Onboarding plan

Chief Executive Onboarding Plan (30-60-90 Days)

A practical, printable plan to take a new chief executive from first day to full productivity.

Updated By the Career Education Institute Curriculum Team
Chief Executive onboarding at a glance

Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.

Before day one

  • Confirm start date, schedule, pay and supervisor in writing
  • Verify required credentials: MBA, Board governance training (as applicable)
  • Prepare equipment and access: financial dashboards; board portals; ERP reports; CRM data
  • Assign a buddy or preceptor
  • Enroll the new hire in Chief Executive training so foundations are covered before or during week one

Week one: orient and protect

  • Workplace tour, emergency procedures and incident reporting
  • Set a culture of workplace safety
  • Ensure legal and ethical compliance
  • Protect data and privacy
  • Plan for crises
  • Shadow an experienced chief executive through a full shift
  • Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)

Days 1–30: learn

Goal: perform core tasks safely under supervision.

  • Supervised practice: prepare a quarterly board meeting
  • Supervised practice: set three company-wide priorities for the year
  • Supervised practice: lead an all-hands meeting
  • Training modules 4–7: duties, step-by-step tasks, tools and safety
  • 30-day check-in: confidence, questions and early wins

Days 31–60: contribute

Goal: handle a regular workload independently.

  • Set strategy and goals: independently
  • Build the leadership team: independently
  • Approve budgets: independently
  • Report to the board: independently
  • Competency sign-offs completed (see checklist below)
  • Training final knowledge check and certificate of completion
  • 60-day check-in

Days 61–90: own

Goal: full productivity and a growth plan.

  • Meet productivity and quality targets for the role
  • Begin cross-training on a secondary task
  • Agree on a credential goal (for example, MBA)
  • Discuss the career path: Manager → Director → Vice President or General Manager
  • 90-day review

Competency checklist

Skill or taskTrainedObservedSigned off
Prepare a Quarterly Board Meeting
Set Three Company-Wide Priorities for the Year
Lead an All-Hands Meeting
Strategic planning
Financial management
Leadership
Negotiation

How to measure onboarding success

  • Time to independent work
  • Error or rework rate
  • Internal customer satisfaction
  • 90-day retention

How Chief Executive training maps to this plan

  1. Introduction to the Chief Executive Role
  2. A Day on the Job
  3. Essential Chief Executive Vocabulary
  4. Core Duties and Responsibilities
  5. Common Tasks, Step by Step
  6. Tools, Equipment and Technology
  7. Safety, Compliance and Professional Standards
  8. Skills Employers Look For
  9. Launching Your Chief Executive Career
  10. Final Knowledge Check
Get team pricing
Team pricing