
The Performance & Documentation Playbook™ for Managers
A Practical System for Coaching, Documentation, and Risk Prevention
$119.00
This Playbook gives managers a clear, straightforward system to handle performance and employee relations issues confidently and consistently. No legal risk, confusion, or guesswork. Built for small and mid-size businesses, it teaches leaders how to coach early, document correctly, avoid costly mistakes, and make defensible decisions. More than 20 fillable, ready to use templates for any people issue you might find yourself in.
A step-by-step documentation framework
Coaching scripts and real-world scenarios
20+ legally sound templates (warnings, PIPs, follow-up notes, and more)
Tools to recognize red flags and know when to escalate
A practical, repeatable cycle for every employee situation
Whether you’re managing performance, addressing conflict, or navigating complex employee issues, this Playbook gives you the confidence and structure to lead with clarity, fairness, and accountability.
Perfect for: Managers, supervisors, founders, HR-light teams, and any business that wants fewer headaches and stronger people systems.
Total page count: 111.
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