Writing

How to Write a 30-60-90 Day Plan

Spencer LanoueSpencer Lanoue
Writing

Creating a 30-60-90 day plan can be a game-changer, especially when you're stepping into a new role or tackling a big project. It's all about setting clear goals for yourself and knowing exactly what you need to achieve in the first three months. Let's break down how to craft a plan that not only impresses but also gives you the clarity and direction you need.

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Why You Need a 30-60-90 Day Plan

When starting a new job or project, everything can feel overwhelming. A 30-60-90 day plan acts like a roadmap. It helps you focus on what's most important, establish priorities, and set measurable goals. Plus, it shows your boss or team that you're proactive and organized.

Imagine walking into a new job and knowing exactly what you need to do to succeed. That's the power of this plan. You're not just reacting to what's happening around you. You're taking charge and setting the pace.

Breaking Down the 30-60-90 Day Structure

Let’s break it down into three phases, each with its distinct focus and objectives.

The First 30 Days: Learning and Observing

Your initial month should be all about absorbing information. Think of yourself as a sponge, soaking up everything about the company culture, operations, and the specific requirements of your role. Your goals here are to understand the team dynamics, the company's products or services, and the tools you'll be using.

  • Meet with your manager to discuss expectations and priorities.
  • Shadow colleagues to understand workflows and processes.
  • Identify key stakeholders and start building relationships.
  • Note down areas where you can contribute improvements.

During this phase, keep asking questions. It's better to clarify now than to make assumptions that could lead you astray later.

The Next 30 Days: Planning and Implementation

Once you've gathered all that information, it's time to start planning and taking action. This phase is about beginning to implement changes and showing some tangible progress.

  • Start small projects that align with the goals you identified.
  • Seek feedback from your manager and peers to refine your approach.
  • Continue building relationships and expanding your network within the company.
  • Begin to develop strategies for longer-term projects you'll tackle in the next phase.

This is where you start to demonstrate your value. Show your team what you bring to the table with your fresh perspective and ideas.

The Final 30 Days: Optimization and Execution

In the last phase, your focus should shift to optimizing processes and solidifying your presence. You want to be making significant contributions and perhaps even leading initiatives.

  • Evaluate the results of your initial projects and make necessary adjustments.
  • Set new goals based on your initial findings and achievements.
  • Take on more responsibility by leading a project or initiative.
  • Continue seeking feedback to ensure you're aligned with company goals.

This is the time to shine and show you're not just fitting in, but actively contributing to the company’s or project’s success.

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Setting SMART Goals

While crafting your 30-60-90 day plan, it's crucial to set SMART goals: Specific, Measurable, Achievable, Relevant, and Time-bound. Let's break down how to set these for each phase.

Specific

Your goals should be clear and specific. For example, instead of saying "improve communication skills," you could say, "attend two communication workshops to enhance my presentation skills."

Measurable

How will you know when you've achieved your goal? Make sure you have criteria to measure your progress. For instance, "increase customer satisfaction ratings by 10% by conducting weekly feedback sessions."

Achievable

Your goals should be realistic, given the resources and time you have. It's great to aim high, but setting unattainable goals will only set you up for frustration.

Relevant

The goals should align with broader company objectives or your personal career aspirations. Ask yourself if achieving this goal will help you move forward in your role.

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Time-bound

Each goal should have a deadline. This creates a sense of urgency and helps you prioritize tasks. For example, "complete the new client onboarding process by the end of the second month."

Crafting Your Personal Development Plan

Your 30-60-90 day plan isn't just about business goals. It's also a chance to focus on your personal growth. Consider what skills or knowledge you need to develop to excel in your new role.

  • Identify skills that are crucial for your role and find resources to develop them.
  • Seek mentorship or coaching from experienced colleagues.
  • Set personal milestones, like reading a certain number of industry-related books.
  • Join professional groups or forums to expand your network and knowledge.

Think of this as an investment in your future. The more you grow, the more you can contribute to your team and organization.

Getting Feedback and Adjusting Your Plan

Your 30-60-90 day plan should not be set in stone. It's important to remain flexible and open to feedback. Regularly check in with your manager or mentor to see if you're on the right track.

Here’s how you can effectively incorporate feedback:

  • Schedule regular one-on-one meetings to discuss your progress and challenges.
  • Be open to constructive criticism and use it to make improvements.
  • Adjust your goals and strategies as needed to align with changing priorities.
  • Celebrate small wins along the way to stay motivated.

Feedback is a gift. It's your opportunity to learn and grow, so embrace it.

Using Tools to Simplify Your Planning

There are plenty of tools out there that can help you create and manage your 30-60-90 day plan. Here are a few you might find useful:

  • Project Management Software: Tools like Trello or Asana can help you organize tasks and track progress.
  • Document Editors: Spell is an AI document editor that can help you draft and refine your plan quickly and efficiently.
  • Calendar Apps: Use Google Calendar or Outlook to set reminders for important milestones.
  • Note-Taking Apps: Tools like Evernote or Microsoft OneNote can be great for jotting down ideas and insights.

Using the right tools can save you time and help you stay organized, so you can focus on what really matters.

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Creating a Visual Representation of Your Plan

Sometimes, a visual representation can make your plan clearer and more engaging. Consider creating a timeline or flowchart that outlines your goals and milestones.

  • Timeline: Use a tool like Microsoft PowerPoint or Canva to create a timeline that shows your goals for each 30-day phase.
  • Flowchart: Diagrams can help visualize processes or decision-making steps.
  • Mind Map: Tools like MindMeister can help you brainstorm and organize your thoughts.

Visual aids not only make your plan more appealing but also easier to share with others.

Presenting Your Plan to Supervisors

Once your plan is ready, you'll likely need to present it to your supervisor or team. Here’s how you can make a strong impression:

  • Be Confident: Know your plan inside out and be ready to answer questions.
  • Be Concise: Highlight the most important points and avoid getting bogged down in details.
  • Be Open to Feedback: Show that you're willing to adapt and improve your plan based on their input.
  • Be Professional: Ensure your presentation is polished and free from errors.

Think of this presentation as your chance to showcase your strategic thinking and dedication.

Real-World Example of a 30-60-90 Day Plan

To help you visualize what a 30-60-90 day plan looks like, here's a simplified example for a new sales manager role:

**First 30 Days:**
- Meet with the sales team to understand current processes and challenges.
- Review sales data from the past year to identify trends.
- Shadow top-performing sales reps to learn best practices.
- Attend a company-wide meeting to understand broader business goals.

**Next 30 Days:**
- Develop a new sales strategy based on insights from the first 30 days.
- Implement a pilot program for the new strategy with a small team.
- Gather feedback from the team and make necessary adjustments.
- Set up regular check-in meetings with the team to monitor progress.

**Final 30 Days:**
- Launch the new sales strategy company-wide.
- Conduct training sessions to ensure all team members are aligned.
- Measure the impact of the new strategy on sales performance.
- Present the results and next steps to senior management.

Final Thoughts

A strong 30-60-90 day plan can set you up for success in any new role or project. It helps you focus on what's important and demonstrates your commitment to making a positive impact. Remember, your plan should be flexible and open to feedback, evolving as you learn more about your role and organization. And if you're looking to draft your plan quickly and efficiently, our AI document editor, Spell, can help you get from a blank page to a polished document in no time. Embrace the journey, and happy planning!

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.