Digital HR Toolkit · Built for Canada

You already know who isn't performing. This is what you do about it.

The Manager 1:1 and Performance Guide puts your whole people-management system in one document — weekly 1:1s, feedback, goals, quarterly and annual reviews, and the moment someone stops delivering. The hard conversations are written out word for word, every form is ready to print and fill in, and the last module tells you what Canadian law expects before you act.

$167CAD · one-time

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Every conversation scripted Built for Canadian rules Plain language, no jargon

Why this exists

By the time you're ready to act, there's nothing on paper.

You have known for months that someone isn't performing. You've mentioned it — in passing, in a hallway, in a meeting where four other things were also discussed. But the standard was never put in writing, the feedback was never documented, and no support was ever offered on the record. Now you want to act and you're starting from zero. Management is a skill, not a personality trait, and the founders who get blindsided are almost always the ones who managed on instinct and hoped it would hold.

1:1s that drift

They either get cancelled when the week gets busy, or they turn into a status update. A status update is a report — it isn't a relationship, and it never surfaces the thing your best person is about to leave over.

Feedback that changes nothing

Too vague, too late, too personal, or buried between two compliments. The person leaves the room agreeing with you and behaving exactly the same way the following week.

No record when it counts

No documented standard, no written feedback, no evidence that support was offered. In Canada that gap is the difference between a decision that holds and a small problem that turns into a very expensive one.

The most common management mistake is waiting too long — and the second is having the conversation without writing anything down.

What's inside

Twelve modules. Every conversation you've been putting off, already written.

Open it at the situation you're actually in, and run the conversation straight from the page — no theory, no jargon, no blank screen.

01

What Great Managers Actually Do

Start by scoring yourself honestly:

  • Google's Project Oxygen behaviours, each translated into what it looks like in a small business
  • A 10-behaviour self-assessment scored out of 50, with three interpretation bands
  • A “one specific thing I will do differently” column beside every score
02

The Weekly 1:1 — Foundation

Why most 1:1s quietly fail, even when they happen:

  • The seven mistakes that break a 1:1 — what each one signals, and what to do instead
  • The ratio to aim for: 30% talking, 70% listening
  • The opening conversation to set the cadence, word for word — plus the six things to record every time
03

Six 1:1 Agenda Templates

One for each situation, not six versions of the same meeting:

  • Standard weekly — 30 minutes, timed block by block, with 15 of them belonging to the employee
  • New hire (weeks 1-8), career development, and problem-solving
  • Performance concern, in seven phases with tone notes — and the stay interview
04

Giving Feedback That Changes Behaviour

Two frameworks, both with the words already written:

  • SBI — Situation, Behaviour, Impact — with a worked corrective example and a worked positive one
  • COIN — Context, Observation, Impact, Next — with a full six-turn script
  • The four reasons feedback fails, plus a follow-up email template written word for word
05

Receiving Feedback — The Upward Conversation

The half of the loop founders skip:

  • Four “instead of this, ask this” swaps that get you a real answer instead of “all good”
  • A six-step process for taking criticism without getting defensive
  • A 15-minute quarterly ritual — three fixed questions, per direct report
06

Goal Setting with SMART+

SMART, plus the five things it leaves out:

  • Who owns it, output versus outcome, what it will cost, why it matters to them, and a mid-point date
  • A seven-field goal template, including a confidence rating
  • Four weak goals rewritten side by side, plus the goal-setting conversation
07

Quarterly Performance Conversations

A real checkpoint, not another status meeting:

  • A 45-minute agenda in six timed blocks, with facilitation notes for each
  • A goal status tracker — On Track, At Risk, Behind — with evidence and next step
  • The three cases where a goal should be changed, and the three where it shouldn't
08

Annual Performance Review System

The review that still holds up a year later:

  • A preparation checklist split between you and the employee, with deadlines for both
  • A five-level rating scale with distribution guidance — and an honest defence of the 3
  • A 10-competency scorecard, a seven-phase delivery guide, and a signature block
09

Managing Underperformance — Early

Diagnose before you treat:

  • Five types of underperformance — capability, clarity, will, fit, conduct — each with its root cause and the correct response
  • Six diagnostic questions with branching logic to tell them apart
  • The early conversation, scripted, plus the follow-up email
10

The Performance Improvement Plan

The full PIP — and the three cases where it's the wrong tool:

  • Six sections: the concern, the success criteria and how each is measured, the support plan, the check-in schedule, consequences, signature
  • Check-ins at week two, mid-point and final review, with a 30, 60 or 90-day end date
  • The five questions to answer before you issue it — and the delivery script
11

Recognition and Retention

Keeping the people you would hate to replace:

  • Five types of recognition, each with a written example and when to use it
  • A five-question preferences template — the same gesture lands differently on different people
  • Retention warning signs, each with the immediate action to take
12

Canadian Legal Context

Read this before you act. It's the module the free templates don't have:

  • The just cause standard in Canada, and the four behaviours founders assume meet it but usually don't
  • Notice and severance side by side: ESA minimums, contractual, common law, and Ontario severance pay
  • Constructive dismissal, the duty to accommodate under the Ontario Human Rights Code, and the eight documents that must exist before any termination decision
What changes

From managing on instinct to managing on a record

Before

The 1:1s happen when the week allows. Feedback arrives late and vague, if at all. Reviews are a rating you decide the morning of. And the person you've been worried about for six months has nothing in their file but a good first impression.

