Moving working data.
WHAT TO DO FIRST
Review what exists Delete what is no longer needed Agree a structure
WHY STRUCTURE FIRST
Migrating chaos produces chaos in a new location, permanently.
WHAT TO ESTABLISH
Who needs access to what What should be shared and with whom What is confidential
WHAT TO MIGRATE IN STAGES
Current working files first Archives afterwards, or separately
WHAT TO CHECK AFTER MIGRATION
That files opened correctly That permissions are as intended That nothing is shared more broadly than intended
THAT LAST ONE
The most common migration error.
Review sharing settings after moving.
WHAT TO TELL PEOPLE
Where things now live What changed How to find what they need
WHAT TO KEEP
The original, until everyone confirms.
WHAT TO PLAN FOR
A period of confusion. It passes.
WHAT NOT TO DO
Migrate without telling anyone.
