People Manager Toolkit
Organize one-on-ones, employee feedback, performance discussions, and documentation with practical tools you can use consistently and share with another manager.
These previews show pages from the files you receive.
New manager kit
New Manager Kit
Lead your team with a clear plan for your first 90 days. The kit includes conversation scripts for feedback, delegation, and accountability, along with editable templates to put the plan into practice.
Start with the free New Manager Readiness Assessment. Twelve moments from a new manager’s first day help you see which decisions deserve attention first, so you can choose where to begin.
$69
- One-time purchase. Editable files.
- Your download link appears on the confirmation screen and in your receipt. No account needed.
- Request a full refund within 30 days with one email.
- Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.
Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.
Need approval first?
Ready to put your tool to work?
Add a one hour Setup Session, $149
Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.
See the Setup Session →Where to start
Use your readiness results to plan your first 90 days.
The readiness check and this kit cover the same six areas. Your results give you a reading order based on where to focus first.
DecisionDevelop your managers
IndustryCross-industry
Files5 PDF guides, 4 Word documents, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRead the reference note behind this tool: Manager capability and performance calibration
Fit
Is this the right fit for your work?
A good fit
- You need to develop your managers.
- You want editable Word and Excel files that stay with your organization.
- You or a manager will run the process and want a clear sequence to follow.
When to consider another option
- For advice about one person's specific circumstances, consult qualified counsel.
- For help running the process, explore our advisory services.
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.
PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
PDF · readManager Script Library: word-for-word language for delegating, giving feedback, holding people accountable, and leading former peers. Prepare for important conversations with words you can make your own.
Word · editEditable Templates (Word): one-on-one, delegation, goal, and development templates you adapt and reuse for one manager or a whole team.
PDF · readDocumentation Guide: record decisions and conversations consistently, with clear, complete notes that HR or legal can review when needed.
Excel · useNew Manager Tracker
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
Word · edit30, 60, and 90 Day Plan (Word): a full first-quarter plan covering all six areas of managing in three phases, helping you build skills across the whole job.
Word · editManager Script Library
Word · editDocumentation Guide
How to use it
Your first 15 minutes
Use these 4 steps to turn your readiness results into a first 90 day plan, prepare for important conversations, and document your work as you go.
Start with your readiness check result. The six areas in the check match the six areas in this kit. Begin with your two lowest-scoring areas, then work through the others. You can take the free check at truestephr.com/tools/new-manager-readiness-check (about five minutes), or begin with step 2 and build your plan first.
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.
Prepare for hard conversations with the scripts. Read the one that fits before the conversation, use the structure and phrasing you need, and speak naturally in your own words.
Use the templates for one-on-ones, delegation, and goals. Follow the documentation guide to keep clear records, so decisions made today still make sense to someone reviewing them months later.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 5 PDF guides, 4 Word documents, 1 Excel workbook. Every file is named in the What is inside section above. This is a one time purchase delivered as a download, not a subscription.
Are these the real screenshots?
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Can I use the files in my business?
Yes. You can edit and brand the Word documents, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.
What if I need help applying it?
For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.
How do I get the files?
Right after payment, your download link appears on the confirmation screen and again in your email receipt. All files arrive as one ZIP. No account is needed.
What do I need to open them?
You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.
What if it is not right for us?
Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.
Is this legal advice?
No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.
Who may use the files?
One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.
Extend the system
Related tools for your next step
Explore related tools for the same situation, operating method, or industry.
Performance Review and Calibration Toolkit
Give managers a fair, consistent, documented approach to performance reviews. The toolkit includes a rating scale, feedback wording, and editable review and goal forms. Calibration helps you identify outliers before finalizing ratings.
Training Matrix and Certification Tracker
Track employee training, certification expirations, skills coverage, and training gaps in one Excel file. See who is trained, what is expiring, and which jobs depend on a single qualified employee. The workbook calculates status and dashboard results for you.