Clarify Who Uses Documents and Why

If you set a task for someone to update or change a document, you should clarify:

  • What the purpose of the document is
  • Who it is for, who will then use it or read it
  • Who else will be altering it
  • What is its priority over other documents (if info is different, which takes precedence?).

A person may be tasked with updating information in a spreadsheet. When they have done so, what do they do with it?

  • Leave it on the server?
  • Inform certain people it is altered?
  • Move it to a “completed” folder?

Much of this information could be kept as a second work sheet in the spreadsheet.

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