Manager Performance Bundle | Goal Setting, 1:1 Meeting, Performance Review and Write Up Templates, Difficult Conversation Scripts, HR App

Seller's description

Everything a manager needs to run the whole performance cycle, in one download: set clear goals, hold one-on-ones that go somewhere, have the hard conversations, document fairly and walk into reviews prepared.

The Manager Performance Kit brings seven of my manager tools together, including the new Difficult Conversations simulator, organized by step, with a start-here guide that tells you exactly where to begin. Bought separately, these seven products cost $140.

━━━━━━━━━━━━━━━━━━━━
WHAT'S INSIDE
━━━━━━━━━━━━━━━━━━━━
01 · PERFORMANCE & GOALS COMMAND CENTER (browser app)
Track goals, one-on-one notes and review prep for your team in one place. Opens in your web browser. No subscription or account.

02 · SET GOALS
• Goal Setting Template (Word)
• Goal Setting Leader Training slides (PowerPoint)

03 · ONE-ON-ONES
• One-on-One Template tracker (Excel)
• One-on-One Leader Guide (PDF)

04 · DIFFICULT CONVERSATIONS
• Difficult Conversations Toolkit for Managers with word-for-word scripts (Word)
• Conversation Library (PDF)
• Conflict Resolution Toolkit (PDF)
• Escalation Decision Tree (image)

05 · DOCUMENT AND CORRECT
• Write-Up Form and Coaching Plan for written warnings, corrective action and improvement plans (Word)

06 · PERFORMANCE REVIEWS
• Performance Review Template (Word)
• Performance Management Policy to adapt (Word)
• Leader Performance Management Training slides (PowerPoint)

07 · DIFFICULT CONVERSATIONS SIMULATOR (browser app)
Practice the hard ones before they’re real: a performance gap, a conduct issue, and the full arc from PIP to termination. The employee reacts to every reply, and the debrief shows what they texted their friend afterwards.

PLUS
• 00-START-HERE.pdf: a two-page guide that maps each folder to a step in the performance cycle, with a simple rhythm to follow all year
• Single-business license

━━━━━━━━━━━━━━━━━━━━
WHO IT'S FOR
━━━━━━━━━━━━━━━━━━━━
• New and experienced people managers
• HR teams building a consistent performance process for their leaders
• The HR department of one at a small business
• Leaders who want fewer surprises at review time

━━━━━━━━━━━━━━━━━━━━
HOW IT WORKS
━━━━━━━━━━━━━━━━━━━━
1. Download the ZIP from your Etsy purchases and unzip it on a computer.
2. Open 00-START-HERE.pdf.
3. Work through the folders in order, or jump straight to the step you need.

The Word, Excel and PowerPoint files open in Microsoft Office, and also in Google Docs, Sheets and Slides, Pages or Keynote (fonts may look slightly different outside Office). The app and simulator open in current versions of Chrome, Edge, Safari and Firefox.

━━━━━━━━━━━━━━━━━━━━
PLEASE READ BEFORE BUYING
━━━━━━━━━━━━━━━━━━━━
• If you already own some of these products, check the list above before you buy. The files are the same ones sold individually in my shop.
• These are templates and training materials, not legal advice. Laws vary by location. Have employment counsel review policies and disciplinary documents before you rely on them.
• The app and simulator save only in your web browser. Back it up and keep confidential employee information out of it.
• You'll need to unzip a file on a computer to get started.
• This is a digital download. No physical item will be shipped.
• Because this is a digital product, returns and exchanges aren't accepted. Please message me with any questions before you buy.

━━━━━━━━━━━━━━━━━━━━
LICENSE
━━━━━━━━━━━━━━━━━━━━
Single-business license: use, edit and print everything inside one business or organization for its own managers and HR work. It may not be shared, resold, redistributed or used for client work or paid training. Full terms are included in your download. Need a consultant or trainer license? Send me a message.

━━━━━━━━━━━━━━━━━━━━
HOW THIS WAS MADE
━━━━━━━━━━━━━━━━━━━━
Designed by The HR Edit and made with the help of AI tools. I chose the process, content and structure of every product, and reviewed and edited them before release.

The listing photos show real screens and pages from the bundle. Photo 2 is an unedited screenshot of the app.

© The HR Edit