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New manager kit

New Manager Kit

Lead your team with a plan for the first 90 days and the words for the conversations most new managers avoid. The templates to run it are here too, all in one kit you keep.

FormatKit
Contents5 PDF guides, 4 Word documents, 1 Excel workbook
UseDownload and keep

$69

  • Editable operating files, not a subscription
  • Immediate access through the secure TrueStep HR store
  • Built and reviewed under the published TrueStep HR standard

Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.

Need it working, not sitting in Downloads?

Add a one-hour setup session · $149

Bring the purchased tool and your live situation. A TrueStep HR practitioner helps you set the inputs, make the first decisions, and leave with a usable next step.

See the Setup Session →

What this closes

A practical system that moves the decision into real work.

Start from the areas your readiness check flagged. The six areas in the check are the six areas of this kit, so the result is already your reading order.

DecisionDevelop your managers
IndustryCross-industry
Files5 PDF guides, 4 Word documents, 1 Excel workbook
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

Word · edit30, 60, and 90 Day Plan (Word): a full first quarter across all six areas of managing, broken into three phases, so you work on the whole job and not only the parts that come naturally
PDF · readManager Script Library (Word): word-for-word language for the conversations new managers put off: delegating, giving feedback, holding people accountable, and leading the people who used to be your peers
Word · editEditable Templates (Word): one-on-one, delegation, goal, and development templates you keep, adapt, and reuse for one manager or a whole team
PDF · readDocumentation Guide (Word): how to write down decisions and conversations consistently, so your records are clear and complete if HR or legal ever reviews them
Word · editThe editable versions: Manager Script Library; Documentation Guide, all in Word, ready to fill in and change. Files 8 and 9.
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 1).
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased (file 6).

Also in the download: New Manager Tracker (Excel, file 5). Every file is in the same folder, named with the number shown here so the steps below point straight at it.

How to use it

Your first 15 minutes

The 4 steps below run in the order they are numbered, and by the last one you keep the templates and document as you go.

  1. Start from your readiness check result. The six areas in the check map straight to this kit. Begin with the two areas that scored lowest, then widen out to the rest. If you do not have a result yet, take the free check at truestephr.com/tools/new-manager-readinesscheck (about three minutes), or begin with step 2 and set your plan first.

  2. Set your 30, 60, and 90 day plan. Work through all six areas across the three phases, and move the dates to match your own start date and team.

  3. Use the scripts before the hard conversations, not during. Read the script that fits, take the structure and the phrasing you need, and say it in your own words.

  4. Keep the templates and document as you go. Run your one-on-ones, delegation, and goals through the templates, and use the documentation guide so a decision you make today still makes sense to someone reading it months later.

New Manager Kit — the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Clear answers to the practical questions.

The point of a product page is to let you judge the work before checkout.

What exactly do I receive?

5 PDF guides, 4 Word documents, 1 Excel workbook, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.

Are these the real screenshots?

Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.

Can I use the files in my business?

The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.

What if I need help applying it?

Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.

Extend the system

Build on this decision.

These products address the next connected step in the same situation, operating method, or industry.

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People Manager Toolkit

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Performance Review and Calibration Toolkit — the 7 files in this download shown as a stack of real pages: Excel + Word + PDF, 49 pages in all.
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Performance Review and Calibration Toolkit

Run a review cycle that is fair across managers, consistent, and documented. You get the rating scale and the words for feedback, plus editable review and goal forms. A calibration step surfaces the outliers before ratings are final.

Training Matrix and Certification Tracker — the 5 files in this download shown as a stack of real pages: Excel + PDF, 19 pages in all.
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Training Matrix and Certification Tracker

Track employee training, certification expirations, skills coverage, and training gaps in one Excel file. It answers three questions a list cannot: who is trained, what is expiring, and where one person is the only one who can do the job, with the status and the dashboard calculated for you.