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.
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 task | Trained | Observed | Signed 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
- Introduction to the Chief Executive Role
- A Day on the Job
- Essential Chief Executive Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Chief Executive Career
- Final Knowledge Check
