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.
HR calculator
Training ROI Calculator
See whether a training program's expected financial benefits exceed its full cost. Enter the program cost, training hours, and expected productivity gain to calculate the return.
Try the free browser version first. The workbook adds a Break Even and Scenario tab showing the minimum productivity improvement needed to cover the training cost.
$29
- 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?
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
What return could this training program deliver?
Compare the full training cost with its expected financial benefit to see whether the program pays for itself and by how much.
DecisionDevelop your managers
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.
Research and standardsRead the reference note behind this tool: Training ROI and certification currency
Fit
Is this the right fit for your work?
A good fit
- See whether the expected productivity gains from training exceed the program's full cost.
- 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 a quick estimate, use the free browser version.
- 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.
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.
Excel · useTraining ROI Calculator: 6 tabs: Start Here, Training ROI, Break Even and Scenario, Benchmark, Summary, and Notes.
How to use it
What this workbook does
See what a training program could return on your investment. The calculator combines direct spending with the value of participant time, then compares the full cost with the expected productivity gain. It shows the net benefit, ROI percentage, dollars returned per dollar spent, and payback period. The Break Even and Scenario tab shows the smallest improvement needed to cover the cost and lets you test another level.
Your first 15 minutesOpen the Training ROI Calculator workbook in Microsoft Excel or a free equivalent such as LibreOffice. Start Here explains each tab. On Training ROI, enter the participant count, pay and benefits load, direct cost per person, training hours, expected productivity improvement, and the number of months that improvement lasts. Enter your figures in the amber cells. The white cells calculate the results.
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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