AI renewal checklist
An AI renewal checklist helps your firm review one subscription before its notice deadline: name the commitment and owner, compare paid seats with use, examine workflow evidence, and record Keep, Resize, Test or Retire. Work through the online checks using your own records; your team completes any vendor change.
Free file. Checkout asks for your email, country and ZIP/postal code.
Online checklist · No signup
Choose one AI subscription and work through the four checks below using your own records.
For U.S. professional-services firms. Tick items as you review them. Checkmarks are a temporary reading aid. Record the actual decision in your own file.
Name the commitment.
A subscription needs an accountable owner and a visible cost.
Check the paid seats.
Buying access and using it are different things.
Ask for workflow evidence.
What changed in actual work? Write down the evidence and its limits.
Act before the notice date.
The cancellation notice deadline may come before the renewal date.
Frequently asked questions
What records do we need for an AI renewal review?
Use your own billing and agreement records, paid-seat and usage information, and workflow evidence. Confirm the renewal date, contractual notice deadline and notice method, then name the decision owner and next action.
Does ticking the checklist save our decision or change a subscription?
No. Checkmarks are a temporary reading aid. Record the actual Keep, Resize, Test or Retire decision in your own file, and have an authorized person complete any change through the vendor account.
Do we need to sign up to use the online checklist?
No signup is required for the online checklist. Free PDF files use a $0 checkout with your email, country and ZIP or postal code to request email delivery; email updates are optional.
The output / One decision record
Copy this into your own file.
Use one record per tool. Keep confidential details in your organization's own working environment.
Tool / decision owner: Cost / billing period / commitment: Paid seats / current users: Renewal date / cancellation notice deadline: Workflow evidence / source: Capture assumption / uncertainty: Review effort / AI costs: Decision: Keep / Resize / Test / Retire Reason / action owner / next review:
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Take the checklist with you.
Keep a printable checklist for your next partners’ meeting and a fillable decision record for the renewal you are reviewing. Choose a file below and complete its $0 checkout to request email delivery. Checkout asks for your email, country and ZIP/postal code.
The online checklist stays free. Save completed files on your own device and keep your supporting records with them. Email updates below are optional. Read our Privacy Policy.
Calculate your decision date
Decision date = renewal date minus contractual notice period minus review time. Use calendar days unless your contract specifies another method. The default 30 days notice and 7 days review are editable assumptions, not vendor terms.
Add the decision date, not the renewal date, to your calendar. Follow the renewal calendar guide.
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Confirm the inputs with the renewal-date checking procedure.
Put the next decision on the calendar.
Use the AI Renewal Calendar to plan from the notice deadline, and the AI Decision Record to document each purchase or renewal decision.
Need the method first? Read the full AI subscription review guide.