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30 60 90 Day Plan Template Excel

The document outlines a 30-60-90 day plan for onboarding a new junior sales representative, including goals and deliverables for the employee's first 30, 60, and 90 days on the job. It also lists meetings for the new hire to have to get to know colleagues and learn about their roles and how they support the company's objectives.

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poojatripathi48
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222 views5 pages

30 60 90 Day Plan Template Excel

The document outlines a 30-60-90 day plan for onboarding a new junior sales representative, including goals and deliverables for the employee's first 30, 60, and 90 days on the job. It also lists meetings for the new hire to have to get to know colleagues and learn about their roles and how they support the company's objectives.

Uploaded by

poojatripathi48
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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30-60-90 Day Plan for New Hires aihr.

com

Role details
Summarize the reporting structure of the role.

Job title [Junior Sales Representative]


Department/Role/Region [Insert]
Manager/Reporting to [Insert]
Department Head [Insert]
Coach/Mentor [Insert]

[Expanding our presence in the key markets]


Role impact & [Insert]
desired outcomes
Outline how this role supports the
broader organization’s objectives.

[Identify and build relationships with key decision makers]


Key tasks & [Insert]
responsibilities
Outline the key tasks &
responsibilities of this role.

[Grow our UK client base]


[Insert]
Goals summary
Summarize the 3-5 main goals of
this role.

30 Days | Date - date


Outline the SMART goals the new hire should achieve in their first 30 days on the job, and deliverables/measures of success. These should be goals related mostly to getting to know the organization and the team. Define 3-5 goals.

Goal Deliverable/Measure of success Status


[Learn about the company’s product] [Create an account, explore the platform for 1 hour a day for 1 week, and read 10 customer reviews] [100%]
Goals
[Insert] [Insert] [Insert]

Name Role Meeting objective Topics to discuss Status


[Specifics of the UK accounts,
Get-to-Know [Anna Johnson] [Account Executive] [Getting to know Anna as you’ll be workyour working styles] [100%]
Meetings
List people that the new hire [Insert] [Insert] [Insert] [Insert] [Insert]
should connect with and how that
meeting will help them in their
role. Outline a few topics to
discuss in these meetings.

Notes & feedback

60 Days | Date - date


Outline the SMART goals the new hire should achieve in their first 60 days on the job, and deliverables/measures of success. These should be goals related mostly to role-specific tasks & responsibilities. Define 3-5 goals.

Goal Deliverable/Measure of success Status


[Learn about the company’s sales proces [Shadow 5 sales calls, list your observations and discuss them with your manager] [100%]
Goals

Name Role Meeting objective Topics to discuss Status


Get-to-Know
Meetings
List people that the new hire
should connect with and how that
meeting will help them in their
role. Outline a few topics to
discuss in these meetings.

Notes & feedback

90 Days | Date - date


Outline the SMART goals the new hire should achieve in their first 90 days on the job, and deliverables/measures of success. These should be goals related to long-term performance expectations. Define 3-5 goals.

Goal Deliverable/Measure of success Status


[Lead a sales meeting with a UK client] [Solicit feedback from team members in the meeting and use it to prepare 3 improvement points for the future] [80%]
Goals

Name Role Meeting objective Topics to discuss Status


Get-to-Know
Meetings
List people that the new hire
should connect with and how that
meeting will help them in their
role. Outline a few topics to
discuss in these meetings.

Notes & feedback

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