{"id":72319,"date":"2024-11-04T16:36:19","date_gmt":"2024-11-04T22:36:19","guid":{"rendered":"https:\/\/www.projectmanager.com\/?post_type=templates&#038;p=72319"},"modified":"2026-06-05T11:10:26","modified_gmt":"2026-06-05T16:10:26","slug":"30-60-90-day-plan-template","status":"publish","type":"templates","link":"https:\/\/www.projectmanager.com\/templates\/30-60-90-day-plan-template","title":{"rendered":"30-60-90 Day Plan Template"},"content":{"rendered":"<p>Setting goals is easy, achieving them is a different story. It requires a plan. This is especially true when onboarding a new employee. They have to be brought up to speed quickly. Using a 30-60-90 day plan template provides them with a clear roadmap to transition into a new role. Download this free 30-60-90 day plan template for Word and set the stage for success.<\/p>\n<p>While templates are handy as they outline everything in advance, they\u2019re not ideal for creating collaborative plans that can be tracked in real time. Project management software is a more effective tool to onboard new hires. To achieve your goals you&#8217;ll want to open our free 30-60-90 day plan template in\u00a0<a href=\"\/\">ProjectManager,<\/a>\u00a0award-winning project and portfolio management software with robust Gantt charts, task lists and other project views to create a plan, share it and track its progress, budget and resources in real time.<\/p>\n<p>Avoid bottlenecks that get in the way of deadlines by linkimg task dependencies and filter for the critical path on the Gantt chart to help prioritize tasks. Then, set baselines to track schedules, resources, costs and more with live dashboards and reports to make sure you&#8217;re keeping to the plan. There are also features to manage recurring tasks with workflow automation and task approval settings ensure quality. <a href=\"https:\/\/www.projectmanager.com\/freetrial?edition=d&amp;template=implementation&amp;headline=%20Open%20Your%2030-60-90%20Day%20Plan%20Template%20with%20a%20Free%20Trial%20of%20ProjectManager.%20No%20Credit%20Card%20Required.\">Get started for free with ProjectManager to make a better 30-60-90 day plan.<\/a><\/p>\n<figure id=\"attachment_61852\" aria-describedby=\"caption-attachment-61852\" style=\"width: 1841px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.projectmanager.com\/freetrial?edition=d&amp;template=implementation&amp;headline=%20Open%20Your%2030-60-90%20Day%20Plan%20Template%20with%20a%20Free%20Trial%20of%20ProjectManager.%20No%20Credit%20Card%20Required.\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-61852 size-full\" src=\"\/wp-content\/uploads\/2021\/08\/Implementation-Plan-Template-argo-redesign.jpg\" alt=\"ProjectManager's Gantt chart\" width=\"1841\" height=\"797\" srcset=\"\/wp-content\/uploads\/2021\/08\/Implementation-Plan-Template-argo-redesign.jpg 1841w, \/wp-content\/uploads\/2021\/08\/Implementation-Plan-Template-argo-redesign-600x260.jpg 600w, \/wp-content\/uploads\/2021\/08\/Implementation-Plan-Template-argo-redesign-1600x693.jpg 1600w, \/wp-content\/uploads\/2021\/08\/Implementation-Plan-Template-argo-redesign-300x130.jpg 300w, \/wp-content\/uploads\/2021\/08\/Implementation-Plan-Template-argo-redesign-768x332.jpg 768w, \/wp-content\/uploads\/2021\/08\/Implementation-Plan-Template-argo-redesign-1536x665.jpg 1536w, \/wp-content\/uploads\/2021\/08\/Implementation-Plan-Template-argo-redesign-450x195.jpg 450w\" sizes=\"auto, (max-width: 1841px) 100vw, 1841px\" \/><\/a><figcaption id=\"caption-attachment-61852\" class=\"wp-caption-text\">ProjectManager&#8217;s 30-60-90 day plan template is free and better than Excel. <a href=\"https:\/\/www.projectmanager.com\/freetrial?edition=d&amp;template=implementation&amp;headline=%20Open%20Your%2030-60-90%20Day%20Plan%20Template%20with%20a%20Free%20Trial%20of%20ProjectManager.%20No%20Credit%20Card%20Required.\">Try it now<\/a><\/figcaption><\/figure>\n<h2>What Is a 30-60-90 Day Plan?<\/h2>\n<p>A 30-60-90 day plan is a structured outline used by new employees, managers or leaders to set goals and strategies for their first three months in a role. It breaks that time down into three monthly components.<\/p>\n<p>The first 30 days are about learning and observing. The objective is to understand the organization, team dynamics and current processes.\u00a0 This is achieved through the following activities: meeting team members and key stakeholders; familiarizing oneself with company policy, culture and tools;\u00a0 assessing ongoing projects and workflows; gathering data and insights about the performance metrics.