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For new supervisors and team leaders

Help new managers find their footing.

Prepare new and frontline supervisors to set expectations, give useful feedback, and handle difficult conversations. The guides, scripts, and templates cover the situations managers face every day.

Answer four questions to find a tool for the situation at hand. See what is included and what it costs.

From technician to supervisor

Your strongest technician is stepping into a supervisor role. Help them set expectations and prepare for their first team conversations.

What you receive See the price and included files on each product page. Every purchase includes a full refund within 30 days. Request a refund at support@truestephr.com. What we cover

New supervisors often continue their previous work while learning to lead a team. Clear expectations, specific feedback, and consistent follow-through help them establish themselves. The field guides include examples, conversation scripts, and forms for recording decisions and next steps.

Performance concerns, missed deadlines, attendance, and pay requests can all lead to difficult conversations. A clear opening helps managers address the issue directly and keep the discussion constructive.

Each toolkit identifies its jurisdiction and the date a senior practitioner last reviewed it. Managers can use the scripts to prepare for conversations and the templates to document decisions and next steps. Your purchase includes a 30-day guarantee. For a full refund, reply to your receipt or email support@truestephr.com.

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34 results

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Construction and Trades HR System: preview showing all 46 files in the download. Excel + Word + PDF, 285 pages in all.

Construction and Trades HR System

Manage six areas of construction and trades HR with connected toolkits and two coordination tools.

46 files · 8 Excel · 12 Word · 285 pages in all files

United States · Federal · Reviewed 23 October 2026

$249

Plant HR Manager Complete System: preview showing the 46 Excel, Word, and PDF files in the download, 338 pages in all.

Plant HR Manager Complete System

Manage five areas of plant HR together, with two additional tools to coordinate the work.

46 files · 7 Excel · 12 Word · 338 pages in all files

United States · Federal · Reviewed 23 October 2026

$249

HR Foundations Bundle preview showing 37 Excel, Word, and PDF files totaling 258 pages.

HR Foundations Bundle

Five HR kits in one bundle at a lower price than buying them individually.

37 files · 8 Excel · 11 Word · 258 pages in all files

United States · Federal · Reviewed 23 October 2026

$229

Dental Practice HR System: a preview of the 32 files in this download. Excel + Word + PDF, 201 pages in all.

Dental Practice HR System

Organize five areas of dental practice HR with connected toolkits and two planning tools.

32 files · 4 Excel · 9 Word · 201 pages in all files

United States · Federal · Reviewed 23 October 2026

$199

New Manager System preview showing 22 Excel, Word, and PDF files totaling 203 pages.

New Manager System

Planning tools, conversation guides, and documentation templates for new managers, together in one system.

22 files · 3 Excel workbooks · 6 Word documents · 203 total pages

Reviewed 23 October 2026

$149

Clinic HR System preview showing 11 Excel, Word, and PDF files, 56 pages in all.

Clinic HR System

Set up clinic HR forms and workflows with a one-month implementation plan.

11 files · 1 Excel · 3 Word · 56 pages in all files

United States · Federal · Reviewed 23 October 2026

$129

Home Care HR System: a preview of the 28 files in this download. Excel + Word + PDF, 161 pages in all.

Home Care HR System

Manage six areas of caregiver HR with connected toolkits and a Start Here guide. One license covers the set.

28 files · 6 Excel · 6 Word · 161 pages in all files

United States · Federal · Reviewed 23 October 2026

$129

Home Services HR System preview showing the 34 download files in Excel, Word, and PDF formats, 215 pages in all.

Home Services HR System

Manage six areas of technician HR with connected toolkits and a Start Here guide. One license covers the set.

34 files · 6 Excel · 6 Word · 215 pages in all files

United States · Federal · Reviewed 23 October 2026

$129

Psychological Safety Playbook: a preview of the 9 files in this download. Excel + Word + PDF, 41 pages in all.

Psychological Safety Playbook

Help employees feel comfortable raising concerns, asking questions, and sharing ideas.

9 files · 1 Excel workbook · 1 Word document · 41 total pages

Reviewed 23 October 2026

$89

Foreman Field Toolkit: a preview of the 7 files in this download. Excel + Word + PDF, 40 pages in all.

