Organize Like a Pro: Naming, Filing, and Structuring Your Digital Life
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Speaker : TERRY WINSHIP
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When : Monday, May 12, 2025
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Time : 12 : 00 PM EST
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Terry Winship is Microsoft Certified Trainer (MCT) | Excel & AI Expert | Public Speaking Coach | Instructional Skills Certification (ISC) Trainer
Terry Winship is a Microsoft Certified Trainer (MCT) Regional Lead and an expert in Excel, data visualisation, and effective communication. With decades of experience, she has trained thousands of professionals worldwide, helping them transform complex data into clear, actionable insights using Excel dashboards, pivot tables, and advanced reporting techniques.
Terry is the developer and lead trainer of the Instructional Skills Certification (ISC) programme, a critical certification for Microsoft Certified Trainers (MCTs). Her deep expertise in training methodology ensures that her sessions are engaging, structured, and highly practical, equipping participants with skills they can apply immediately.
With expert certifications in Excel, Word, and PowerPoint, Terry specialises in:
- Excel Dashboards & Data Visualisation
- Pivot Tables, Pivot Charts & Slicers
- Presentation Skills & Public Speaking
- Creating Engaging and Interactive Training Sessions
Terry has been recognised as one of the 'Most Inspiring Education Experts in Africa, 2024' by The Education View magazine, a testament to her impact in the field of education and professional training.
As a PechaKucha City Organiser, TEDx Speaker Coach, and Distinguised Toastmaster, Terry blends technical expertise with exceptional communication skills, making complex concepts easy to understand and implement.
Her sessions are highly interactive and results-driven, ensuring that participants leave with practical knowledge and the confidence to apply it in their professional roles.
Organise Like a Pro: Naming, Filing, and Structuring Your Digital Life
In today’s fast-paced digital world, information is constantly flowing—emails, documents, presentations, spreadsheets, and downloads accumulate faster than we realise. Without a clear system in place, it’s easy to feel overwhelmed by digital clutter, leading to wasted time, frustration, and even lost files.
Have you ever struggled to find an important document just when you needed it most? Or perhaps you’ve spent valuable minutes (or hours) scrolling through folders, trying to remember where you saved that crucial report? If so, you’re not alone. The reality is that most professionals and individuals don’t have a structured approach to digital organisation, which can result in inefficiency, duplicate work, and unnecessary stress.
This webinar, "Organise Like a Pro: Naming, Filing, and Structuring Your Digital Life," is designed to help you take control of your digital workspace. Whether you’re managing files on your computer, in the cloud, or across multiple platforms, this session will provide practical strategies to simplify, categories, and maintain an efficient digital filing system.
Why Digital Organisation Matters
A well-structured digital system isn’t just about neatness—it directly impacts productivity, efficiency, and peace of mind. Without proper file management:
- Time is wasted searching for misplaced documents
- Version control becomes a nightmare, leading to confusion and outdated information
- Cloud storage fills up unnecessarily, costing more in storage fees
- Collaboration suffers, as colleagues struggle to find the correct files
On the other hand, an optimised digital structure enables you to:
- Find files instantly when you need them
- Maintain a consistent naming convention to avoid duplicates and confusion
- Keep emails, folders, and shared drives structured for easy access
- Reduce stress and free up mental space for more important tasks
Key Areas We’ll Cover
This session will introduce simple but effective techniques to bring order to your digital world, including:
Building an Efficient Folder Structure
- Creating logical, easy-to-navigate folder hierarchies
- Separating current projects, archives, and reference materials
- Best practices for collaborative file organisation across teams
Mastering File Naming Conventions
- Establishing consistent, clear naming rules to make file retrieval easy
- Using dates, categories, and keywords for quick searching
- Avoiding common mistakes that lead to duplicate or lost files
Cloud vs. Local Storage: What Works Best?
