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Free 30-60-90 Day Plan Template for Interviews

By Biron Clark

Published: November 8, 2023

Interview Preparation

Biron Clark

Biron Clark

Writer & Career Coach

One of the best ways to stand out in your interview is to create a 90-day business plan (also called a 30-60-90-day plan) to show employers how you’ll help them in the first three months on the job.

Having a plan to learn the job and succeed quickly is going to set you apart from other candidates and make you more attractive to employers.

Let’s look at how to create a plan that will land you the job…

How to Create a 90-Day Business Plan for Job Interviews

I recommend splitting your 90-day business plan into three sections: 0-30 days, 30-60 days, and 60-90 days.

So we’ll actually be creating a 30-60-90 day plan.

We’ll divide it into three periods, and you’ll outline different goals and milestones for each of the first three months.

I’ll help you do this below.

If you prefer to lump everything together into a single 90-day period, that’s fine too.

What to Write About in Your 30-60-90 Day Business Plan

In your business plan, you want to show the interviewer the following:

  • You understand what the job involves
  • You’re capable of quickly learning and performing the job duties
  • You’re motivated to learn and do the work
  • How you plan on learning and succeeding. Which specific steps will you take to reach your goals?

So let’s look at each 30-day period now, and what should go into each…

The First 30 Days

In the first part of your business plan, you’ll want to focus on training/learning.

The company likely has a training program (if you’re not sure, this is a good question to ask in the interview ).

So what is your plan to make the most of their training, and get up to speed quickly?

This could include reviewing and studying at home each night for the first week, staying 30 minutes late to review what you learned each day, finding a teammate to have lunches with, or finding a fellow new hire to review with (if you’re in a training class with multiple people).

Other things to talk about in the first part of your plan:

  • How will you learn about the company’s products/services ?
  • If you’re new to this industry, how will you learn the industry/market overall?
  • How will you learn this company’s systems and procedures? (They might have an employee booklet you can review, so include some time to review this in the first 30-day period of your business plan.

Your goal in this section is to show them you have a detailed plan and a lot of motivation to learn the basics of the job and understand how they operate quickly.

The Next 30 Days

The next 30 days should focus on how you’ll learn and improve by “doing”.

By now, you should be able to start using what you’ve learned to perform some of the job duties on your own.

You might be interacting with team members, customers, etc. (this will depend on your specific position)

And while learning is still a focus here, you want to show them that you plan on being ready to work hands-on and learn in a real-world environment.

Also, a big part of this section should be getting feedback from your manager to see how you’re progressing.

What is your plan for checking in, receiving and organizing feedback, and using it to improve?

Most new employees wait for their manager to set up a meeting to review their performance…

Show the interviewer that you’re different – that you’ll take initiative and be responsible for this yourself.

Employers love when a job candidate seems proactive and self-starting.

The Final 30 Days

In the final 30 days of your 90-day plan, you want to show the interviewer that you’ll be ready to use everything you’ve learned to work independently.

You’ll be up-to-speed, contributing to the team’s efforts, and not requiring any more supervision/help than anyone else on the team.

You may also want to talk about ways you’ll go above and beyond the basic job duties now.

This could include looking for processes that can be improved, finding new ways to help the company get more customers, etc.

Also, you can still include steps for getting feedback and continuing to improve.

But it should be less of a focus here. The main focus now should be on contributions, independent work, and “taking off” with what you’ve learned.

What will you be able to do for them? What will you be contributing after 90 days?

Using S.M.A.R.T. Goals

When talking about a specific goal or objective in your 90-day job interview plan, try to use SMART goals whenever possible.

SMART goals are:

Saying, “I plan on being very good at serving customers after 90 days,” doesn’t say much.

However, it sounds a lot more impressive if you say something like, “At the 90-day mark, I plan on achieving 120% of the monthly goal for customer service calls taken, and I will achieve a customer satisfaction rating of 98% or greater.”

Using “Learning Goals” and “Performance Goals”

One strategy I’ve seen used very effectively is to divide your main goals for each 30-day period into two different categories: Learning Goals and Performance Goals.

You’ll have more Learning Goals than Performance Goals in the first 30-day period.

