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AI TemplatesCategories30 60 90 Day Plan

📆 AI 30-60-90 Day Plan Templates

Free 30-60-90 day plan templates with AI personalization, automated check-ins, and manager handoffs. Clone in Taskade.

30 templates available

Software Engineer 30-60-90 Plan

Free 30-60-90 plan for new software engineers with codebase tour, AI pairing agent, and ramp tracking. Clone in Taskade.

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Product Manager 30-60-90 Plan

Free 30-60-90 plan for new PMs with stakeholder map, customer interview agent, and OKR contribution. Clone in Taskade.

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Sales Rep 30-60-90 Plan

Free 30-60-90 plan for new AEs/BDRs with product training, AI roleplay coach, and ramp tracking. Clone in Taskade.

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Marketing Manager 30-60-90 Plan

Free 30-60-90 plan for new marketing managers with brand-tone agent, channel audit, and campaign ownership. Clone in Taskade.

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Customer Success Manager 30-60-90 Plan

Free 30-60-90 plan for new CSMs with account-health agent, QBR prep, and renewal ownership. Clone in Taskade.

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Engineering Manager 30-60-90 Plan

Free 30-60-90 plan for new EMs with team 1:1s, AI management coach, and team-strategy ownership. Clone in Taskade.

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UX Designer 30-60-90 Plan

Free 30-60-90 plan for new UX/product designers with design system mastery and crit cadence. Clone in Taskade.

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Data Analyst 30-60-90 Plan

Free 30-60-90 plan for new data analysts with warehouse tour, SQL agent, and metric ownership. Clone in Taskade.

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HR Manager 30-60-90 Plan

Free 30-60-90 plan for new HR managers with HRIS mastery, AI policy agent, and culture initiative ownership. Clone in Taskade.

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Finance Director 30-60-90 Plan

Free 30-60-90 plan for new finance directors and CFOs with financial model agent and board prep. Clone in Taskade.

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Operations Manager 30-60-90 Plan

Free 30-60-90 plan for new operations managers with process mapping, AI SOP agent, and efficiency ownership. Clone in Taskade.

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New CEO 30-60-90 Plan

Free 30-60-90 plan for new CEOs with listening tour structure, AI strategic context, and quarterly plan ownership. Clone in Taskade.

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New CMO 30-60-90 Plan

Free 30-60-90 plan for new CMOs with brand audit agent, channel review, and quarterly plan ownership. Clone in Taskade.

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New CTO 30-60-90 Plan

Free 30-60-90 plan for new CTOs with tech-stack audit, AI architecture agent, and hiring plan. Clone in Taskade.

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New COO 30-60-90 Plan

Free 30-60-90 plan for new COOs with operations audit, AI efficiency agent, and quarterly operating plan. Clone in Taskade.

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Free 30-60-90 day plan templates with built-in AI agents that personalize the plan to each new hire's background and team context, automated 30/60/90 review check-ins, manager handoff briefs, and a living workspace the new hire actively uses. Clone a plan tuned for the role — software engineer, PM, sales rep, marketing manager, executive, and 15 more — and walk every hire from offer-accepted to fully ramped.

What Are 30-60-90 Day Plan Templates?

30-60-90 day plan templates are pre-built workspaces for new hires, hiring managers, and people ops teams structuring the first 90 days. Each template includes:

  • First-30-day learning goals (Listen + observe)
  • 30-60 day contribution goals (Learn + contribute)
  • 60-90 day ownership goals (Lead + own)
  • AI agent that personalizes the plan to the new hire's background
  • Automated 30/60/90-day review check-ins with manager and HR

Why Use Taskade 30-60-90 Day Plan Templates?

Workspace DNA in this template. Your projects hold the memory — every new-hire plan, milestone status, and ramp signal as structured data. Your AI agents read that memory and turn it into intelligence — personalizing each plan based on the hire's experience, team context, and successful past hires. Your automations execute on that intelligence — scheduling 30/60/90 check-ins, alerting managers when milestones slip, prompting reviews. The result writes back into the workspace, so the next hire's plan is sharper. Memory feeds Intelligence. Intelligence triggers Execution. Execution creates Memory. That's the loop, and this template is wired for it the moment you clone.

  • AI-Powered: Custom new-hire agents personalize plans to background, team context, and role
  • Living, Not Static: New hire actually uses the workspace daily — not a doc that gets filed
  • Multiple Views: Calendar view for milestones, Board for status, Table for cohort metrics, Mind Map for org structure
  • Connected: Sync with HRIS, Slack, Calendar, and 100+ services
  • Team-Ready: role-based permissions so new hire, manager, HR, and execs each see right surface
  • Customizable: Adjust phases, milestones, agent prompts without code

How To Use 30-60-90 Day Plan Templates?

  1. Browse role-specific templates below and click "Use Template" to clone the plan workspace
  2. Customize phase milestones and team-specific context
  3. Connect your HRIS, Slack, Calendar for automation
  4. Train the AI new-hire agent on the hire's background and team context
  5. Set up automation triggers for 30/60/90 check-ins and milestone alerts

Browse onboarding tools in the Community Gallery. Or generate a custom plan from a single prompt with Taskade Genesis.