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Manager's People Calendar
Ready to print and use across your organization. Instant download after purchase.
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Each purchase is licensed to one organization for use in one LMS, with unlimited learners. By buying, you agree to the License Agreement and Terms of Use.
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About this tool
Put one-on-ones, reviews, recognition, training dates and renewals on a schedule, so they happen without anyone having to remember them.
Who it is for
Managers and supervisors with a team to look after.
People who run a small business and handle every staff matter themselves.
Office, practice and store managers who track reviews, training and renewals.
Shift leads who have just taken on responsibility for other people.
The problem it solves
Most people tasks are not difficult. They are easy to forget, because the day-to-day work always feels more urgent. Reviews run late, certifications expire, new hire check-ins are missed and recognition reaches some people and not others. This planner shows what belongs on a people calendar and how often each task should happen, and guides you through building your own in about an hour. The Excel planner marks each month automatically and flags overdue one-on-ones and upcoming renewals.
What is inside
How to use this planner (page 1; 1 page)
Copyright and License (page 2; 1 page)
Part 1: What belongs on a people calendar (pages 3 to 4; 2 pages)
Part 2: Building your calendar (page 5; 1 page)
Part 3: Templates and filled-in example (pages 6 to 10; 5 pages)
Editable Word version of everything above (11 pages)
Excel planner (year planner that marks due months automatically, one-on-one tracker with next due dates and overdue alerts, people dates with anniversaries and renewal alerts, filled-in example)
Setting notes cover restaurants, retail, clinics, offices, trades, warehouses and remote staff.
How to use it
Read Part 1 to see what belongs on the calendar and how often.
Follow the five steps in Part 2 to build your calendar.
Use the paper templates, the Word file or the Excel planner.
Spend ten minutes at the start of each month on the monthly checklist.
Formats and file types
Printable PDF (10 pages), US Letter.
Editable Word file (.docx, 11 pages).
Excel planner (.xlsx) with dropdowns, automatic month marks, due dates and highlights.
Frequently asked questions
How often should I hold one-on-ones?
The guide suggests every two weeks as a starting point, weekly for new hires, and explains when to adjust.
Do I need Excel?
No. The PDF and Word templates work on their own. The Excel planner adds automatic month marks, due dates and alerts.
Is this only for large teams?
No. It works for a team of three as well as thirty. The filled-in example is a café with six employees.
One price, yours to keep. Licensed for use within your organization.