First 90 days - role expectation setting

Upon onboarding, new employees should use this document to set expectations with their managers. This applies not only to new joiners, but also to internal hires and job changes.

Copy this page and fill in the sections to make sure you’ve fully understood your expectations upon joining.

Why is this important?

  • Context Setting → alignment on what is important and what is required to have an impact in moving the business forward

  • Clarity around work and priorities → understanding of where to shift or keep focus

  • Eliminate doubt → enables written expectation setting and check-ins to eliminate doubt and make it easier to ask questions - the shared ownership of progression

Overall company’s context - Start with Why?

Understand what your company’s top priorities are and how your role helps achieve that.

Current team priorities

What are the current focus areas of your team? What role do you play to achieve that?

Job description for reference

Link to Job Description for a specific role. If you were hired without a job description, make sure you create it in collaboration with your manager as soon as you join to ensure you are on the same page with other team members.

Role expectations

Fill this out and then review with your manager.

Area 1:

  • This is important because..

  • What does good look like?

Area 2:

  • This is important because…

  • What does good look like?

Area 3:

  • This is important because..

  • What does good look like?

Ways of working alignment and expectations

  • Guideline Questions to ask your manager

    • I really want to make sure I’m adding value quickly and working in a way that makes your life easier. What are your top priorities right now, and how can I best support them? [shows proactive support]

    • What’s your preferred way for me to update you on progress or raise questions, slack, email, or during our 1:1s? [ways of communication]

    • I really value feedback and want to keep improving, would you be open to sharing feedback regularly in our 1:1s, even small things as they come up? [the importance of feedback]

    What else? If you have any tips & tricks - send them my way and I’ll add them here!

30-60-90 Day Plan

  • 30 Day

    • Actions / Goals

  • 60 Day

    • Actions / Goals

  • 90 Day

    • Actions / Goals

People to meet

Ask around: who shall I meet? Once you have a meeting with someone new, ask, “who else do you recommend me meeting in the company?”. Keep asking until you stop getting any new names :D