Clean out and Archive Box + Drive folders

Purpose

Declutter and archive project folders in Box + Drive. Make it easy to find data and deliverables in the future.

Responsible Party

Data Analyst 

Interdependencies

The project has concluded. 

Directions

1. Navigate to the project's folder in Box or Drive.
2. Check the folder’s organization. The structure should look like this:
   • Client
     • Project (e.g., "workplace research") Year
       • Phase
         • Sub-phase where appropriate. Common sub-phases include: Deliverable, Meeting, Materials, etc. Use your judgement where it makes sense to create subfolders. 
3. Delete unneeded files. These include:
   • Unused templates
   • PDFs of workshop materials
   • Drafts of deliverables (usually marked with a version number)
   • Print PDFs of deliverables
4. Keep useful files:
   • INDD files
   • AI files
   • final PDF of each deliverable
   • raw data
   • analysis files + notes
   • secondary research 
   • client files (like floorplans)
   • when in doubt, don't delete
5. Move the final version of deliverables into the top-level of the deliverable folder. Create a folder called "Assets" and move all supporting files (images, etc.) there. 
6. Move the client folder containing the project folders to the Past Projects folder.

Resources

Deleting / Moving a File in Drive 

How to Move / Delete a File in Box