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The first pages of the Manager Onboarding Plan template

Manager Onboarding Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
October 30, 2026

Every page (6)

Overview

New managers drift when nobody says who to meet, which numbers matter or what good looks like at day 30. This plan puts it on six pages: a team spotlight with the key figures, a stakeholder map with a responsibility matrix, a day-30 scorecard, four 90-day outcomes with check-in dates, and a guide.

The sample follows Leila Hassan, a new Operations Manager at Greystone Group, who starts on 12 April 2027 with a team of 24. Goals are outcomes her director can observe, not tests. Replace the name, start date, buddy, team numbers, stakeholders, goals and the five check-in dates.

Useful for

  • A director preparing a plan for a newly hired manager before their first day
  • An HR partner giving a promoted team leader a clear 90-day structure
  • A new manager agreeing priorities, stakeholders and check-ins with their own boss

What's included

  • Photo cover with the starter, role, start date and manager
  • Team spotlight with questions and answers, and three headline numbers for the business
  • Stakeholder map with four contacts and a who-does-what matrix
  • Day-30 scorecard with red, amber and green status, plus next-quarter initiatives with owners
  • Four 90-day outcomes, dated check-ins and contact columns
  • Make it yours guide with five steps to replace the sample

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Enter the starter's name, role, start date, manager and buddy on the cover and the team page.

  3. 3

    Replace the sample goals with outcomes your manager can observe at day 30, 60 and 90, and edit the stakeholder matrix to match the role.

  4. 4

    Set the dates of the five check-ins before day one and update the contact columns.

  5. 5

    Delete the Make it yours page, then share the plan with the new starter or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

When should the onboarding plan be sent to the new manager?

Send it a week before day one, once laptop, accounts and contract are ready. Starters who see the plan early arrive knowing who to meet and what is expected at day 30.

Can I use it for a promoted manager rather than a new hire?

Yes. Keep the team and stakeholder pages, shorten the company introduction, and focus the goals on what changes in the new role, such as budget, hiring and performance conversations.

Are Greystone Group and its people real?

No. The organisation, the people and every figure are fictional sample content, written to show what a good manager onboarding plan looks like. Replace all of it with your own.

  • #manager-onboarding
  • #onboarding-plan
  • #30-60-90-day-plan
  • #new-manager
  • #hr
  • #google-docs
  • #uk

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