Google Workspace Training Proposal
Google Workspace Training Experiences and Proposal
Here’s an overview of my recent experience with similar Google Drive training and
optimization projects, aligned with your needs:
1. Mid-Sized Marketing Agency (2023)
A. Pain Points Identified:
i. Accidental exposure of sensitive client files due to incorrect sharing settings.
ii. Confusion over Editor vs. "Commenter roles leading to unintended file
modifications.
iii. No standardized folder structure, causing version chaos and lost files.
B. Actions & Training Delivered:
i. Conducted a Drive audit to identify improperly shared files and created a cleanup
plan.
ii. Ran a virtual workshop on sharing settings (e.g., Specific People vs. Anyone with the
Link), domain-restricted sharing, and expiration dates.
iii. Taught best practices for organizing files (e.g., color-coded team folders, naming
conventions).
iv. Introduced security protocols: 2FA enforcement, phishing-resistant sharing
practices, and review workflows for external collaborators.
C. Results:
i. Reduced accidental sharing incidents by 70% within 3 months.
ii. Streamlined client project folders with clear viewer/editor permissions.
2. Nonprofit Organization (2022)
A.
i.
ii.
iii.
Pain Points Identified:
Volunteers mishandling donor data due to lack of role-based access controls.
Overwhelming Shared with Me clutter slowing down workflows.
No backup strategy for critical files.
B. Actions & Training Delivered:
i. Mapped user roles (e.g., Content Manager, Volunteer) to Drive permissions and
created a security policy guide.
ii. Demonstrated labeling/tagging systems and search operators to navigate Shared
Drives e\iciently.
iii. Built a training module on data loss prevention (DLP), including version history
recovery and automated backups via Google Workspace.
iv. Provided cheat sheets for common tasks (e.g., requesting access, reporting
suspicious files).
C. Results:
i. Achieved 100% compliance with donor data handling policies.
ii. Cut time spent searching for files by approximately 40%.
3. Remote EdTech Startup (2024)
A. Client Needs: A distributed team struggling with cross-department collaboration
and accidental deletions.
B. Pain Points Identified:
i. Unclear ownership of Shared Drive folders, leading to orphaned files.
ii. Frequent accidental deletions with no recovery process.
iii. Overwhelming Shared with Me clutter.
C. Actions Taken:
i. Ran a pre-training survey to rank pain points (e.g., 80% cited "finding files" as a top
issue).
D. Training Focus:
i.
ii.
iii.
iv.
v.
Building a logical Shared Drive hierarchy (by department > project > year).
Permission tiers (Manager/Content Manager/Contributor/Viewer).
File recovery workflows (version history, Trash retention policies, Admin audit logs).
Search shortcuts (e.g., `type:pdf owner:me`).
Created a post-training resource hub with video tutorials and a permissions
flowchart.
D. Results:
i.
ii.
Cut file recovery support tickets by 75%.
Improved cross-team collaboration with clear ownership labels.
My Approach for Your Team
1. Identify Pain Points
A. Discovery Phase:
i. Short, anonymous survey to prioritize issues (i.e. Rank your top 3 Drive frustrations).
ii. Audit a sample of files/folders to flag security risks (e.g., public links, outdated
collaborators).
iii. Interview stakeholders to understand workflow bottlenecks (e.g., client file
hando\s).
2. Customized Training Design
a) Modules Tailored to Your Needs:
i. Security & Compliance: Sharing settings (link vs. user-based), data classification
(public/internal/confidential).
ii. E\iciency: Shortcuts for searching, templates, and automation (e.g., shared drives
vs. "My Drive").
iii. Team Scenarios: Role-playing exercises (i.e., How to securely share a report with a
client).
iv. Materials include interactive quizzes, quick-reference guides, and policy checklists.
3. Virtual Training Delivery
a)
i.
ii.
iii.
4.
Engaging Sessions:
Live demos with real-time Q&A (i.e., Fix this sharing scenario).
Breakout rooms for department-specific use cases.
Recorded sessions and follow-up quizzes to reinforce learning.
Post-Training Support:
i.
ii.
30-day Slack/email support for clarifying doubts.
Optional O\ice Hours for deep dives (e.g., advanced Drive shortcuts).
Why My Experience Fits Your Needs
•
•
Google Workspace Trained (Admin + Collaboration).
Trained over 500 users across industries on Drive security and e\iciency.
•
Focus on actionable outcomes (e.g., reduced risk, saved time) rather than just
theory.