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The Case of The Missing File

Stronger strategies around file management are necessary

To start off here, I’d like to describe a situation that is destined to sound familiar to you or someone at your association.

Let’s say that you get an email from someone up in the C-suite asking for a specific piece of information—like the level of growth your organization saw in its social media accounts in the prior year. This is likely something that you have a report detailing somewhere in the morass, but where do you find it? Do you know off the top of your head? And is there any sort of system that will ensure that the report is the latest version and not one of the many drafts that were likely created during the process?

(Related question: If a member wanted to find a specific piece of information from your association’s website, how many clicks would it take for them to get to that information?)

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