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The Hiring Playbook · Part Two · The First 90 Days

The Onboarding PlanDay 1 to Day 90.

Most owners spend six weeks finding the right person and six minutes onboarding them — then wonder why the hire underperforms. Onboarding isn't admin. It's the highest-leverage fortnight of work you'll do all year, and it happens before they walk in.

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The Principle

Nobody fails onboarding.
They just never get given one.


You know the pattern. You interview hard, you pick well, you're genuinely excited — and then Monday arrives and you're on a job, so they get a login, a desk and a "sing out if you're stuck." Six weeks later you're quietly wondering whether you got the hire wrong.

You almost certainly didn't. The constraint is rarely the person — it's the system they landed in. Put an A-player into a vague first month and you get B-player results, because nobody ever told them what winning looked like. You can't hold someone to a standard you never communicated.

This page turns what's in your head into three documents: the plan you hand them on Day 1, the run sheet that gets you ready before they arrive, and the three review agendas that stop it drifting. Half an hour here saves you three months of hoping.

What it usually looks like — and what it costs

✗ What normally happens
✓ What should happen
✗ What normally happensTheir first week gets figured out on their first morning
✓ What should happenTheir first week is built and sent to them before they say yes
✗ What normally happens"Here's your login, ask if you're stuck" — so they don't ask, and they guess
✓ What should happenSomeone shows them, then watches them, then audits them. Three stages, on dates
✗ What normally happens"We'll see how they go" — no defined standard, so nothing to measure against
✓ What should happenOne number that says winning or losing, written down and agreed on Day 1
✗ What normally happensThe first honest conversation happens at month five, when you're already annoyed
✓ What should happenDay 30, 60 and 90 are in both calendars before Day 1. Problems surface in week two
✗ What normally happensSix weeks in, you're still doing half their job "because it's quicker"
✓ What should happenEvery responsibility has a name and a transfer date. By Day 90 it's off your plate
The rule this whole page runs on

A ramp plan is not a to-do list. It is a documented transfer of ownership — from you to them — across every area of the role.

Which means the question at Day 90 is not "did they learn?" It's "do they own it?" If the answer is no, that's a plan you never wrote, not a person you shouldn't have hired.

The Shape

Learn. Contribute. Own.


Ninety days, three phases, thirty days each. Every phase has one job, a set of deliverables, and an honest conversation at the end of it. The mistake almost everyone makes is expecting Phase 3 behaviour in Phase 1 — measuring output in the first month, when the only thing worth measuring is understanding.

Phase 1 — Day 1 to 30
Learn

The goal is context, not performance. Who's who, which clients matter and why, how work actually flows, what good looks like here. Resist the urge to measure output. Measure understanding.

Ends: Day 30 go / no-go
Phase 2 — Day 31 to 60
Contribute

Expectations arrive. They know enough to be held accountable, so the training wheels come off. Core responsibilities run independently, KPIs get tracked, real output lands.

Ends: Day 60 mid-point review
Phase 3 — Day 61 to 90
Own

The question isn't whether they can do the job — you know that by now. It's whether it runs without you. You should be able to leave their area for a week and come back to it better.

Ends: Day 90 probation review

The Day 30 checkpoint — be honest with yourself

Most performance problems are visible by week two if you know what you're looking at. The point of a checkpoint isn't paperwork — it's forcing yourself to name what you're already feeling, at a point where it's still fixable.

🚩 No-go — something's off
✅ Go — phase one is done
🚩 No-goStill unclear on what they're actually here to achieve
✅ GoUnderstands the mission and where they sit inside it
🚩 No-goOperating in isolation — hasn't invested in a single relationship
✅ GoHas built genuine relationships with the people who matter
🚩 No-goFirst deliverable was late, thin, or never attempted
✅ GoProduced the first real deliverable to a standard you'd send out
🚩 No-goPassive — waits to be told before acting on anything
✅ GoAsks questions before they become problems. Doesn't wait
🚩 No-goThe energy in the room doesn't match the person you interviewed
✅ GoShowing up with the intent you hired them for
The gut-check

One question at every checkpoint, and answer it honestly: would this person run this function without me needing to be there? If it's not heading towards a clear yes by Day 60, say so at Day 60 — not at month six when you've quietly given up.

