Claude Code Guide
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12 minbeginner

Create Onboarding Plans and Welcome Materials

Build a 30-60-90 day onboarding plan, a first-week schedule, and a new joiner welcome email — tailored to the specific role and team.

The situation

Someone accepted an offer and starts in two weeks. You need to prepare materials so their first days are structured and useful, not just a series of unconnected meetings.

After this guide you will have a 30-60-90 plan, a first-week schedule, and a welcome email — all specific to the role.

What you walk away with

01

A 30-60-90 day plan with clear milestones

02

A structured first-week schedule

03

A welcome email that sets the right tone from day one

1

Define what success looks like by day 90

This is the input most onboarding plans skip. Before writing anything, answer: what should this person be doing independently by the end of month three? That answer structures everything else.

  1. Month 1 goal: understand the context — product, team, processes, key stakeholders
  2. Month 2 goal: contribute — take on a real deliverable with support
  3. Month 3 goal: own — run something end-to-end without being managed step by step
2

Generate the 30-60-90 plan

Give Claude the role and your success milestones and ask it to structure the plan.

Prompt
Write a 30-60-90 day onboarding plan for a new joining at . Context: - The team is - Key stakeholders they need to know: - The tools and systems they will use: - By day 90 they should be able to: Structure the plan into three phases: - Days 1-30: Learning and context - Days 31-60: Contributing with support - Days 61-90: Owning independently For each phase, list 4-6 specific activities or milestones. Keep it concrete — "shadow the weekly planning meeting" not "learn the planning process."

Click a violet field and type your own details, then copy.

3

Generate the first-week schedule

A detailed day-by-day schedule for the first week prevents the new joiner from feeling lost.

Prompt
Write a day-by-day first week schedule for the new . They start on . Key meetings to include: . Key people to meet 1:1: . Keep each day to a realistic load — half their time should be unstructured so they can read, absorb, and ask questions. Format as a table with Day, Time blocks, and Description.

Click a violet field and type your own details, then copy.

4

Generate the welcome email

A welcome email sent a few days before the start date reduces first-day anxiety.

Prompt
Write a welcome email to send to joining as on . Include: practical details (where to go / how to join if remote, who to ask for), what to expect on day one, and one sentence about why we are excited to have them specifically. Tone: warm and direct, not corporate. Keep it under 200 words.

Click a violet field and type your own details, then copy.

What's next?

Next: Draft performance review templates

New guides, when they ship

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