| File organization audit | Current repositories, folder issues, duplication, access concerns, backlog and priority areas | Assessment report and issue register | Audit | Platform access, sample files and owner input |
| Folder taxonomy | Approved hierarchy for departments, clients, projects, finance, operations, assets and archives | Folder map and implementation guide | Strategy and setup | Business structure, workflows and approval rules |
| Naming convention guide | Date formats, version labels, client or project identifiers, file types and examples | Rules document and examples | Setup | Common search patterns and existing naming examples |
| Metadata and indexing plan | Fields for search, classification, ownership, retention, status and document type | Metadata specification | Setup | Document categories and platform capability |
| Access and permission matrix | User groups, sensitive folders, owner responsibilities, approval paths and access removal rules | Access matrix and recommendations | Security review | User lists, policies and administrator input |
| Cleaned and organised repository | Sorted files, renamed items, archived folders, duplicate flags and exception handling | Updated cloud or shared-drive environment | Implementation | Approved rules and deletion or archive decisions |
| Migration or archive log | Moved files, unresolved exceptions, restricted items, duplicate decisions and quality notes | Spreadsheet or project log | Implementation and QA | Decision owner and review cadence |
| Quality assurance checklist | Sample checks, naming compliance, location checks, permission checks and unresolved issues | QA checklist and summary | Quality assurance | Review criteria and acceptance process |
| Standard operating procedure | How to save, name, share, archive, request access and report filing issues | SOP and quick-reference guide | Handover | Team responsibilities and governance preferences |
| Maintenance report | Activity completed, backlog, risks, exceptions, adoption issues and next priorities | Recurring status report | Ongoing support | Reporting frequency and management priorities |