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SharePoint Naming for Humans

A Plain Language Guide. If a new starter cannot understand it on day one, it fails.

You have a file called 'Final_FINAL_v3_USE_THIS_ONE.docx'. We need to talk. Bad naming is the single most common reason SharePoint becomes unsearchable, Copilot gives useless answers, and new team members spend their first week asking where everything is. This guide covers every naming decision you will ever face — sites, libraries, columns, files — with before-and-after examples, a decision tree, and a two-week implementation plan.

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You're not the problem. The training is.

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You have files called 'Final_v2_FINAL_USE_THIS.docx' and you're not sure which is correct

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Your SharePoint search returns 200 results and you can't tell which one you need

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New team members spend their first week asking where everything is

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Every library in your organisation has different naming — nothing is consistent

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You've asked Copilot to find something and it returned the wrong version

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Someone asked you to 'set naming conventions' and you didn't know where to start

After this, you will…

Apply the Plain Language Principle to every naming decision — one rule, every situation

Name sites so any new starter knows what's inside before they click

Name libraries so the content is obvious from the name alone

Name columns in plain English so everyone fills them in correctly

Name files so version history replaces the 'Final_v3' habit forever

Make your content findable by Copilot — naming is Copilot's first signal

Implement a consistent naming system across your organisation in two weeks

Every section. Explained.

1

Why Naming Matters

The three real costs of bad naming: time (finding files), Copilot (wrong answers), and onboarding (new starters lost for weeks). The 'day one test' — if a new starter can't understand it on day one, it fails.

2

The Plain Language Principle

The one rule that governs every naming decision: use words that anyone in your organisation would use to describe this thing. No abbreviations, no codes, no IT-speak. Plain language only.

3

Naming Sites

The four rules for site names. Before-and-after examples. The 'would a new starter understand this?' test. Why 'HR' fails and 'Human Resources' passes. Why 'Project X' fails and 'Acme Client Project 2026' passes.

4

Naming Libraries

Why 'Documents' is the worst name in SharePoint. The three library naming rules. Ten before-and-after examples across HR, Finance, Projects, and Operations.

5

Naming Columns

The three core columns (Document Type, Status, Department) and how to name them. The five column types and when to use each. The 'plain English only' rule for choice values.

6

Content Types

What content types are, when you need them, and when you don't. A plain-English explanation with no technical jargon. Most teams don't need content types yet — this section tells you when you do.

7

File Naming

The five file naming rules. Why version numbers in file names are a sign that Version History isn't being used. The 'Final' myth. Eight before-and-after examples.

8

Naming for Search & Copilot

Why naming is Copilot's navigation system. The three naming signals Copilot uses to find and filter content. The 'Copilot test' for every name: ask Copilot to find it and see what comes back.

9

Implementation Plan

The two-week plan: Week 1 = Audit (Site Naming Audit, File Naming Cleanup). Week 2 = Rename (libraries, columns, files in priority order). Day-by-day with time estimates.

One download. Complete toolkit.

SharePoint Naming for Humans slide deck (24 slides, PDF)
Site Naming Audit — list every site, rate it, plan the new name
File Naming Cleanup — list every problem file, identify the issue, write the new name
Library & Column Planner — plan new library names and the 3 core columns
Copilot Naming Readiness — 25-question checklist scored out of 50
Naming Decision Tree — 5 questions every name must pass
Quick Naming Checklist — 20 checks across 4 categories
Before-and-after examples for sites, libraries, columns, and files
Naming cheat sheet — 6-panel reference card
Get the Naming for Humans Guide — $29

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

Copilot Readiness Note

Naming is Copilot's first signal. When you ask Copilot to 'find the approved leave policy', it looks at file names, library names, and column values to find the right document. A file called 'Leave Policy' in a library called 'HR Policies' with a Status of 'Approved' is found instantly. A file called 'LP_Final_v2_USE_THIS' in a library called 'Documents' with no columns is invisible to Copilot. This guide fixes the naming so Copilot can do its job.

Good questions.

Do I need to rename everything at once?

No — and you shouldn't try to. The two-week implementation plan prioritises the highest-impact renames first: libraries and columns before files. Start with the things that affect everyone, then work down to individual files.

What happens to links when I rename a library or file?

SharePoint updates internal links automatically when you rename files and libraries. External links (shared with people outside your organisation) may break. The guide covers how to handle this in the implementation plan.

Can I use this to create a naming convention document for my organisation?

Yes — the guide is designed to be the foundation for your organisation's naming standards. The cheat sheet and decision tree are both designed to be shared with your team as a reference.

What's the difference between naming and metadata?

Naming is what you call things. Metadata is how you describe them. Both are needed. A file called 'Leave Policy' (good naming) with a Document Type of 'Policy' and a Status of 'Approved' (good metadata) is findable by anyone and by Copilot. The Metadata & Structure Planning Guide covers the metadata side.

What format does it come in?

A PDF slide deck (24 slides) plus one Excel workbook with four tabs. The workbook is your working document during the two-week implementation — fill it in as you audit and rename.

How does this relate to the Fix the Mess methodology?

Naming is Stage 2 of the Fix the Mess methodology: Define Your Language. This guide covers that stage in depth. If you want the full six-stage methodology, visit fixthemess.ai.

SharePoint Essentials

You've fixed the naming. Now make sure your whole team knows how to use SharePoint properly. The Essentials System is the comprehensive end-user guide — 35 slides, 7 modules, everything from navigation to views to decision trees.

See SharePoint Essentials