<\/p>\n<p>The 60 day plan is when planning and strategic development are addressed. The objective is to start <a href=\"https:\/\/www.projectmanager.com\/blog\/implementation-plan\">implementing changes<\/a> based on the observations from the first 30 days. Activities include: identifying areas for improvement and potential quick wins; collaborating with the team to develop action plans; setting measurable goals and key performance indicators (KPIs) and continuing to build relationships and seek feedback.<\/p>\n<p>This brings the employee to the final stage of the plan. At this point the objective is to implement the earlier plan and evaluate its effectiveness. This is carried out by the following steps: rolling out changes and initiatives; monitoring progress against goals and KPIs; gathering feedback from the team and stakeholders and adjusting strategies based on what\u2019s working and what\u2019s not.<\/p>\n<a class=\"template-lightbox-trigger-79217\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-72322 size-full\" src=\"\/wp-content\/uploads\/2024\/11\/30-60-90-day-template-full-table.png\" alt=\"30-60-90 day plan for Word\" width=\"1260\" height=\"753\" srcset=\"\/wp-content\/uploads\/2024\/11\/30-60-90-day-template-full-table.png 1260w, \/wp-content\/uploads\/2024\/11\/30-60-90-day-template-full-table-600x359.png 600w, \/wp-content\/uploads\/2024\/11\/30-60-90-day-template-full-table-300x179.png 300w, \/wp-content\/uploads\/2024\/11\/30-60-90-day-template-full-table-768x459.png 768w, \/wp-content\/uploads\/2024\/11\/30-60-90-day-template-full-table-450x269.png 450w\" sizes=\"auto, (max-width: 1260px) 100vw, 1260px\" \/><\/a>\n<h2>Why You Need a 30-60-90-Day Plan Template<\/h2>\n<p>Downloading this free 30-60-90 day plan template for Word is recommended for new hires or leaders stepping into a new role. It\u2019s important as it provides a structured onboarding process with a <a href=\"https:\/\/www.projectmanager.com\/blog\/tips-for-project-roadmap\">clear roadmap<\/a> that helps individuals navigate their first three months effectively by outlining specific goals for each phase. It helps to set goals with measurable objectives, making it easier to track progress and success. The 30-60-90 day plan template also ensures alignment with the organization&#8217;s objectives, helping new employees understand what\u2019s expected of them.<\/p>\n<h3>Builds Relationships<\/h3>\n<p>The initial phase fosters collaboration and trust by meeting team members and stakeholders. This builds relationships and helps with networking by establishing connections early on that can facilitate smoother communication and support <a href=\"https:\/\/www.projectmanager.com\/blog\/transition-plan\">throughout the transition<\/a>.\u00a0 The plan encourages individuals to evaluate existing processes and identify areas of improvement, which can lead to innovative solutions, helping new hires build credibility and demonstrate value early in their tenure.<\/p>\n<h3>Reduces Uncertainty<\/h3>\n<p>This structured approach can also boost confidence, reduce new employee anxiety and uncertainty. It puts them in a proactive rather than reactive approach so they can own their roles.The enhanced communication creates transparency and feedback allows for adjustments as needed. Performance evaluation offers clear metrics to provide a basis for evaluating success and impact, which leads to continuous improvement.<\/p>\n<h2>Who Uses a 30-60-90 Day Plan Template?<\/h2>\n<p>Any professional in a variety of contexts will find downloading this free 30-60-90 day plan template beneficial. Here is a short list of some groups that commonly use this framework.<\/p>\n<ul>\n<li>New employees being onboarded<\/li>\n<li>Managers or team leaders transition roles or requiring <a href=\"https:\/\/www.projectmanager.com\/templates\/performance-improvement-plan-template\">performance improvement<\/a><\/li>\n<li>Executives outlining strategic initiatives or aligning with organizational culture with making impactful changes<\/li>\n<li>Project managers during a project kickoff<\/li>\n<li>Sales professionals with onboarding new sales people<\/li>\n<li>Consultants and freelancers for client engagements<\/li>\n<li>Professionals shifting into a new industry or role<\/li>\n<\/ul>\n<h2>When to Use a 30-60-90 Day Play Template<\/h2>\n<p>Just as there are many individuals who can use the free template, there are many opportunities to use it. Here are some.