All About a 30-60-90 Day Plan and How To Create One

By Indeed Editorial Team

Published 16 August 2021

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

When you start a new position at work, making a plan for your first three months can help you transition more smoothly into your role. A 30-60-90 day plan can help set personal and professional goals when entering a position within an organisation. Learning how to create one of these documents can help you prepare for an interview, performance review or presentation related to your job. In this article, we explain the significance of this plan, share what to include in a plan and give you steps and examples to help you craft your own document.

What is a 30-60-90 day plan?

A 30-60-90 day plan is a proposal professionals use to outline goals for the first three months of a new job. Although anyone can complete this kind of document, those working in a management-level position or higher typically use this plan to increase their effectiveness in a new position. Managers or executives may create a plan to show potential or current employers how they can impact the company once they start their new role. These plans use concise language to explain your work and personal objectives and how you can achieve these goals.

You can also use a plan to outline other professional endeavours. Creating a plan for a performance review can be a clear way to share your ideas with a supervisor. Project managers may also include these plans as a way to organise a workflow for their team.

Read more: How To Write an Action Plan To Help You Achieve Your Goals

Why is an incremental plan important?

Creating a plan for your first three months at a job allows you to focus on the key components of your role. Staring a new position with a strategy for success can help you organise your goals and determine the actions you can take to achieve them. You can choose to set objectives to build relationships with coworkers, learn certain processes and systems or meet sales goals.

Some businesses may ask a new hire or employee moving into a new position to present this plan during an interview, so it's a good idea to become familiar with this document and its uses in the workplace.

Related: Time-Management Skills: Definition, Examples and Tips for Improvement

What to include in an incremental plan

A 30-60-90 day plan is broken down into sections based on the focus of each goal. When writing your plan, here are the key items to include:

  • Learning goals: Your learning goals outline the knowledge you need to function efficiently in your new role. Make each goal relevant to the time period you want to complete it.

  • Learning actions: These are the action steps that help you reach your learning goals. They are best if they directly relate and connect to your learning goals at the 30, 60 and 90-day mark.

  • Performance goals: Performance goals identify measurable steps you can take to show that you are meeting expectations at work. Consider what reasonable outcomes you can achieve for each 30 day period.

  • Performance actions: Your performance actions define how you can accomplish your performance goals.

  • Personal goals: Even though you are creating a plan for the workplace, include personal goals like balancing your work/life interactions, development objectives and relationship building.

  • Personal actions: This portion of your plan clarifies how you can achieve personal goals.

Read more: How to Develop SMART Goals

How to write a 30-60-90 day plan

Follow these steps to learn how you can compose your own plan including goals and action steps:

1. Identify the scope of your role

Before you begin composing the goals in your plan, consider your job duties and expectations. If you're interviewing, you may need to research more about the company and your position. Read job postings carefully to determine the scope of the work, including what's required for the role.

2. Determine your key performance indicators (KPIs)

Businesses use key performance indicators to help employees determine success within their field or industry. A company may create KPIs to define performance goals for the entire business. Each department may also define its own KPIs to help team members set clear objectives for their roles. When you create your plan, consider how you can use the KPIs linked to your job to set relevant goals.

3. Draft goals

Next, determine your goals for your new position. Use SMART goals that are either learning goals, performance goals or personal goals. Make a general list of goals, and then sort them into the appropriate category on your template.

4. Create an outline

Create or find a pre-made template to manage your plan. Include spaces for your 30, 60 and 90-day goals, spaces for different types of goals and spaces for actions to achieve your goals. Use this as the main draft for your plan, then adjust your ideas as you read and revise your document.

5. Review with a mentor

Once you've created a document and edited your ideas, consider sharing your draft with a mentor. Personal and professional mentors can help you decide if your plan is reasonable and relevant to your talents and position. A mentor can also offer insight into your overall vision to help you determine if your goals align with your action steps and measurable outcomes.

Read more: What KPI Stands for and How to Use It in Your Career

Tips for writing an incremental plan

Use these ideas as you prepare your plan:

  • Include metrics: When possible, include the metrics used to measure your goals, such as percentage of revenue increase, satisfaction ratings or evaluation reports.

  • Reflect and assess: Assess your progress at the end of each 30 day period and revise future goals as needed. Include a reflection about how each part of the plan progressed.

  • Ask questions: As you prepare your plan, ask questions that help you understand your role and performance expectations. Make it clear you need certain knowledge to prepare an accurate plan.

Incremental plan template

Here is a template for a plan using learning goals and actions, performance goals and actions and personal goals and actions:

Learning goals

30 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

60 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

90 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

Learning actions

30 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

60 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

90 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

Performance goals

30 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

60 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

90 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

Performance actions

30 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

60 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

90 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

Personal goals

30 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

60 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

90 days

  • [Goal 1]

  • [Goal 2]

  • [Goal 3]

Personal actions

30 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

60 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

90 days

  • [Action 1]

  • [Action 2]

  • [Action 3]

Example of an incremental plan

Here is a 30-60-90 day plan example for a sales representative using the included template:

Learning goals

30 days

  • Understand the company mission

  • Set a consistent daily schedule

  • Prepare for sales calls

60 days

  • Review the online sales system

  • Understand the sales tracking system

90 days

  • Present personal sales strategy

  • Lead professional development session

Learning actions

30 days

  • Study the company's mission independently and with input from management

  • Develop a list of daily duties and expectations

  • Review current client list and product information

60 days

  • Meet with a senior sales rep regarding the sales system

  • Study sales tracking system

90 days

  • Write a personal sales strategy

  • Prepare professional development session

Performance goals

30 days

  • Attend a client meeting

  • Participate in a sales call

60 days

  • Sign a new client

  • Set meetings with three potential clients

  • Implement the company's sales strategy

90 days

  • Complete at least one Independent sale

  • Identify a new sales strategy

Performance actions

30 days

  • Research client before the meeting

  • Identify a client sales call opportunity

60 days

  • Make sales calls and follow-up with potential clients

  • Identify potential clients and provide product information

  • Shadow senior sales representatives

90 days

  • Develop a client relationship resulting in a sale

  • Research and develop a potential sales strategy

Personal goals

30 days

  • Nurture two positive coworker relationships

  • Create an efficient workspace

60 days

  • Offer one lunch and learn

90 days

  • Lead a sales meeting

Personal actions

30 days

  • Meet immediate coworkers

  • Set up a calming and organised workspace

60 days

  • Host a working lunch regarding a specific topic

90 days

  • Demonstrate my ability to lead coworkers through successful sales

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