5 Proven Tools That Accreditation Managers

Use to Stay on Track


If you've ever watched an orchestra perform, you've likely seen a conductor standing center stage, bringing harmony to a room full of individual musicians. The Accreditation Manager is no different. You're the one coordinating timelines, assignments, and deadlines—guiding your agency through the rhythms of ongoing compliance.

While the specific tasks may vary, at the heart of the Accreditation Manager’s role is:

But here's the real question:

Is the method you’re using to keep track of all of this sustainable—year after year?

Maybe you’ve built out a solid system. Or maybe you’re still juggling reminders in your head, email drafts, or sticky notes. Either way, let’s talk strategy.

Are You Using Systems That Work for You?

Here are five proven tools I see Accreditation Managers using. Which ones sound familiar?

  1. Calendar Tools (Outlook, Google Calendar): Schedule recurring tasks like training, audits, or reviews. Assign responsibilities via calendar invites and use color-coding or categories to visually manage what’s upcoming and what’s overdue.
  2. Email Reminders: Use delayed delivery or recurring reminders to keep tasks on track. Include attachments or examples and clearly communicate deadlines.
  3. Excel Spreadsheet: Maintain a master list of standards, responsible staff, due dates, and status updates. Use conditional formatting to flag approaching or missed deadlines.
  4. PowerDMS Assessment Tasks: Build task reminders directly into your assessments. Tasks can be set to reoccur and copied between assessments, offering centralized tracking and accountability.
  5. PowerDMS Automated Document Review: Use workflow templates to send documents for review at set intervals. Staff receive them directly in their inbox—automated follow-up with no extra effort.

No matter your tool of choice, your system should support you—not the other way around.

"As everyone knows, accreditation is an ongoing process. 

The systems we put in place must be, too. 

Making sure they still work for us—year after year—is critical."

If you want to brainstorm or audit your system, I’d love to help! Just send me an email and let’s chat about what might work best for your agency.

Who do you know that could benefit from these accreditation-friendly tips and resources? Consider sharing this link with a colleague so they can sign up: https://www.accreditationacademy.net/signup 

Areaka P. Jewell

Accreditation Academy

areaka@accreditationacademy.net

(305) 360-1075