Templates

30-60-90 day plan for office managers

On this page
  1. What the office actually depends on
  2. Days 1-30: Inventory and listen
  3. Days 31-60: Own new-hire setup and the budget
  4. Days 61-90: Fix one recurring problem and plan ahead
  5. Form I-9 and other delegated tasks
  6. What "on track" looks like
  7. A filled example
  8. Questions for the check-ins
  9. What the hiring manager owes the new office manager
  10. Common mistakes
  11. Adapting the plan
  12. Questions people ask

An office manager is the person everyone in the building asks when something does not work: the printer, the badge reader, the heating, the missing laptop for Monday's new starter. That makes the role easy to fill with interruptions and hard to judge. A useful 30-60-90 day plan for office managers gives the new hire a written picture of everything the office depends on, then hands over ownership of the budget and new-hire setup, so the job becomes running the office rather than reacting to it.

This plan is written for the operations lead, HR manager, founder or finance lead hiring an office manager for a single office of roughly 20 to 200 people. If the role mainly supports an executive, use the 30-60-90 day plan for executive assistants. The general template is the 30-60-90 day plan template for new hires.

What the office actually depends on

The first deliverable is an inventory. In most inherited offices, nobody has a complete list of what the company pays for or what must happen on a deadline. The table shows the categories to cover; the specific items vary by office.

CategoryExamplesWhat to record
Lease and buildingLease, landlord contacts, building rules, after-hours access, parkingNotice dates, who to call for what, costs passed through
Vendors and servicesCleaning, pantry and coffee, shredding, plants, waste, mail and courierContract term, renewal and cancellation terms, monthly cost
Equipment and IT handoffsPrinters, AV in meeting rooms, badge system, Wi-Fi providerWho supports it, support contract, who to escalate to
Safety and compliance tasksFirst aid kits, fire extinguisher service, evacuation plan, required workplace postingsOwner, last done, next due
People processesNew-hire setup, leaver offboarding, visitor sign-in, eventsSteps, who does each, how long it takes

Days 1-30: Inventory and listen

Goals

  • Build the inventory above, with every contract's renewal and notice date in a shared calendar.
  • Pull the last 12 months of office spending by category, from the card statements and invoices, and compare it with the budget if one exists.
  • Walk the office with the facilities checklist the company uses, or build one: exits, first aid supplies, equipment due for service.
  • Shadow or run the setup for any new hire starting in the first month, and write down every step and who does it.
  • Meet a sample of employees across teams and ask what wastes their time in the office.
  • Agree with the hiring manager how staff should send requests, so they stop arriving by hallway and chat message.

Deliverables by day 30

  • The vendor and contract inventory, with dates in a calendar.
  • A 12-month office spend summary by category.
  • A new-hire setup checklist as it actually works today, with gaps marked.

Days 31-60: Own new-hire setup and the budget

Goals

  • Own the office side of onboarding: desk, equipment request to IT, badge, welcome pack and first-day schedule, so every new hire has a working setup on day one. Use the new hire onboarding checklist as a starting point.
  • Own the leaver side too: equipment and badge returns, desk cleared, access ended on the last day.
  • Take ownership of the office budget and set a monthly spend review with the hiring manager.
  • Start a simple request log, even a shared form, and track how long requests take to close.
  • Review the three largest vendor contracts for price and service against what the office needs.

Deliverables by day 60

  • Every new hire in the period set up by their first morning, with any misses explained.
  • The first monthly budget review.
  • Four weeks of request data: volume, categories and time to close.

Days 61-90: Fix one recurring problem and plan ahead

Goals

  • Pick the most common or most costly category from the request log and fix the cause, such as a meeting room screen that fails weekly or a supply that runs out every month.
  • Renegotiate, consolidate or cancel at least one vendor contract where the review found a better option.
  • Write the office calendar for the next two quarters: renewals, equipment service, inspections, events and holiday coverage.
  • Document the office manager's procedures so someone could cover a two-week absence.

Deliverables by day 90

  • One recurring problem reduced, with request-log numbers before and after.
  • A vendor change with the saving or service improvement stated.
  • An office procedures guide and a forward calendar.

