📆 Create General Manager 30-60-90 Plan with AI

An onboarding plan for a new general manager that moves from learning operations and the team to owning P&L, staffing, and performance, with AI agents that personalize each milestone.
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01 / Foundation - roots anchor data

General Manager 30-60-90 Plan

An onboarding plan for a new general manager that moves from learning operations and the team to owning P&L, staffing, and performance, with AI agents that personalize each milestone.

// roots anchor data · the workspace remembers · reflexes emerge

Help a new general manager take full ownership by structuring the first 90 days from learning the operation and team to running P&L, staffing, and performance. AI agents personalize each milestone to your location, industry, and targets.

What's Included

  • 30-day immersion: Floor and process walkthroughs, team one-on-ones, and financial and KPI review.
  • 60-day operations: Scheduling and staffing fixes, vendor and inventory checks, and customer-experience audits.
  • 90-day ownership: P&L targets, improvement initiatives, and a performance review with leadership.
  • AI operations assistant: A persistent-memory agent that summarizes daily reports and drafts staffing and ordering plans.

How To Use

  1. Clone the board and enter your location, team, and KPIs.
  2. Let the AI agent personalize each 30-day phase to your operation.
  3. Track staffing, finances, and improvements as you take over.
  4. Run the 30/60/90 reviews with your regional lead and adjust.

Pair it with a reporting automation for daily summaries, or browse more plans in the 30-60-90 day plan templates.