SAKKAYA HR TOOLKITS

Ready-to-use HR toolkits
built on 38 years of experience

The competency, IDP and KPI systems large companies rely on — without expensive software or months of consulting. Each toolkit is an Excel workbook with ready-made content, automatic calculations and a clear quick-start guide.

See the toolkitsContact us

Designed by Ajarn Mac — HR & OD consultant and trainer for 38 years, specialising in KPIs, competencies, IDPs and organization development

Choose your toolkit

Every toolkit includes a sample workbook (fully filled with fictional data), a blank workbook, a PDF quick-start guide and license terms.

Best for SMEs

Competency & IDP Toolkit — Business Edition

Assess competencies, find the gaps and get a printable IDP for every employee.

Launch priceUS$29US$39
Buy nowDetails
Easy start

KPI & OKR Toolkit — Standard

Three-level KPI cascade, automatic 5-level scoring and a printable scorecard for every employee.

Launch priceUS$19US$29
Buy nowDetails
For leadership

KPI & OKR Toolkit — BSC Edition

Everything in Standard, plus objectives in 4 perspectives and a one-page strategy map.

Launch priceUS$29US$39
Buy nowDetails
Best value · save US$9

HR Starter Bundle

Competency & IDP Business Edition + KPI & OKR BSC Edition.

Launch priceUS$49US$69
Buy nowDetails

Why not a free template?

Free templates give you a form. Sakkaya gives you the content, the calculations and the method.

Typical free templateSakkaya
An empty form — you write all the contentFull competency dictionary with level descriptions, a 44-KPI library and a 70:20:10 development library
One person at a time, or write your own formulasEnter data once — gaps, IDPs, scorecards and dashboards for the whole company
Formulas break when many people use the fileFormula cells are locked; only yellow cells are for input
No one explains the methodQuick-start guide, scoring rules and a fully worked sample
Best for SMEs

Sakkaya Competency & IDP Toolkit — Business Edition

Assess competencies, find the gaps and get a printable IDP for every employee.

Want a real competency and development system but don't know where to start writing a competency dictionary? This toolkit gives you the Sakkaya Competency Model: 23 competencies in 4 groups (core, leadership, functional, technical), each with 4 cumulative proficiency levels. Set the level each job needs, enter the ratings, and the workbook does the rest.

What it does for you
  • Combines self and manager ratings (adjustable weights, 30:70 by default)
  • Calculates every employee's competency gaps and highlights shortfalls in red
  • Ranks development priorities and suggests 70:20:10 actions
  • Builds a one-page A4 IDP with signature lines
  • Development-needs dashboard for the whole company or by department

Who it's for: HR teams at small and mid-sized companies, department managers and business owners.

Capacity: 200 employees · 40 competencies · 60 job profiles — all wording editable

Requires Microsoft Excel 2016 or later / Microsoft 365 (Windows or Mac)

You'll get: sample workbook · blank workbook · PDF quick-start guide · license terms

Launch priceUS$29US$39
Secure checkout on Gumroad · instant download after payment
Easy start

Sakkaya KPI & OKR Toolkit — Standard

Three-level KPI cascade, automatic 5-level scoring and a printable scorecard for every employee.

Individual KPIs often don't connect to company goals — and year-end scoring turns into a spreadsheet marathon. This toolkit cascades KPIs from company to department to individual, linked by ID, each with 5-level criteria (level 3 = target). Enter quarterly results and the workbook calculates scores, ratings and status automatically.

Features
  • 44 example KPIs in 11 areas to copy or adapt
  • Higher-is-better and lower-is-better KPIs (sales, defects, lead time…)
  • Quarterly actuals aggregated by sum, average or latest; optional decimal scoring
  • Weight checks so every level totals 100%
  • One-page individual KPI scorecard with signature lines
  • OKRs tracked separately from KPIs — for stretch goals, not grading
  • Dashboard: company score, department results and OKR progress

Who it's for: Small and mid-sized companies that want KPIs linked across the whole organization.

Capacity: 50 corporate KPIs · 200 department KPIs · 600 individual KPIs · 200 employees

Requires Microsoft Excel 2016 or later / Microsoft 365 (Windows or Mac)

You'll get: sample workbook · blank workbook · PDF quick-start guide · license terms

Launch priceUS$19US$29
Secure checkout on Gumroad · instant download after payment
For leadership

Sakkaya KPI & OKR Toolkit — BSC Edition

Everything in Standard, plus objectives in 4 perspectives and a one-page strategy map.

For organizations that plan with the Balanced Scorecard. This workbook links your vision, strategic objectives across the four perspectives (Financial, Customer, Internal Process, Learning & Growth) and KPIs at every level. Each objective is scored from its linked KPIs and shown on a one-page strategy map that changes colour with performance.

Adds to Standard
  • Vision and 2–4 objectives per perspective
  • One-page A4 strategy map coloured by score (green / amber / red)
  • Weight-balance check by perspective, so KPIs don't lean only on financials
  • Perspective scores for the company and each department, with charts

Who it's for: Organizations using the Balanced Scorecard, and executives who want strategy on one page.

Capacity: 50 corporate KPIs · 200 department KPIs · 600 individual KPIs · 200 employees

Requires Microsoft Excel 2016 or later / Microsoft 365 (Windows or Mac)

You'll get: sample workbook · blank workbook · PDF quick-start guide · license terms

Launch priceUS$29US$39
Secure checkout on Gumroad · instant download after payment
Best value · save US$9

Sakkaya HR Starter Bundle

Competency & IDP Business Edition + KPI & OKR BSC Edition.

Use KPIs to measure what people deliver, competencies to measure how they work — and turn both into development plans with IDPs.

In the bundle
  • Sakkaya Competency & IDP Toolkit — Business Edition (US$39)
  • Sakkaya KPI & OKR Toolkit — BSC Edition (US$39)

Who it's for: Organizations building their performance and development systems together.

Capacity: Both toolkits, each with sample + blank workbooks and a PDF guide

Requires Microsoft Excel 2016 or later / Microsoft 365 (Windows or Mac)

You'll get: sample workbook · blank workbook · PDF quick-start guide · license terms

Launch priceUS$49US$69
Secure checkout on Gumroad · instant download after payment

FAQ

How do I get the files?

Right after payment you get a download link to a .zip with two Excel workbooks (sample + blank), a PDF guide and the license terms.

Does it work in Google Sheets?

We recommend Microsoft Excel 2016 or later, or Microsoft 365. Some formulas and formatting may not display correctly in Google Sheets.

How many users?

One license covers one organization, with any number of users inside it.

Can I edit it?

Yes. Reword, add competencies or KPIs. Formula cells are locked against accidents and can be unprotected (no password).

Updates?

Minor updates (1.x) are free through your original download link.

I'm a consultant — can I use it with clients?

One license per client organization, or a Consultant License (3× the regular price). Email us.

Questions, invoices or a Consultant License?

Need a quotation or invoice for your company, or want to use the toolkits with several client organizations? Email us and we'll reply within 2 business days.

Email: [email protected]