_presentation}} to the team/manager.

- Set personal SMART goals for the next quarter ({{next_quarter_goals}}).

- Provide mentorship or guidance to new team members, if applicable.

Performance Review & Feedback

A formal review of this 60-90-Day Plan will be conducted on or around {{review_date}}. This will be an opportunity to discuss progress, provide feedback, adjust objectives if necessary, and plan for future development.

Employee Confirmation

I have read and understand the objectives and expectations outlined in this 60-90-Day Plan. I commit to diligently working towards achieving these goals.

Employee Signature: _________________________ Date: {{employee_signature_date}}

Printed Name: {{employee_name}}

Manager Approval

I have reviewed this 60-90-Day Plan and approve its contents. I commit to providing the necessary support and resources to help {{employee_name}} succeed.

Manager Signature: _________________________ Date: {{manager_signature_date}}

Printed Name: {{manager_name}}