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Policy Toolkit

Plain-language policies executives can enforce, managers can follow, and HR can defend.

Plain-languageDecision-readyLegally cautious

Executive summary

Problem

  • Policies exist, but interpretation varies by manager.
  • HR is pulled into recurring edge cases and escalations.
  • Documentation is inconsistent, creating risk during disputes.

Intervention

  • Rewrite policies into plain-language, enforceable standards.
  • Add decision trees so managers know what to do in real situations.
  • Standardize documentation checklists and escalation paths.

Outcome

Manager confusion
Down 40%
decision trees + scripts
Policy consistency
High control
single standard + audit trail
Escalations
Fewer + faster
clear triggers + paths
How you use this: you get an executive-ready package that is easy to adopt, easy to audit, and simple to maintain.

Deliverables

  • Policy pack (employee-facing) with clear expectations
  • Manager guide (how to apply policies) + escalation rules
  • Decision trees for high-frequency issues (attendance, conduct, remote work, leave)
  • Documentation checklist + templates (warning, acknowledgement, summary notes)
  • Training one-pager (what managers must do)
All samples below are client-safe placeholders that show the structure, tone, and level of detail.

Sample documents

Decision tree (attendance)
Manager-ready
Sample
If…Then…Document
1 late arrivalVerbal coaching + expectationsManager note
Pattern (3+ in 30 days)Written reminder + planWritten warning
No-call/no-showEscalate same dayIncident summary
Medical reason disclosedPause discipline; route to HRAccommodation checklist
Documentation checklist
Audit trail
Sample
  • Who, what, when, where (facts only)
  • Employee response captured (direct quote if possible)
  • Prior coaching referenced (dates)
  • Next-step expectation + deadline
  • Escalation trigger noted (if applicable)
Manager script (conduct)
Short + defensible
Sample
Goal: Address behavior, set expectation, confirm next step.
  • State observed behavior (no judgment).
  • Explain impact on team/business.
  • State expectation going forward.
  • Confirm understanding and next check-in.

Next step

If you want this built for your organization, book a discovery call and I will confirm scope, timeline, and what data I need from your team.

Book a Discovery Call Email: [email protected]