E526: Ask Coach – Project File Organization

Create a consistent file management plan to save hours and frustration.


  1. It’s a small item that can create a big headache
    1. PM has everything filed but something happens
    2. Where is the information you need? Can you find it?
    3. Items can get lost
  2. Create a unified system of filing
    1. Create a file tree legend for all projects to follow
    2. Cover everything from estimating to closeout
    3. You can find a sample in the resource section here
  3. File sharing and access is important too
    1. Figure out the best solution for your organization
    2. Keep all files in a common system that’s easy to access
    3. Consider a cloud-based system like Dropbox
      1. Pay attention to access controls

E289: Business File Organization

If someone asked you for a specific document would you be able to find it?

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E146: Organize Files and Information

“Are your employees wasting time searching for files and information?”

Get organized and centralized to save time and effort.

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