Build a 30/60/90-day onboarding plan

Manager · Time: 25 min · HR

Tools that fit this task

• ChatGPT $20/mo
• Gemini in Google Docs $14/mo
• Gamma $8/mo
• Notion AI $10/mo
• ElevenLabs $5/mo
• Descript $12/mo

Prompt

Role: you are an HR partner who prepares onboarding for new employees.
Context: the new hire joins as {{position}} in the {{department}} department of a company that {{what it does}}. After 30 days they should {{result}}, after 60 {{result}}, after 90 {{result}}. Systems and access: {{list}}. People to meet: {{roles without names}}. Mentor: [Mentor].
Task: write a 90-day onboarding plan by week and a welcome letter for the first day.
Format: the plan as a table week | goals | tasks | meetings | criterion that the week is complete. Separately, a first-day checklist. The welcome letter up to 150 words, warm tone without bureaucratic language, with placeholders [Name], [Mentor], [Address] instead of invented data. No long dashes.

Steps

1. Agree with the manager on what the new hire must be able to do independently after 30, 60 and 90 days
2. Collect the list of access rights, systems, documents and people to meet in the first week
3. Give the assistant these facts with a prompt for the plan and a welcome letter
4. Get a week-by-week plan with goals, tasks, meetings and evaluation criteria at each milestone
5. Check every fact in the welcome letter against reality: the mentor's name, schedule, address, benefits
6. Move the plan into your system (Notion, a document, a tracker) and assign an owner to each item

How to check the result

Each 30, 60 and 90 day milestone has a verifiable criterion, the first week lists all access rights and meetings, and the letter contains no invented details

Pitfalls

• The model invents benefits, addresses and system names: reread the welcome letter line by line
• The new hire's personal data (address, salary, documents) stays out of the prompt: the plan works without it

Data that stays out of public AI tools

• Meeting recordings that discuss salaries, dismissals and deals: anonymize the transcript before uploading it to a public service
• Plans, prices and terms for specific clients: a trade secret, refer to the client as [Client]
• Ratings and feedback for specific people: personal data, into the prompt as [Employee 1]

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AI tools for managers · Prompt: Build a 30/60/90-day onboarding plan