How an EA Sets Up File Naming & Folders

Hunting for the ‘final_final’ file wastes time. Names and folders that follow a pattern fix that.

How an EA Sets Up File Naming & Folders

Name files so you can find them later

Use a simple pattern: YYYY‑MM‑DD_topic_version (e.g., 2025‑08‑30_Q3‑plan_v1). It sorts well and is easy to scan.

Folders with purpose

Try 01_Admin, 02_Finance, 03_HR, 04_Ops, 05_Clients (adjust to fit). Keep a README in each top folder explaining what goes where.

Relatable example

You stop asking “Where’s the latest version?” because the name tells you, and old drafts are archived.

Make it stick

  1. Rename legacy files as you touch them.
  2. Run a monthly tidy to archive old versions.

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