1. 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.

2. Agenda
Objectives
30 days
60 days
90 days
Plan
Measurement

3. 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 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.

4. 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.

5. 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.

6. 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.

7. 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

8. 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.

9. Good Luck

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