- When to store files locally vs. in the cloud
- Organising Google Drive, OneDrive, Dropbox, or SharePoint for maximum efficiency
- Managing access permissions and keeping shared files under control
Email & Document Management Best Practices
- Creating a simple email filing system that works
- Managing attachments, versions, and avoiding inbox overload
- Using tools like tags, filters, and automation to stay organised
- Maintaining an Organised Digital System
- Setting up a routine to declutter and update files regularly
- Automating file organisation with built-in tools and shortcuts
- Keeping personal and professional documents separate but accessible
Areas Covered
- The Importance of Digital Organisation
- Understanding how digital clutter affects productivity and efficiency
- Common pitfalls in digital file management and how to avoid them - Creating a Logical Folder Structure
- Best practices for organising files and folders systematically
- Structuring work and personal files for quick and easy access
- Strategies for managing shared and collaborative folders - Mastering File Naming Conventions
- How to create consistent, clear, and searchable file names
- The power of dates, categories, and keyword tagging
- Avoiding common naming mistakes that lead to duplicates and lost files - Cloud vs. Local Storage: Finding the Right Balance
- When to store files locally vs. in the cloud
- Organising Google Drive, OneDrive, Dropbox, and SharePoint efficiently
- Managing file access, version control, and preventing data loss - Email and Document Management Best Practices
- How to set up an email filing system that works
- Managing attachments, folders, and filters effectively
- Techniques for reducing email overload and clutter - Keeping Your Digital Space Organised
- Setting up routines to maintain order and prevent clutter
- Automating file management with built-in tools and shortcuts
- Ensuring long-term efficiency with smart file habits
This session is designed to help you take control of your digital world, reduce frustration, and work smarter—not harder
Who Should Attend
This webinar is for anyone who struggles with digital clutter—from professionals managing work documents to individuals looking to streamline their personal files. If you find yourself frequently searching for lost files, dealing with outdated versions, or feeling overwhelmed by digital disorganisation, this session will give you practical, easy-to-implement solutions.
Take Control of Your Digital Life
Your digital workspace should work for you, not against you. By implementing a structured approach to naming, filing, and organising your files, you’ll save time, reduce frustration, and improve efficiency.
Join us for this hands-on, solution-focused webinar and learn how to structure your digital world with confidence.
- Data Analysts – Turn raw data into meaningful insights with ease
- Business Intelligence Professionals – Build interactive dashboards for real-time decision-making
- Finance and Accounting Professionals – Simplify financial reporting and trend analysis
- Sales and Marketing Teams – Track KPIs and performance metrics effectively
- HR & Operations Managers – Visualise workforce data and process efficiencies
- Project Managers – Monitor progress and resource allocation using dynamic reports
- Administrative Professionals – Organise and present data clearly for stakeholders
- Educators and Trainers – Teach and present data in an engaging, structured way
If you work with data, reports, or decision-making, this session will equip you with the skills to create compelling Excel dashboards that drive action!
Why Should You Attend
Is Your Digital Life a Mess?
Does searching for files feel like hunting for a needle in a haystack? Do you constantly waste time scrolling through endless folders, trying to find that one important document? If so, you’re not alone.
The digital clutter we accumulate—emails, documents, downloads, and scattered files—slows us down, causes frustration, and kills productivity. Without a clear filing system, you risk:
- Losing important documents at the worst possible time
- Wasting hours searching for files instead of focusing on real work
- Duplicating files unnecessarily, leading to confusion and inefficiency
- Overloading your cloud storage, making it harder to keep track of what matters
- Digital chaos isn’t just annoying—it’s costly. Time spent searching for files is time wasted. A poorly structured digital workspace hinders efficiency, causes stress, and even puts data at risk.
What If You Could…
- Find any file in seconds with a structured, foolproof system?
- Implement naming conventions that make everything easy to locate?
- Organise your emails, cloud storage, and local files without the mess?
- Stop feeling overwhelmed and take control of your digital world?
This webinar will give you the blueprint to organise, file, and structure your digital life like a pro. You’ll walk away with actionable techniques to declutter, organise, and streamline your workflow, so you never waste time searching for files again.
Don’t let digital disorganisation slow you down. Take charge today!
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$160.00
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