How does the methodology work?


Four phases

1 - Getting Started (5 tasks)

This is a reminder of what you need to have, to know or to do before you start using the storage reorganization methodology. The self-evaluation tool will help you obtain a snapshot view of the situation and identify the most important problems.

2 - Storage Condition Report (20 tasks)

In this phase, you gather information on the present condition of the storage area(s), analyze it and produce a diagnosis. The main issues faced by the institution are summarized in a final condition report. This becomes a tool you can use to obtain your management’s approval and move forward.

3 - Storage Reorganization Project (16 tasks)

In this phase, you progressively construct your storage reorganization project. Although this is a planning phase, some tasks call for direct actions in the storage area(s). It will be encouraging to see that meaningful improvements can already be made.

4 - Storage Reorganization Implementation (3 tasks)

In this phase, you put your reorganization project into action, monitor progress, and establish systems to ensure the sustainability of the reorganization.


Four areas of responsibility

  • To make a complex problem more manageable, each phase has several tasks grouped under four areas of responsibility, as in the self-evaluation:

ManagmentBuilding and SpacesCollectionFurnitures and small equipments


The tasks

  • One worksheet exists for each task.
  • Sometimes, it is recommended to execute tasks in a specific sequence; this is because some tasks require the final products of other tasks.
  • At other times, there is no suggested sequence: the tasks can be executed at any time throughout the phase.


Website features

Website features


  1. Didactic tool selection: Storage Reorganization Methodology, Documentation Practical Guide, Glossary, Case Studies.
  2. Phase selection: Navigate through the four phases
  3. Worksheet: Obtain guidance on how to accomplish the task.
  4. Access to Progress Log: This is where information on completed tasks is stored, and where you can obtain support or leave feedback.
  5. Task selection: select tasks among four areas of responsibility. If a task requires you to complete another task beforehand, an alert message will appear.
  6. My toolkit: Use these supporting materials to complete the task or assist in your teaching. Download the task diagram to help you navigate through Phase 2 and Phase 3.
  7. Images: These illustrate certain elements of the task and can be used for teaching purposes, in presentations or exercises.
  8. Task completion data: Insert the names of the people who worked on this task and how much time it took. This information will be stored in your Progress Log.
  9. Done: Click on done when you have completed the task. Task completion data will be saved in the Progress Log and allow you to continue with other tasks.
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