HR advisory, assessments, and operating tools for U.S. businesses
These previews show pages from the files you receive.
Managing people and performance
Organize one-on-ones, employee feedback, performance discussions, and documentation with practical tools you can use consistently and share with another manager.
Start with the free Manager Readiness Assessment. Thirty real situations help you see where you stand across six core areas and where to focus before deciding whether to buy the toolkit.
$79
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.
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Ready to put your tool to work?
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
The Playbook covers the manager's role and provides the foundation for the Quick Reference, workbook, and scripts.
Fit
What is inside
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
How to use it
Follow these 4 steps in order, starting with the Playbook and finishing with Scripts and Templates.
Begin with the Playbook. It explains your responsibilities as a manager, how to run one-on-ones and give feedback, what to document, and when to involve HR.
Print the Quick Reference and keep it nearby. It summarizes the five things to do each week and the boundaries managers need to respect.
Set up the Workbook with your team list, then record one-on-ones and notes as you go. The dashboard shows who is overdue and who needs attention.
For difficult conversations, open Scripts and Templates. Use the script for the situation almost word for word, and keep the documentation log updated throughout the year.
Before you buy
Find details about file formats, delivery, licensing, and refunds.
You receive 6 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.
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.
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.
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.
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.
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.
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
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