Executive First 90 Days Review

Template Overview

Effective employee onboarding requires structured feedback loops that assess acclimation, clarify performance milestones, and remove early obstacles. The New Hire 30-60-90 Check-In template provides a systematic framework to guide new team members from initial ramp-up to autonomous organizational impact.

Markdown Template Structure

Copy the block below or click Download .md File to add this template directly to your personal vault:

---
title: "Onboarding Milestone: [Employee Name] - [30/60/90 Day]"
date: [YYYY-MM-DD]
employee: "[[Employee Name]]"
manager: "[[Manager Name]]"
role: "[Job Title / Level]"
milestone_checkpoint: "[Day 30 / Day 60 / Day 90]"
tags: [onboarding, one-on-one, management, career, growth]
---

# New Hire 30-60-90 Check-In — [Employee Name]

## 1. Milestone Reflections & Acclimation
- **Wins & Accomplishments:** First pull request merged, completed developer environment setup, delivered team demo.
- **Unexpected Roadblocks:** Complex internal documentation for local staging builds, unclear permissions for billing test harness.
- **Team Dynamics:** Smooth pairing with senior mentors; comfortable participating in daily standups.

## 2. Milestone Evaluation & Scorecard
| Assessment Area | Manager Observation | Employee Self-Assessment | Status |
|---|---|---|---|
| Domain Knowledge | Good understanding of core architecture | Solidifying understanding of database schemas | On Track |
| Technical Execution | Independent commits shipped | Confident with Git workflows | Exceeding |
| Cross-Team Collaboration | Connected with product managers | Needs more exposure to legal/compliance leads | Needs Focus |

## 3. Goals for the Next 30 Days
- [ ] Deliver end-to-end implementation of the designated quarterly feature ticket.
- [ ] Conduct two peer code reviews per week to deepen familiarity with adjacent services.
- [ ] Lead one engineering team brown-bag session on on-device machine learning architectures.

## 4. Manager Support & Enablement
- [ ] [[Manager Name]] Introduce employee to the principal architect for monthly mentorship pairing.
- [ ] [[Manager Name]] Streamline local Docker development environment setup documentation.

Filled Real-World Example

Here is a realistic example demonstrating how this template captures actual deliberations:

---
title: "Onboarding Milestone: Clara Jensen - Day 60"
date: 2026-10-09
employee: "[[Clara Jensen]]"
manager: "[[Marcus Vance]]"
role: "Senior Systems Engineer"
milestone_checkpoint: "Day 60"
tags: [onboarding, one-on-one, management, career]
---

# New Hire 30-60-90 Check-In — Clara Jensen

## 1. Milestone Reflections
Clara has taken full ownership of the CoreAudio capture pipeline and successfully refactored the multi-channel ring buffer. Her ramp-up has outpaced initial expectations.

## 2. Next Objectives
For the Day 90 horizon, Clara will design the zero-latency audio demuxing subsystem and mentor incoming junior engineers on macOS ScreenCaptureKit permissions.

When to Use and When to Avoid

When to Use

• Use during formal 30-day, 60-day, and 90-day onboarding reviews with newly hired employees.
• Use to establish clear mutual expectations and document early achievements and blockers.
• Use to build a constructive foundation for annual performance evaluations.

When to Avoid

• Avoid using for weekly ad-hoc tactical standups (use weekly 1-on-1 templates instead).
• Avoid using for long-tenured employees (use career milestone templates instead).

On-Device AI Integration

Summarize your recording in Oyma with this local instruction:

Analyze the onboarding check-in audio recording:
1. Extract employee reflections on achievements, organizational friction, and team integration.
2. Summarize mutual evaluations of domain knowledge, velocity, and communication.
3. Itemize agreed goals for the upcoming milestone alongside manager support commitments.
Output in clean, structured Markdown.

Your data remains securely on your Mac with zero cloud exposure.