An initial consultation will determine your needs and include
- working with staff and management to prioritise actions
- appraisal of current storage areas, file plans, file naming
- documenting issues, resolutions and estimated time to complete chosen service/s
Backlog Filing (paper or digital)
File trays/cabinets/cupboards overflowing!
- Sort and file the paper backlogs
- Assist with scanning and e-filing of vital documents
Clean-up (paper or digital)
- Sort active from inactive files
- Deletion/destruction as required
- Centralise document storage areas
- Rename files/docs for easier searching
Catalogue
- Develop a simple user-friendly spread sheet listing files by name, date, description, location etc.
- Train staff on maintenance and searching
Moving
- Assist with boxing and labelling of files for an office move
- Assist with shelving boxes or box contents at new local or in-house document storage facility
File Plan Preparation & File Naming
- Assist/guide development of a workable file plan
- Assist/guide development of standard file naming
Education
- Group or one-on-one training to promote good document management practices
Also on offer
- Passion for filing it correctly
- 30+ years of experience in corporate, local government, small business and education sectors
- Scaled costs in line with service requirements
- Charitable organisations – ask what we can offer you
