30/60/90 day plan

Checklist

What a new starter will have done by thirty, sixty and ninety days, who is helping them get there, and how it actually went.

Agreed up front, or it is not a plan

The value of the document is that both people saw it in week one. A plan written at day eighty-five to justify a decision is a different document with a different purpose, and everybody reading it can tell. Write the milestones while you are still explaining the job, and put the review dates in at the same time.

Nothing here rates anybody

There is no score, no percentage, no traffic light and no overall outcome, and that is deliberate. What the plan carries instead is what you agreed good would look like, in your words, and what you said to each other when you reviewed it. If a decision has to be made later, that record is worth considerably more than a number somebody generated.

Where it sits

The plan is one part of getting somebody started. The tasks that have to happen in week one belong on the onboarding checklist, the training they owe belongs on the training matrix, and what they are being asked to do at all is the job description.

A plan and a record of how it went. CompliMaint is not an HRIS and not a personnel file: there is no field for pay, identification numbers, medical or disability information, or background-check results. It produces no rating and makes no determination about probation or continued employment, and gives no employment-law advice. Everything runs on your device.

Questions people ask

Is this a performance review?
No, and the difference matters. A plan is an agreement about what the job looks like once somebody can do it; a review is a judgment about a person. This tool produces no rating, no score and no overall verdict, and nothing in it decides anything about probation, continued employment or pay. What it gives you is a written record of what you both said the job would look like — which is what makes the ninety-day conversation a conversation rather than a surprise.
Why only three horizons?
Because that is what the plan is called, and because a horizon somebody chose is more honest than a date a form calculated. Nothing here counts thirty days from a start date or works out when a milestone is due: you pick the point in the plan, and you set the date you will talk about it. Two people starting the same week can have completely different plans, which is usually right.
What must not go in here?
Anything a personnel file holds. There is no field for pay, identification or tax numbers, bank details, date of birth, medical or disability information, immigration data or background-check results, and the form says so at the notes box rather than four screens down. What belongs here is what somebody is working on and how it is going.
Is it kept per person?
Yes, against their stable id in your address book, so two people with the same name never share a plan and renaming somebody moves nothing. If nobody is saved on the device yet, you can add them from the picker — a name is all it asks for.