My 30-60-90 Day Plan & OKRs for Success

When stepping into a new role, having a structured 30-60-90 day plan sets a strong foundation for success. It provides clarity, builds momentum, and aligns personal goals with organizational priorities. Here’s how I approach the first 90 days in a role that blends technical, project management, and leadership responsibilities.

🔹 First 30 Days: Learning & Integration

The focus here is to absorb, observe, and adapt.

• Familiarize with company tools: Zendesk, Asana, Airtable, OneNote, Lattice.
• Shadow senior engineers and project managers to learn workflows.
• Review client environments (Windows 11, Azure AD, Intune, Defender, AVD).
• Build strong working relationships with colleagues and clients.
• Define initial OKRs in Lattice.

✅ Outcome: A solid understanding of processes, systems, and culture.

🔹 Next 30 Days (Day 31–60): Execution & Contribution

The focus here is to contribute meaningfully.

• Lead at least one client onboarding or migration project.
• Take ownership of project tracking in Asana/Airtable.
• Document 2–3 technical processes in the Tech Manual.
• Manage support tickets independently and ensure positive client feedback.
• Conduct and contribute to engineering meetings.

✅ Outcome: Visible contributions to client success and internal process improvements.

🔹 Final 30 Days (Day 61–90): Leadership & Optimization

The focus here is to lead and optimize for long-term success.

• Successfully managed & delivered one major client project.
• Build and present a project dashboard with KPIs (SLA adherence, task velocity).
• Mentor junior staff in project management tools and Microsoft technologies.
• Recommend process improvements (automation, playbooks, best practices).
• Align with leadership on long-term certification and career goals.

✅ Outcome: Demonstrated leadership, project ownership, and measurable impact.

🎯 Example OKRs (Objectives & Key Results)

Objective 1: Integration & Learning

• Complete onboarding in tools within 2 weeks.
• Shadow 5+ meetings (client & engineering).
• Document 2 processes in the Tech Manual.

Objective 2: Client Success

• Lead 1 client onboarding project with positive feedback.
• Close 20+ support tickets with >90% satisfaction.
• Improve onboarding documentation to reduce setup time.

Objective 3: Project Management Excellence

• Lead 3+ engineering meetings by Day 60.
• Ensure 100% milestone completion for 2 tracked projects.
• Deliver a project KPI dashboard by Day 90.

Objective 4: Technical Contribution

• Deploy 1 Intune/Autopilot configuration across client systems.
• Add 3 troubleshooting or configuration guides to the Tech Manual.
• Mentor 1 junior team member on Microsoft 365/Azure tasks.

Objective 5: Long-Term Alignment

• Define & align 5 OKRs with the manager in Lattice.
• Obtain 1 Microsoft certification (Azure, Intune, or Security).
• Propose 1 process improvement initiative to enhance efficiency.

📌 Final Thoughts

A 30-60-90 day plan is not just a checklist, it’s a roadmap for impact. By balancing learning, contribution, and leadership, I aim to create value for both the organization and its clients while setting the stage for long-term growth.

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