HR Performance Management Starter Kit

Invest in Your People. Strengthen Your Business.

Why Performance Management Matters

Your company’s success depends on your people. It’s your employees who interact with customers, carry out day-to-day operations, and contribute to your reputation. When your team performs well, your business thrives.

The annual review form no longer cuts it. Establishing a culture around continual feedback helps you promote, improve, and measure performance.

Many small business owners struggle with performance conversations. It may feel like there’s not enough time to provide feedback, or that direct feedback will cause discomfort. But avoiding these discussions creates long-term challenges that affect productivity and employee engagement.

Creating a culture of regular feedback is one of the most important things you can do to build trust, encourage improvement, and keep great people.

What’s Included in the Performance Management Starter Kit?

This starter kit equips you with the essential templates and tools to build a consistent performance management process.

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Performance Management Checklist

A high-level guide to help you organize your process and ensure best practices are in place.

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Probationary Period Form and Letter

Tools to support new hires during their early employment period and document key feedback moments.

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Annual Review Template

A flexible document to guide meaningful conversations, goal-setting, and mid-year check-ins.

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Performance Improvement Plan (PIP) and Letter

Templates to help you give constructive feedback and outline expectations for improvement in a fair and effective way.

These tools support better communication, improved accountability, and a more engaged workforce.

What Business Owners Are Saying

“We are a relatively small organization with a diverse group of employees. As our operations grew, our Policies and Procedures manual became outdated and misaligned. Partnering with Sofia was instrumental in revamping and rolling out our policies across multiple jurisdictions. The experience was excellent from start to finish.”

Octaform Systems Inc.

Why This Kit Works

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Helps you shift from reactive to proactive performance conversations

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Saves time with structured templates and workflows

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Strengthens retention by showing your team you’re invested in their growth

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Creates clarity around performance expectations

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Reinforces your company values through open communication

When your people know what’s expected, how they’re doing, and where they’re headed, they’re more likely to stay, contribute, and grow with you.

Want Help Going Further?

This kit gives you a solid starting point. But every team is different, and every challenge deserves a tailored solution.

Upskill Consulting offers:

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Customized performance management strategies

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One-on-one coaching for leaders and managers

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Engaging, accountability-driven training workshops

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Scalable systems support for long-term team growth