Naming a custodian before choosing a channel
Secure file-sharing process design fails when nobody owns the hand-off. Start with the person, then pick the path.
Field notes
Notes from live file paths
Short articles on custodianship, transfer habits, and process design decisions we see in Overberg and Western Cape organisations.
Mapping the shortcuts people already use
Informal USB drops and personal inboxes are part of the real path. Record them honestly before you redesign.
Retention cut-offs for board packs
Board packs linger in inboxes long after meetings end. A simple cut-off keeps the archive intentional.
Briefing staff without fear language
People adopt a new file path faster when the briefing shows ordinary scenarios instead of abstract threats.