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Spreadsheets and email, or a CPD platform?

For a small scheme with light checking, a spreadsheet can be enough. As a scheme grows, it gets expensive in ways that never show on an invoice: weeks of staff time at renewal, certificates sitting in inboxes, audits that mean chasing paperwork, and members who lose their own records. A CPD platform moves the recording to members, shows you progress as it happens, and turns an audit into days of review instead of weeks of admin.

Stay with a spreadsheet if…

  • your scheme is small
  • you don't audit
  • members rarely ask for their records

Look at a platform if…

  • renewal takes more than a week of staff time
  • you audit, or you've been asked to
  • members ask you for copies of their own records
  • your board wants uptake and completion figures
  • the person who runs the spreadsheet is leaving

What spreadsheets do well

Free, familiar and flexible

  • They're free, and everyone already knows how to use Excel.
  • They bend to any scheme, however unusual.
  • There's no procurement, no contract and no training.
  • For a few dozen members who rarely need checking, they're often all you need.

Side by side

Where spreadsheets start to cost you

Spreadsheet and emailRiverCPD
Getting records inMembers email certificates; staff re-type themMembers photo the certificate on their phone; the record arrives complete, with the evidence attached
Seeing who's on trackSomeone compiles a report, which is out of date by the time it's readEvery member's progress against your targets, live
ChasingOne email at a timeReminders and announcements to members' phones and inboxes
AuditingRequest, collect, open attachments, track decisions in another sheetRandom sample, submission, entry-by-entry review, every decision recorded
Quality of reflectionWhatever members typeA coach that asks the right questions, and a check against your standard. It never writes reflections for them.
Data protectionCertificates and personal data in inboxes and shared drives; copies emailed aroundYour own database, hosted in the UK, with access by role
Members' own recordTheir copy, if they kept oneAlways there, and exportable at any time
If the person who runs it leavesThe knowledge often leaves with themThe scheme, the history and the rules stay in the system

The real cost

Working out what your spreadsheet really costs

Add up the staff time that goes on CPD admin in a typical year: (hours of renewal admin + hours of audit admin + hours answering members' CPD queries) × your hourly staff cost.

An illustrative example (put in your own figures): an association of 2,000 members spends 150 hours at renewal chasing and logging certificates, audits 5% of members (100 people) at 1.5 hours of admin each (150 hours), and answers CPD queries for another 50 hours. That's 350 hours. At £25 an hour including on-costs, it's about £8,750 a year of staff time, before the risk of an unmanaged data breach or a renewal decision nobody can evidence.

RiverCPD for 2,000 members costs up to £12,000 + VAT a year: £6 for each member with an account. Accounts are created when members first sign in, so if 60% of them do, it's £7,200. Year one is free. You get the staff time back, every member gets a CPD app they'd pay £18 a year for on their own, and you get a scheme members actually use and an audit you can defend.

Moving off spreadsheets

Bring your history with you

Send us your existing records and we'll import them at no charge, so members open the app to find their history already there. Members sign in with the login they already use for your association. We set your scheme up from your CPD policy.

Is a CPD spreadsheet GDPR compliant? It can be. The risk is in how it's handled. Certificates carry personal data, and spreadsheets tend to be emailed, copied and saved to personal drives. Whatever you use, know where every copy is and who can open it.Can members keep using their own spreadsheets? They can keep personal copies. With RiverCPD, the record your association relies on is the one in the platform, and members can export it whenever they like.

See your own scheme running in RiverCPD.

Book thirty minutes with the people who built it. Send us your CPD policy first and we'll load it.