Blog Best Of

How to Create a 30 60 90 Days Plan: Ultimate Guide with Examples

Vishak

9 min read

When you land a new job or gain a promotion, you feel like you’re on top of the world. But, this excitement starts to fade when you realize you don’t have a plan to manage your work. You’ll be surprised to know that more than 80% of the small business owners don’t have a strategic plan. Whether you’re running a business or getting hired, having a plan is crucial for your success. Hopefully, there is a way to create a goal-oriented plan for completing all your work and achieving the right success. It’s popularly known as a 30 60 90 day plan.

Following this plan will open a door for you to gather information, master new responsibility, and leave an impact in your professional space. Are you a newbie trying to create a 30 60 90 day plan for your business? Don’t worry! Here’s everything you need to know about a 30 60 90 day plan and how to create one.  

What is a 30 60 90 Day Plan? 

A 30 60 90 day plan is a plan most businesses and sales managers use and follow to create tangible goals. You can set goals and structure time with a 30 60 90 days plan. Anyone can make these goal-oriented plans to keep track of their progress or to learn something. 

If you are a new employee, setting a 30 60 90 days plan can help you set realistic goals to make the organization run smoothly. A quick heads up for the new employees: You can create a 30 60 90 days plan either during final stages of an interview process or during the first week of the job.

What are the Benefits of Creating a 30 60 90 day Plan?

  • It shows how focused and serious you are about your role within a company.
  • The 30 60 90 days plan represents how committed you are to contribute to the development of your company.
  • The plan will help you realize and understand your responsibility clearly.
  • The goals you’ll set will ensure your actions will be productive and timely.

Elements You Need to Create a 30 60 90 Day Plan?

Before going further, you may want to know about the elements of a 30 60 90 day plan. Just like its name, you have to create a plan into three chunks- 30, 60, and 90 days.

In each 30 day phase, you’ll require: A Specific focus, Top priority, SMART Goals, and Success Metrics.

A Specific Focus

You can’t create an actionable plan without a specific focus. If you are a business owner, your focus for the first 30 months should be about learning. You can focus on working towards your goal for the second month. For the final month, your primary focus should be to become a leader.

Similarly, if you are a new employee, your 30 60 90 day plan focus will revolve around learning, planning, contributing, and finally executing. However, you can change your focus based on your job role or the company.

Top Priorities

Your priorities should always be broader than your goals and more specific than your focus. Within this 30 60 90 day phase, you have to determine your top priorities. Your top priorities could include learning your company’s internal process, completing your role, finding solutions to resolve the company’s problems, etc.

SMART Goals

87% of the people fail to gain success because their goals are not SMART. Setting SMART goals helps you fulfill your priorities with clear motivation and focus. SMART stands for Specific, Measurable, Achievable, Realistic, and Timely. Once you are all set with your priorities, set SMART goals to achieve success.  

Here’s How You Can Create a SMART Goal-

SMART Goal: Specific

Ask yourself the five ‘W’ questions to set specific smart goals. These questions are-

  1. Who: Who is part of this goal?
  2. What: What do you need to achieve?
  3. Where: Where it will take place? Are you going to target a geographical or digital location?
  4. When: When can you achieve this goal?
  5.  Why: Why these goals are important and why do you need to achieve this? 

For example, a goal would be “I want to be healthy.” A morespecific goal would be “I want to start jogging and work out to be more healthy.”

SMART Goal: Measurable

Without measuring criteria, you won’t be able to track your progress. 80% of businesses admitted that their goals are specific and measurable. To make your business goals measurable, ask yourself these following questions:

  1. How much/many?
  2. How would you know if you have fulfilled your goals or not?
  3. What will be the indicator of your performance progress?

For example, “I want to start jogging and work out everyday to lose five pounds from my body.”

SMART Goal: Achievable

You must achieve the goals you set. If your goal isn’t attainable or achievable then it’s not a SMART goal. Make sure to ask yourself these questions:

  1. Is this goal achievable?
  2. Do you have all the required resources to achieve this goal?

SMART Goal: Realistic

A SMART Goal should be realistic enough for you to achieve it. Ask these questions:

  1. Is the goal realistic?
  2. Do you have proper resources to achieve the goal on time?

For example, “I want to lose five pounds within two months.” – This is a realistic goal. “I want to lose five pounds within two days.”- Unrealistic goal.

