How to build a 30-60-90 day onboarding plan with AI

Tell the AI the role, the manager, the tools and the first-quarter goal, and ask it to flag anything the manager must confirm. You get a practical 30-60-90 day plan with a Week 1 checklist that a new hire can follow.

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Who this is for

  • HR business partners and people-operations staff
  • Managers with a new hire starting soon and no onboarding plan
  • Small companies that have no standard onboarding

What you need before you start

  • The role, team and start date
  • The manager's name and the tools the new hire will use
  • The first-quarter goal
  • An AI tool your organization allows

Worked example: Draft a 30-60-90 day plan for a new Data Analyst

The input

Act as an HR business partner.
Context: A Data Analyst joins our marketing team on Monday 7 December (fictional example). Manager: Sam Ortiz. Tools they will use: SQL, Looker, Google Sheets. First-quarter goal: build the weekly campaign performance report.
Task: Draft a 30-60-90 day onboarding plan.
Format: Three sections, one for each period, each with 3 to 4 concrete actions and one success measure. Add a Week 1 checklist.
Limits: Keep it practical. Mark anything the manager must confirm with [CONFIRM].

The output

First 30 days: learn the tools and the data
- Get access to SQL, Looker and Google Sheets [CONFIRM: who grants access, and by what date]
- Meet Sam Ortiz weekly and meet the marketing team
- Review the current campaign reports and where their data comes from
- Shadow the person who builds the report today [CONFIRM: who this is]
Success measure: can explain how the current weekly campaign report is built.

Days 31 to 60: build the report
- Draft the weekly campaign performance report in Looker
- Agree the key measures with Sam Ortiz
- Check the draft against the existing numbers
- Present a draft to the marketing team [CONFIRM: date and audience]
Success measure: a draft report that matches the existing numbers.

Days 61 to 90: run it
- Publish the weekly report on schedule
- Collect feedback from the team and improve the report
- Document how the report is built
Success measure: the weekly campaign performance report is published every week without help.

Week 1 checklist
- Laptop and accounts ready [CONFIRM]
- Welcome meeting with Sam Ortiz
- Introductions to the marketing team
- Access to SQL, Looker and Google Sheets
- Read the first-quarter goal and the current report

What to check or change by hand

  • Resolve every [CONFIRM] with the manager, or assign it to someone
  • Check every tool, name and date against your real systems
  • Make sure each period has actions and one success measure
  • Show the plan to the manager before it goes to the new hire

Free template

30-60-90 day plan prompt and checklist (Word) (DOCX), free with your email address.

Cautions

  • The AI does not know your systems, access rules or team norms. Check every tool, name and date.
  • Do not send the plan to a new hire until the manager has reviewed it.
  • Do not paste personal details about the new hire into a public AI tool.

Frequently asked questions

Why does the prompt ask for [CONFIRM] marks?

The AI cannot know who grants access or what your team does. The marks show the manager exactly what to check instead of leaving guesses in the plan.

Why give each period a success measure?

A measure tells everyone what good looks like at 30, 60 and 90 days, so progress is not a matter of opinion.

Can I use this for any role?

Yes. Replace the role, team, tools and goal in the prompt. The structure stays the same.

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