30-60-90 Day Plan Template

Write the plan for a new role: what you will learn, deliver and own by day 30, 60 and 90, how each goal will be measured, and who you need to meet. Type a start date and the check-in dates work themselves out. Load an example for a sales rep, a sales manager or a marketing hire to see a finished one.

What goes in each phase

  • Days 1-30: Learn

    The product, the customers, the tools and the people. Goals here are about understanding, but they still need a measure: "pitch approved by my manager by day 20", not "learn the product".

  • Days 31-60: Contribute

    Your first real output with support around you: first meetings, a first campaign, a first process fixed. Name the result and how you will count it.

  • Days 61-90: Lead or own

    Running your part on your own: your own week, your own number, a plan for next quarter. This is the phase your manager will judge the hire on, so make it concrete.

  • Success at day 90

    Two or three sentences that say what is true on day 90 if it went well, plus what you need from your manager to get there. It is the paragraph people read first.

How to write a 30-60-90 day plan

  1. 1. Start from day 90

    Write the success paragraph first: what should be true when the three months are up. Then work backwards to what has to happen by day 60 and by day 30.

  2. 2. Give every goal a measure

    A number, a date or a yes/no someone else can check. The template flags goals that have no measure yet, because those are the ones that turn into arguments at the check-in.

  3. 3. List the people before the tasks

    Most of the first month is meeting people: your manager, the team, the people you depend on, a few customers. Write down who and why, and the actions follow.

  4. 4. Keep each phase short

    Three goals and four or five actions per phase is plenty. A plan that fits on one page gets used at the check-ins; a long one gets filed.

  5. 5. Agree it and book the check-ins

    Walk your manager through it in the first week, change what they push back on, and put the three check-in dates in both calendars before you print.

Managing the new hire instead? For the manager's side of onboarding a field rep, see our sales onboarding guide.

A 30-60-90 day sales plan

For a sales role the shape is the same; what changes is that the later phases are measured in activity, pipeline and revenue. Load the account executive or sales manager example to start from one.

  • Learn: product, buyers, accounts

    Product and pricing, the buyer you sell to, the accounts you inherit, and the CRM. Measure it with things a manager can check: a pitch delivered, accounts reviewed, a quote built alone.

  • Contribute: activity and pipeline

    First meetings held and qualified pipeline created, in numbers. Leading measures like meetings and next steps say more this early than closed revenue.

  • Own: forecast and territory

    First deals closed, a forecast you call yourself, and a plan for your territory or team next quarter.

Working out what quota attainment means for your pay? Use the Quota Attainment and OTE Calculator.

Taking over a patch? The Sales Territory Planner lists your accounts by area and priority and turns them into a four-week visit plan.

More for a new role in sales: sales interview questions, the one-on-one meeting template, sales KPIs.

Your first 90 days are mostly meetings. Keep what was said.

In the first weeks you meet your manager, the team, customers and everyone on your list, and most of what you need to remember is said out loud. ParrotNotes records those conversations on your phone and gives you the transcript and a summary, so each check-in starts from what was actually agreed. Free for 100 minutes of recording a month.

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