30-60-90 Day Plan Note: I’ve kept this template as simple as possible so you can easily edit and customize. You should make edits and changes based on your specific situation but I’ve kept it as generic as possible so it will work in many situations.

Agenda Objectives 30 days 60 days 90 days Plan Measurement

Objectives 1 2 3 Understand Assess Optimize Interview customers, partners and internal stakeholders to learn the business. Goal is to accelerate the learning process to make effective contribution faster. 2 Assess Perform an audit of the team, key processes and the performance of core initiatives. Goal is to identify opportunities for short term and long term improvement. Note: All effective 30-60-90 plans have the same basic objectives in my experience. You can make changes to the specific words I’ve used to personalize for you own environment but the essence should stay the same. There should only be 3 objectives – don’t try to add a fourth unless you’ve been specifically asked to do so. The objectives of this type of plan are always to: Learn and understand the business as quickly as possible. For most jobs this includes meeting a certain number of customers, business partners, industry leaders and internal stakeholders. The key is “accelerated learning”. Perform and audit or assessment of how things are performing today. The desired outcome are some short term and longer term opportunities to improve performance. Optimize one key process or program. People and companies are reluctant to change. Its vital to take one example and show how the new process or program is more effective. 3 Optimize Implement one key process or program change to demonstrate improvement. Goal is to make the one change that will have the biggest impact on performance.

30 days - Understand Understand Assess Optimize Goal is to accelerate the learning process to make effective contribution faster. Understand Assess Optimize Accelerated learning process to understand the role, team, company, product and market. Interview 5 customers Meet key internal stakeholders Read 5 pieces of market research Complete product training Note: Adjust these bullet points to work for your own situation. Keep them structured as tasks you can complete and try to be as specific as possible.

60 days - Assess Understand Assess Optimize Goal is to identify opportunities for short term and long term improvement. Understand Assess Optimize Situational audit of the team, key processes and current performance of programs. Assess 3 key processes Analyze key initiatives vs. goals Audit team strengths/weaknesses Stack rank areas for improvement Note: Adjust these bullet points to fit with your own situation. Be as precise as possible and try to touch on the following elements: people, processes, performance. The output should be a list of priority short term and long term improvements.

90 days - Optimize Understand Assess Optimize Goal is to make the one change that will have the biggest impact on performance. Understand Assess Optimize Implementation of one process or program change to demonstrate success. Create change plan Involve key stakeholders in plan Establish KPIs for success Communicate for effective rollout Note: Adjust these bullet points to fit with your own situation. Make sure you touch on the following: feedback gathering from key stakeholders, building a measurement system, performing an effective launch.

Plan Key tasks to complete for 30,60,90 day plan. 30 Days 60 Days 90 Days Customer interviews Stakeholder meetings Market research Deliver 30 day update Product training Process assessment Analysis of key initiatives Deliver analysis summary Team interviews and audit Note: You need to provide some form of task list so your boss or manager can understand what the key milestones are along the way to your plan. The key here is to keep it simple. I try to stick to no more than 3-4 tasks for each part of the plan i.e. 30, 60, 90 day. And then I identify some important dates or deliverables my boss can focus on rather than micro manage all the tasks e.g. On day 57 I will review the new process for intended rollout on day 60. If you find yourself needing more than 9 tasks then you are probably getting too detailed. Opportunity prioritization Create change plan Stakeholder meetings KPI creation and alignment Communication and launch Launch

Measurement 30 Days - Understand 60 Days - Assess 90 Days - Optimize The key success indicators for the 30, 60, 90 day plan. 30 Days - Understand 60 Days - Assess 90 Days - Optimize Complete 5 customer interviews Complete stakeholder meetings Give a presentation on the market Pass product training exam Deliver an effective product demo Submit customer interview findings Complete all company training Document 3 key processes Deliver existing program analysis Interview all team members Deliver 360 degree situation audit Publish and share analysis Benchmark with 3rd party data Document stack ranked priorities Align on first change project Communicate objectives to team Publish change project plan Establish stakeholder cadence Develop KPI dashboard to measure Launch change program Review performance and adjust Note: You want to demonstrate a commitment to measuring success. Frame these success indicators either as binary deliverables that are easy to measure (i.e. they either happen or they don’t) or as metrics (e.g. grow sales by 10%). Use words like “deliver”, “publish”, “complete”, “launch” to make it about measurable outcomes.

Good Luck

Brendan Reid is an accomplished executive and author of Stealing the Corner Office. Unlike most business writers who focus on the conventional side of business and career management, Brendan delves into the unconventional tactics people use to get ahead and stay ahead. In Stealing the Corner Office he draws on his experiences as a struggling middle manager and the startling revelations that became the foundation for the career strategy that catapulted him into the executive ranks.  www.brendanreid.com Stealing the Corner Office is mandatory reading for smart, hardworking managers who always wonder why their seemingly incompetent superiors are so successful. A collection of controversial but effective tactics for middle managers and aspiring executives who want to learn the real secrets for moving up the corporate ladder. This book explores the dark arts of career management and delivers a proven playbook to thrive and win in an imperfect corporate world. Get the book