End of Year Special 

πŸŽ‰ End-of-Year Strategic & HR Toolkit Special – Save $50 + Get 1 Hour of Consulting FREE!

 

To help businesses and nonprofits kick off 2026 with clarity and confidence, we’re offering an End-of-Year Toolkit Special you don’t want to miss.

 

For a limited time, save $50 on any toolkit — including the Strategic Plan Toolkit and the HR Start-up Toolkit for Small BusinessesPLUS receive 1 hour of consulting at no additional cost.

Your consulting hour can be used for:

  • Reviewing your completed templates

  • Answering questions about the planning process

  • Helping you customize forms to fit your organization

  • Strategic or HR guidance tailored to your business

  • Troubleshooting areas where you feel stuck

  • Clarifying KPIs, goals, or organizational structure

This means you get plug-and-play templates AND expert support to guide implementation — the perfect combination to jump-start your 2026 goals.

 

What You Get With This Special:
βœ” $50 Off Any Toolkit use code ENDOFYEAR
βœ” 1 Hour of Consulting Included
βœ” Editable, unbranded templates
βœ” Step-by-step planning guides
βœ” Tools that save you hours of time and guesswork

 

Whether you're building your annual strategic plan or tightening up your HR processes, this special gives you the clarity, direction, and support you need — without the hassle of doing it alone.

 

Start the new year with confidence.
Start with a toolkit that sets you up for success.

HR Toolkit

🧩 Basic HR Starter Kit

 

Your foundation for building a compliant, confident, and consistent workplace — from day one.

 

Starting a business is exciting, but setting up HR the right way can feel overwhelming. The Basic HR Starter Kit gives you all the essential tools and templates to hire, onboard, and manage your first employees with confidence — no HR degree required.

This kit includes ready-to-edit forms, guides, and job templates designed specifically for small businesses, startups, and entrepreneurs who are ready to grow their team the right way.


βœ… What’s Included

  • 10 Editable Job Description Templates (Admin, Sales, Marketing, Customer Service, Operations, etc.)

  • Job Posting Template ready for Indeed, LinkedIn, or your website

  • Interview Evaluation Form and Candidate Scoring Matrix

  • Offer Letter Template and Rejection Letter Template

  • New Hire Checklist to stay compliant and organized

  • Basic Employee Information Sheet

  • 30/60/90 Day Onboarding Plan Template

  • Payroll & New Hire Setup Checklist


πŸ’‘ Perfect For

  • Startups hiring their first employee

  • Small businesses without an HR department

  • Entrepreneurs ready to professionalize their hiring process

  • Fractional or virtual HR consultants supporting clients


πŸ’¬ Why You’ll Love It

βœ”οΈ Saves hours creating HR forms from scratch
βœ”οΈ Keeps your business compliant and organized
βœ”οΈ Professionally formatted and fully editable in Word or Google Docs

 

Regular Price: $149

Limited-Time Offer: $50 off + a free 1-hour consulting session with code ENDOFYEAR — ends December 31st.

Performance Improvement Toolkit

🧩Performance Improvement Toolkit

A complete, easy-to-use system to help managers confidently address performance issues, document concerns, coach employees, and create legally compliant improvement plans.

 

The Performance Improvement Toolkit – Professional Edition gives leaders everything they need to handle performance challenges the right way — clearly, consistently, and with compassion. Whether you’re navigating attendance issues, declining productivity, behavioral problems, or skill gaps, this toolkit provides step-by-step guidance and plug-and-play templates that save hours of time and reduce legal risk.

Perfect for small businesses, HR departments, and busy managers who need a clear process to address and document performance concerns.

 

What’s Included in the Toolkit

1. Manager’s Guide to Performance Improvement (Step-by-Step)

A clear, concise guide walking managers through:

  • How to identify the problem

  • How to hold a performance conversation

  • How to document the issue

  • When to use coaching vs. corrective action

  • How to set expectations

  • How to monitor progress

  • When to escalate or end employment

  • Legal considerations & common mistakes to avoid

2. Coaching Conversation Templates

Fully editable scripts and worksheets for:

  • First-time verbal coaching

  • Attendance coaching

  • Behavior or attitude coaching

  • Productivity or quality concerns

  • Documenting informal conversations

3. Performance Documentation Forms

Use these forms to maintain consistent records:

  • Incident Documentation Form

  • Attendance Issue Log

  • Employee Feedback Log

  • Manager Follow-Up Log

4. Performance Improvement Plan (PIP) Templates

A set of customizable PIP forms, including:

  • 30-Day Performance Improvement Plan

  • 60-Day Performance Improvement Plan

  • 90-Day Performance Improvement Plan

  • Skills-Based PIP

  • Behavior-Based PIP

  • PIP Monitoring Checklist (for managers)

All templates include:

  • Clear expectations

  • Measurable goals

  • Success criteria

  • Required resources & support

  • Progress tracking

  • Consequences for not meeting expectations

5. Attendance & Behavior Policy Templates

Editable, unbranded policies to support your process:

  • Attendance Policy

  • Progressive Discipline Policy

  • Workplace Conduct Expectations

  • Remote Work Performance Expectations (optional add-on)

6. Meeting Scripts & Manager Talking Points

To make tough conversations easier:

  • “Initial Concern” Conversation Script

  • “Beginning a PIP” Script

  • “Mid-Point Check-In” Script

  • “Successful Completion” Script

  • “Unsuccessful Completion / Termination” Script

7. Employee Self-Reflection Worksheet

Helps employees take ownership of their role in the process. Includes:

  • What happened

  • Contributing factors

  • What support they need

  • Their commitment to improvement

8. Final Review & Evaluation Templates

For documenting the outcome:

  • Completion of PIP form

  • Recommendation for next steps

  • Manager evaluation summary

9. Bonus Tools

  • SMART Goals Builder

  • Root Cause Analysis Worksheet

  • Skills Gap Assessment

  • Weekly Check-In Template

  • Emotional Intelligence Cheat Sheet for Leaders

  • 1-Hour Consulting Credit (optional add-on for your end-of-year special)

Who This Toolkit Is For

βœ” Small business owners βœ” Supervisors & managers βœ” HR teams βœ” Nonprofits βœ” Startups scaling fast βœ” Organizations without formal HR processes

 

Benefits of This Toolkit

  • Saves hours of time creating documentation from scratch

  • Provides legally defensible documentation

  • Improves communication & transparency

  • Reduces conflict and frustration

  • Supports both accountability and empathy

  • Helps managers navigate difficult conversations with confidence

  • Standardizes the organization’s approach

  • Minimizes the risk of wrongful termination claims

  • Creates clarity for employees with clear expectations

Regular Price: $199

Limited-Time Offer: $50 off + a free 1-hour consulting session with code ENDOFYEAR — ends December 31st.

Strategic Plan Toolkit

🧭 Strategic Plan Toolkit

Turn your vision into an actionable roadmap for success.

The TMS Strategic Plan Toolkit is designed to help business owners and leadership teams move from reacting to planning — from daily chaos to intentional growth. Whether you’re leading a small business, startup, or growing organization, this toolkit gives you everything you need to build, implement, and track a clear strategic direction.

With easy-to-use templates and guided exercises, you’ll define your company’s mission, align your goals, identify priorities, and measure progress — all in one organized system.


βœ… What’s Inside

  • Step-by-step Strategic Planning Guide (mission, vision, values, and SMART goals)

  • SWOT & PESTLE Analysis Templates for business and market assessment

  • Annual & Quarterly Goal Planner with KPIs and milestones

  • Action Plan Template with ownership and accountability matrix

  • KPI Dashboard & Resource Planning Sheet

  • Budget & Workforce Planning Templates

  • Quarterly Review & Year-End Reflection Worksheets


πŸ’‘ Perfect For

  • Small business owners creating their first strategic plan

  • Leadership teams preparing for annual planning meetings

  • Fractional HR or business consultants supporting client strategy

  • Entrepreneurs ready to align people, process, and profit


πŸ’¬ Why You’ll Love It

βœ”οΈ Clarifies your business direction and priorities
βœ”οΈ Builds accountability and team alignment
βœ”οΈ Fully customizable and easy to implement
βœ”οΈ Saves hours designing your own strategic planning process


Transform your ideas into measurable results.
Start planning with purpose — and take your business from vision to execution with the TMS Strategic Plan Toolkit.

 

Regular Price: $350 

Limited-Time Offer: $50 off + a free 1-hour consulting session with code ENDOFYEAR — ends December 31st.