The Method

Show. Shadow. Surrender.


Most managers do one of two things: dump the task and disappear, or hover and never let go. Both create the same result — a person who can't be trusted with it, and an owner who's still doing it. This is the third option, and it works on anything you need to hand over.

Show
Week 1–2
You: do it with them, or for them. Walk every step and narrate your thinking — the what and the why. Set the standard out loud. Don't abbreviate because you've done it a thousand times.
Them: observe, take notes, ask questions afterwards rather than mid-flow, then read back what they understood so the gaps show up immediately. Move on when they can describe the process back to you, step by step, before doing it themselves.
Shadow
Week 2–4
You: watch them do it. Resist stepping in unless something is genuinely about to go wrong. Let them sit in the discomfort — that's where judgment gets built. Feedback comes immediately after, not during.
Them: execute it themselves. Make the calls, hit the problems, work it out. Move on when they've done it to your standard twice in a row with barely any correction.
Surrender
Month 2+
You: audit — don't supervise. Check the output, not the activity. Give feedback on results. Be available, not involved.
Them: full ownership. They make the calls, solve the problems, and escalate when it's genuinely needed rather than for every decision. Never fully stop auditing. Build a rhythm — weekly, then monthly. Trust is earned, then maintained.
Where this goes wrong

Skipping Show because you're busy. It's the fastest stage and the one that decides everything — twenty minutes of narrating your thinking saves you three weeks of correcting theirs. If you haven't got twenty minutes to show them properly, you haven't got the three weeks either.

Before They Arrive

The week before Day 1 tells them everything


If the contract lands late, nobody's told them where to park, and their login isn't set up — you've already communicated your standard, and it isn't the one you talked about in the interview. This is your first brand impression as an employer, and it happens before they've done a minute's work.

The pre-start checklist

Tick what's already done. Whatever's left comes out on your run sheet at the bottom of the page, with dates against it.

    0 of 12 done — the rest go on your run sheet

    Day 1 — set the standard before anything else

    They will learn almost nothing useful on their first day, and that's fine — Day 1 isn't about information. It's about how it makes them feel. First impressions of a workplace are emotionally sticky, and you get one. Make it feel like joining a team that has its act together.

    The Day 1 run sheet — hour by hour
    • 9:00
      Personal welcomeCoffee with their direct manager. No agenda, no laptop, no forms. Just connect as humans. This sets whether they'll tell you the truth for the next two years.
    • 9:30
      The company storyNot an HR presentation. Why the business exists, where it came from, where it's going, and why this role matters to that. Owner tells it if the owner is around.
    • 10:15
      Standards and non-negotiablesHand them the written version and walk through it. Ask what resonates. A conversation, not a monologue — what you allow in month one becomes the standard forever.
    • 11:00
      Team introductionsEvery person: their role, and one thing they like about working here. Brief and energetic. Not a round-table.
    • 12:00
      Lunch, no agendaThis is culture in action. They're watching how people talk to each other when nobody's performing.
    • 1:00
      90-Day Gameplan handoverWalk Day 30, 60 and 90 line by line. Answer everything. Leave nothing ambiguous. Ask them to read it again tonight and come back tomorrow with questions.
    • 2:30
      Systems orientationLogins, tools, where things live, who reports what to whom. A senior person walks them through it properly — don't hand them a folder.
    • 3:30
      Shadow the core workflowWatch someone do the single most important daily activity of the role. Observe, ask, take notes. This is Show, stage one, on day one.
    • 4:30
      End-of-day debriefBiggest takeaway? One thing still unclear? What are you most excited about? Write the answers down — you'll want them at Day 30.
    Owner rule

    The owner personally welcomes every new hire — even for ten minutes, even on the busiest day of the year. It signals that this person matters and that the culture is real rather than HR theatre. For a senior hire it isn't optional.

