Guides
Practical answers to the questions we hear most about keeping licenses, permits, certifications, contracts and other renewals on time. New guides are added regularly; follow the feed to get them.
Free downloads
PDF, 3 pages
Renewal Tracking Checklist
A printable checklist for setting up and running renewal tracking: the list, owners, reminders, proof and reviews.
Get it free →Excel spreadsheet
Renewal Inventory Template
A ready-made spreadsheet with the columns every renewal needs, days-left and status formulas, and examples.
Get it free →Excel spreadsheet
Contract Auto-Renewal Tracker
Track every contract, subscription and lease by its notice deadline, the last day to cancel or renegotiate, with a decision column and status formulas.
Get it free →Excel spreadsheet
Employee Certification Tracker
One row per person per certification, license or training, with days left, status, manager and a tip for building a certification matrix.
Get it free →PDF, 3 pages
Compliance Audit Prep Checklist
A printable checklist for proving your licenses, permits, certifications and policies are current: scope, gaps, proof, the audit and after.
Get it free →All guides
Free download
Free Renewal Tracking Spreadsheet Template
A free Excel template for tracking renewals: every column you need, days-left and status formulas, and examples. Plus how to use it and when to outgrow it.
Read the guide →How a Charter School Centralized Its Renewals
A real example: how a public charter school moved building permits, licenses and recurring payments from scattered tools into one tracking system.
Read the guide →How to Track Vendor Contract Auto-Renewals
Avoid unwanted auto-renewals: record each contract's notice deadline, not just its end date, and remind the owner in time to review, renegotiate or cancel.
Read the guide →Preparing for a License and Certification Audit
How to be audit-ready for licenses, permits and certifications: a complete list, current proof for every item, renewal history and same-day answers.
Read the guide →Free download
Renewal Tracking Checklist (Free Download)
A practical checklist for tracking renewals: build the list, assign owners, set reminders, renew, review. Read it here or download the printable PDF.
Read the guide →Tracking Employee Certification Expirations
Keep every employee certification current: one list by person and certification, reminders to the employee and manager, and proof saved with each record.
Read the guide →How Far Ahead to Set Renewal Reminders
Work back from the deadline: add up every step a renewal needs, then remind early enough to finish them all, with follow-ups as the date gets closer.
Read the guide →How to Track Contractor Licenses Across States
A step-by-step way to keep contractor licenses in several states current: one list, an owner and lead time for each, and reminders that work.
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