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Field Note / ED Coaching

The 90-day plan I run with every new ED I coach.

By JP Davis·6 min read·November 2025
IDEAS xLab strategic planning session

A new ED’s first 90 days are the only window where the board, staff, and major donors all extend grace. Don’t waste it on whatever your predecessor was working on.

I’ve coached enough new executive directors to know there are three traps. The first is the one where you spend the entire first quarter learning the staff and never meet a donor. The second is the one where you spend it on the road meeting donors and the staff feels like you’ve already left. The third — the one I see most often — is where you get pulled into whatever crisis the board hired you to solve, and ninety days later you’ve never done your own work.

Here’s the structure I run with every ED I coach. It’s been written and rewritten enough times to survive most contexts.

Days 1–30: Listen.

You will not run a single new initiative this month. You will not announce a strategic plan. You will not redo the website. You will sit with people.

The list:

  • Every staff member, one-on-one, for forty-five minutes. The question is “what would you do first if you had my job?”
  • Every board member, one-on-one, for sixty minutes. The question is “what does success look like in three years?”
  • Your top fifteen donors, one-on-one, in person where possible. The question is “what made you start giving here, and what would make you stop?”

If you do nothing else in your first month, do this. The information you collect is the foundation of every decision you’ll make for the next three years.

Days 31–60: Map.

Now you write things down. Quietly.

Three documents, none for distribution yet:

  • A three-page memo to yourself titled “What I learned in month one.” Patterns. Surprises. Things people said that everyone else seems to think are normal.
  • A staff map. Who’s a star you need to retain. Who’s a quiet driver nobody talks about. Who’s a flight risk. Who’s in the wrong seat.
  • A donor map. The fifteen people you visited, plus the next thirty-five your team has been sitting on. Annotate honestly: who’s actually engaged, who’s a courtesy gift, who’s been ignored.

You will keep all three of these documents private, and you will revisit all three of them every quarter for the rest of your tenure.

The grace window closes around day 100. You will not get another one. Spend it on the work only you can do.

Days 61–90: Commit.

Now you say things out loud.

Three commitments, in this order:

  • One thing you’re stopping. Pick something the org is doing because it’s always done it, and announce that it’s over. Doesn’t matter what — it matters that the staff sees you make a real cut.
  • One thing you’re starting. Modest. Visible. Aligned with what the staff and donors said in your listening tour. Not your big strategic-plan thing — that comes later. Just one new ritual that signals where you’re going.
  • One thing you’re protecting. Name the program, person, or commitment that everyone already loves and announce that it’s safe. You’d be amazed how often new EDs forget to say this, and how much grace you bank when you do.

That’s it. Three months. The whole intervention.

I’ve watched smart, well-prepared EDs blow up their first year by skipping any of these three phases. The ones who run all three on schedule almost always have a board chair who, six months in, says some version of “we got the right person.” That’s the feeling you’re working toward.

JP
— JP Davis
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