30 60 90 Day Plan [Template] | Scribe

    30 60 90 Day Plan [Template]

    Congratulations on your new role!

    The first few months are critical for your success in this position, and we want to support you in every way possible.

    This 30 60 90 day template is designed to help you set goals, track your progress, and identify any areas for improvement. By following this plan, you can ensure that you are making a positive impact on the organization and achieving your objectives.

    30 Days

    • Get to know your team and colleagues. Schedule one-on-one meetings with each team member to learn about their roles, responsibilities, and goals. Ask questions and actively listen to their responses.

      • Here's how to find an available slot on everyone's calendar.

    • Gain access to primary tools. Here are step-by-step instructions on how to access primary tools.

      • Slack

      • Scribe

      • Gmail

      • Salesforce

      • Workday

    • Review company policies and procedures. Familiarize yourself with the employee handbook, benefits information and time off policies. Ask HR or your manager if you have any questions.

    • Identify your primary responsibilities. Make a list of your key responsibilities and priorities for the first 30 days. Discuss this list with your manager to ensure that you are aligned on expectations.

    • Attend company meetings and events. Attend all relevant meetings and events to learn about the company culture and priorities.

    • Develop a plan for your ongoing training and development. Identify areas where you need to improve your skills and make a plan for how you will acquire them.

      Tip: Use Scribe to auto-generate how-t0 guides for any new processes you are learning. Here's how:

      How to record a Scribe

    60 Days

    • Review your progress from the first 30 days. Reflect on what you've learned and achieved in the first 30 days and identify any areas where you need to focus more attention.

    • Set specific goals for the next 30 days. Identify 2-3 specific goals that you want to achieve in the next 30 days. Discuss these goals with your manager to ensure that they align with the team's priorities.

    • Build stronger relationships with your team and colleagues. Schedule more one-on-one meetings with your team members and other colleagues to strengthen your relationships and better understand their needs.

    • Take on more responsibilities. Look for opportunities to take on more responsibility and show your manager that you are capable of handling more complex tasks.

    • Continue your training and development. Attend relevant training sessions and identify additional resources that can help you improve your skills.

    • (Optional) Use Scribe to auto-generate step-by-step guides for any new processes you are learning.

    90 Days

    • Review your progress from the first 60 days. Reflect on what you've learned and achieved in the first 60 days and identify any areas where you need to focus more attention.

    • Set specific goals for the next 30 days. Identify 2-3 specific goals that you want to achieve in the next 30 days. Discuss these goals with your manager to ensure that they align with the team's priorities.

    • Look for opportunities to make an impact. Identify opportunities where you can make a significant contribution to the team or the organization.

    • Ask for feedback. Ask your manager and colleagues for feedback on your performance and how you can continue to improve.

    • Develop a plan for your ongoing growth and development. Identify long-term goals for your career and make a plan for how you will achieve them.

      Tip! Use Scribe to auto-generate step-by-step guides for any new processes you are learning.

    Conclusion

    By following this 30 60 90 day template, you can set yourself up for success in your new role. Remember to regularly check in with your manager and colleagues, seek feedback and continue to develop your skills and knowledge.

    With the right mindset and a clear plan, you can make a positive impact on the organization and your team!

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