Certification Renewal Progress Tracker Setup
N.B. Use [COAName] chart of accounts. Treat accrual timing separately from rate/volume changes. For shared services recharges, ensure allocation keys (e.g., headcount, revenue) are documented and applied consistently.
📄 Prompt Template
Design an interactive Excel spreadsheet or a dashboard in your preferred project management tool to track the progress of certification renewals for all relevant vendors and partners. Include columns for [VendorName], [CertificationType], [RenewalDeadline], document submission status, and approval status. Set up conditional formatting to highlight certifications that are approaching expiration within [LeadTime] days. Ensure that the document tracker is updated regularly by the relevant stakeholders.