People Manager Toolkit

The everyday operating manual for a manager, from one-on-ones and feedback to documentation and when to escalate, with the words for the hard conversations and a workbook that flags who is overdue. You read the playbook, set up the workbook for your team, and reach for the scripts the moment a difficult conversation comes.

Four pieces that cover the manager job from the daily habits to the hard moments

A Start Here sets the order, then each piece does one job and stands on its own.

• The Manager’s Playbook. The everyday operating manual: what you own as a manager, how to run one-on-ones and give feedback, what to document, and when a situation goes to HR.
• Manager Scripts and Templates. Word-for-word openings for the hard conversations, plus one-on-one, feedback, and documentation templates you edit.
• Manager Toolkit Workbook. Your team, one-on-one and documentation logs, goals, and a dashboard that flags who is overdue for a one-on-one or a review.
• Manager Quick Reference. The whole kit on one page: the weekly habits, the conversation moves, and the lines where you call HR.

The order to work in

Read the manual, pin the reminder, set up the workbook, then use the scripts when the moment comes.

• Read the Playbook first. It is the manual for the job: what you own, how to run one-on-ones and give feedback, what to document, and when a situation goes to HR.
• Print the Quick Reference and set up the workbook. Keep the one-page reminder where you will see it, then list your team and log each one-on-one and note as you go, so the dashboard tells you who is overdue.
• Open the scripts when a hard conversation comes. Use the script for the situation almost word for word, and keep the documentation log running all year.

Who it is built for and where to go if that is not you

Built for

• A new or first-line manager who wants a manual for the job rather than learning it by trial and error.
• An HR team equipping managers with consistent scripts, habits, and documentation across the company.
• An operator who manages people without an HR department to lean on.

If you are looking for

• The formal review cycle, ratings, and calibration. The Performance Review and Calibration Toolkit covers that.
• The decision and documentation for a step toward termination. The Discipline and Termination Decision Kit is built for that.

Before you buy

What format is it and can I edit it?

Two PDFs to read, a Word file of scripts and templates you edit, and an Excel workbook that also works in Google Sheets. Everything is yours to keep.

Does it track one-on-ones and reviews?

Yes. The workbook holds your team, one-on-one and documentation logs, and goals, and the dashboard flags who is overdue for a one-on-one or a review.

What is the refund policy?

Digital products are covered by a 14-day money-back guarantee. See the refund policy for the full terms.

What happens after I buy?

Checkout delivers an instant download link, and a receipt with the same link arrives by email. Open the Start Here first; it sets the order to work in. Questions or want a hand getting set up? 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 Extract All on Windows, double-click on a Mac), and open the Start Here file first. PDFs open in any reader, and the editable files work in Microsoft Word and Excel or their free equivalents, including LibreOffice and Google Docs and Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

This kit is a set of working tools and editable templates for handling performance, conduct, and people decisions in a clear, consistent, and defensible way. It is not legal advice, and it is not a substitute for qualified counsel on your specific situation. Conversations about performance, pay, and conduct can carry legal consequences, and discipline, documentation, and termination rules vary by state. Where a matter is heading toward discipline or separation, or where an employee raises a complaint about harassment, discrimination, retaliation, or safety, have the facts and your next step reviewed against applicable law before you act.