Foreman Field Toolkit

Equip foremen with conversation guides and a way to document crew decisions.

7 files · 1 Excel · 1 Word · 40 pages in all files

Reviewed 23 October 2026

$79

People Manager Toolkit: a preview of the 8 files in this download. Excel + Word + PDF, 62 pages in all.

People Manager Toolkit

Organize team meetings, feedback, decisions, and manager transitions with the included tools.

8 files · 1 Excel · 1 Word · 62 pages in all files

Reviewed 23 October 2026

$79

Performance Review and Calibration Toolkit: a preview of the 7 files in this download. Excel + Word + PDF, 46 pages in all.

Performance Review and Calibration Toolkit

Help managers apply performance ratings consistently through shared criteria, calibration discussions, and documentation.

7 files · 1 Excel · 1 Word · 46 pages in all files

United States · Federal · Reviewed 23 October 2026

$79

Practice Manager Conversations Toolkit: a preview of the 5 files in this download. Word + PDF, 31 pages in all.

Practice Manager Conversations Toolkit

Prepare for five difficult conversations in a dental practice with scripts you can adapt.

5 files · 2 Word · 31 pages in all files

Reviewed 23 October 2026

$79

Shift Supervisor Toolkit: a preview of the 10 files in this download. Excel + Word + PDF, 80 pages in all.

Shift Supervisor Toolkit

Plan shifts, set expectations, and manage daily supervisory responsibilities.

10 files · 1 Excel · 2 Word · 80 pages in all files

Reviewed 23 October 2026

$79

Clinic Manager Field Guide: preview of the 9 Excel, Word, and PDF files in the download, 44 pages in all.

Clinic Manager Field Guide

Plan clinic staffing, manage schedules, and address everyday team concerns.

9 files · 1 Excel · 1 Word · 44 pages in all files

Reviewed 23 October 2026

$69

Conflict at Work Playbook: a preview of the 8 files in this download. Excel + Word + PDF, 35 pages in all.

Conflict at Work Playbook

Approach workplace conflict conversations with a plan for the discussion and next steps.

8 files · 1 Excel · 1 Word · 35 pages in all files

United States · Federal · Reviewed 23 October 2026

$69

Construction Foreman Field Guide: preview of the 8 Excel, Word, and PDF files in the download, 41 pages in all.

Construction Foreman Field Guide

Manage crew performance, attendance, and communication alongside daily job schedules.

8 files · 1 Excel · 1 Word · 41 pages in all files

Reviewed 23 October 2026

$69

Dental Practice Manager Field Guide, Personalized Sample, page 1, showing the opening of the section.

Dental Practice Manager Field Guide

Explore your Dental Practice Manager results across six areas of practice leadership.

1 personalized PDF guide based on your assessment results

Reviewed 20 August 2026

$69

EQ at Work Field Guide, Personalized Sample, page 1, showing the opening of the section.

EQ at Work Field Guide

Understand both parts of your EQ at Work results with a guide tailored to your responses.

1 personalized PDF guide based on your assessment results

Reviewed 20 August 2026

$69

Manager Script Library: preview of 7 Excel, Word, and PDF files totaling 103 pages.

Manager Script Library

Prepare for 26 difficult manager conversations with opening scripts and responses to common reactions.

7 files · 1 Excel · 1 Word · 103 pages in all files

United States · Federal · Reviewed 23 October 2026

$69

Managers Self-Awareness Pack, Personalized Sample, page 1, showing the opening of the section.

Manager's Self-Awareness Pack

See how your work style shapes delegation, feedback, conflict, and decisions.

1 personalized PDF guide based on your assessment results

Reviewed 20 August 2026

$69

Manufacturing Frontline Leadership Field Guide Personalized Sample, page 1, showing the start of the section.

Manufacturing Frontline Leadership Field Guide

Your Manufacturing Frontline Leadership assessment results shape a strengths-focused development plan across six areas of shop floor leadership.

1 personalized PDF guide based on your assessment results

Reviewed 20 August 2026

$69

Manufacturing Manager Field Guide Personalized Sample, page 1, showing the start of the section.

