HR tools built by a senior HR executive · United States
Previews are taken from the deliverable itself.
Managing people and performance
Run your team on a system you can hand to the next manager. You get the everyday manager moves done well, one-on-ones worth the time, feedback that lands, and documentation that protects everyone.
$79
Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.
Need it working, not sitting in Downloads?
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
Read the Playbook first, this week. It is the manual for the job, and the Quick Reference, the workbook and the scripts all sit on what it teaches.
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
The 4 steps below run in the order they are numbered, and by the last one you open Scripts and Templates.
Read the Playbook first. It is the manual for the job: what you own as a manager, how to run one-on-ones and give feedback, what to document, and when a situation goes to HR.
Print the Quick Reference and keep it where you will see it. It is the at-a-glance layer on top of the Playbook: the five things to do each week and the lines you do not cross.
Set up the Workbook. List your team, then log each one-on-one and note as you go, and let the dashboard tell you who is overdue and who needs attention.
When a hard conversation comes, open Scripts and Templates. Use the script for the situation almost word for word, and keep the documentation log running all year.
Before you buy
The point of a product page is to let you judge the work before checkout.
6 PDF guides, 1 Word document, 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.
Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.
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.
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
These products address the next connected step in the same situation, operating method, or industry.
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.
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.
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.
