For operations, records management and everyone who saves a file

A framework for folder structure in a business

Most file systems are organised around whoever created the file — by person, by year, by the project that happened to need it. Each of those is a real attribute, but none of them is stable: people leave, years end, projects close. Taking the eight cores as the top level uses a different principle of division, the functions a business performs, which changes far more slowly than the people performing them.

Made for
Operations, records management, founders, IT
Works for
SharePoint, Google Drive, Dropbox, file servers, Notion
Rests on
Faceted classification and records management practice

The problem

Why this is harder than it looks

01

Two reasonable people file the same document differently

This is the diagnostic symptom of an ambiguous scheme rather than of careless staff. Where the categories overlap, duplication is not a risk but a certainty, and within a year the question is no longer where a document is but which copy is current.

02

The structure exists only in someone’s head

An undocumented taxonomy cannot be taught, which makes every question about where something belongs a small tax paid by the person who already knows. It also means the scheme leaves when they do.

03

Time-bound and permanent material are filed alike

Projects close; brand guidelines and contracts do not. Filing both at the same level mixes two different lifecycles, and the durable material steadily disappears beneath the transient.

The method

How to build the structure

Seven decisions. They are worth making once, writing down, and then leaving alone.

  1. 01

    Choose a principle of division and hold to it

    Classification schemes stay usable when each level divides by one attribute at a time — the principle behind faceted classification as set out by Ranganathan and still standard in information architecture. Mixing function, time and ownership in a single level is what produces the folders nobody can predict. The eight cores give a top level divided consistently by business function.

    • Eight categories is small enough to scan and broad enough to be exhaustive in practice.
    • Resist adding a ninth top-level folder; material that fits nowhere else generally belongs in the Business Core.
  2. 02

    Use the objects as the second level

    Each core already carries its objects — Finance, Supply Chain, Partners and Compliance under the Business Core; Brand Identity and Brand Narrative under the Brand Core. They work well as subfolders because they are named already, they are reasonably exclusive of one another, and they were derived from the business rather than from the filing problem.

    • Create only the objects you hold material for; empty folders teach people to ignore the structure.
    • Add objects as the business grows rather than building the full set in advance.
    • Where two levels are not enough, the framework continues downwards — Module, Component, Element, Attribute — so a deeper tree still follows one principle of division rather than improvising a new one.
  3. 03

    Keep projects in the Time Core

    Projects are time-bound work that touches permanent material, which makes them a lifecycle rather than a category. Placing them inside the Time Core keeps that distinction visible, and lets approved outputs move into the object they permanently belong to when the project closes.

    • Working files stay in the project folder.
    • Approved outputs move into the relevant core on closure.
    • Make that hand-off an item on the project closing checklist, or it will not happen.
  4. 04

    Number the folders so order carries meaning

    Alphabetical sorting scatters related material and hides the scheme’s logic. A numeric prefix keeps the order of the framework visible in any file browser without asking anyone to remember it.

    • Two digits, so the tenth folder does not sort before the second.
    • Leave gaps in the numbering, so later insertions do not force a renumbering.
  5. 05

    Write one naming convention down

    A hierarchy only holds if filenames are predictable. One convention, documented and applied throughout: ISO 8601 dates at the front for anything chronological, version marker at the end only where versions genuinely matter, and no status words in the name.

    • YYYY-MM-DD sorts chronologically by default and is unambiguous across locales.
    • Reserve version markers for documents that are genuinely versioned.
    • A filename ending in “final-final-v2” is a symptom of an unclear approval step, not a naming problem.
  6. 06

    Archive inside the object, not above it

    A single top-level archive quietly becomes a second scheme competing with the first. Keeping an archive folder within each object holds the classification stable and leaves the active material shallow. Retention periods sit above all of this and are set by law and policy, not by convenience.

    • Archive at a fixed moment — year end, or project close.
    • Archiving means moving, never copying.
    • Record retention requirements separately; a folder scheme is not a retention policy.
  7. 07

    Give the scheme an owner and a page

    Every taxonomy degrades without maintenance, which is a finding from records management rather than a matter of discipline. One page at the root — what each top-level folder holds, the naming convention, who decides — is usually enough to make a new colleague self-sufficient on the first day.

    • Name a single owner who decides where ambiguous material goes.
    • Review the page annually, alongside archiving.

Take this with you

The folder structure

The top two levels in full — all eight cores and the fifty objects beneath them. Create only the folders you have material for, and rename freely; the framework’s own terms are a starting point, not a requirement.

00_Goal-Core/
    01_Purpose/
        01_Core-values/
    02_Strategic-goals/
    03_Tactical-goals/
    04_Long-term-goals/
    05_Short-term-goals/
10_Business-Core/
    01_Value-proposition/
    02_Monetisation/
    03_Finance/
    04_HR/
    05_Core-competencies/
    06_Business-assets/
    07_Operational-systems/
    08_Manufacturing-operations/
    09_Supply-chain/
    10_Partners/
    11_Stakeholders/
    12_Compliance/
20_Brand-Core/
    01_Brand-promise/
    02_Brand-identity/
    03_Brand-positioning/
    04_Brand-value/
    05_Brand-perception/
    06_Brand-narrative/
30_Vision-Core/
    01_Vision-statement/
    02_Mission-statement/
40_Market-Core/
    01_Market-opportunities/
    02_Competitors/
    03_Target-audience/
    04_Customer-journey/
    05_Marketing-channels/
    06_Content-type/
    07_Content-calendar/
    08_Sales-channels/
50_Data-Core/
    01_KPI-management/
    02_Data-collection/
    03_Performance-analysis/
    04_Reporting/
    05_Data-governance/
60_Omni-Core/
    01_Customer-journey-mapping/
    02_Customer-feedback/
    03_Customer-support/
    04_UI-and-UX-optimization/
    05_Personalization/
    06_Loyalty-programs/
    07_Omnichannel-integration/
70_Time-Core/
    01_Project-management/
    02_Market-timing/
    03_Golden-opportunities/
    04_Contingency-planning/
    05_Year-wheel/
90_How-we-file/
    Filing-convention.docx