<\/p>\n<ul>\n<li>Starting a new job<\/li>\n<li>Transitioning to a new role<\/li>\n<li>Taking over a team or project<\/li>\n<li>Launching new initiatives<\/li>\n<li>Entering a new industry<\/li>\n<li>Responding to performance issues<\/li>\n<li>After major organizational change<\/li>\n<li>During client engagements<\/li>\n<\/ul>\n<h2>How to Use a 30-60-90 Day Template<\/h2>\n<p>Now that the value of a 30-60-90 day plan is clear, download the free template and open up a fully customized document. We\u2019ve outlined the basics, but users can make any changes they want to reflect their own organizational processes.<\/p>\n<p>The template is divided into three sections to correspond with the various timeframes of the plan. Each column, whether for 30, 60 or 90 days, is broken down into the same four rows, which we\u2019ll now define.<\/p>\n<h3>SMART Goals &amp; Action Plans<\/h3>\n<p><a href=\"https:\/\/www.projectmanager.com\/blog\/how-to-create-smart-goals\">SMART goals<\/a> are specific, measurable, attainable, relevant and time-bound. This will inform the goal, which is then followed by the action steps that should be followed to achieve that goal. We have three sets of goals and the corresponding action steps, but users can make as many or as few as they feel are necessary.<\/p>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-72323 size-full\" src=\"\/wp-content\/uploads\/2024\/11\/Smart-goals-and-action-steps-30-60-90-day-plan.png\" alt=\"Smart goals on a 30-60-90 day plan\" width=\"1157\" height=\"374\" srcset=\"\/wp-content\/uploads\/2024\/11\/Smart-goals-and-action-steps-30-60-90-day-plan.png 1157w, \/wp-content\/uploads\/2024\/11\/Smart-goals-and-action-steps-30-60-90-day-plan-600x194.png 600w, \/wp-content\/uploads\/2024\/11\/Smart-goals-and-action-steps-30-60-90-day-plan-300x97.png 300w, \/wp-content\/uploads\/2024\/11\/Smart-goals-and-action-steps-30-60-90-day-plan-768x248.png 768w, \/wp-content\/uploads\/2024\/11\/Smart-goals-and-action-steps-30-60-90-day-plan-450x145.png 450w\" sizes=\"auto, (max-width: 1157px) 100vw, 1157px\" \/>\n<h3>Deliverables<\/h3>\n<p>Each goal and their action steps will lead to a <a href=\"https:\/\/www.projectmanager.com\/blog\/project-deliverable\">deliverable<\/a>. This refers to a specific, tangible outcome or product that is expected to be completed within each phase of the plan. Examples of deliverables in this context include assessment reports, team feedback summary, future roadmap, etc.<\/p>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-72324 size-full\" src=\"\/wp-content\/uploads\/2024\/11\/deliverables-30-60-90-day-plan.png\" alt=\"Deliverables on a 30-60-90 day plan\" width=\"1154\" height=\"93\" srcset=\"\/wp-content\/uploads\/2024\/11\/deliverables-30-60-90-day-plan.png 1154w, \/wp-content\/uploads\/2024\/11\/deliverables-30-60-90-day-plan-600x48.png 600w, \/wp-content\/uploads\/2024\/11\/deliverables-30-60-90-day-plan-300x24.png 300w, \/wp-content\/uploads\/2024\/11\/deliverables-30-60-90-day-plan-768x62.png 768w, \/wp-content\/uploads\/2024\/11\/deliverables-30-60-90-day-plan-450x36.png 450w\" sizes=\"auto, (max-width: 1154px) 100vw, 1154px\" \/>\n<h3>KPIs<\/h3>\n<p><a href=\"https:\/\/www.projectmanager.com\/training\/8-essential-kpi-metrics-teams\">KPIs<\/a> are the specific metrics used to measure progress and success against the objectives set for each phase of the plan. They help to evaluate whether the goals are being met and provide insight into areas that may need adjustments.<\/p>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-72325 size-full\" src=\"\/wp-content\/uploads\/2024\/11\/KPI-30-60-90-day-plan.png\" alt=\"KPIs on a 30-60-90 day plan\" width=\"1154\" height=\"87\" srcset=\"\/wp-content\/uploads\/2024\/11\/KPI-30-60-90-day-plan.png 1154w, \/wp-content\/uploads\/2024\/11\/KPI-30-60-90-day-plan-600x45.png 600w, \/wp-content\/uploads\/2024\/11\/KPI-30-60-90-day-plan-300x23.png 300w, \/wp-content\/uploads\/2024\/11\/KPI-30-60-90-day-plan-768x58.png 768w, \/wp-content\/uploads\/2024\/11\/KPI-30-60-90-day-plan-450x34.png 450w\" sizes=\"auto, (max-width: 1154px) 100vw, 1154px\" \/>\n<h3>Resource Requirements<\/h3>\n<p>This is where the specific inputs needed to achieve the objectives and deliverables are outlined for each phase of the plan. The resources can be varied, such as human, financial, technological, training and development, time allocation, information and data.