Then, as you move through the plan, you’ll gradually shift to having more Performance Goals, and fewer Learning Goals (but still some!)

You can also add one or two personal goals, such as having lunch with one new team member per week, or visiting the gym after work two nights per week to stay healthy.

Don’t worry if this sounds complicated. Coming up soon I’m going to show you a full example of a 90-day plan for your interview, that you can copy. 

And in that sample business plan, you’ll see the three different categories laid out (Learning Goals, Performance Goals, and Personal Goals).

Creating and Formatting Your 90-Day Plan

If you’re comfortable making a good-looking document in Microsoft Word, Google Docs, or some other word-processing software, feel free to use that to create your 30-60-90 day business plan.

Otherwise, I’d recommend using .

The website has great templates for creating a PDF, and it’s free to use. I use it myself for creating images and PDF guides for this blog .

Make it EASY to Skim and Read

I’d keep the whole document to 1-2 pages maximum.

It’s an outline/presentation, not an essay. 

Try to avoid long paragraphs and giant blocks of text with no spacing.

Make it skimmable and easy to read.

Use headers, bullets, etc.

Here’s a full example of how you might lay out your 90-day plan…

30-60-90 Day Plan Template/Example:

0-30 Days: (Write your main focus and objective here. The priority should be learning and getting up to speed on the basics as quickly as possible. What will you need to learn to perform well in the job, and how will you learn it?) Learning Goals: Learn the company’s entire product offering Study the top 3 competitors’ product offerings to understand strengths/weaknesses Review training manual, and bring any questions to direct supervisor before the end of month 1 Listen to at least 4 sales calls per week with senior team members Learn all industry terminology so I’ll be ready to communicate effectively with prospects and customers Meet with supervisor at the end of each week to discuss progress, questions, and results achieved Performance Goals: Score 100% on the training manual examination on week 3 Personal Goals: Get coffee with each team member before the end of the first month 30-60 Days: (Write your main focus for the next 30 day period here. You should still be learning, but the focus now shifts to taking what you’ve learned and using it in the real world. You want to start doing the work and learning through experience). Learning Goals: Continue listening to 4 sales calls per week with senior team members Find team members to listen to at least 10 of my sales calls per week and provide feedback Meet with supervisor twice per week to ensure I continue learning and progressing as quickly as possible. This will include reviewing my sales call results and the tactics I’m using and working on as I listen to team members Take one free LinkedIn Learning course to improve my sales skills outside of work hours Performance Goals: Conduct a minimum of 12 sales calls per day Convert one sales call per week into a customer Qualify leads and do thorough research of potential clients before calling, so that at least 80% of prospects I speak with are fully-qualified for our products Follow up with each potential prospect/lead within four business days of initial conversation Personal Goals: Have at least two lunches with Supervisors or Team Leaders from other departments to grow my network and better understand how other areas of the organization work. 60-90 Days: (Now you’ll want to show that you’re ready to produce at a high level and be a valuable member of the team. Your learning is never fully done, but this section should talk far less about learning, and really focus on demonstrating what you’ll DO for the employer after 90 days on the job.) Learning Goals: Meet with supervisor once per week to track progress and continue learning sales tactics Performance Goals: Conduct a minimum of 25 outbound sales calls per day Convert 4 sales calls per week into customers Qualify leads and do thorough research of potential clients before calling, so that at least 90% of prospects I speak with are fully-qualified for our products Ask for referrals after each completed sale, and/or after determining a sale is not going to occur. Goal: Obtain five qualified referrals per week and contact each referral within 24 hours. Personal Goals: Join the gym and go every Monday, Wednesday, Friday for one hour minimum.

You can alter this example however you want. This is just one way to set up your 30-60-90 day plan for a job interview.

If you invest the time into creating a plan like this, it will make you stand out and will boost your chances of receiving a job offer.

And once you’ve created a template for yourself, you can re-use it for multiple interviews by changing the basic details to match each job.

How and When to Show Interviewers Your 90-Day Plan

The best time to mention your 90-day plan is at the beginning of the interview.

