Good HR decisions aren't just about knowing the rules — they're about structured thinking under pressure, when the facts are messy and the stakes are real. This set of seven practical assessment tools gives HR professionals and managers a clear framework for the moments that matter most.
The tools cover the full decision-making journey: assessing whether a behaviour or conduct issue carries genuine risk, checking whether your evidence and documentation is ready to withstand scrutiny, and deciding whether informal or formal action is the right route. From there, you can assess manager capability, distinguish between a performance issue and a role fit problem, and — critically — work through what happens if no action is taken at all. A plain-English user guide explains how and when to use each tool, so the whole set works as a coherent system rather than a collection of separate documents.
Whether you're preparing for a formal process, advising a manager under pressure, or reviewing a case before it escalates, these tools bring structure and consistency to decisions that are too important to make on instinct alone.
Who it's for: HR professionals and people managers dealing with conduct, performance, capability, or employee relations cases.
Compliance training only works when people can see themselves in it. This three-part bundle covers the three areas where organisations face the greatest legal and reputational risk — health and safety, equality and diversity, and data protection — using real workplace scenarios that show what the rules actually mean in practice.
Each guide works through situations employees and managers genuinely encounter: the trailing cable nobody reports, the interview question that crosses a line, the email sent to the wrong person. Rather than quoting legislation or repeating policy, each scenario shows what the risk is, why it matters, and what the right response looks like — making compliance feel relevant rather than theoretical.
Together, the three guides give you a practical, ready-to-use resource for induction training, refresher sessions, team discussions, or self-directed learning. They work equally well as standalone reads or as supporting materials for a structured training programme.
Most managers know what needs to be said. The hard part is finding the right words in the moment — and not saying the wrong thing.
This guide gives you ready-to-use scripts for 19 of the most demanding HR conversations, covering everything from formal procedures to the conversations nobody wants to have. Each script includes an opening, the key questions to ask, how to handle common responses, and how to close — with guidance notes throughout so you understand the reasoning, not just the words.
Covers:
Formal procedures — grievance investigations, hearings and outcomes, disciplinary investigations, misconduct and gross misconduct hearings, delivering warnings, delivering dismissal
Performance & conduct — first performance conversations, lateness, hygiene, inappropriate behaviour, employee conflict
Other situations — disappointing news, resignations, flexible working requests, probation failure, sickness
Who it's for: HR professionals and people managers who need to handle difficult conversations confidently, consistently, and without putting the organisation at risk.
Format: Editable Word document. Adapt to your own style and use straight away.
Managing employee relations cases means making difficult calls under pressure — often with incomplete information, competing priorities, and the knowledge that your decisions may be scrutinised later.
This ready-to-use HR case record gives you a single, structured document to manage cases from first concern to final outcome. It keeps your facts, decisions, and rationale in one place — so nothing gets lost, nothing looks ad hoc, and handovers don't create risk.
What's included:
Case Overview & Scope
Chronology & Facts Log
Stakeholders & Sensitivities
Evidence Snapshot
Risk & Escalation Watch
Decisions & Rationale
Current Position & Next Steps
A plain-English user guide explaining how and when to use each section
Designed to support HR judgement — not replace it. Works alongside your existing disciplinary, grievance, and capability procedures.
Who it's for: HR professionals, people managers, and HR consultants handling cases that go beyond a single conversation.
Format: Editable Word document. Download, adapt, and use immediately.
The Complete Guide to Disciplinary Procedures gives you a clear, step-by-step system to manage employee misconduct fairly and legally. Handle investigations, suspension, hearings and outcomes with confidence. Includes templates, scripts and decision tools to ensure consistency, reduce risk and support defensible, evidence-based decisions in the workplace.
The Complete Guide to Grievance Procedures gives you a clear, step-by-step system to handle employee complaints fairly and professionally. Manage informal concerns, formal grievances, investigations and hearings with confidence. Includes templates, scripts and decision tools to ensure consistency, reduce risk and support fair, legally sound workplace outcomes.
The Complete Guide to Running Events gives you a practical, step-by-step system to plan and deliver successful professional events. Manage budgets, venues, speakers, logistics and feedback with confidence. Includes templates, checklists and planning tools to keep everything on track, reduce risk and ensure your events run smoothly and achieve their purpose.
The Complete Guide to Health and Safety in the Workplace gives you a practical, step-by-step system to manage workplace safety and meet legal responsibilities. Identify risks, carry out assessments, implement controls and respond to incidents with confidence. Includes templates, checklists and tools to reduce risk, ensure compliance and protect employees.
This practical training pack provides a clear introduction to marketing and how it can be used effectively within organisations. It explains key marketing principles, how to identify target audiences and how to communicate products or services in a structured and purposeful way. The materials are provided as ready-to-use PowerPoint training resources, allowing individuals to train themselves or organisations to deliver marketing training to colleagues and teams.
The Complete Policy Pack gives you a ready-to-use set of essential workplace policies you can adapt to your organisation. Cover key areas including conduct, absence, grievance, disciplinary and more. Includes editable templates, guidance and practical tools to ensure consistency, support compliance and save time creating policies from scratch.
The Complete Recruitment Guide gives you a practical, step-by-step hiring system you can use immediately. Create job adverts, shortlist with confidence, run structured interviews, and make fair, evidence-based decisions. Includes templates, scripts and assessment tools to reduce bias, improve candidate quality and hire the right people—first time.
The Office Manager’s Handbook gives you a practical, all-in-one guide to running an efficient, well-organised workplace. Manage priorities, systems, people and processes with confidence. Includes templates, checklists and tools to streamline operations, improve communication and keep everything running smoothly day to day.
The Complete Appraisal System gives you a practical, structured approach to managing employee performance. Run effective appraisals, set clear objectives, give meaningful feedback and track progress with confidence. Includes templates, forms and tools to ensure consistency, support development and make fair, evidence-based performance decisions.
The Complete Induction Guide gives you a practical, step-by-step system to onboard new starters effectively. Plan structured inductions, support early performance and build confidence from day one. Includes templates, checklists and tools to ensure consistency, improve retention and help employees settle in quickly and perform at their best.