Conducting Fieldwork for a Storage Audit

Understand how to prepare and execute the key stages of a workplace storage audit. This course unpacks the fieldwork phase, including stakeholder communication, questionnaire development, site logistics, and data collection.

Short Course
Beginner
20 Minutes
7-Day Access
AUD $9.99
Download printable course outline
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Who is this course for
  • Facilities Managers preparing for relocation or space optimisation projects
  • Client-Side Project Managers overseeing audit activities and data collection
  • Workplace Consultants conducting storage and filing assessments
  • Change Managers supporting paper reduction or digital transitions
  • Project Coordinators managing logistics across floors and teams
  • Anyone involved in on-site audits or workplace assessments
What will I learn
  • How to prepare and distribute a filing and storage questionnaire
  • How to coordinate with departments and team contacts
  • How to plan your audit time, logistics, and interview schedules
  • How to collect, verify, and summarise audit data effectively
  • How to identify file types, measure lineal metres, and capture key artefacts
What’s covered in this course
  • The Filing and Storage Questionnaire
    • Establishes what to ask teams about current filing habits, file access frequency, special storage needs, and paper-reduction barriers.
  • Establish Departmental Contacts
    • Outlines how to obtain full team lists, locations, and contact information for smooth on-floor coordination across buildings and business units.
  • Workout and Communicate the Number of Days You Will Need to Be Onsite for the Audit/Interviews
    • Offers guidance on estimating time needed for different audit sizes, factoring in team complexity, space access, and historical data quirks.
  • Managing Your Time
    • Breaks down the fieldwork tasks—from prep and data collection to report setup—with benchmarks for audits of various sizes.
  • Meeting the Team Contact
    • Discusses the importance of pre-audit team meetings to validate questionnaire findings, align expectations, and confirm access.
  • Getting Your Data Sheets Ready
    • Explains how to prepare digital or paper data sheets to capture primary and secondary storage, with examples of practical layouts.
  • Liaise With Your Client to Establish a Suitable Time to Start the Data Collect
    • Offers communication tips and sample messaging to help clients prepare employees for audit activities.
  • Client Cross Check
    • Lists items to confirm with the client before walking the floors—floorplans, restricted areas, audit route, and contacts
  • Starting the Audit
    • Shares how to standardise audit routes and reference points for quality data collection.
  • Be Specific About the File Types and Lin Metres as You Collect
    • Guides how to classify file types and measure volumes during collection, with specific examples and tips.
  • After the Data Audit is Complete
    • Discusses how to structure the Excel dataset for report preparation.
  • Be Creative in How You Show the Data, i.e. per Division/Business Unit and Team
    • Encourages the use of tables, visual summaries, and per-team findings to enhance reporting quality.
  • Before Starting the Report
    • Recommends checking with the client for additional reporting requests, including benchmarking or deeper analysis.
  • Start the Report
    • Offers setup advice for the reporting phase, ensuring the consultant is ready to translate the data into insights.
For more details on the course, click here to download course outline.
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How do I sign up for the course?

You can sign up for a short course or applied mini course via the "Enrol Now" button in the course page.

When can I start the course?

If you've purchased the short course/applied mini course, you will gain immediate access to the online learning platform and will be able to start your learning anytime.

How can I access the course after signing up?

If you've purchased our short course/applied mini course, you will receive a login email with the link to access the online learning platform and course.

What do the course cost?

Our pricing varies depending on the courses. You can find the course fee detail on the course page. Alternatively, you can contact Karen and her team at info@skillingseducation.com.au if you would like to book a time to go through what’s right for you.

Am I a good candidate for this course?

If you are looking for a course of study for yourself or need cross train staff across a related course of study - you are in the right place.

Can this course satisfy my professional development requirements?

Yes, we have global organizations using our training programs to meet the needs of cross training their employees across specific course libraries. Whether it be professional development where the user gets control of the content they pull, or whether you need a curated course program that pushes content specific to the requirement of the team, we can help.

Is there a time limit to complete the course once enrolled?

Each course has its own recommended reading time, therefore your course duration may vary based on the course structure. You can find the detail of your course access period in the course page.

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