As you sit down, mention that you brought it by saying something like this:

“By the way – I put together a 90-day plan demonstrating some of the ideas I had for what I could accomplish in the first 3 months in the role. Whenever you think it fits well into the conversation, I’d love to show you some of what I was thinking.”

Now they’re immediately impressed with your preparation and effort, and they can decide whether they want to look at it immediately or discuss your 90-day plan later in the interview.

Either way, you won’t have to constantly think about finding the right to mention it, and you’ll make a fantastic first impression to begin your interview. 

The “Hidden” Benefit of Creating a 30-60-90 Day Plan for Interviews

The steps and free template above involve some work, so you may be thinking, “Is it really worth creating my 30-60-90-day plan for my interview?”

In case you’re on the fence, here’s one of the biggest benefits that you may not have realized.

Creating your plan doesn’t just show hiring managers you’re motivated and ready to hit the ground running.

It also better prepares you for the interview, and for responding to all of the questions that they’re planning on asking you.

You can’t create a 90-day plan without researching the team and company, reviewing the job description, etc.

So you’re going to have a big advantage throughout the interview in terms of showing your new manager that you grasp the role and know what’s needed in the first 30 days, 60 days, and beyond.

You’ll be able to ask better and more unique questions in the interview , too. While other candidates are asking simple questions like, “What is the company’s mission?” or, “What are the typical working hours?” you can ask advanced questions like:

“As mentioned in my 90-day plan, I’d like to be able to contribute <key goal> within the first 60 days. To do that, I’ll need to absorb as much information as possible in my first month. Can you share a bit about what type of training is provided to new hires, and what type of feedback I’d get from my new manager and team as I learn the fundamentals in those first 30 days?”

The bottom line is:

By creating a 90-day plan for your job interview, you’ll not only impress the hiring manager with your effort, but you’ll also be much better prepared for the interview as a whole so that you can land a new job faster.

Employers will see that you’re focused on being a high performer when starting a new job and that you’re already well-informed about the role and their needs and ready to contribute at a high level as soon as you’re hired. This will impress any hiring manager.

Biron Clark

About the Author

Read more articles by Biron Clark

4 thoughts on “Free 30-60-90 Day Plan Template for Interviews”

Thanks for the generous guidance. I have a job interview coming and they said they will send me the topic for creating a 30-60-90 plan the day before the interview, but never created one before, so this was very, very useful!

Is there a template please that you have

This is very timely information. I was asked to bring a 90 day plan to my face to face interview later this week. Thank you!!

Hello have you got an example of your presentation x

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In this section

90 Day Business Plan Presentation

‘Given a ‘blank sheet of paper’, what would you do in the first three months/90 days?’

So, you’ve succeeded at the first interview and have now been tasked with a second interview presentation. 

The most common second interview task that we encounter is along the lines of:

‘Given a ‘blank sheet of paper’, what would you do in the first three months/90 days?’ 

Why Do Sales Employers ask for Presentations?

For me, the reasons are two-fold.

First, it is a test of your commitment.  Do you choose to go down to the pub on a Sunday afternoon rather than spend four hours on a presentation, and;

Two, it offers the prospective employer the chance to understand better your professional approach and the process you will employ to ensure maximum return on their investment.

What is The Second Interview Task Actually Asking?

It is, in essence, ‘what’s your business plan’.  It demonstrates that you have the competency and experience necessary to succeed and that you are personally invested in their opportunity.  Executed well, it will differentiate you from the competition as an elite candidate.

How to Break The 90-Day Task Down

A logical and practical format is to break the presentation down into your planned activity in the first weeks and months in the role.

As with all presentations, less is more in terms of written text.  You don’t want your audience to read your presentation and ignore you; instead, they should take cues of your thinking from the slides.  This will enable you to utilise your presentation skills to elaborate on bullet points and your personality and charisma to ensure you engage your audience.

Photo of a candidate presenting a 90 day business plan to a panel of interviewers

How to Present at a Second or Final Interview

An effective presentation is a dialogue, a gateway to enquiry and further discourse, rather than a lecture or a monologue.  Invite questions, seek agreement and gauge comprehension, offering clarification whenever necessary.

Ensure you remain concise and relevant in your answers whilst being generous with information.  Relate this to your professional experience and give examples of similar situations you have encountered, how you dealt with them, and what positive outcomes you achieved.