<\/p>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-72326 size-full\" src=\"\/wp-content\/uploads\/2024\/11\/resource-requirements-from-a-30-60-90-day-plan-for-word.png\" alt=\"Resource requirements on a 30-60-90 day plan\" width=\"1156\" height=\"112\" srcset=\"\/wp-content\/uploads\/2024\/11\/resource-requirements-from-a-30-60-90-day-plan-for-word.png 1156w, \/wp-content\/uploads\/2024\/11\/resource-requirements-from-a-30-60-90-day-plan-for-word-600x58.png 600w, \/wp-content\/uploads\/2024\/11\/resource-requirements-from-a-30-60-90-day-plan-for-word-300x29.png 300w, \/wp-content\/uploads\/2024\/11\/resource-requirements-from-a-30-60-90-day-plan-for-word-768x74.png 768w, \/wp-content\/uploads\/2024\/11\/resource-requirements-from-a-30-60-90-day-plan-for-word-450x44.png 450w\" sizes=\"auto, (max-width: 1156px) 100vw, 1156px\" \/>\n<h2>Other Free Planning Templates<\/h2>\n<p>The 30-60-90 day plan is only one of over <a href=\"\/pm-templates\">100 free project management templates for Excel and Word<\/a> that can be downloaded from our site. They cover every aspect of managing a project across numerous industries. The following are a few that can be used to help with using the 30 60 90 day template.<\/p>\n<h3><strong><a href=\"https:\/\/www.projectmanager.com\/templates\/performance-improvement-plan-template\">Performance Improvement Plan Template<\/a><\/strong><\/h3>\n<p>Similar to the 30-60-90 day plan template, this free performance improvement plan template for Word is used to help employees meet expectations. However, the difference here is that this template is used for a current employee who is underachieving and needs to be brought back to their job expectations or terminated.<\/p>\n<h3><strong><a href=\"https:\/\/www.projectmanager.com\/templates\/project-management-dashboard\">Project Dashboard Template\u00a0<\/a><\/strong><\/h3>\n<p>This free project dashboard template for Excel is highly useful in tracking KPIs from the 30-60-90 day plan. It is made up of easy-to-read graphs and charts that take hard data and turn it into easily understandable visuals on task, workload, cost and more.<\/p>\n<h3><strong><a href=\"https:\/\/www.projectmanager.com\/templates\/to-do-list-template\">To-Do List Template<\/a><\/strong><\/h3>\n<p>While project management software is a better way to organize and execute the action plan in the 30-60-90 day plan, this free to-do list template for Excel is a fine alternative. It lists all the tasks, their start and end dates as well as the percentage complete to help track one\u2019s progress.<\/p>\n<h2>How ProjectManager Makes a Better 30-60-90 Day Plan<\/h2>\n<p>We\u2019ve already noted that templates are not the best way to onboard a new employee. That\u2019s because they\u2019re static documents that require manual updating, which isn\u2019t efficient. They\u2019re also not collaborative. Those hurdles and more are all cleared by using project management software. <a href=\"\/\">ProjectManager<\/a> is award-winning project and portfolio management software that has the features managers and new employees need to create plans, execute tasks and track progress and performance in real time.<\/p>\n<h3>Use Multiple Project Views<\/h3>\n<p>Not all employees are the same, nor are all plans, which is why we have multiple project views. Managers can create detailed plans, with costs and resources on our robust <a href=\"\/software\/gantt-chart\">Gantt charts<\/a>. They link all four types of dependencies, filter for the critical path and set a baseline to compare planned against actual effort in real time. There are also kanban boards that visualize workflow and calendar views to get a monthly overview of progress for stakeholders.