30 60 90 Day Plan Template: Free, With 2 Examples

Both examples were made with MakeOnepagers. The people and figures are samples, and each one opens as a template you can edit for free.

What is a 30 60 90 day plan?

A 30 60 90 day plan is a short written plan for the first three months in a role. It is used in two places:

• In a job interview, where a candidate brings one to show how they would start. It turns "I am a fast learner" into a list of things they will actually do.
• In the first week of a new job, where the new hire and their manager write it together, then check it at days 30, 60 and 90.

The same shape works for a new manager, a new salesperson, a new team lead and, with small changes, a new customer.

What goes in each phase

Under the three phases, add:

1. Goals by phase in a table, with a number for each goal at days 30, 60 and 90.
2. How success is measured at day 90: three or four figures the manager will check.
3. Week one: a checklist of the first five things to do.
4. Who helps: manager, buddy, check-in time and review date.

A free 30 60 90 day plan template

Copy this into a document, or open one of the examples below and edit it.

2 30 60 90 day plan examples

1. 30 60 90 day plan for a sales manager

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A new sales manager's first quarter: learn the team and accounts, set targets, then close business.

What to copy:

• Each phase labelled with one word: learn, plan, deliver. The manager sees the logic at a glance.
• Goals in a table with a column per checkpoint: accounts visited 10, 25, 40; deals closed $0.1M, $0.5M, $1.2M. Every check-in has a number to look at.
• Pipeline built, week by week, as a line rising to $3.5M by week 12. It shows the plan is realistic, not a jump at the end.

Edit for free: 30 60 90 day sales plan template.

2. 30 60 90 day plan for a new lead, area by area

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A new team lead's plan split by area, so nothing important waits until month three.

What to copy:

• Rows for each area of the job (customers, team, product, numbers) and columns for each phase. It shows every part of the role moving at once.
• Four day-90 measures in big type: top accounts met 20 of 20, renewals on time 95%, monthly churn 4.5%, team goals agreed 8 of 8.
• "Who helps" with a check-in time: every Friday, 30 minutes, and a review on day 90 with the VP.

Edit for free: 30 60 90 day onboarding plan template.

Using a 30 60 90 day plan in a job interview

A plan brought to an interview is a strong signal, because it shows you have thought about the job rather than only about getting it. A few rules:

• Use what you learned about the company. Name their product, their customers or a goal from the job ad. A generic plan reads as a template.
• Keep the first 30 days humble. Listening, meeting people and learning the numbers. Interviewers distrust a newcomer who plans to change everything in week two.
• Put numbers in the 90-day column, but frame them as targets you would agree with your manager.
• Fit it on one page. You will hand it across the table or share your screen for a minute. More than that will not be read.

For more on what to bring to an interview, see our guide to the interview One-Pager.

How to write a 30 60 90 day plan in 6 steps

1. List the three or four areas of the job: people, customers, product, numbers.
2. For the first 30 days, write what you will learn in each area, and who you will meet.
3. For day 60, write the decisions you will make and the first problem you will fix.
4. For day 90, write the results, each with a number.
5. Pick three or four measures your manager will check on day 90.
6. Add week one and who helps, so the plan starts on day one.

Have notes from your interviews or your first week? Drop them into the free AI One-Pager generator and get them back as a designed 30 60 90 day plan.

30 60 90 day plan mistakes

• Results in the first 30 days. You do not know enough yet. Promise learning, not change.
• Goals with no numbers. "Build relationships" cannot be checked. "Meet the 20 largest customers" can.
• A plan written alone. Agree it with your manager in week one, or it is your plan, not the team's.
• No check-ins. A plan nobody reviews at day 30 is forgotten by day 45.

Make your 30 60 90 day plan

Open the free 30 60 90 day sales plan or onboarding plan template and fill in your role, or drop your notes into the free AI One-Pager generator and get a finished plan back.