
New Manager Toolkit
Five tools for a new manager: 1:1 agendas and meeting notes, team goals with OKRs, a task and promise tracker, priorities, and the full performance review kit.
- Printable
- Fillable PDF
- iPad
- Excel
- Google Sheets
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28 instant downloads: manager toolkits, review and new-job kits, project trackers, daily and yearly planners, and an ADHD-friendly line. Every product opens on Etsy for checkout.
Run 1:1s and meetings, keep every promise, and write fair reviews when the season comes.

Five tools for a new manager: 1:1 agendas and meeting notes, team goals with OKRs, a task and promise tracker, priorities, and the full performance review kit.

Gather the evidence, write a fair review for each person, hold the conversation and follow up at 30, 60 and 90 days.

Both review kits: the Year-End Work Review for your own self assessment and the Manager's Kit for your team.

Leave every meeting with decisions and clear action items, plus a 1:1 agenda and a follow-up list.
Make the case for your year, start a new role well, and keep a job search organized.

Write a self-assessment you can stand behind, then turn next year's goals into a 12-week plan with a score every Friday.

A self-assessment kit: turn this year's work into a self evaluation you can stand behind, go in with a clear ask, and set 2027 goals.

From the interview to your 90-day review: learn fast in the first 30 days, deliver an early win by day 60, and own something by day 90.
Track applications, interviews and offers in one spreadsheet, with a side-by-side offer comparison.
Gantt charts, RACI, status reports and task trackers for running real projects.

Plan each project, schedule every task on a Gantt chart, run the meetings and keep your own task list under control. Four tools in one download.
List projects and tasks once, and the Gantt chart, dashboard, team workload heatmap, milestones and status report fill themselves in. No macros.

Project dashboard, one-pager, RACI chart, milestone map and a 12-week Gantt page, printable or on a linked iPad planner.

Tasks, meeting action items, follow-ups and projects in one workbook, with a dashboard that updates as you type.
Time blocking, daily work planners, the 2027 calendar and quarterly goals.

Give every half hour a job, then re-plan in seconds when the day changes. Includes a 13-week iPad planner and a plan-vs-actual spreadsheet.

Undated daily planner for meeting-heavy calendars, with time blocking, meeting notes and action items.

A dated 2027 planner for work on iPad and GoodNotes, with a linked weekly calendar and meeting notes.

Set one to three quarterly goals, turn them into a weekly plan, and score yourself every Friday.

The Daily Work Planner, the 2027 Professional Planner, the Project Management Planner and the Work Task Manager.

Sort tasks by urgent and important, then turn the result into today's to-do list.

1,168 functional digital stickers for meetings, deadlines, follow-ups and focus time, in six calm colors.
The same system with short, visual pages, restart notes and smaller plans for low-energy days.

Undated ADHD planner for interrupt-filled workdays: one daily outcome, every follow-up caught, and a note on where to restart.

The Focus Kit, the 2027 ADHD Work Planner, the Project Planner and the Task Tracker, made to work together.

Dated November 2026 to December 2027 for iPad and GoodNotes, in portrait, landscape, Sunday-start and dark versions.

Turn a big, foggy project into the next small step, with every project on one dashboard.
A task tracker that colors itself, so urgent work stands out without reading every row. No macros, so it opens on work computers.

Work and life, tasks and habits, bills and budget in one spreadsheet, with time blocking and a dark mode.

Empty your head first and sort it later, with brain dump, task triage and work priority pages.

Close the day without finishing everything, and carry decisions, not piles, into next week.

A dopamine menu built for the workday, plus a smaller plan for days when the full plan is too much.
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