Free plan template · Word

New Joiner 90-Day Plan

A new joiner 90-day plan sets goals for the first three months in 30-day blocks, linking learning, ownership and measurable impact to KPIs. It usually ends with the probation review, giving the manager a fair, documented basis for confirmation or extension.

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[Company Logo][Company Name]

NEW JOINER 90-DAY PLAN

Employee Name:: [Employee Name]
Designation:: [Designation]
Reporting Manager:: [Reporting Manager]
Probation Ends:: [Date]

1. Goals by Phase

Phase	Objective	Key Actions	Measure	Status
Days 1–30: Learn	Understand business, role and people	Induction, KRA sign-off, stakeholder meetings	KRAs agreed; stakeholder map done	[Status]
Days 31–60: Contribute	Own core responsibilities	Handover completed; regular work delivered	Independent on core tasks	[Status]
Days 61–90: Lead / Impact	Deliver measurable results	[Project or target]	KPIs below met	[Status]

2. Key Performance Indicators

KPI	Baseline	Target by Day 90	Actual
[KPI 1]	[Baseline]	[Target]	[Actual]
[KPI 2]	[Baseline]	[Target]	[Actual]
[KPI 3]	[Baseline]	[Target]	[Actual]

3. Stakeholder Map

Stakeholder	Why They Matter	Relationship Goal
[Name / Team]	[Reason]	[Goal]
[Name / Team]	[Reason]	[Goal]
[Name / Team]	[Reason]	[Goal]

4. Risks and Support

Risks to achieving goals
Support agreed from manager / HR

5. Monthly Review Notes

Day 30 notes
Day 60 notes
Day 90 notes

6. End-of-Probation Recommendation

Confirm in service from [Date]
Extend probation to [Date] with improvement plan
Other action as per policy (HR to advise)

Employee
[Employee Name]
Date: [Date]

Recommended by
[Reporting Manager]
Date: [Date]

Verified by
[HR Name]
HR Department, [Company Name]
Date: [Date]

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What this template includes

Three phases: learn, contribute, lead
KPIs with baseline and target
Stakeholder map with relationship goals
Risks and support needed
Monthly review notes
End-of-probation recommendation (confirm, extend or other)

When to use it

For hires on a three-month probation
For managers and senior hires expected to show impact by day 90
When the company wants a standard 30-60-90 framework
When an interview presentation of a 90-day plan should become the real plan

How to customise this template

1Pull KPIs from the job description and KRAs
2Adjust the timeline to your probation period
3For managers, add team-building goals
4Attach the day-30 and day-60 review notes

HR tips

Agree the plan in writing in week one
Use baselines so targets are fair
Document support and feedback each month
Make the confirmation decision on time based on the plan

This template is a starting point for performance planning; probation outcomes should follow the appointment letter, company policy and a fair review process. Review it against applicable labour laws, state rules, your company's standing orders and policies, and with a legal adviser where needed.

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Frequently asked questions

What is a 30-60-90 day plan?+

It is a plan that sets goals for the first 30, 60 and 90 days in a new job, moving from learning to contributing to leading or delivering measurable results.

Is the 90-day plan linked to probation?+

Often yes. Where probation is three months, the day-90 review provides evidence for confirmation or extension.

What if goals are not met by day 90?+

Discuss the reasons, consider support provided, and decide fairly whether to extend probation with a clear plan or take another decision as per policy.

All 50 joining & new employee documents →

[Company Logo][Company Name]

NEW JOINER 30-DAY PLAN

Employee Name:: [Employee Name]
Designation:: [Designation]
Reporting Manager:: [Reporting Manager]
Plan Period:: [Date of Joining] to [Date]

Theme for the First Month: Learn, Connect, Contribute

Week	Goal	Key Actions	Measure of Success	Status
Week 1	Settle in and understand the role	Complete induction; read role KRAs; set up tools	Induction done; KRAs discussed and agreed	[Status]
Week 2	Learn products / services and processes	Shadow team members; review process documents	Can explain core offerings and workflow	[Status]
Week 3	Build key relationships	Meet stakeholders listed below	All listed meetings held	[Status]
Week 4	Deliver a first contribution	Complete first deliverable: [Deliverable]	Deliverable reviewed by manager	[Status]

People to Meet

Name	Role	Purpose of Meeting	Done (Y/N)
[Name]	[Role]	[Purpose]	[Y/N]
[Name]	[Role]	[Purpose]	[Y/N]
[Name]	[Role]	[Purpose]	[Y/N]

Mandatory Training

Plan · Word

New Joiner 30-Day Plan

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[Company Logo][Company Name]

NEW JOINER 60-DAY PLAN

Employee Name:: [Employee Name]
Designation:: [Designation]
Reporting Manager:: [Reporting Manager]
Plan Period:: [Date of Joining] to [Date]

Phase 1 (Days 1–30): Learn and Observe

Goal	Actions	Measure	Status
Understand role, team and KRAs	Induction, KRA discussion, process walkthroughs	KRAs signed off	[Status]
Learn tools and systems	Hands-on training on [Tools]	Can use tools without help	[Status]
Build relationships	Meet internal and external stakeholders	Stakeholder list completed	[Status]