After

Every direct report has a standing 1:1 with an agenda. Feedback lands within days, in writing when it matters. Goals have an owner, a measure and a mid-point date. And if a performance decision ever has to be made, the record was built months before you needed it.

Why this toolkit

Free templates give you an agenda. This gives you the decision.

You can find a 1:1 template in thirty seconds. What you can't find is the part that tells you when a conversation becomes a document, and what Canadian employment standards expect that document to look like. That's what the underperformance, PIP and Canadian legal modules are for. Written by a part-time HR Partner for Canadian small businesses that aren't big enough to hire one full-time.

Built for Canada. Just cause, ESA notice, common law reasonable notice, Ontario severance pay, constructive dismissal, and the duty to accommodate — with a standing note that requirements vary by province and territory, and where to verify yours.

Built to install before the problem. The expensive version of performance management is the one you start the week you want to act. This one is designed to go in while everything still looks fine — so the record exists by the time you need it.

Every hard conversation is written out. Eight of them, line by line — the early performance talk, the PIP handover, both feedback frameworks, goal setting — with notes on what to do between the lines. You're never staring at a blank page.

The founder buys it. The new manager uses it. Hand it to the person you just promoted and you've handed them a full system — agendas, scorecard, rating scale, review forms — instead of “you'll figure it out.”

Simple pricing

Four toolkits. Start with the one that's on fire.

One-time payment. Yours to keep and reuse for every manager, every direct report and every review, for as long as you own the business.

Save $251

People Systems Bundle

All four toolkits — the whole people system in one go.

$497 CAD

Founders who'd rather build the whole thing once than patch one gap at a time.

  • Hiring, onboarding, policies, and manager 1:1s and performance — all four, complete
  • $748 separately. $251 less together.
  • Or take the Founder Starter Bundle — Hiring + Onboarding for $227.
See the bundle — $497
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Not sure it's the right fit? Start with the free First 90 Days guide, or book a free clarity call and I'll point you to the right thing.

Honest answers

Questions before you buy

What exactly do I get, and in what format?

A professionally designed digital toolkit (PDF) with all twelve modules — the six 1:1 agenda templates, both feedback frameworks with their worked scripts, the SMART+ goal template, the quarterly agenda and goal tracker, the annual review scorecard and delivery guide, the underperformance diagnostic, the complete Performance Improvement Plan, the recognition and retention tools, and the Canadian legal module. Print it, hand it to your managers, and work straight from it.

Is it built for Canada?

Yes, and that's the whole last module. Just cause, ESA notice, contractual and common law notice, Ontario severance pay, constructive dismissal, and the duty to accommodate under the Ontario Human Rights Code and its provincial equivalents. Employment law varies by province and territory, so the guide tells you to verify your own requirements with your provincial employment standards office or an employment lawyer rather than handing you one answer for the whole country.

We already do 1:1s. What does this add?

A weekly meeting isn't the same as a 1:1 that works. The guide opens with the seven ways a 1:1 breaks even when it's held — cancelled too often, turned into a status update, no fixed structure, career never mentioned, hard topics avoided — and gives you the format for each situation instead of one generic agenda. It also turns the meeting into a record: six things to write down every time, which is what you'll be relying on if a performance decision ever has to be made.

I'm the founder, not a manager. Is this for me?

It's built for both, and the heaviest parts are owner's tools rather than management theory: the PIP, the eight-item documentation standard, the notice and severance table, the signature blocks. It's also exactly what you hand the person you just promoted — a full system on day one, instead of asking them to invent one while you watch.

Do I need the HR Audit or advisory too?

No. The toolkit is the “handle it yourself, properly” option. If you'd rather have someone see the full picture across your business, or be in your corner for the harder calls, the HR Audit and advisory are there when you want them. The guide is clear about where its own limits are, too: for any termination decision it tells you to get legal advice — every time.

Isn't $167 a lot for a PDF?

Compare it to what it replaces. Twelve modules, six 1:1 templates, a full PIP, a 10-competency review scorecard, eight scripted conversations, two email templates written word for word, and a Canadian legal module — bought once and reused for every manager and every review you'll ever run. The final module also works through, in dollars, what a termination without a documented performance history can expose a Canadian business to. The toolkit is a one-time cost. That exposure isn't.

Ready when you are

Have the conversation before it becomes a decision

Six 1:1 templates, eight scripted conversations, a full PIP, an annual review scorecard, and the Canadian legal module — one payment, reused for every manager you'll ever have.

$167 CAD · one-time
Get the toolkit