Manager Script Library
Find the words for twenty-six hard conversations, including replies to what employees may say back. Use the ten-minute planner to prepare for each conversation, then the log to record what happened and flag follow-up.
These previews show pages from the files you receive.
Managing people and performance
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.
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
- 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
Start with the Performance Review Field Guide.
The Field Guide explains the rating scale, the calibration session, and the legal cautions reflected in the forms.
DecisionDevelop your managers, Handle an employee issue
IndustryCross-industry
Files5 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Fit
Is this the right fit for your work?
A good fit
- You need to develop your managers or handle an employee issue.
- 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 rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
- 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.
Word · editEditable Review and Calibration Forms: self-review, manager review, goals, check-ins, calibration agenda, documentation, and a PIP.
Excel · usePerformance Calibration Workbook: ratings, distribution, 9-box, and manager-pattern flags.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readPerformance Review Field Guide: the system explained, start to finish.
How to use it
Your first 15 minutes
These 5 steps begin with the Performance Review Field Guide and finish with editing the Word forms to match your company's scale and wording.
Begin with the Field Guide. It covers the review cycle, rating scale, calibration, and legal cautions.
At the start of the cycle, set goals with the SMART goals form, and check in at the midpoint with the mid-cycle form.
Near review time, gather a self-review and complete the manager review for each person.
Open the Workbook and complete Scale and Settings first. Enter proposed ratings, calibrate them as a group, then review the Distribution Dashboard and 9-Box Grid.
Adapt the Word forms to your company's scale and wording. Keep the documentation log updated throughout the year.
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, 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.
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 document, 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
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