Phase 2 (Days 31–60): Own and Deliver

Goal	Actions	Measure	Status
Take ownership of [portfolio / accounts / process]	Formal handover from [Name]	Handling independently by day 45	[Status]
Deliver month-two target	[Specific task or target]	[Number / quality measure]	[Status]
Suggest one improvement	Identify a process gap with a fresh eye	Written suggestion shared with manager	[Status]
Complete role training	[Training name]	Completion certificate	[Status]

Support Needed from Manager

Plan · Word

New Joiner 60-Day Plan

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[Company Logo][Company Name]
NEW EMPLOYEE JOINING FORM
Company:
[Company Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Please fill all sections in capital letters and attach self-attested copies of the documents listed in Section 7. Paste a recent passport-size photograph in the box provided.
1. Personal Details
Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)
2. Address
Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address
Form · Word
New Employee Joining Form
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[Company Logo][Company Name]
JOINING REPORT
Ref. No.:
[Reference Number]
Date:
[Date]
To,
The HR Manager
[Company Name]
[Company Address]
Subject: Joining Report – [Designation], [Department]
Sir / Madam,

With reference to appointment letter no. [Reference Number] dated [Date], I hereby report for duty as [Designation] in the [Department] department at [Work Location] on [Date of Joining] in the forenoon / afternoon at [Time].
I have read and accepted the terms and conditions of my appointment. I am submitting my joining documents along with this report and request you to take my joining on record.
Yours faithfully,
Report · Word
Employee Joining Report
Download .docx
[Company Logo][Company Name]
JOINING LETTER
Date:
[Date]
Place:
[Work Location]
To,
The HR Manager
[Company Name]
[Company Address]
Subject: Letter of Joining as [Designation]
Dear Sir / Madam,
I am pleased to inform you that I have joined [Company Name] as [Designation] in the [Department] department today, [Date of Joining], in accordance with your appointment letter no. [Reference Number] dated [Date].
I have read and understood the terms and conditions stated in the appointment letter, including probation, notice period of [Notice Period] and the compensation of [CTC] per annum, and I accept them. I also agree to abide by the company's policies, code of conduct and service rules as amended from time to time.
Letter · Word
Employee Joining Letter
Download .docx
[Company Logo][Company Name]
JOINING FORMALITIES CHECKLIST
Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Designation / Department:
[Designation] / [Department]
Date of Joining:
[Date of Joining]
HR Owner:
[HR Name]
A. HR – Documentation
- Signed appointment letter received
- Joining form filled and signed
- Original documents verified and copies retained
- Background verification consent signed
- Nominee and family details declarations collected
- Personnel file opened
B. HR – Statutory
- UAN obtained or existing UAN collected and linked
- Internal PF declaration signed and EPFO formalities initiated
- ESIC registration done (if eligible)
- Gratuity nomination collected
- Entry made in statutory employee register
C. Payroll
Checklist · Word
Joining Formalities Checklist
Download .docx
[Company Logo][Company Name]
NEW HIRE CHECKLIST
New Hire:
[Employee Name]
Designation:
[Designation]
Reporting Manager:
[Reporting Manager]
Date of Joining:
[Date of Joining]
Phase 1: After Offer Acceptance
- Send welcome call or message from manager
- Share joining date, time, address and dress code
- Request pre-joining documents list
- Raise IT and asset request
- Inform team of the new hire's arrival
Phase 2: Day One
- Receive at reception and give office tour
- Complete joining formalities with HR
- Hand over laptop, ID card and logins
- Introduce buddy and team
- Lunch with manager or team
Phase 3: First Week
Checklist · Word
New Hire Checklist
Download .docx
[Company Logo][Company Name]
PRE-JOINING CHECKLIST
Candidate Name:
[Candidate Name]
Designation:
[Designation]
Offer Accepted On:
[DD/MM/YYYY]
Expected Date of Joining:
[Date of Joining]
Stage 1: Offer Closure (D-30 to D-15) – Recruiter
- Signed offer letter received
- Resignation from current employer confirmed
- Last working day at current employer noted
- Joining date agreed in writing
Stage 2: Documents and Verification (D-15 to D-7) – HR
- Pre-joining document list sent
- Scanned PAN, masked Aadhaar and certificates received
- Background verification consent signed
- BGV initiated with agency or in-house team
- Previous UAN collected
Stage 3: Readiness (D-7 to D-2) – IT, Admin and Manager
Checklist · Word
Pre-Joining Checklist
Download .docx

Full Name (as per PAN)
Father's / Spouse's Name
Date of Birth (DD/MM/YYYY)
Gender
Marital Status
Blood Group
Nationality
Mobile Number
Personal Email ID
Aadhaar (last 4 digits / masked copy)

Current Address with PIN Code
Permanent Address with PIN Code
Years at Current Address

New Joiner 90-Day Plan

Preview of the plan

1. Goals by Phase

2. Key Performance Indicators

3. Stakeholder Map

4. Risks and Support

5. Monthly Review Notes

6. End-of-Probation Recommendation

What this template includes

When to use it

How to customise this template

HR tips

Hire top talent from BetterJobs

Frequently asked questions

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