<\/p>\n<a href=\"\/software\/gantt-chart\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-69955 size-full\" src=\"\/wp-content\/uploads\/2023\/02\/operations-implementation-gantt-chart-150.png\" alt=\"GAntt chart for planning\" width=\"1919\" height=\"944\" srcset=\"\/wp-content\/uploads\/2023\/02\/operations-implementation-gantt-chart-150.png 1919w, \/wp-content\/uploads\/2023\/02\/operations-implementation-gantt-chart-150-600x295.png 600w, \/wp-content\/uploads\/2023\/02\/operations-implementation-gantt-chart-150-1600x787.png 1600w, \/wp-content\/uploads\/2023\/02\/operations-implementation-gantt-chart-150-300x148.png 300w, \/wp-content\/uploads\/2023\/02\/operations-implementation-gantt-chart-150-768x378.png 768w, \/wp-content\/uploads\/2023\/02\/operations-implementation-gantt-chart-150-1536x756.png 1536w, \/wp-content\/uploads\/2023\/02\/operations-implementation-gantt-chart-150-450x221.png 450w\" sizes=\"auto, (max-width: 1919px) 100vw, 1919px\" \/><\/a>\n<h3>Dashboards and Reports<\/h3>\n<p>Part of a 30-60-90 day plan is tracking KPIs to ensure work is being done on time. Once a baseline is set, real-time tracking of the plan is being done throughout the software. For a high-level overview of the project toggle over to the <a href=\"\/software\/dashboard\">project or the portfolio dashboards<\/a>, depending on whether one is monitoring one or multiple plans. These are automatically collecting live data and displaying it on easy-to-read graphs and charts showing time, cost, workload and more. For more detail, use customizable reports, which can be filtered for a close look at the data or a more general view of progress for stakeholders.<\/p>\n<a href=\"https:\/\/www.projectmanager.com\/software\/dashboard\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-65502 size-full\" src=\"\/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1.png\" alt=\"Dashboards for tracking\" width=\"2554\" height=\"1372\" srcset=\"\/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1.png 2554w, \/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1-600x322.png 600w, \/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1-1600x860.png 1600w, \/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1-300x161.png 300w, \/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1-768x413.png 768w, \/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1-1536x825.png 1536w, \/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1-2048x1100.png 2048w, \/wp-content\/uploads\/2023\/01\/Dashboard-IT-Light-2554x1372-1-450x242.png 450w\" sizes=\"auto, (max-width: 2554px) 100vw, 2554px\" \/><\/a>\n<h2>Related Content<\/h2>\n<p>Looking for more information on how to implement a plan or help employees improve their performance? Below are links to some of the more recent pieces we\u2019ve published on those subjects, plus a few free templates to help along the way.<\/p>\n<ul>\n<li><a href=\"https:\/\/www.projectmanager.com\/blog\/implementation-plan\">What Is an Implementation Plan?<\/a><\/li>\n<li><a href=\"https:\/\/www.projectmanager.com\/templates\/implementation-plan-template\">Implementation Plan Template for Excel<\/a><\/li>\n<li><a href=\"https:\/\/www.projectmanager.com\/templates\/performance-improvement-plan-template\">Performance Improvement Plan Template<\/a><\/li>\n<li><a href=\"https:\/\/www.projectmanager.com\/blog\/the-10-best-performance-review-questions-with-examples\">The 15 Best Performance Review Questions (with Examples)<\/a><\/li>\n<li><a href=\"https:\/\/www.projectmanager.com\/templates\/to-do-list-template\">To-Do List Template for Excel<\/a><\/li>\n<li><a href=\"https:\/\/www.projectmanager.com\/es\/plantilla-de-plan-de-30-60-90-dias\" target=\"_blank\" rel=\"noopener\">Plantilla de plan de 30-60-90 d\u00edas (descarga gratis)<\/a><\/li>\n<\/ul>\n<p><em>ProjectManager is cloud-based project and portfolio management software that connects teams whether they\u2019re in the office or out in the field. They can share files, comment at the task level and stay up to date with email and in-app notifications. Join teams from Avis, Nestle and Siemens who are using our software to deliver successful projects. <a href=\"https:\/\/www.projectmanager.com\/freetrial?edition=d\">Get started with ProjectManager today for free.<\/a><\/em><\/p>\n","protected":false},"featured_media":79292,"template":"","meta":{"_yoast_wpseo_title":"30-60-90 Day Plan Template for Word (Free Download)","_yoast_wpseo_metadesc":"Get employees onboarded, implement organizational change and more with this free 30-60-90 day plan for Word.","head_code_insert":"<link rel=\"alternate\" hreflang=\"en-us\" href=\"https:\/\/www.projectmanager.com\/templates\/30-60-90-day-plan-template\" \/>\n<link rel=\"alternate\" hreflang=\"es\" href=\"https:\/\/www.projectmanager.com\/es\/plantilla-de-plan-de-30-60-90-dias\" \/>\n<link rel=\"alternate\" hreflang=\"x-default\" href=\"https:\/\/www.projectmanager.com\/templates\/30-60-90-day-plan-template\" 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