New Supervisor 90-Day Toolkit

Just promoted to lead or supervisor? Most manager kits are written for offices. This one is built for the floor, the line, the warehouse and the shift: handoffs, huddles, floor walks, cross-training and certifications, plus the people skills every new supervisor needs.

What You Get

• 15-page fillable + printable PDF (US Letter)
• Supervisor Toolkit Tracker spreadsheet (.xlsx) for Excel 2019 / Microsoft 365 and Google Sheets

The Pdf

• Your first 90 days: Learn, Fix, Improve, with goals and measures for each phase
• Week 1 checklist: people, work, safety & admin
• Meet your team interview page
• Shift handoff log: safety, equipment, quality, production, people, open items
• Pre-shift huddle agenda with action log
• Team meeting agenda
• One-on-one agenda
• Feedback planner: recognition and course correction
• Hard conversation prep
• Delegation planner and handoff checklist
• Floor walk checklist
• Problem-solving worksheet with containment and 5 Whys
• Skills matrix (paper version)

The Spreadsheet

• Dashboard: team size, one-on-ones overdue, open and overdue actions, high-risk skills, expiring certifications, recognition
• Team roster with automatic next one-on-one dates (weekly, every 2 weeks or monthly)
• One-on-one log, action log and recognition log
• Skills matrix (0-3) with automatic coverage counts and HIGH / MED / OK risk flags
• Certifications & training tracker with expiration alerts (forklift, lockout, first aid and more)
• Example team included so you can see it working

Great For

New supervisors, team leads, shift leads and foremen in manufacturing, warehouses, maintenance, food production, healthcare and retail. A practical promotion gift.

How It Works

1. Purchase and download from Etsy (Purchases > Download files).

2. Fill in the PDF with Adobe Acrobat Reader, Mac Preview or a browser, or print it.

3. Open the spreadsheet in Excel or upload it to Google Drive and open with Google Sheets. Start with the Start Here tab.

Please Note

• This is a digital download. No physical item will be shipped.
• The spreadsheet uses MAXIFS: Excel 2019, Microsoft 365 or Google Sheets. In Excel 2016 one column shows an error.
• General leadership templates, not HR or legal advice. Follow your company's policies.
• For personal use only. Not for resale or redistribution.

[Optional, if you used AI tools in creating this listing:]

Created by me with the help of digital and AI-assisted design tools; every page and formula was reviewed and tested.

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NOTES (do not paste)

Price reasoning: comparable new-manager kits list at $25-49 (136-143 reviews on the top ones). $24 undercuts them while you build reviews; raise to $29 after 10+ reviews.

This one draws directly on your floor experience; a one-line 'built by a 15-year maintenance & reliability pro' in the description is honest and differentiating.