    The Builder

    Empty your head into the boxes


    The biggest onboarding failure isn't a bad hire — it's an undocumented role. If you can't write down what great looks like, you can't train to it, measure it, or hold anyone to it. Rough notes are fine. Nothing here leaves your browser, and everything saves as you type.

    01The basics

    Put the start date in and the whole plan dates itself — Day 30, 60 and 90, the first deliverable, and the deadline for their contract.

    Add a date and every milestone below gets a real day against it.

    If someone is leaving, or has already left, that window is the single biggest risk in the whole plan. Leave it blank if the role is brand new.

    02The brain dump

    This is the part everybody skips and the part that does the work. You're carrying all of this in your head already — it just has to come out before they arrive, not after.

    One measure, in plain words. If you can't name it, they can't hit it.

    Writing these down is the cheapest thing on this page. You've watched them happen before — now they can be warned.

    03What has to move from your head to theirs

    Every area of knowledge, skill or responsibility that has to transfer. Be exhaustive — this becomes the backbone of the training plan and the thing you audit at Day 90.

    Format is up to you. "Thing — who owns it now — transferred by when" reads best in the finished plan.

    04The welcome and the mission

    This goes on page one of the document you hand them on their first morning. Write it like you'd say it, not like a contract.

    The "why you specifically" line is the one people remember. Be concrete: it was the way you talked about your last team, not "your experience".

    05Phase 1 — Learn

    Context, not output. What do they need to understand before they can be useful, and what one real thing can they produce in their first fortnight?

    Give them something that genuinely helps you. Nothing builds belonging faster than contributing in week two.

    06Phase 2 — Contribute

    From Day 31 the expectations arrive. This is also where you kill the bottleneck — being clear about what they decide without you is worth more than any training.

    Specific and measurable. "Better communication" is not a KPI — "I hear about a problem before the client does" is.

    07Phase 3 — Own

    This is the freedom benchmark — the actual reason you're hiring. Write it as if you're going away for a fortnight on Day 91.

    08The rules of the game

    Culture isn't absorbed, it's installed. Pick the standards you'll actually enforce — then walk through them out loud on Day 1 and revisit them at every check-in. What you let slide in month one becomes the standard forever.

      0 picked

      09The rhythm that prevents problems

      A weekly one-to-one isn't a status meeting — it's an early warning system. Half an hour a week surfaces things three months before they'd otherwise reach you. Tick what you're genuinely committing to; the reviews aren't optional.

        10Their daily and weekly rhythm

        Checklists aren't for people who don't know what they're doing. They're for people who do, and want to do it consistently — a pilot with ten thousand hours still runs a pre-flight. For the first 90 days, the checklist is the job.

        Built — scroll down

        Your Plan

        Three documents. One first morning.


        Read the gameplan out loud once. Anything that doesn't sound like you, change — that's the whole job. Then print it, hand it over at one o'clock on Day 1, and walk them through it line by line.

        The dates that matter

        Your 90-day gameplan — first draft 0 words
        Fill in the builder above and hit "Build my onboarding plan" — your three documents appear here.
        Copied

        Or hand it to Claude to sharpen

        If the welcome reads a bit stiff or the plan feels generic for your trade, this prompt gives an AI everything it needs to rewrite it in your voice — without letting it wander off and invent responsibilities you never mentioned.

        Copy this into Claude, along with the document above
        
              
        Copied
        Before you hand it over

        Put Day 30, 60 and 90 in both calendars now, while the plan is open. A review that isn't booked is a review that doesn't happen — and the whole value of this is having the honest conversation while it's still early enough to fix.

        Then read the last line of the gameplan back to yourself. If you're not willing to be held to your half of it, take it out before they read it.