New Manager Kit

Moving from doing the work to leading a team changes your responsibilities. You are setting expectations, delegating work, giving feedback, and following up on commitments. The New Manager Kit gives you a practical plan, conversation scripts, and editable tools to support that transition.

What is included

• Start Here. A two-page guide to everything in the kit, the recommended order of use, and where to begin based on the areas identified by the free readiness check.
• Your 30, 60, and 90 Day Plan. Covers all six areas across three phases: Establish, Build, and Lead. Each phase includes specific actions and space to write your own commitments.
• Manager Scripts for the Hard Conversations. Word-for-word openings and response options for four conversations: handing off work without taking it back, giving useful feedback, holding someone to a commitment, and leading former peers. A fifth script covers involving HR when termination may be necessary.
• Editable Manager Templates. The forms you reuse: a one-on-one agenda and notes, a delegation brief, a goal setting and tracking template, a development plan, and a team operating norms template.
• A short documentation guide. How to record important decisions and conversations, including what belongs in the record and what should stay out.
• The New Manager Tracker. An Excel workbook to track your plan, one-on-ones, and commitments in one place, with a Start Here tab and definitions. It also works in Google Sheets.
• Quick Reference (PDF). The whole workbook on one page, including what each tab is for, what you enter, and how to read the result.

Four editable Word documents and an Excel workbook, plus PDF copies, a Start Here, and a Quick Reference. One-time purchase.

Built for

• A new manager in the first year, moving from individual work to leading a team, who wants a practical plan and conversation scripts to use on the job.
• An experienced manager who learned through experience rather than formal training and wants practical tools for one-on-ones, delegation, feedback, and accountability in one place.
• An owner or HR lead preparing a first-time manager to take responsibility for a team, with practical tools they can start using in their first weeks.

The New Manager System includes the assessment that helps a new manager decide where to start, this kit, and the supporting toolkits in one purchase. For week-to-week management tools on their own, see the People Manager Toolkit.

Before you buy

What format is it, and can I edit it?

Four editable Word documents and an Excel workbook that also works in Google Sheets, plus PDF copies, a Start Here, and a Quick Reference. The Word files and the workbook are yours to adapt: change the plan, the scripts, the templates, and the tracker to match your team and your company. Checkout delivers an instant download link, with the same link emailed on your receipt.

I have never managed before. Is this too advanced?

No. The kit is designed for the first year of management. The 30, 60, and 90 day plan gives you specific actions for each period, and the scripts provide the exact words for handling conversations about delegation, feedback, accountability, and former peers.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase. Questions? Email support@truestephr.com.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

These working tools and editable templates help you handle performance, conduct, and people decisions clearly, consistently, and defensibly. Performance, pay, and conduct conversations can have legal consequences, and discipline, documentation, and termination rules vary by state. For potential discipline or separation, or complaints involving harassment, discrimination, retaliation, or safety, have qualified counsel review the facts and your next step against applicable law before you act. General HR information, not legal advice.