New Finance Leader Checklist: 30-60-90-Day Action Plan

Your first 90 days as finance leader will be very busy. You’ll gather and analyse information from all aspects of the business - including people, processes, finances, and industry norms.

Use this checklist to get started and create a successful plan for your new role.

Focus on putting things in motion for your new role. Start connecting with people and learning the ropes. Schedule Meetings to Begin Establishing Key Relationships. The calendar is always an important tool, but especially so this month. Set important meetings and milestones to map out your path to success:

• Set up your first meeting with your manager to get started


• Schedule one-on-one meetings with direct reports


• Set up regular team meetings


• Schedule meetings with other department leaders, including your counterparts in IT and human resources


• Connect with department leaders in IT and human resources