Form I-9 and other delegated tasks

In smaller companies the office manager often ends up with tasks that belong to HR, including checking new hires' identity and work authorization documents. If so, the delegation should be deliberate and trained. As of October 2026, USCIS guidance on completing Section 2 says the employer or an authorized representative must complete Section 2 of Form I-9 within three business days of the employee's first day of work for pay. This is not legal advice; if the office manager handles it, the timing belongs in the onboarding checklist, and the I-9 audit checklist is a useful review once a year.

What "on track" looks like

CheckpointOn trackWorth a direct conversation
Day 30Inventory complete with dates; spend summarized; requests starting to come through one routeNo list of contracts; still learning about vendors when invoices arrive
Day 60New hires set up on day one; budget reviewed monthly; request log runningA new hire without a laptop on day one; spending only known at month end
Day 90One problem fixed with numbers; a vendor improved; calendar writtenStill reacting to every request in order of loudness

A filled example

Office manager: Grace Liu (invented), first office manager at a 70-person design and engineering firm in a leased single-floor office.

Day 30: Found 14 vendor relationships, two of them on contracts that renewed automatically within 60 days, one of which was a second shredding service duplicating the first. Built the new-hire checklist and found laptops were usually ordered after the start date because nobody told IT.

Day 60: Set a rule that IT is notified as soon as an offer is signed. Every new hire in the period had a working laptop on day one. Started a request form; meeting room AV problems were the largest category.

Day 90: Cancelled the duplicate shredding contract before its renewal date. Worked with the AV vendor to replace a failing room controller; AV requests fell sharply in the following weeks. Wrote the office calendar to the end of the next quarter.

Questions for the check-ins

  • Which contract renews next, and do we still want it on the same terms?
  • What was the most common request this month, and what causes it?
  • Which new hire had the worst first day, and why?
  • What are you doing that belongs to HR, IT or finance, and should it stay with you?
  • If you were out for two weeks, what would nobody else know how to do?

What the hiring manager owes the new office manager

  • Access to invoices, card statements and the lease, and a list of who signed which contracts.
  • A spending limit the office manager can approve without asking.
  • Backing for the request route. If leaders keep asking in the hallway, everyone else will too.
  • A clear line between the office manager's job and HR's, IT's and finance's, written down.

Common mistakes

MistakeResultFix
No contract inventoryAuto-renewals and duplicate servicesInventory with notice dates by day 30
Requests by any channelNo data and constant interruptionOne request route, agreed with leadership
New-hire setup left to chanceA poor first day for every new employeeOffice manager owns the setup checklist from day 31
Unclear scope with HR and ITTasks dropped between teamsWritten responsibility split in the first month

Adapting the plan

  • Hybrid offices: attendance varies by day, so add desk and room booking data to the day-30 review and size pantry, cleaning and space to actual use rather than headcount.
  • Office managers who also cover reception: add visitor sign-in, mail and phone coverage to the first 30 days, and plan who covers the front desk during the office manager's own meetings and breaks.
  • Office moves or expansions: if a move is planned in the next year, make the move timeline, the requirements list and the vendor shortlist the day-90 deliverable in place of the vendor renegotiation.
  • Multi-site companies: one office manager supporting several sites should start with the inventory for every site but own the budget and setup process at the main office first.

If you are still hiring, the office manager screening questions test for the organization and vendor judgment this plan depends on.

Questions people ask

What should a new office manager do first?

Build an inventory of every vendor, contract, lease obligation and recurring bill the office depends on, with renewal and notice dates. Most of the office manager's early surprises, such as a contract that auto-renews at a higher price or a service nobody knows how to cancel, come from obligations nobody had listed.

How do you measure an office manager?

By a few things the business can see: office spend against budget, whether new hires have a working desk, equipment and access on day one, how quickly requests from staff are resolved, and whether renewals and inspections happen without last-minute scrambles. Agree the list in week one.

Should an office manager handle Form I-9 for new hires?

Only if the employer has formally made them responsible and trained them. As of October 2026, USCIS says the employer or its authorized representative must complete Section 2 of Form I-9 within three business days of the employee's first day of work for pay. If the office manager does this, put it in the onboarding checklist; this is not legal advice.

How is an office manager different from an executive assistant?

An executive assistant supports one or a few executives' time and work. An office manager supports the whole office: the space, vendors, supplies, budget, new-hire setup and the everyday requests of every employee. In small companies one person may do both, which should be stated plainly in the plan so neither half gets dropped.