Resource Library Setup Guide

This article covers everything you need to know to build a world-class Resource Library.

A well-organized Resource Library helps your GTM team take advantage of the revenue-driving Resources at your arsenal. It also makes it easy to administer and measure impact. 

In order to build a world-class Resource Library:

1. Start With a Plan
2. Establish a Feedback Loop
3. Organize Your Resources
4. Take Advantage of the Home Hub
5. Sync with Google Drive and Sharepoint

Start With a Plan

Every successful project begins with a strong plan. We recommend mapping out your plan-of-attack before you begin building your Resource Library. 

Here are a few things you should consider.

1. Who will own the Resource Library? Ideally, you'll have a single owner and decision maker. 
2. Who should be allowed to modify the Resource Library? If the owner has a lot on their plate, it might be wise to designate helpers.
3. What is your process for collecting feedback on the Resource Library and your content? 
4. What file structure and tag nomenclature will you use to keep your Resource Library organized? 

Establish a Feedback Loop

Feedback is critical to improvement. The everyday users of the Resource Library can guide you towards building a system that's easy to use and navigate.

Make sure you have a process in place that encourages your team to share feedback on the Resource Library. 

We recommend adding a survey/form directly into the Home Hub section to collect feedback.

Organize Your Resources

Organizing your Resources makes it easy for you to administer your Resource Library, and will ensure your team can easily access the right content. 

Your Resources will collectively live in the All Resources folder. These Resources can be organized into folders – and further divided into sub-folders. You can continue to organize this content into Hubs, which are collections of Resources and Folders. And don’t forget about Tags! 

Each concept is explained below: 

Tags

You can apply Tags to each Resource and Folder. Tags make it easy to quickly filter for the right Resources. We recommend starting with a pre-defined nomenclature for your various Tag.

Folders

Folders help you bucket Resources into logical groups, like Case Studies, Security & Compliance, etc.

A well thought-out Folder structure is crucial for your organization. 

You can further leverage sub-folders to get more precise with your organization. For example, under Case Studies, you might have Folders for Regions or Products. You can combine Folders and Tags to help with this organization. 

Hubs 

Hubs are an additional layer of organization that is not associated with your Folder structure. You might have a Hub for a team, like Sales, Customer Success, or Implementation. 

Take Advantage of the Home Hub 

You only get one chance for a first impression so make it count. 

Your Resource Library has a main Hub (it’s called “Home” — and you will see it in the navigation bar on the left hand side of your screen). This is where every user is taken when they access the Library.

We recommend keeping this page simple and clean to act as a strong landing page. (Refer to Hubs Overview for more about Hubs).

Including a short description about the Resource Library, and information on how to request changes to the Resource Library, is highly recommended.

Syncing with Google Drive and Sharepoint

Through our SharePoint and Google Drive integration, you can sync content from your organization's existing repositories to your Resource Library. 

When changes are made in either SharePoint and Google Drive, new versions will be automatically updated in Accord.