Free renewal tracking templates and checklists

How to use them

Each one opens with a short "How to use" section. Here is what each is for:

• Renewal Tracking Checklist (PDF, 3 pages): A printable checklist for setting up and running renewal tracking: the list, owners, reminders, proof and reviews. Read the guide →
  Going further: How Far Ahead to Set Renewal Reminders
• Renewal Inventory Template (Excel spreadsheet): A ready-made spreadsheet with the columns every renewal needs, days-left and status formulas, and examples. Read the guide →
• Contract Auto-Renewal Tracker (Excel spreadsheet): Track every contract, subscription and lease by its notice deadline, the last day to cancel or renegotiate, with a decision column and status formulas. Read the guide →
• Employee Certification Tracker (Excel spreadsheet): One row per person per certification, license or training, with days left, status, manager and a tip for building a certification matrix. Read the guide →
• Compliance Audit Prep Checklist (PDF, 3 pages): A printable checklist for proving your licenses, permits, certifications and policies are current: scope, gaps, proof, the audit and after. Read the guide →

A spreadsheet is a good start. When the list outgrows it, RenewalTracker sends the reminders, keeps the documents and shows who owns what.