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!

 

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