From the course: Consulting Professional Weekly Tips

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Document discipline

Document discipline

From the course: Consulting Professional Weekly Tips

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Document discipline

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- Your intellectual property is one of your greatest assets. Those assets go to waste if you have difficulty finding those assets or accessing them quickly. Put a document management system in place and stick to it. It doesn't have to be fancy. You can sort your documents by client, by engagement, by topic, or even by consultant. Although I don't recommend that last approach, because consultants work on multiple engagements and people come and go from jobs. Use a document taxonomy based on clients and content if you're managing multiple client engagements. Also use a standard naming convention to make it easier to find your documents. In our organization we serve multiple clients and we serve those clients on multiple projects over time. The way we sort our documents is first we sort by client and then we sort by engagement. We also have multiple courses and for each of those courses we have multiple versions. We name our courses by date, it makes it easier to find the most recent…

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