Description
Description: This package shows you how to stop document sprawl and make the latest version easy to find. You will set a folder structure for letters, minutes, purchase requests, travel forms, and policy memos with clear ownership. You will apply a naming convention that encodes version, date, and status so no one edits the wrong file. You will choose permissions that balance speed with security, including view‑only links for external partners. You will publish a micro style guide covering logos, letterhead, margins, and signature blocks so outputs look professional. You will configure a change log and approval stamp that travels with each template. You will build a home page that lists “Top 20” forms and recently updated files. You will add a retention table that flags what to archive and when, with simple reminders. You will provide PDF and editable variants for common scenarios and accessibility. You will create a template request form for staff, reducing ad‑hoc pings. You will track adoption by template use and time saved compared to recreating documents.
Format: Library map (Slides), template bundle (Docs/Sheets), naming and retention guide (PDF), access matrix, and change‑log sheet.
Duration: 3 focused sessions of 60 minutes; quarterly cleanup 30 minutes.
What You’ll Learn: Library architecture; naming and permissions; approvals; retention basics; accessibility variants; adoption tracking.
Target Audience: Administrative staff and coordinators maintaining shared forms, policy documents, and outward‑facing letters.
English