Notion Workspace Refresh Guide

At Fortuna we think of a workspace refresh as an opportunity to assess what the foundational pieces of your operating systems are, and build a workspace on top of those foundations.

During a refresh, we always start by returning to our core values around workspace design: Simple - Scalable - Connected

As your team continues to collaborate and create more content, maintaining an organized workspace becomes crucial for efficiency and productivity.

A Workspace Refresh helps ensure that documents are easily accessible, permissions are properly managed, and the overall user experience is optimized.

This Notion Workspace Refresh Guide has guides on:

• Collecting the Right Team: Form a team of stakeholders who will take ownership of the Workspace Refresh process. This team should include members from various departments to ensure diverse perspectives and comprehensive coverage.
• Workspace Audit: Conduct a thorough audit of your current workspace. Identify areas of clutter, redundant content, and permissions issues. Gather feedback from users to understand their pain points and needs.
• Workspace Roadmap: Develop a clear and logical structure for your workspace. Create categories and subcategories that make it easy for users to navigate and find the things they need. Define and implement a consistent process for all the operations in your business.
• Ongoing Maintenance and Governance: Establish a governance framework to maintain the organization of your workspace. Set up regular reviews and updates to ensure that the workspace remains structured and user-friendly as it grows.

Plus a bonus Workspace Refresh Tracker system to help your team stay on track once you kick off your workspace refresh!