A 30-60-90 day plan for new CEOs (post-acquisition, post-promotion, or first-time CEO) ramping into the role at startups through mid-market companies in Taskade.
What's Included
- Days 1-30 (Listen): Listening tour, board context, strategic situation, key team 1:1s
- Days 31-60 (Learn): First quick wins identified, executive team assessment, board cadence
- Days 61-90 (Lead): First strategic decision, first executive hire/exit, quarterly plan
- Strategic Context Agent: AI agent reads board minutes and strategic plan
- Stakeholder Map: Decision makers, investors, key customers, key team
Why This Template Wins
- Listening tour structured: New CEO doesn't fumble first 100 days because plan is intentional
- Strategic context faster: Agent extracts insights from board materials in hours, not weeks
- Executive team assessment by day 60: Hire/exit decisions made with structured process
How to Use
- Clone this template into your Taskade workspace
- Add company context, board materials, key relationships
- Connect your strategy tool, calendar
- Train the Strategic Context Agent
- Pair with Executive Onboarding
FAQ
Does this work for first-time vs experienced CEOs?
Yes. First-time CEO emphasizes role transition; experienced CEO emphasizes context-building in new company.
Can the agent prepare board presentations?
Yes. Agent drafts board materials from internal data and prior board norms.
What plan supports CEO confidentiality?
Business ($25/mo) recommended for audit logs and access controls. Enterprise ($250/mo) adds dedicated support.
CTA
Try this template free in Taskade. For strategic agent setup, see /learn/agents/custom-agents. Pair with Executive Onboarding. Browse executive apps in the Community Gallery.