Digital Filing

Coaching tips – digital filing

Problem:

  1. Files everywhere
  2. Wasting time
  3. Frustrated

Promise:

  1. Files in one place
  2. Control and save time
  3. Clear and happy mind

Process:

  1. Identify the right system for your files
    1. Do you collaborate?
    2. How many groups of people do you work with?
    3. What systems do you already use?
  2. Map your initial file structure
    1. It may reflect another structure you have e.g. email folders or filing cabinet
    2. Don’t have too many top level folders
    3. Don’t be scared of nesting in subfolders and tweaking
  3. Commit and rollout
    1. Decide gradually or block out a day
    2. Rollout to core team
    3. Communicate WHY and go for it

Call to action:

  1. Download FREE action package
  2. Leave a comment below or ask me a question
  3. Thank you!

 

To learn more about how I can help you streamline your organisation:


1. Grab a free copy of the free 18 Epic Solutions guide

Identify the most common crappy tasks and ways to resolve them so that you can get the best out of your team and technology. — Download here

2. Join our DIGITAL FORWARD PROGRAM and transformation your organisation

If you know you need to transform online: I'm working with a few leaders for the next 8 weeks to help them get clarity with their digital strategy to save thousands of hours over $50K in the next year. If you'd like to start this month, shoot me an email with the word FORWARD, and I'll get you all the details.

3. Book a strategy call

If you have outgrown your systems or they are not serving you anymore or they just feel painful, then book in for a free strategy call to get clarity on your goals and arrange your next steps.

4. Work with me and my team privately

If you'd like to work directly with me and my team to save thousands of hours of wasted time each year... just send me a message with the word PRIVATE... tell me a little about your organisation and what you'd like to work on together, and I’ll get you all the details.