Setting Up Your Folder/File Structure for The New Year

When you create your folder/file structure, PLEASE make them in a naturally archiving structure! What does that mean? For example, most people have a folder called clients and inside that folder they have a folder for each client. Here is the problem. Every time they want to clean out older data, they have to open each folder and remove the older content. Instead, set the structure up like this:

Each Year — Clients — Folder for each client……

Now what will happen is that each year as we approach January, you will create a new year folder and client folders as you need them. The power of this system is 7+ years out when you decide to prepare for the next year, you just grab the oldest year and hit “delete”. So for example I am setting up my 2026 Client folders. I create my 2026 folder, then create folders for my most common/reoccuring clients. As I create my client folders there is some “timeless” data I will copy over (i.e. their logos for example) for each client. This means when I want to delete the oldest folders, I don’t have to worry about loosing data I need for current work. I don’t have to spend hours going through old folders trying to thin out old content.

From a risk management point of view you DO NOT want to keep data you do not need. If you are ever compromised and have client data, you face legal/financial complications related to identity theft for each client involved. If you have lots of data/files and therefore cannot find when you need quickly that completely defeats the purpose of keeping the data.

Give me a call/text/email if you would like some help designing a structure that is easy to maintain, doesn’t have file names too “long” for the backup systems to automatically capture, and drastically reduce your risk if security is compromised.