CS Leader 30-60-90 Plan Template

Show how you'll learn, assess and lead in your first 90 days, in the final-round interview and once you're in the seat.

When I took my first leadership role at a new company, I took everything that had worked at my last company and deployed it. Within 120 days nothing was working, and I had to redesign all of it, because what worked before was built for a different company. Your team, your peers and your new manager are all watching what you do first.

This plan is built around one sequence: learn, assess, then optimize. It walks a hiring team or your new manager through what you've learned so far, your objectives and approach, plans for people, customers, operations and technology across days 30, 60 and 90, the relationships you'll build, how everyone will know it's working, how you'll prioritize, what you need and how you'll keep them posted. Every slide has speaker notes, and the guide covers both the interview version and the in-seat version, with a made-up example for each phase.

What's included

• CS Leader 30-60-90 Plan template in PowerPoint, plus a make-a-copy link for Google Slides

• 16 slides with speaker notes: title, agenda, what I've learned so far, objectives, approach, focus areas, people plan, customer plan, operations plan, technology plan, relationships I'll build, how we'll know it's working, how I'll prioritize, what I need from you, how I'll keep you posted and questions

• A step-by-step PDF guide with a slide-by-slide breakdown, worked examples for each phase, how to present it in an interview or in the seat, and the mistakes to avoid

• A Steal This 30-60-90 readiness check

Who it's for

Directors, VPs and heads of Customer Success preparing for a final-round interview or starting a new leadership role.

How it works

Digital download. Your files are ready right after checkout. Open the PowerPoint file, or use the link included with your download to make your own copy in Google Slides. No physical item will be shipped.

Bundle and save

This template is part of the New CS Leader Bundle: 8 templates for $79, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.