Each object folder may hold its own _archive/ subfolder organised by year. Keeping the archive local is what stops a second, competing hierarchy from forming above the first.

Standing on other work

What this rests on

The structure is an application of ordinary information science. The contribution of the framework is only that the facets are already named and already shared with the rest of the business.

Faceted classification

Cores as facet, objects as subdivision

Ranganathan’s principle that each level should divide by a single attribute — the reason mixed levels become unpredictable.

Function-based filing

Cores as the top level

Standard records management practice: classify by business function rather than by organisational unit, because functions outlive structures.

Records lifecycle and retention

Archive within each object

Active, semi-active and archival phases are distinct. Retention rules sit above the scheme and are set externally.

ISO 8601 dates

Naming convention

Chronological sort without configuration, and no ambiguity between locales.

Data governance

Data Core — Data Governance

Ownership, quality and access are governance questions; a folder tree implements them but does not decide them.

Shared vocabulary

The whole scheme

The practical argument for these particular facets: the same words are already used in strategy work, so the drive and the strategy agree.

Any consistent scheme beats an inconsistent one. The case for this particular set of facets is not that it is uniquely correct, but that it is already the vocabulary the business reasons in.

Where it lives in the framework

How each core contributes

The Omnigoal is holistic: all eight cores are in play here, each supplying something the others cannot. Follow any of them to see the objects it contains.

Checklist

Signs the scheme is holding

  • Two colleagues given the same document choose the same folder.
  • A new employee can file correctly on their first day.
  • No document exists in two places; links are used instead of copies.
  • Project folders empty out when projects close.
  • Archives sit inside the objects rather than above them.
  • The filing convention names an owner and a date when it is next looked at.

In fairness

What this does not solve

A classification scheme carries less weight than it is often asked to. These are the parts it does not cover.

  • A structure cannot enforce itself. Without a named owner and a written convention, any taxonomy degrades — this is the ordinary finding, not a failure of this particular scheme.
  • Some documents genuinely belong in two cores. Decide once, link rather than duplicate, and record the decision so the next person inherits it.
  • This is a classification scheme, not a retention policy. Legal and regulatory retention sits above it and is not negotiable by convenience.
  • It says nothing about access rights, which are a governance matter and usually the harder problem.
  • Larger organisations may need a further level and smaller ones will leave most objects empty. Both outcomes are normal.

Questions

Frequently asked

The questions people ask most often about folder structure and The Omnigoal.

What is the best folder structure for a business?

One divided by a principle that outlives the people using it. Filing by function rather than by person, department or date is long-standing records management practice, because functions change far more slowly than organisational structures. Using The Omnigoal’s eight cores as the top level and their objects as the second gives a function-based scheme whose vocabulary is already shared with the firm’s strategy work.

Should folders be organised by department or by function?

By function, in almost all cases. Department-based structures break at the next reorganisation and tend to conceal material from the people who most need it. A function-based scheme survives restructuring, since finance remains finance regardless of who owns it this year.

Where should project folders go?

Inside the Time Core, because a project is a lifecycle rather than a subject. Working files stay in the project folder; approved outputs move into the core and object they permanently belong to at closure. Making that hand-off part of the closing checklist is what keeps the scheme from silently filling with abandoned work.

Does this work in SharePoint, Google Drive and Dropbox?

Yes — it is a naming and hierarchy convention rather than a piece of software. In SharePoint the top level often maps to document libraries; in Drive and Dropbox it maps directly to folders. Avoid spaces in folder names where files sync between systems.

How do we migrate an existing mess without stopping work?

Build the new hierarchy empty, freeze the old tree as read-only, and move material only as it is touched. What remains untouched after twelve months was archive material in practice. Migrations attempted in a single pass usually fail, because they ask everyone to change habit on a day when they also have work to do.

What if two levels are not deep enough?

The framework continues below the object. An Object divides into Modules, a Module into Components, a Component into Elements, and an Element carries Attributes — so Business Core / Finance / Budgeting / Annual budget / Marketing line / Amount is one unbroken chain rather than four levels of improvisation. The value of continuing this way is that the deeper levels are still divided by the same principle, which is precisely where ad hoc trees usually start to become unpredictable.

Can this work across several companies or business units?

Yes. Each company or unit keeps its own eight-core tree, and a shared level above holds only what is genuinely common. The practical rule is simply that one tree should not have to fit the parent company and all of its subsidiaries at once — each unit’s structure stays complete on its own terms.

Is there anything wrong with our current structure if it works?

If two people file consistently, nothing is duplicated and new colleagues become self-sufficient quickly, then it works and there is no case for changing it. The scheme here is offered as one that tends to hold up under growth and reorganisation, not as a correction of schemes that are already doing their job.