Aurum
Download

First 90 Days in New Role

A written 30-60-90 day plan, expectations agreed with your new manager, a stakeholder map, an early win chosen with care and checkpoint reviews that carry you through probation into a confident second quarter.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for First 90 Days in New Role, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

195

Starter tasks

🧭 Career Growth

First 90 Days in New Role

Starting a new job well with a 90-day plan for learning, relationships, early wins and setting expectations.

  1. Pre-start brief from the offer and interview notes
  2. Day-one logistics, access and equipment checklist
  3. First-week schedule and introductions plan
  4. Expectations conversation with your new manager
  5. Written 30-60-90 day plan
  6. Stakeholder map of the people who shape your success
  7. Learning agenda for the business, customers and numbers
  8. Onboarding notebook for names, acronyms and decisions
  9. Inventory of inherited work, promises and deadlines
  10. Role charter covering scope and decision rights
  11. Friday onboarding review and plan adjustment
  12. Five-minute end-of-day learning log
  13. Weekly one-to-one rhythm with your new manager
  14. Two introduction conversations a week
  15. Buddy check-ins with a peer guide
  16. Running question list with named answerers
  17. Workload and energy check during the ramp-up
  18. Monthly progress note to your manager
  19. Audit of inherited recurring meetings
  20. How decisions get made, from forums to the budget cycle
  21. Glossary of acronyms, systems and internal jargon
  22. Customer immersion through calls, tickets and visits
  23. Key metrics, targets and dashboards for the role
  24. Hands-on walkthrough of the product or service
  25. Reading the last two years of strategy and reviews
  26. Core tools and systems proficiency in the first month
  27. Unwritten rules of communication and working norms
  28. Diagnosing the situation you have joined
  29. Choosing your first early win
  30. Delivering the early win
  31. Synthesis of what you heard in the first month
  32. Change backlog with a deliberate hold period
  33. Triage rule for requests in the first quarter
  34. First process fix with before and after measures
  35. Early feedback round at week six
  36. Day-30 checkpoint with your manager
  37. Day-60 checkpoint and course correction
  38. Day-90 review and next-quarter plan
  39. Probation review preparation
  40. Introducing yourself at your first team meeting
  41. First one-to-ones with an inherited team
  42. Listening tour with peers and skip levels
  43. Starting remotely with a distributed team
  44. Following a popular or departed predecessor
  45. Being the first hire in a new function
  46. Starting in an industry where you are the outsider
  47. Ramp-up plan around caring and family duties
  48. Executive first 100 days with the board and leadership team
  49. Team assessment and structure decisions by day 90
  50. Onboarding guide for the next person who joins

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Pre-start brief from the offer and interview notes

Everything you were told during the hiring process, about the problems the team faces, why the role exists and what the last person struggled with, fades within weeks of signing. Pulling the job description, offer letter, interview notes and any emails into a two-page brief before day one means you walk in with hypotheses to test rather than a blank page.

First tasks

  • Gather the job description, offer letter and interview notes into one folder
  • List every problem or expectation mentioned during hiring and who raised it
  • Ask the agent to summarise the gathered notes into a two-page pre-start brief
  • Rank the five questions you still need answered in your first month

Day-one logistics, access and equipment checklist

Losing your first three days to a missing laptop, a blocked building pass or no system access sends a poor signal and wastes the hours when people are most willing to help. Confirming start time, location, equipment, accounts, payroll forms and who meets you on arrival a week ahead turns day one into a working day.

First tasks

  • Email HR to confirm start time, location and who meets you on arrival
  • Complete and return the payroll, tax and right-to-work forms
  • Ask which equipment and system accounts are set up before day one
  • Send your manager a list of any access still missing at the end of day one

First-week schedule and introductions plan

Left to chance, the first week fills with compliance training and polite waiting. A planned week, with the induction sessions booked, a first meeting with your manager on day one or two, five introductions and one hands-on look at the product or service, gives you momentum and shows people you take the role seriously.

First tasks

  • Ask your manager which five people you should meet in week one
  • Book the induction and mandatory training sessions into the calendar
  • Arrange to sit in on one customer call, shift or site visit
  • Write a one-page summary of the week on Friday afternoon

Make it yours.

Install First 90 Days in New Role, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.