SMART Goal: Timely

You have to make your goal time-bound to fulfill it successfully. Ensure your goal has a deadline. If you follow a start and end date, there will be no last time urgency or low motivation to achieve the goal. To set a timely goal, ask these questions to yourself:

  1. Does your goal come with a deadline?
  2. When do you want to achieve this goal?

For example, “I will start jogging and workout from 1st of September, I will lose five pounds by the end of November.” It’s best to break down your SMART goals into three categories: Learning, Performance, and Personal goals. 

Learning Goals

To set a clear learning goal, you can ask these questions to yourself-

  • What skills or knowledge I need to learn to achieve success?
  • How can I gain those learnings and skills?

Performance Goals

These goals should only focus on things you want to fulfill as a part of your business plan or new job-role. You can set the performance goals by asking yourself this question:

  • What progress can I make within the 30 60 90 day period?

Personal Goals

You can set personal goals to build a good relationship with your company or business team. Setting a personal goal will help you to find your position within the company. You can create personal goals by asking yourself:

  • With whom do I have to build a relationships with?
  • Who are the key people I should network with?
  • How can I create credibility, trust, and foster those relationships?

Metrics

For each specific goal, you made for the 30 60 90 days plan you’ll need at least one metric to determine progress. For each 30 days goal set a success metric for yourself that’ll track your improvement. 

You can ask yourself questions to set a success metric. For example, “What is success for me, and how will I measure it?”

How to Create a General 30 60 90 Day Plan?

  1. Create a 30 60 90 day Plan Template: First draft a template (one example is included in this post) to create your 30 60 90 day plan. You’ll get free templates from websites like HubSpot and Pinterest. 
  2. Set Goals: Decide and categorize SMART goals (learning, performance, personal goals) to make a list on your template.  
  3. Set 30-Day Target: The first 30 days of your new job or business will revolve around learning about the company.
  4. Set 60-Day Target: Implement your learnings from the first 30 days to understand your responsibility in the company.
  5. Set 90-Day Target: The last 30 days will be about leading a team. Use the knowledge you gained during the first 60 days to lead a team confidently. 

Here’s an Example of One Such 30 60 90 Day Plan

Your 30 60 90 day business plan will depend on your work purpose and priority. You can follow this below-mentioned 30 60 90 day plan template to learn how to create an organized business plan.

30 Days (First Month): Focus on Learning

The 30 days of the first month of our 30 60 90 day business plan will entirely be for your learning cycle. In this time you will learn about the company, your part, and position in the company. You will learn about your goal and activities within the company.

If you are already working in a company and seeking promotion, creating a 30 60 90 day business plan won’t be a headache for you. If you are a newbie using a business plan can be a little tricky. You can resolve this by asking your company’s managers and colleagues some questions to create an outline for the plan.

60 Days (Second Month): Plan to be a Worker

In the second month, you have to start implementing the learnings you gathered during the first 30 days of your business plan. You can start working on your goal by using the learning from the first 30 days.

When you try to hone a new skill, you should accept criticism. In this stage, you should seek feedback from your superiors and colleagues. It can be via an online survey as well. In this second month, you can work on landing New clients, and also on working for your weekly goals!

90 Days (Third Month): Plan to be a Leader

In the final month of your 30 60 90 day business plan, you should be confident about your responsibility and role in the company. In this final month, you will understand how your company runs, what is your duty, how one thing impacts another, etc.

You would also understand how realistic changes can benefit your company and co-workers. In this phase of your 30 60 90 days business plan, you will take the lead in performing tasks. You will handle essential projects and communicate with your colleagues to bring progress within the company.

30 60 90 Days Sales Plan Example

Here is a template of a 30 60 90 days sales plan for a sales representative. If you want to take inspiration about what goals you should set, then consider this plan as your saviour!

