Onboarding Dictionary

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Creating a 30/60/90 day plan

When a new hire starts, their manager is usually tasked with crafting a 30/60/90 plan that will take them from a wide-eyed employee to a fully ramped one.

At Sora, we believe People teams who lay a foundation for 30/60/90 plans lighten the load for managers and help them to onboard new hires in the most efficient and effective way. If there’s a clear baseline for the goals set for each employee, there’s a higher chance they’ll ramp up quickly. 

Days 1-30

During your new hire’s first month, they’ll want to focus on absorbing knowledge. Consider setting up goals that help them process information about:

You should also encourage them to get to know their teammates. 

In the beginning, set a goal for them to accomplish the basic duties of their new role. Setting clear, attainable objectives that define success in your new hire’s first month will help them understand what’s expected and make them feel competent and motivated to hit their 60-day goals. 

Additionally, incorporate a “reflection section” into their plan that encourages them to assess how they performed during the first 30 days. With this, they create a self-review of things they did well, as well as anything they could do differently over the next 30 days.

Here are some examples of 30-day plans for marketing, sales, and customer success teams:

Marketing

Main Goals and Priorities:

  • Read and watch all onboarding documents and videos
  • Write one blog post per week
  • Write promotional social media and email copy for blog posts

Reflect on the previous 30 days, and the next 30 days ahead:

  • Do I have a solid grasp of the information in the onboarding documents and videos?
  • Am I getting our brand voice right in my blog posts and copy?
  • How can I boost my productivity next month?

Sales

Main Goals and Priorities:

  • Read and watch all onboarding documents and videos
  • Shadow live dials and listen to recorded calls at least once per week
  • Make 30 calls per day

Reflect on the previous 30 days, and the next 30 days ahead:

  • Do I have a solid grasp of the information in the onboarding documents and videos?
  • Am I getting answers to the questions I have about the live dials I’m shadowing and the recorded calls I’m listening to?
  • How can I boost my productivity next month?

Customer Success

Main Goals and Priorities:

  • Read and watch all onboarding documents and videos
  • Learn the existing CS workflow and process
  • Host an intro call with all of your customers 

Reflect on the previous 30 days, and the next 30 days ahead:

  • Do I have a solid grasp of the information in the onboarding documents and videos?
  • Do I understand the existing workflow and process enough to start servicing customers next month?
  • How can I boost my productivity next month?

Days 31-60

By this point your new hire has, hopefully, gained a solid footing with their basic duties and feels confident enough to put what they’ve learned into action. They’ve already been participating and chiming in with their own ideas. Now it’s time to start easing them into ownership of a project.

Giving your new hire autonomy shows that you trust them - which is usually a great confidence boost. It can also serve as a litmus test for their development so far. 

Marketing

Main Goals and Priorities:

  • Pitch three new ideas during the weekly content meeting
  • Promote blog posts through LinkedIn Ads
  • Create a new schedule-a-demo page that increases conversions from 2% to 6%

Reflect on the previous 30 days, and the next 30 days ahead:

  • Did I look at enough examples to get a grasp on the elements that maximize conversion rates? 
  • Am I coming up with creative enough topics and effective ad copy?

Sales

Main Goals and Priorities:

  • Role-play at least once per week
  • Make 50 calls per day
  • Set a demo that completes

Reflect on the previous 30 days, and the next 30 days ahead:

  • Did I analyze each role-play session after it concluded and take notes?
  • Am I letting my prospects talk about their problems first instead of trying to sell them right away?

Customer Success

Main Goals and Priorities:

  • Understand what the standard customer journey looks like
  • Start servicing customers
  • Identify opportunities to upsell

Reflect on the previous 30 days, and the next 30 days ahead:

  • Did I meet with enough customers and colleagues to truly understand what the customer journey looks like?
  • Do I know which customers would be the best fit for an upgrade?

Days 61-90 

At the start of the last phase of your new hire’s 30/60/90 plan, they should have already demonstrated that they’ve gotten the hang of the basic duties of their role and can handle a project of their own. 

Now, it’s time to see if they can tackle a “reach” goal. With fully-ramped employees, an ambitious objective is always daunting but that doesn’t stop them from going after it. See if your new hire takes on the same mentality. They don’t necessarily need to accomplish this goal. But if they go full force and make some headway, it’s a good sign. 

At your new hire’s 90-day mark, host a performance review where you can discuss their career development and how well they did during onboarding. 

Marketing

Main Goals and Priorities:

  • Pitch five new ideas during weekly content meeting
  • Write two blog posts per week
  • Promote each blog post through social media, email, and paid channels
  • Craft an organic post on LinkedIn that gets 50 likes and 25 shares

Reflect on the previous 30 days, and the next 30 days ahead:

  • Did I focus on quality or quantity this month?
  • Do I feel comfortable with my current workload?

Sales

Main Goals and Priorities:

  • Make 70 calls per day
  • Write an email sequence for warm leads
  • Set a demo that turns into a sale

Reflect on the previous 30 days, and the next 30 days ahead:

  • Am I trying to squeeze the most value out of each call or am I just trying to hit my call quota each day?
  • Do I feel comfortable with my current workload?

Customer Success

Main Goals and Priorities:

  • Service full customer list
  • Suggest improvements to the current CS workflow and process
  • Secure an upsell

Reflect on the previous 30 days, and the next 30 days ahead:

  • Can I competently service all of my customers?
  • Do I feel comfortable with my current workload?

Days 91-365

During your 90-day performance review, you can also incorporate discussion around their overall goal(s) for year 1. 

A 30/60/90 plan technically ends after 90 days, but adding your new hire’s career goals for the first year will show that you care about their development, and inspire them to plan and execute on their bigger-picture goals. It will also help them envision their future with your company.

Marketing

Main Goals and Priorities:

  • Write the concept and pilot for a narrative-style podcast

Reflect on the previous 90 days, and the rest of the year ahead:

  • Have I performed my core duties well enough to start working on another project?
  • How can I sharpen my podcasting skills so I can make it my next career move?

Sales

Main Goals and Priorities:

  • Get promoted to Account Executive

Reflect on the previous 90 days, and the rest of the year ahead:

  • Have I been hitting quota and creating opportunities?
  • What can I do to hit over 100% of my quota?

Customer Success

Main Goals and Priorities:

  • Work with the product team to develop a new product feature

Reflect on the previous 90 days, and the rest of the year ahead:

  • Have I performed my core duties well enough to work on a side project with the product team?
  • How else could I help the product team?

Other resources

Check out these additional resources to master the craft of the 30/60/90 day plan:

Customer Success

First 90 Days in Customer Success Management - Freshworks Customer Success Blog

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