Be alert to body language and non-verbal cues that may indicate allies in the room or individuals that require further reassurance regarding your suitability for the role.  To aid you in this, ensure that you address yourself to everyone in the room, regularly shifting your attention and eye contact to ensure no one feels excluded.  This will assist you in building rapport with your audience.

Additional information on how to succeed in a panel interview can be found here - How to Wow at a Panel Interview

Do’s and Don’ts of Second Interview Presentations

  • Do your research – Know the company, the job responsibilities, and the team you’ll be joining. Every business plan must be researched and personalised to the company and the opportunity in question.
  • Do tailor your presentation to every opportunity - It is immediately obvious when a generic format is recycled. It can therfore be damaging, demonstrating indifference or contempt for your audience and the opportunity.
  • Do import and insert their company logo and format with their brand colours. It may be wise to ask permission beforehand out of politeness and not to infringe trademarks/copyright.
  • Do reference their specific products or services, their customers and competition.
  • Do include verified numbers and data wherever available. Make realistic growth projections based on your understanding of their expectations and marketplace.  It doesn’t matter if this does not entirely align with the company, as long as you can elaborate on your thought process and conclusions.
  • Do practice – Practice your presentation out loud in a location similar to where you’ll be presenting.
  • Do make it visual presentation to engage the audience and explain your points. No one likes ‘Death by PowerPoint’!
  • Do be prepared to be challenged on your presentation. Most sales leaders will want to see how you respond to objections.
  • Do prepare questions for the interviewers.
  • Do arrive early to give yourself enough time to get set up and relaxed
  • Do ensure it is saved to an older version of your presentation software. If prepared in the latest version, it can sometimes skew the formatting on older editions.
  • Do start with an agenda and invite them to ask questions throughout.
  • Do use the final slide as an opportunity to close. You are a sales professional in a sales meeting. The final slide should be either i) Where do we go from here? Or, if you're very confident ii) When do I start!  See Closing a Sales Interview

The Don'ts!

  • Don’t be overly casual. I like the odd joke, but on the whole, keep your presentation professional and don’t use slang or jargon.
  • Don’t be too long-winded – Stick to the essential points and keep your presentation concise.
  • Don't forget to bring all the necessary materials and have a ‘Plan B’. I always recommend taking your presentation on a USB Stick as well as having it on your laptop. Also, copy it to your ‘phone just in case and then you can email it to the hiring manager.

Photo of a candidate presenting to a second interview panel

Example 90 Day Business Plan Second Interview Presentation

Below is an example of a basic business plan you can utilise.  This requires personalising to each opportunity.  You may wish to preface it with a slide detailing you and your credentials and a concluding slide summarising your suitability and inviting questions-  

  • Understand internal functions and processes.
  • Get to know internal and external colleagues.
  • Gain clarity on all reporting and administrative responsibilities.
  • Fully align with company strategy and goals
  • Introduce myself to all levels of staff
  • Understand and comply with all company rules
  • Fully understand sales targets and company expectations
  • Update with line manager – informal review of week one
  • Gain a fundamental level of product/service knowledge and potential applications
  • Understand markets and potential avenues for growth
  • Gain an understanding of all existing/lapsed end user and distribution accounts.
  • Contact and visit existing accounts by geographic area
  • Understand product/service features and benefits to potential users
  • Build a base pitch for key products/services
  • Build knowledge of existing markets, end users and their needs
  • Update with line manager – formal review of month one
  • Research market sectors to begin Pipeline formulation.
  • Identify target accounts and populate the Pipeline
  • Define a map of accounts /prospects for efficient territory planning
  • Create targeted Features & benefits approach by Products /Market sectors
  • Gain knowledge of main competitors –strengths & limitations
  • Understand how we are perceived in the market
  • Build a twenty-day journey plan based on postcodes and geographic area
  • Have a prospect list prepared for each postcode
  • Research and visit all existing customers and update CRM
  • Prospects with potential to be added into the journey plan so that regular contact is made
  • All prospects to be added into sales pipeline and kept up to date
  • Update with line manager – formal review of month two
  • Have a solid pipeline of accounts being worked and closed
  • Increased turnover and lines in existing accounts
  • Monthly sales targets being achieved
  • Reports presented to RSM on all activity
  • Re-visit initial training
  • Customer visits with Technical support colleagues
  • Customer visits with Sales colleagues
  • Progress opportunities to Buying Platform
  • Continue to review and critique pipeline
  • Update with line manager – formal review of month three
  • Product knowledge is continually growing
  • New account Targets being hit
  • Sales pipeline is continually being added to and worked
  • Monthly targets being exceeded
  • Meeting KPI’s set by line manager
  • Growth from existing accounts
  • Lapsed accounts being reactivated
  • Ongoing formal reviews

