30 60 90 Day Plan: Example

Here is a 30-60-90 day example for a sales representative:

Learning goals

30 days

• Understand the company's mission
• Have a consistent daily schedule
• Prepare for sales calls

60 days

• Review the online sales system
• Understand the sales tracking system

90 days

• Present personal sales strategy
• Lead professional development session

Learning actions

30 days

• Study the company's mission independently and with management
• Develop a list of daily duties and expectations
• Review current client list and product information

60 days

• Meet with a senior sales rep regarding sales system
• Study sales tracking system

90 days

• Write a personal sales strategy
• Prepare professional development session

Performance goals

30 days

• Attend a client meeting
• Participate in a sales call

60 days

• Sign a new client
• Set meetings with three potential clients
• Implement the company's sales strategy

90 days

• At least one Independent sale
• Identify new sales strategy

Performance actions

30 days

• Research client before the meeting
• Identify a client sales call opportunity

60 days

• Make cold calls and follow-up with potential clients
• Identify potential clients and provide product information
• Shadow senior sales representatives

90 days

• Develop client relationship resulting in a sale
• Research and develop a potential sales strategy

Personal goals

30 days

• Positive coworker relationships (2)
• One lunch and learn

60 days

• Positive management relationships (1)

90 days

• Lead a sales meeting with colleagues

Personal actions

30 days

• Meet immediate coworkers
• Have a working lunch regarding a specific topic

60 days

• Have a professional meeting with a manager

90 days

• Demonstrate ability to lead co-workers through successful sales