Chief of Staff Role

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30/60/90 Day Plan

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Generally, this flows from small → big, to ensure trust is built between Principal and CoS during onboarding (owning tactical execution items before strategic projects) and making sure the foundation is in place.

First 30 days

🔎 Key Focus

This section should outline the primary objectives and areas of focus for the first 30 days. It should provide a clear roadmap to follow to ensure that you are aligned with the Principal's expectations and priorities.

📊 Key Outcomes after 30 days

This section should detail what you aim to achieve and the progress you should have made by the end of this period. It will serve as a benchmark to assess progress and ensure alignment with initial goals. It also ensures that you have established a solid foundation and built initial relationships with key stakeholders.

🧩 Key Activities in first 30 days

This section should include specific actions and tasks that will help you achieve your key focus areas and outcomes. It will provide a step-by-step guide to help navigate the initial phase effectively. These activities should be aimed at understanding the organization, building relationships, and gaining clarity on your role.

Day 31-60

🔎 Key Focus

This section should outline the objectives and areas of focus for this period. It will ensure continued alignment with the Principal's expectations and build on the foundation established in the first 30 days. It should also ensure that you are starting to align your work with the organization’s strategic goals and deepening relationships with stakeholders.

📊 Key Outcomes at 60-day mark

This section should detail what you aim to achieve and the progress you should have made. It ensures that you are on track with strategic prioritization and ensure that efforts are contributing to the overall objectives.

🧩 Key Activities in addition to first 30 days

This section should include specific actions and tasks that build on the first 30 days. It will provide a clear guide for continued progress. These activities should focus on strategic alignment, quick wins, and enhancing team dynamics.

Day 61-90

🔎 Key Focus

This section should outline the primary objectives and areas of focus for the final phase of the 90-day plan. It will ensure alignment with long-term goals and set the stage for sustained success.

📊 Key Outcomes at 90-day mark

This section should detail what you aim to achieve and the progress you should have made. It will serve as a comprehensive assessment of progress and alignment with the overall strategy. It ensures that you have delivered on key projects and established performance metrics.

🧩 Key Activities in addition to first 60 days

This section should include specific actions and tasks that build on the first 60 days. It will provide a final roadmap to complete the 90-day plan successfully. These activities should focus on driving initiatives, maintaining strong relationships, and planning for long-term goals.

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This guide is designed to be flexible rather than a rigid checklist. Success hinges on adapting and expanding upon these guidelines while in the role. Regular communication and feedback are essential for all involved throughout this process.



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