Date published: 26th November 2023

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About the author

Simon Bonner

With over 25 years in B2B sales and recruitment, Simon is an English Graduate from UEA and specialises in recruiting commercial and FMCG sales positions. Simon joined the sales recruitment industry in 1998 before progressing into field sales and returning to recruitment in 2015. As an Associate Director, Simon is well placed to understand the needs of clients and candidates' needs, having spent ten years selling electronic security and managing National Accounts within OEM manufacturers and distribution channels. An avid Luton Town football fan, Simon dotes on his two daughters and enjoys keeping fit, socialising, food and wine.

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J. McGrattan, Candidate

Very polite and friendly and was very helpful finding me my next new role.

K. Craggs, Candidate

Less than two weeks after joining Aaron Wallis I was offered my new job. I got a £10,000 rise in my basic salary, car allowance, a laptop and many other perks, which will help to further my career. I definitely would not have found my dream job without the help of Aaron Wallis.

C. Hoy, Candidate

Perfect from start to finish. Simon deserves a shout out. Best recruiter there is. If you need a job, this guy will get you one. He's like the super man of recruiters. Top man, can't recommend him enough.

M. Crisp, Candidate

Sam was by far the most professional and helpful of any individual I've ever dealt with through a recruitment agency. He was supportive and thorough throughout the process. He definitely goes the extra mile for you. A pleasure to deal with. I would highly recommend him. An asset to Aaron Wallis

M. Wyer, Candidate

Wanted to say a huge thank you to Simon Bonner who has just helped me secure my new role. He was one of the most professional recruiters I have ever worked with he was supportive really quick at replying and really put me at ease.

J. Marcinkiewicz, Candidate

When talking with Simon you felt relaxed cared to help you find a position that suited your needs

D. Pinder, Candidate

I had a great experience. Helped me every step of the way to get my new job. Sophie was very polite, kind and helpful!

J. Parnham, Candidate

The detail put into the preparation for interviews and the detail of the job description was first class. Rob and Simon in particular are amongst the best I've ever dealt with.

K. Peacock, Candidate

Friendly, proactive, communicative. Overall a really positive experience.

R. Houston, Candidate

Fantastic customer service, communication was brilliant, happy polite people to talk to, made everything a lot easier and smoother. Thank you for all your help getting me back in the work force, Keep up the good work :-)

K. Everitt, Candidate

Sophie contacted me about a role explained the details clearly and made sure I was ready for the interview. She kept in touch every step of the way till I started the job. Thank you Sophie for a great experience.

S. Powell, Candidate

Professional and responsive from start to finish. I would highly recommend. Special thanks to Sophie J for her help and support throughout.

N. Leney, Candidate

I have to say using Aaron Wallis Recruitment has been nothing but an absolute pleasure. I've used many agencies over the years as the client and the candidate and its not always been a pleasurable experience!

L. Knowles, Candidate

I had the absolute pleasure of working with George Humphries on finding a placement best suitable for me.

A. Van Der Mescht, Candidate

Sophie helped me secure a new role I have been searching for. She took her time to explain clear and concisely all I needed to succeed at the interview stage. Thanks again Sophie!

O. Oladejo, Candidate

The Recruitment agent I used, Simon, was extremely helpful and really went the extra mile to ensure all of my questions were answered, and that I felt as comfortable and prepared as possible. Very professional company and would definitely recommend to others. Thank you Aaron Wallis!

A. Callaby, Candidate

The service provided by Aaron Wallis has been just great. I was constantly informed about what was going on with the process interview and the agent has always been supportive and kind to me.