First 1-30 Days 

Focus: Learning

Priorities

  • Learn about your role on the business team and the whole company
  • Understand the expectations your company have from you
  • Learn how the company’s internal and external process works
  • Explore the challenges your company is currently facing

Learning Goals 

  • Read all the information about the company from its drive or wiki-page
  • Gather articles, reports, from the manager to learn more
  • Get access on company’s emails, CRM platforms, task management platforms
  • Ask for managers recommendation to learn about the leads and clients

Performance Goals:

  • Complete your responsibility like making sales calls to clients
  • Ask for feedback from your manager about your performance

Personal Goals:

  • Meet and network with your managers and co-employees
  • Set up meetings to introduce yourself

Second 31-60 Days

Focus: Performing

Priorities

  • Learn how to make a profound impact on the company
  • Learn how to complete your duty with full potential

Learning Goals

  • Conduct online training or course to know how to manage CRM platforms
  • Listen to sales calls and document what you’re learning and observing

Performance Goals

  • Make sales calls to potential prospects and clients
  • Ask a co-worker or manager to give you feedback about your sales calls
  • Listen to your own sales calls and take notes on how can you make improvement

Personal Goals

  • Set meetings with clients or people from the company you haven’t met yet (Ask for lunch or coffee).

Final 61-90 Days

Focus: Leading

Priorities

  • Start practicing leadership skills
  • Make goals for the rest of the year

Learning Goals

  • Present your personal sales strategy
  • Lead a conference, or development session professionally

Performance Goals

  • Write your sales strategy
  • Develop a relationship with clients that results in sales
  • Prepare a well-research sales strategy

Personal Goals

  • Lead sales meetings with your co-employees
  • Represent your sales ability in front of your co-employee and manager

Use this 30 60 90 day plan as an example or template to understand how to create your own sales or business plan. At times you might need to create online surveys to understand market strategies, employee preferences, customer feedback, and to make a complete plan. SurveySparrow can be your go-to platform for all your online survey needs, business goals and communication, align workflows, customer feedback, and employee satisfaction.  

7 Tips to Create an Actionable 30 60 90 Day Plan 

1. Don’t create vague goals. When you create your own 30 60 90 days plan, make sure to think about your overall priorities. Before creating your 30 60 90 day business plan, learn why the company is hiring you. And, create your priorities based on that.

For example, if you are getting hired for a senior-level job-role, your responsibility will be to lead a team or resolve a problem of the company. Based on this responsibility, you can create your specific SMART business goal

2. Asking questions is a crucial thing to create a specific and realistic goal. Whether you are a new employee or still in the interview phase, ask questions. You can ask your managers or new co-employees about the company and your role. It will help you to create more clear priorities in your 30 60 90 days plan.

3. Make the plan short and skimmable. Don’t write one-two page long extended plans in the 30 60 90 day plan template.

4. Avoid any kind of misinterpretation for your plan by making it specific. Use dates, time, numbers to make it a SMART goal.

5. Always have a growth mindset while following a business or sales plan. If anything goes wrong or not according to the plan, learn from the mistakes.

6. Developing a healthy relationship with your co-workers, clients, and potential leads is a key factor in your 30 60 90 day plan. If you are a new employee, then always look for setting several meetings with your managers, colleagues, clients, potential leads, etc. You’ll get a fair share of experience this way.

For instance, ask questions to know more about them, the company culture, processes, challenges, and other relevant questions. 

7. It’s essential to decide how you’ll measure your success. Some success metrics are quantifiable, for example – Revenues. And some are qualitative, for example, Customer feedback. Try to use qualitative metrics to measure your success.

Wrapping Up

Your 30 60 90 day plan is a conversational tool you should swear by to bring growth and development for you and also for your company. This plan will include a specific timeline, objective, SMART goals to measure success.

The plan will help you understand your responsibility within your company. You will be able to show your skills better and be really productive. Learning new work-roles in just three months can be a hassle! But with our 30 60 90 day plan guidelines and examples, you’re all set to tackle the responsibilities in your new job role.

Happy planning! 

Vishak

Product Marketer

Frustrated developer turned joyous writer.

Leave us your email.
We won't spam. Promise!

You Might Also Like:
Cherry-picked blog posts.
The best of the best.