Crafting a 30-60-90 Day Plan for Managers

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Assuming a new managerial role within an organization is an exhilarating prospect, offering numerous advantages and a determination to showcase one’s capabilities. However, it also brings about a sense of unease and ambiguity. The pressing questions of whether one can effectively lead and deliver outstanding results loom large. The core concern revolves around possessing the essential knowledge for success in the new position. To address these challenges and ensure impactful leadership, the most effective approach is for a leader to adopt a rolling focus through a 30-60-90-day plan designed specifically for managers. 

This structured plan aims to direct the attention of new managers toward three fundamental elements: people, process, and product. By emphasizing these aspects, the plan assists in delineating priorities during the crucial initial 90 days. A pivotal aspect of this plan lies in the formulation of clear and realistic goals. The first section of our guide is dedicated to steering you through the process of developing goals that are not only clear, relevant, and measurable but also aligned with the SMART goals for effectiveness. 

Key Elements of Creating a 30-60-90-Day Plan for Managers

Workflow Management: Streamlining Operational Efficiency

The initial 30 days are pivotal for understanding the existing workflow dynamics. Managers must closely observe day-to-day operations, identify bottlenecks, explore opportunities for improvement and hiring new employees and their onboarding process. Implementing minor adjustments during this period lays the foundation for a more streamlined and efficient workflow. 

Project Management: Navigating the Project Landscape

Effective project management is central to a manager’s role. In the next 30 days, focus shifts to understanding ongoing projects, assessing their status, and identifying potential challenges. Establishing clear communication channels and refining project timelines contribute to enhanced project efficiency. 

Strategic Goals: Aligning Vision with Action

In the following 30 days, managers transition to a more strategic perspective. Setting clear and achievable strategic goals becomes paramount. This involves aligning team objectives with overarching organizational goals, fostering a cohesive approach to success. 

Time Tracker and Time Management: Enhancing Productivity

Time is a valuable resource, especially in a managerial position. Introducing time tracking mechanisms and effective time management strategies during the first 60 days ensures optimal utilization of resources. This proactive approach sets the stage for increased productivity across the team. 

Project Progress: Monitoring and Adapting

As the second month unfolds, a manager’s focus shifts towards tracking project progress. Regular check-ins, milestone evaluations, and proactive problem-solving contribute to a culture of accountability and continuous improvement. 

SMART Goals: Precision in Goal Setting

SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals become the benchmark for goal setting in the third month. This approach ensures clarity, measurable outcomes, and a well-defined path to success. 

Sales Automation and CRM Software: Empowering Sales Teams

For managers in sales-focused roles, the incorporation of sales automation tools and CRM platform becomes paramount. Like YoroCRM, this tool aid in managing leads, analysing customer interactions, and strategizing for future sales initiatives. 

Sales Funnel: Optimizing the Customer Journey

Understanding the sales funnel is essential for managers overseeing sales teams. The latter part of the 90-day plan involves optimizing the sales funnel, identifying areas for improvement, and implementing strategies to enhance conversion rates. 

Business Management: Holistic Oversight

The final phase of the plan involves taking a step back to assess overall business management. This includes evaluating team dynamics, refining processes based on collected data, and aligning strategies with broader organizational objectives. 

Crafting a 30-60-90-day plan for managers is not a one-size-fits-all endeavour. It requires adaptability and a keen understanding of the specific challenges and opportunities within a given role. By integrating these key components into the plan, managers can navigate their initial months with confidence, laying the groundwork for sustained success and impactful leadership. 

How to Create 30-60-90-Day Plan for Managers

This 30-60-90-day plan is a valuable tool that empowers managers to navigate their initial months with precision, build strong relationships, and contribute significantly to the overall success of their teams and organizations. 

The First 30 Days: Orientation and Observation

In the initial 30 days, focus on understanding the organization’s culture, values, and structure. Engage in extensive observation, attend team meetings, and conduct one-on-one sessions with team members. Gather insights into current processes, challenges, and opportunities. 

  • Build relationships with team members and colleagues. 
  • Gain a deep understanding of organizational culture and values.
  • Identify immediate challenges and opportunities for improvement.

Days 31-60: Strategy Development and Relationship Building

During the second month, shift your focus to developing a strategic vision for your role. Collaborate with key stakeholders, understand departmental goals, and formulate plans to address identified challenges. Strengthen relationships with team members, encouraging open communication and trust. 

  • Develop a strategic plan aligned with organizational goals. 
  • Initiate conversations with key stakeholders to gather insights.
  • Strengthen relationships with team members through effective communication.

Days 61-90: Implementation and Refinement

In the final stretch, start implementing the strategies outlined in your plan. Monitor progress closely, solicit feedback from team members, and adjust as needed. Continue building strong relationships and demonstrating effective leadership. 

  • Implement strategic initiatives and monitor their impact. 
  • Gather feedback and make necessary adjustments.
  • Reinforce a positive and collaborative team culture.
Key Considerations:

Communication is Key: Clearly communicate your plan to team members and other stakeholders. Transparency fosters trust and ensures everyone is on the same page. 

Flexibility Matters: Be open to adjusting your plan based on evolving circumstances. Flexibility demonstrates adaptability and a willingness to embrace change. 

Balance Short-Term Wins with Long-Term Goals: While addressing immediate challenges, keep an eye on the long-term vision. Balancing short-term wins with long-term goals ensures sustained success. 

Challenges to Anticipate:

Resistance to Change: Team members may resist new initiatives or changes. Address concerns empathetically and communicate the benefits of the proposed changes. 

Time Constraints: Balancing immediate tasks with strategic planning can be challenging. Prioritize effectively and delegate tasks when necessary. 


Crafting a 30-60-90-day plan for managers is a strategic investment in a successful leadership transition. By focusing on orientation, strategy development, and implementation, managers can navigate the initial months with confidence, build strong relationships, and contribute to the overall success of their teams and organizations.  

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