L. Colagrossi, Candidate

Aaron Wallis is an outstanding recruitment agency specialising in high calibre sales positions. I was working directly with Darren Dewrance who went above and beyond my expectations in sourcing me my perfect role. I was kept in regular communication with Darren and he worked extremely hard to secure my dream job. Highly recommended and Thanks Darren for all your expertise and hard work.

R. Sealy, Candidate

Wanted to say a huge thank you to Simon Bonner who has just helped me secure my new role. He was one of the most professional recruiters I have ever worked with.

For anyone looking for work, I can't recommend Aaron Wallis highly enough.

C. Rockliffe, Candidate

Simon was knowledgeable on his clients history, background and what their requirements were and he worked around time zones, holidays and a pandemic to get the right result.

J. Tooze, Candidate

I would highly recommend Aaron Wallis Recruitment, Darren was extremely helpful and provided me with plenty of advice and support throughout the whole process.

D. Bretherton, Candidate

3 Techniques to Create a 30-60-90 Day Presentation for a Job Interview

6 month business plan presentation for interview

Employers always look for outstanding applicants in a job interview. They only want the best among the rest. Thus, applicants go through a series of screenings to get their desired role. But as an applicant, how can you stand out from the rest?

Coming in fully prepared for the interview is common advice. Being confident during the interview is another piece of advice. But what can set you apart is by making a 30-60-90 day presentation during your job interview planning .

What is a 30-60-90 Day Presentation?

A 30-60-90 day presentation shows what an applicant can do for the company. But that’s not all there is to it. It should include the priorities and goals of the applicant for the first 90 days after being onboarded . 

This is usually common when applying for a higher position in the company. So if you are applying as a manager, director, or something even higher, you are expected to present a 30-60-90 day presentation.

As an applicant, having a 30-60-90 day presentation can say a lot about yourself. It may not be easy to create one, but it will show that you are ready to take on the job. It can also show how serious you are that you are willing to go above and beyond to prove it.

A 30-60-90 day presentation will also enable employers to get a sense of an applicant’s expertise. By knowing their expertise, employers can easily identify if an applicant is perfect for the job. It also helps them identify if an applicant stands out from the rest. 

Are you excited to slay your next interview? Let’s find out the tips on creating a 30-60-90 day presentation for your next job interview!

Tips on Creating a 30-60-90 Day Presentation

There are many techniques that an applicant, such as yourself, can learn. Here are 4 tips on creating your outstanding 30-60-90 day presentation:

1. Identify the key factors

Before you create a 30-60-90 day presentation, you should think of the key factors involved in it. Below are the key factors:

  • The company and its people
  • The processes or procedures
  • The products or services they offer
  • The competitors

You should familiarize yourself with these key factors first. Once you grasp that your 30-60-90 day presentation will revolve around these key factors, it will be easier to create a plan. 

Remember, your plan should include how you will learn, understand, evaluate, and make the necessary action plans for them.

2. Conduct extensive research

After identifying the key factors, it is time to conduct your research. Find out what you can about the key factors. The company, the existing processes, the products or services, and the competitors. This also includes the mission and vision of the company. This can be done by checking the company’s website or social media pages.

Aside from that, you should also understand the role you are applying to. Do not just read the job description. But instead, ask people who may have familiarity with the role itself. You may be surprised that some of your friends or colleagues can help direct you to the right people. It’s all about your connection!

Remember that the more information that you get, the better it is for you. Even just knowing the name of the product or service that the company is using is going to be helpful. You may not know everything, but your employer will appreciate that you made an effort to know them more. That gives you an A for your effort!

3. Make a comprehensive plan

6 month business plan presentation for interview

Now that you have conducted your research, it is time to make a plan. You should breakdown your plan into three. These are the 30-day, the 60-day, and the 90-day plan. Here is how you can create each plan:

The 30-day plan

To start, the first 30 days should emphasize your SMART goals . Your goals should be patterned using SMART goals . SMART is an acronym for Specific , Measurable , Attainable , Realistic , and Timely . These goals should be focused on the key factors you have previously identified. Again, this is the company, the existing processes, the products or services, and the competitors.

