The First 90 Days Onboarding Toolkit
The first 90 days with a new hire are critical. Get them right, and you build clarity, trust, and momentum that lasts. Get them wrong, and you risk misalignment, wasted time, and another costly recruitment cycle.
The First 90 Days Onboarding Toolkit gives you everything you need to set up new team members for success, whether they’re full time, fractional, or freelance.
By the end of this course, you’ll be able to:
Set crystal clear expectations from day one – with role scorecards, 90 day plans, and team charters that show new hires exactly what good looks like.
Build trust and ownership quickly – through simple check ins, scorecards, and an “Asking for Help” culture that creates confidence without micromanaging.
Create repeatable systems for growth – with SOPs, delegation frameworks, and feedback rituals that help new hires perform and stick.
You’ll walk away with a proven onboarding framework and plug and play tools you can use for every new team member, making the first 90 days smoother, faster, and more effective.
Downloads included:
*Team Growth Scorecard Builder + Role Calibration Guide *Clarity Audit Checklist
*90 Day Growth Plan Template + Freelance Fit Guide *Hub Setup Guide
*Retention Rituals Template + Stay Interview Prompts *SOP Script + Storage Guide
*Team Handover Worksheet + Walkthrough *Weekly Check In Template
*60 Day Review Template + Founder Reflection Sheet *SOP Index & Review Tracker
*Feedback Framework + Examples Sheet. *Done Checklist
*Founder Debrief Template + Recap Report Framework *Weekly Check In Template
*Coaching Prompts Library + Check In Journal *Role Scorecard Builder
*SOP Builder Template + Examples Pack *90 Days in a Box Master Template
*Delegation Cheatsheet + Decision Flow Builder *Team Charter
*One Page SOP TemplateYour Rhythm *Monthly Ops Review Sheet
*Action Checklist *90 Day Toolkit
*Async Update TemplateDefinition of *Weekly Rhythm Builder Template
*Asking for Help Framework + Feedback Scripts
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Module 1
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Module 2
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Module 3
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Module 4
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Module 5
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Module 6
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Module 7
Meet your instructor
I’m Catherine, and I’ve spent my career helping founders turn new hires into confident contributors instead of costly mistakes.
As a fractional Operations Director, I’ve worked with scaling businesses who were stuck in a cycle of unclear onboarding, failed hires, and constant firefighting.
The systems inside The First 90 Days Onboarding Toolkit are the same ones I’ve used to transform those situations, giving leaders the clarity, structure, and rhythms that help new hires succeed faster and stay longer.
These are tried and tested frameworks that have saved founders weeks of frustration, built trust from day one, and turned fresh hires into high performing team members in record time.
Now, they’re here for you to use in your own business.
What you’ll learn
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Set crystal clear expectations from day one
with role scorecards, 90 day plans, and team charters that show new hires exactly what good looks like.
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Build trust and ownership quickly
through simple check ins, scorecards, and an “Asking for Help” culture that creates confidence without micromanaging.
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Create repeatable systems for growth
with SOPs, delegation frameworks, and feedback rituals that help new hires perform and stick.
Course FAQ
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Not at all. The toolkit works for full time, fractional, or freelance hires. The principles are the same: clear expectations, consistent rhythms, and simple systems that help any new team member succeed faster.
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Most leaders see results within the first week. The templates and frameworks are designed to be plug and play, so you can drop them straight into your onboarding process without spending hours building from scratch.
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That’s exactly why this toolkit exists. Failed hires usually come down to unclear expectations, lack of feedback, or no structure in the first 90 days. This course tackles all three head on giving you a repeatable system to prevent the same mistakes happening again.