RenewalTracker

Free self-check

How ready is your organization for its renewals?

Ten quick questions about how you track licenses, permits, certifications, contracts and policies. See your score, and where to start closing the gaps.

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RenewalTracker · Renewal readiness assessment · · www.renewaltracker.com/renewal-readiness-assessment

1. One complete list. Do you have one list of everything your organization renews, across every department, location and entity?
2. Named owners. Does every item have a named owner, and a backup who covers absences?
3. Early reminders. Do reminders go out early enough to finish every step (classes, inspections, quotes, approvals), not just on the due date?
4. Notice deadlines. For contracts that renew automatically, do you track the notice deadline, not just the end date?
5. The right people. Do reminders reach the person who must act, and copy a manager if nothing happens?
6. Proof on file. Is the current license, certificate, policy or contract on file with each item?
7. Regular review. Does someone review everything due in the next 90 days at least once a month?
8. Handover. When someone leaves or changes roles, are their renewals reassigned the same day?
9. Same-day answers. Could you show an auditor, customer or inspector proof of any item the same day?
10. New items on day one. Are new locations, hires, vehicles and contracts added to the list the day they start?

Your renewal readiness

–/100

Answer the questions to see your score.

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About the assessment

How is the readiness score calculated?

Each of the ten questions scores 10 points for Yes, 5 for Partly and 0 for No, for a total out of 100. It is our own simple method, meant to show where the gaps are, not a formal audit or certification.

What is a good score?

In our scoring, 80 or more means renewal tracking is well run, 50 to 79 means there are gaps worth closing soon, and under 50 means renewals are at real risk of being missed. Any No on the first three questions is worth fixing first.

Is anything I answer saved or sent?

No, unless you ask for your results by email. The assessment runs in your browser. If you use "Email me my results", we send your score and recommendations to the address you give and keep your details and score so we can follow up.

Ready to start closing the gaps? Get the free renewal tracking templates and checklists.

Close the gaps in one place

RenewalTracker gives every renewal an owner, early reminders and proof on file. Free 14-day trial.

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