As this is also the training phase, you should also add the methods on how you can learn more about the company. Get familiar with the processes and your team, try out the products or services, and find out more about their competitors. 

But this will be difficult to do if you don’t have enough information about the company. If that is the case, you can just give smart and hypothetical examples. 

The 60-day plan

Then, the next 30 days should be the evaluation phase. You can use the SWOT analysis to present this properly. SWOT means Strengths , Weaknesses , Opportunities , and Threats . 

During this time, you should identify the company’s strengths and weaknesses, as well as broader opportunities and threats. Once you have completed this, you should be able to improve the company’s business strategies and optimize existing processes.

The 90-day plan

Finally, the last 30 days should be the execution. You should be able to present how you plan to implement what you have learned and evaluated about the company. Show strategies that can and will work for them. Revise processes that are not beneficial. 

Create new standards for delivering better products and services. Then make sure to add a timeline for each action plan that you have. You can also make use of a scorecard to track the success of your strategies.

Voila! You have learned the techniques to create a 30-60-90 day presentation. Now, it is time to create one. Remember, to create a great presentation, you should identify the key factors, conduct extensive research, and make a comprehensive plan. Then use SMART goals for creating your goals, and SWOT analysis for evaluating the company. But most importantly, dress professionally, be confident during your presentation, and always smile!

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The Easy Guide to Making a Business Plan Presentation


Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

  • Business Plan Template PDF
  • Business Plan Template Word
  • Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

  • Perpetual Map
  • Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

  • Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

  • Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

  • Show the future financial performance of the company and its economic situation for the owners and investors.
  • Help identify risks that may affect the growth of the company and provide strategies to overcome them.
  • Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
  • Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

  • Executive summary
  • Company profile
  • Market analysis
  • Marketing and sales strategies
  • Organizational structure and management
  • Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

  • Company history
  • Overview of the company
  • Mission Statement
  • Key resources
  • Business contact information
  • Products or services
  • Location details
  • The market you serve
  • Your key customers
  • The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Company Profile Template

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Customer Profile Template for Business Plan

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Perceptual Map for Business Plan

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

Porters Five Forces Template for Business Plan

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

SWOT Analysis Template for Business Plan

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

PEST Analysis Example

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

Competitor Profile Template for Business Plan

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

Competitor Intelligence Mind Map Template

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

Marketing and Sales Plan template for business presentation

If you want separate a marketing plan and sales plan, check out the templates below,

  • Marketing Plan Template for Business Plan Presentation
  • Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Organizational Structure for Business Plan Presentation

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Product Canvas Template

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

  • The value you can deliver to the customer via your product or service
  • Which customer problems/s that you are trying to solve
  • Which is the job that your product helps the customer to finish
  • Which customer needs you are satisfying
  • What are the different products you are offering to each customer segment

Value Proposition Canvas for Business Plan

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Financial Plan Template

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

More Related Articles

Process Mapping Guide: Definition, How-to and Best Practices

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.


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    Here are 4 tips on creating your outstanding 30-60-90 day presentation: 1. Identify the key factors. Before you create a 30-60-90 day presentation, you should think of the key factors involved in it. Below are the key factors: The company and its people. The processes or procedures. The products or services they offer.

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    Template 3: 6-Month Content Plan PPT Template. The next template bundle is quite a comprehensive and helpful content plan template. Using the slide, you can streamline content creation and distribution by outlining topics, publication schedules, and target audiences for the upcoming half-year. It ensures alignment with marketing goals, brand ...

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  16. Interview Presentation Templates (Plus Examples)

    1. Type and topic of presentation Before you begin preparing for a presentation, consider selecting a method of presentation. This can influence the type of template you create. For example, you may create a script for an oral presentation or a basic slide breakdown for a virtual slideshow presentation.

  17. Steps For 6 Month Business Development Plan

    Features of these PowerPoint presentation slides: This slide showcase different steps to be followed for optimizing growth in the organization. It includes business idea generation, business plan creation, plan implication, business proposal, negotiating strategies and employee onboarding Introducing our premium set of slides with Steps For 6 Month Business Development Plan.

  18. 6 Month Business Plan Presentation For Interview

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