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
A 30-60-90 day plan with clear milestones
A structured first-week schedule
A welcome email that sets the right tone from day one
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.
- Month 1 goal: understand the context — product, team, processes, key stakeholders
- Month 2 goal: contribute — take on a real deliverable with support
- Month 3 goal: own — run something end-to-end without being managed step by step
Generate the 30-60-90 plan
Give Claude the role and your success milestones and ask it to structure the plan.
Write a 30-60-90 day onboarding plan for a new [role title] joining [team/department] at [company type].
Context:
- The team is [team size and what they do]
- Key stakeholders they need to know: [list 3-4]
- The tools and systems they will use: [list main ones]
- By day 90 they should be able to: [describe the 1-2 main things they should own independently]
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."Generate the first-week schedule
A detailed day-by-day schedule for the first week prevents the new joiner from feeling lost.
Write a day-by-day first week schedule for the new [role title]. They start on [Monday/Tuesday]. Key meetings to include: [list any fixed meetings they should attend]. Key people to meet 1:1: [list 3-5 names or roles].
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.Generate the welcome email
A welcome email sent a few days before the start date reduces first-day anxiety.
Write a welcome email to send to [name] joining as [role] on [start date]. 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.What's next?
Next: Draft performance review templatesNew guides, when they ship
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