Introduction
Effective onboarding can make or break employee retention. A well-designed plan gives clarity, builds confidence, and speeds up time to productivity. Templates help organizations scale onboarding consistently across roles.
30-60-90 Day Framework
The 30-60-90 framework structures onboarding into phases. Each period has goals, milestones, and expected outcomes:
- Day 1–30: Orientation, learning systems, shadowing, and first small tasks.
- Day 31–60: Begin handling projects with support, receive feedback, and build confidence.
- Day 61–90: Own responsibilities independently, contribute to team goals, and propose improvements.
Checklists
Onboarding checklists ensure no step is missed. Common elements include equipment setup, account access, introductions, compliance training, and role-specific skills.
Role-Specific Templates
- Sales: Product knowledge, CRM training, and demo practice.
- Support: Ticketing system training, troubleshooting scripts, and escalation protocols.
- Managers: HR policies, leadership shadowing, and coaching skills.
Case Example
A SaaS company introduced structured 30-60-90 templates for sales onboarding. Ramp time reduced by 25 percent and first-year retention improved by 15 percent.
Conclusion
Onboarding templates save time, standardize quality, and improve retention. They ensure every new hire starts strong and feels supported.