Manufacturing Manager Field Guide

Use your Manufacturing Manager assessment results to build a development plan across seven areas of shop floor management.

1 personalized PDF guide based on your assessment results

Reviewed 20 August 2026

$69

New Manager Field Guide, Personalized Sample, page 1, showing the opening of the section.

New Manager Field Guide

See how your New Manager Profile results apply across six areas of managing people.

1 personalized PDF guide based on your assessment results

Reviewed 20 August 2026

$69

Retention and Stay Interview Action Kit preview showing the 8 included files. Excel + Word + PDF, 47 pages in all.

Retention and Stay Interview Action Kit

Learn what valued employees care about through stay interviews, then plan specific follow-up.

8 files · 1 Excel · 1 Word · 47 pages in all files

United States · Federal · Reviewed 23 October 2026

$69

New Manager Kit: a preview of the 10 files in this download. Excel + Word + PDF, 42 pages in all.

New Manager Kit

Map out your first 90 days as a manager with conversation guides for feedback, expectations, and employee concerns.

10 files · 1 Excel · 4 Word · 42 pages in all files

Reviewed 23 October 2026

$69

Warehouse Supervisor Field Guide: preview of the 9 Excel, Word, and PDF files in the download, 46 pages in all.

Warehouse Supervisor Field Guide

Keep warehouse shifts organized with clear expectations, consistent attendance practices, and team communication.

9 files · 1 Excel · 1 Word · 46 pages in all files

Reviewed 23 October 2026

$69

HR Role Prep Pack: a preview of the 13 files in this download. PDF + web tools, 28 pages in all. Web tools are not counted.

HR Role Prep Pack

Prepare for an HR position with examples, core HR concepts, and interview practice.

13 files · 28 pages in all files, web tools not counted

Reviewed 23 October 2026

$59

Caregiver 90-Day Retention System: preview showing the 8 files in this download. Excel + Word + PDF, 37 pages in all.

Caregiver 90-Day Retention System

Plan onboarding, check-ins, and retention activities for a caregiver's first 90 days.

8 files · 1 Excel · 1 Word · 37 pages in all files

United States · Federal · Reviewed 23 October 2026

$49

Tech First-Year Retention System: preview of all 8 files. Excel + Word + PDF, 42 pages in all.

Tech First-Year Retention System

Plan onboarding, check-ins, and retention activities throughout a technician's first year.

8 files · 1 Excel · 1 Word · 42 pages in all files

United States · Federal · Reviewed 23 October 2026

$49

Training Matrix and Certification Tracker: a preview of the 5 files in this download. Excel + PDF, 17 pages in all.

Training Matrix and Certification Tracker

Track training, certification expiration dates, employee skills, and coverage gaps in Excel.

5 files · 1 Excel · 17 pages in all files

United States · Federal · Reviewed 23 October 2026

$49

Work Style Field Guide, Personalized Sample, page 1, showing the opening of the section.

Work Style Field Guide

Make sense of your Work Style assessment results with a personalized guide.

1 personalized PDF guide based on your assessment results

Reviewed 20 August 2026

$39

Training ROI Calculator: a preview of the 5 files in this download. Excel + PDF, 11 pages in all.

Training ROI Calculator

Compare the cost of training with its estimated financial benefits and calculate the return on investment.

5 files · 1 Excel workbook · 11 total pages

Reviewed 23 October 2026

$29

Research

Research on managing people

  • Calibration helps managers apply performance ratings consistently.

    Learn how calibration discussions support consistent performance ratings across teams.

    Source checked
  • SBI focuses feedback on the situation, behavior, and impact.

    Use the Situation, Behavior, Impact framework to give specific feedback about observable behavior.

    Source checked
  • Emotional intelligence has a measurable relationship with job performance

    Explore research on emotional intelligence, employee development, and competency models.

    Source checked
  • Ask employees what makes them want to stay

    Stay interviews help managers understand what employees value and identify changes worth making.

    Source checked

You can request a full refund within 30 days of purchase. Reply to your receipt or email support@truestephr.com.