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Analytics pack

RIF and Restructuring Savings Planner

$89 Go to price and purchase

Understand the financial impact before making a workforce reduction. Estimate severance, total one-time costs, ongoing savings, and payback, with every assumption visible.

FormatKit
Contents4 PDF guides, 1 Excel workbook
UseInstant download

Start with the free Severance Pay Calculator. It estimates severance using salary, years of service, and a weeks-per-year policy, with optional payout and benefits extras. You can review your estimate before deciding whether to buy the planner.

$89

  • One-time purchase. Editable Excel workbook.
  • 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?

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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

Understand the costs before making reduction decisions.

The planner calculates severance, one-time costs, ongoing payroll savings, and payback, and helps you plan the notice timeline.

DecisionPlan a reduction
IndustryCross-industry
Files4 PDF guides, 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 plan a reduction.
  • You want an Excel workbook you can run again as your figures change.
  • You will enter your own figures and want each tab explained.

When to consider another option

  • For legal or tax advice about your result, consult a qualified adviser.
  • For help running the analysis, 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 · printQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Excel · useRIF and Restructuring Savings Planner: 8 tabs: Start Here, Severance Calculator, Full Cost, Savings and Payback, Notice and Timeline, Benchmarks, Summary, and Notes.
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.

How to use it

What this workbook does

The planner brings the financial details of a proposed reduction together. The Severance Calculator applies your policy to calculate each person's payout. Full Cost adds employer taxes, accrued PTO, benefits continuation, and outplacement to show the true one-time cost. Savings and Payback calculates ongoing payroll savings from eliminated roles and shows how long it takes to recover the one-time cost. Notice and Timeline helps you plan WARN screening and release review dates. The Summary brings the costs and savings together in one view.

Your first 15 minutesOpen the RIF and Restructuring Savings Planner workbook in Microsoft Excel or a free equivalent such as LibreOffice. The first tab, Start Here, explains how to use each tab. In the Severance Calculator tab, enter your policy and the roles in scope in the amber cells. The workbook calculates each person's payout as you type. As you complete the other tabs, the Summary tab brings cost, savings, and payback together in one view.
RIF and Restructuring Savings Planner: the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 4 PDF guides 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 fill in the Excel workbook for your own internal operations and read or print the PDF guides.

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 Excel, LibreOffice on a computer, or Google Sheets in a browser. LibreOffice and Google Sheets are free alternatives. 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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