Compliance calendar template

What's in the file

One row for each due date over the next 12 months, then the deadlines that fall on your own dates. Each row has:

• The due date, the deadline and the regulator
• When it's due, in the words of the rule, and how often it repeats
• What to do, with the rule reference where there is one
• A link to the page that explains the deadline
• Empty Owner, Done and Evidence columns for your team

Opening it

• Excel: open the CSV file directly.
• Google Sheets: choose File, then Import, and upload the CSV file.
• Google Calendar: on the web, open Settings, then Import & export, and import the .ics file. Importing it into a new calendar keeps the deadlines separate and easy to remove.
• Outlook: open the .ics file, or in Outlook on the web choose Add calendar, then Upload from file.

What it can't do

The file is a snapshot of the dates on the day you download it. Deadlines counted in business days are estimates set on or before the real date, since bank holidays can move them, and deadlines on your own dates are listed without one. Nothing moves the dates on next year or reminds the person responsible.

That's what Regmindr does: start from the same template, check each date once, and every deadline repeats with an email to its owner before it's due and a record of the evidence when it's done.

Questions