3 Steps to a Solid Document Management Plan


There are document management plans, and then there are solid document management plans. Here are three steps to make sure your plan stays firmly in the latter category!

Doing Document Management the Right Way

Document management is all about making your work life easier, more efficient, and less stressful. It comes with a long list of benefits for your company and the environment, too--but before you get there, you need a strong plan to help get you started. Here are three steps to help you make the document management plan of your dreams!

#1: Make a road map.

  • Make rules.

To create a "road map" for your document management plan, you'll need rules--rules about which tools and solutions to use, which templates are your defaults, which documents need to be scanned, and what should be shredded.

  • Think about storage.

Storage is a big part of document management. By scanning files and storing them digitally, you save space, time, money, and effort--and security will be a breeze.

  • Organize.

Let document management help you achieve your organization goals with naming conventions, orderly folders, and rules for what goes where and when.

#2: Start your journey.

  • Do one thing at a time.

Don't try to make too many changes all at once. Document management is a journey, not a destination!

  • Have backup plans.

If you find a solution or step just isn't working, your document management plan isn't a failure. Just make sure you have a "Plan B" for anything that's causing undue stress.

#3: Stay on track.

  • Don't get overwhelmed.

Remember that document management comes with many benefits, including boosted efficiency and smoother communication--even if it's a bit of a learning curve to get there.

  • Don't give up!

Soon your office will be running smoothly, efficiently, and even cheerfully because you won't be wasting paper, and your communication will be better than ever. Just stay motivated and don't slip back into bad habits.

Want to create a document management plan of your own? Contact us today!