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Implement document governance in the CommonsGovernance folder #1060

@jeffabailey

Description

@jeffabailey

📁 Google Drive Governance: Starter Task List

  • Audit Existing Drive Structure, here

    • Inventory current top-level folders and common file types
    • Identify disorganized areas or redundant folders
  • Define & Document Folder Structure Conventions

    • Draft standard folder hierarchy (e.g., 01_Policies, 02_Projects)
    • Set naming rules and archival timelines
    • Create a Governance Handbook Google Doc
  • Set Up Basic Automation with Apps Script

    • Script to ensure required folders exist
    • Script to auto-archive files older than 90 days
    • Schedule scripts with time-based triggers
  • Assign Governance Roles

    • Designate 1–2 Drive admins
    • Define responsibilities (e.g., monthly audits, script monitoring)
  • Communicate Launch Plan

    • Notify stakeholders of upcoming governance
    • Share link to the Governance Handbook
    • Collect initial feedback from users

Governance suggestions from ChatGPT:

To govern document structure effectively in a Google Drive folder—especially at scale or across a team or organization—you need to combine automation, documentation, and a clear communication plan. Below is a structured approach that provides guidance on:

  1. Folder Structure Governance
  2. Automation (with examples)
  3. Documentation of the Automation
  4. Governance Lifecycle Communication

1. 🗂️ Folder Structure Governance

Objective: Establish a consistent and logical folder hierarchy with naming conventions and permissions.

Recommended Structure:

/Company Docs
  /01_Policies
  /02_Projects
    /Project_Name
      /Design
      /Implementation
      /Reports
  /03_Templates
  /04_Archive

Governance Rules:

  • Naming conventions: Use prefixes (01_, 02_) to force order.
  • Permissions: Set folder-level access only (not file-level).
  • Archival: Inactive documents moved to /Archive quarterly.
  • Versioning: Use Drive's version history or a v1, v2 suffix system.

2. 🤖 Automation

Tools:

  • Google Apps Script (native)
  • Make.com or Zapier (for non-coders)
  • Google Drive API (for advanced users)

Sample Automation (Apps Script):

a. Enforce Folder Structure and Naming

function enforceStructure() {
  const root = DriveApp.getFolderById('FOLDER_ID');
  const requiredFolders = ['01_Policies', '02_Projects', '03_Templates', '04_Archive'];

  requiredFolders.forEach(name => {
    if (!folderExists(root, name)) {
      root.createFolder(name);
    }
  });
}

function folderExists(root, name) {
  const folders = root.getFoldersByName(name);
  return folders.hasNext();
}

b. Archive Old Files Automatically

function archiveOldFiles() {
  const archiveFolder = DriveApp.getFolderById('ARCHIVE_FOLDER_ID');
  const root = DriveApp.getFolderById('ROOT_FOLDER_ID');
  const today = new Date();

  const files = root.getFiles();
  while (files.hasNext()) {
    const file = files.next();
    const lastUpdated = file.getLastUpdated();
    const diffDays = (today - lastUpdated) / (1000 * 60 * 60 * 24);

    if (diffDays > 90) {
      archiveFolder.addFile(file);
      root.removeFile(file);
    }
  }
}

c. Trigger Setup

  • Go to Apps Script → Triggers → Add Trigger
  • Run daily/weekly as needed

3. 📝 Documentation of Automation

Create a living document titled: Google Drive Governance Handbook

Sections to include:

  • Purpose of folder structure and naming conventions

  • Automation Overview

    • Scripts used
    • Trigger frequencies
    • Admin responsibilities
  • Change Log: Updates to scripts or policies

  • Troubleshooting: Common errors, how to request help

  • Access Control Matrix: Who can do what

Format it as a Google Doc, and store it in a central /00_Governance folder.


4. 📢 Governance Lifecycle Communication

Phases:

1. Define (Month 1)

  • Workshop with stakeholders
  • Draft folder structure and conventions

2. Deploy (Month 2)

  • Set up automations
  • Share governance documentation
  • Soft launch: allow for feedback

3. Maintain (Ongoing)

  • Run audits (monthly/quarterly)
  • Check automation logs
  • Adjust access or structure as org changes

4. Communicate

  • Add governance updates to a Slack/Teams channel

  • Quarterly email or doc update with:

    • Automation changes
    • Structure tweaks
    • Tips for better use

Optional Enhancements

  • 🔍 Drive Auditing: Use Google Workspace Admin reports to check external sharing and permission violations.
  • 🧩 Labeling: Tag docs with Google Drive labels for classification (e.g., Confidential, Draft, Final).
  • 🧠 AI-Based Suggestions: Use tools like Gemini for Drive or third-party DLP/structure analyzers.

Would you like a Google Apps Script repository scaffold, a governance template doc, or an automation dashboard added next?

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