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QUICK WIN — $27

The File Sanity Kit

Clean up the mess. Keep it clean.

A complete toolkit to audit, restructure, and future-proof your SharePoint — using the Container Method. No naming conventions. No IT admin required. Just a clear system that actually holds.

Get the File Sanity Kit — $27

Delivered instantly via Kit. One-time purchase. Use it forever.

You're not the problem. The training is.

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Your SharePoint looks like a digital junk drawer — files everywhere, no system

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You have folders called 'Final', 'Final v2', and 'FINAL FINAL USE THIS ONE'

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Nobody on your team saves files in the same place — or can find them again

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You're scared to delete anything in case something important disappears

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You've tried naming conventions — they lasted about a week before everyone gave up

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New starters have no idea where anything is and nobody has time to explain it

After this, you will…

Understand exactly what the Container Method is and why it works where everything else fails

Define a clear purpose for every site and library — in one sentence

Know which files to keep, archive, and delete — without the fear

Add metadata that makes content findable by people and by Copilot

Build a permission structure that inherits cleanly and doesn't break

Walk away with a completed plan, a filled-in workbook, and an action list

Every section. Explained.

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Section 1 — Why Your SharePoint Is a Mess

The real causes of SharePoint chaos: feature-first thinking, no defined purpose, too many folders, no team input. Diagnose your situation before you fix it.

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Section 2 — The Container Method

The framework that changes everything. Traditional thinking vs. Container thinking. The four container types: Project, Team, Resource, and Process — and how to choose the right one.

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Section 3 — Step 1: Define the Purpose

The one-sentence purpose formula. A site without a clear purpose becomes a dumping ground. This step stops that from happening — for new sites and existing ones.

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Section 4 — Step 2: Identify What Goes Inside

Business content first, SharePoint features second. The critical difference between a Document Library (for files) and a List (for structured data) — and why most people get this wrong.

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Section 5 — Step 3: Plan the Organisation

The 3–5 categories rule (backed by cognitive psychology). Folders vs. Metadata — when to use each. Views as the experience layer. This is the most important section in the kit.

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Section 6 — Step 4: Structure for Success

Permissions using the inheritance waterfall. Libraries vs. Lists in practice. Navigation that reflects how people actually use the site — not how SharePoint is organised.

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Section 7 — The Audit

Five audit questions to review any existing site. The Trash vs. Treasure decision framework. How to score your site and know whether to fix it or rebuild it.

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Section 8 — Workbook & Checklists

The Container Planning Worksheet, Container Success Checklist, and a 30-day Action Plan. Everything you need to go from 'I know what's wrong' to 'I know exactly what to do next'.

One download. Complete toolkit.

The Presentation (PDF) — 35 slides of pure methodology, no filler
The Presentation (PPT) — use it to guide your team or present to peers
The How-To Guide (PDF) — step-by-step instructions for working through each section
The Full Workbook (PDF) — all 8 sections with fill-in-the-blank tables and checklists
The Excel Worksheets — 8 tabs matching the workbook, styled and ready to fill in
The Container Method framework (Project, Team, Resource, Process)
The Metadata Planner — define columns and views for every library
The Permissions Planner — inheritance-first structure for every site
Get the File Sanity Kit — $27

Delivered instantly via Kit. One-time purchase. Use it forever.

Copilot Readiness Note

Copilot uses metadata to understand what your content is about. A SharePoint full of files with no columns, no content types, and no structure is invisible to Copilot. The File Sanity Kit teaches you how to add the metadata layer that makes your content findable — by people and by AI.

Good questions.

How long will this take?

The presentation takes about 45 minutes to work through. The audit and worksheets depend on the size of your SharePoint — most people complete the full kit in a single afternoon.

Do I need naming conventions?

No — and that's deliberate. Naming conventions don't scale. Metadata does the job more reliably. This kit is built around that principle from the first slide to the last.

Do I need admin access?

No. Everything in this kit is achievable by any SharePoint user with Member or Owner access to a site. No IT admin, no PowerShell, no technical background required.

What if my whole team needs to be involved?

The PPT version is designed exactly for this. Share it in a team meeting, work through the audit questions together, and fill in the worksheets as a group.

Will I break anything by moving files?

The kit covers how to make decisions about content safely — including how to handle shared links and version history. The Trash vs. Treasure framework helps you decide what to move and what to leave.

What format does it come in?

You get five files: a PDF slide deck, a PPT slide deck, a How-To Guide PDF, a Full Workbook PDF, and an Excel Worksheets file. Everything you need to plan, present, and action.

The Sharing Handbook

Structure is sorted. Now let's make sure you're sharing files safely. The Sharing Handbook explains permissions the way they actually work — inheritance first, no guesswork.

See The Sharing Handbook