File Naming and Storage Structure Audit
Check how documents are organised and found.
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Audit shared file storage. Folder tree to three levels, examples of file names and a description of access: [STORAGE_STRUCTURE]. Time spent searching and recurring problems: [PROBLEMS]. Retention needs: [RETENTION]. Check inconsistent names, duplicates, personal folders holding business files, unclear ownership, sensitive files in open folders, and no archive rule. Propose a naming convention and a simple structure. Return a table with Area, Problem and Fix, a naming convention of ten rules, and a clean-up plan in stages. Retention rules are [VERIFY] for [JURISDICTION]. Also suggest a pilot with one team before changing everything, a plan for moving files without breaking links, and a monthly tidy of ten minutes. Add a rule for deleting duplicates only after a backup and a notice to owners. Further, suggest a one-page naming guide pinned at the top of the main folder. Finish with a note on how this review might be wrong, naming the biases or gaps in the material that could have misled you.
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Review (invented shared drive) Folders: 212 at level 2; names such as "New folder (3)", "Final", "FINAL v2". Examples of file names: "proposal.docx", "proposal_final.docx", "proposal_final_AP.docx". Duplicates found by name: 140 files. Sensitive: HR spreadsheet in an open "Admin" folder. Red. Personal folders hold client work for 3 clients. Convention: YYYY-MM-DD_client_topic_v01. Structure: Clients / Projects / Admin / Archive. Clean-up plan: take a full backup; pilot the new structure with one team for two weeks; move folders in stages and leave a note in each old location; set a ten-minute weekly tidy and a rule that duplicates are deleted only after owners are told. Retention rules are [VERIFY] for [JURISDICTION].
Illustrative only, made-up data. Your results will differ and must be reviewed.