Mastering Taxonomy and Metadata: Build Smart Systems, Empower Users, Drive Success

Registration for this series includes access to all sessions to view live and watch again on demand.

Session 1: Fundamentals of Taxonomy and Metadata - On-Demand

• Objective: Establish a foundational understanding of taxonomy and metadata within the context of content and marketing technology.
• Key Topics:
  • Definitions: What are taxonomy and metadata, and why are they critical for content and marketing systems?
  • The role of taxonomy and metadata in facilitating discovery, reuse, and consistency across platforms such as DAM, CMS, and PIM.
  • Best practices in metadata schema development and taxonomy design.
• Interactive Element: Hands-on exercise building metadata elements and structuring them into basic taxonomies.

Session 2: Building Taxonomies for Users - On-Demand

• Objective: Learn how to create taxonomies that prioritize usability and user interaction.
• Key Topics:
  • Understanding user personas and their needs in content retrieval and navigation.
  • Designing taxonomies with intuitive hierarchies, clear labels, and actionable organization.
  • Real-world examples of successful user-centric taxonomy implementation.
• Interactive Element: Group activity to map a sample content inventory to a user-focused taxonomy.

Session 3: Governing Your Taxonomy - On-Demand

• Objective: Explore governance frameworks to ensure taxonomy and metadata remain effective over time.
• Key Topics:
  • Principles of taxonomy governance: stewardship, policies, and workflows.
  • Maintaining consistency and adaptability in metadata standards.
  • Integrating AI and automation tools to enhance taxonomy and metadata governance.
• Interactive Element: Adapt a basic governance model for a hypothetical taxonomy, addressing roles, processes, and tools.

Session 4: Change Management and Adoption of Taxonomies
Thursday March 5, 2026
8AM PST / 11AM EST / 4PM GMT / 5PM CET

• Objective: Equip participants with strategies to implement and promote taxonomy adoption effectively.
• Key Topics:
  • Change management strategies tailored to taxonomy initiatives.
  • Encouraging collaboration and feedback from stakeholders.
  • Measuring and communicating the value of taxonomy and metadata improvements.
• Interactive Element: Interactive quiz/scenario where participants navigate resistance and drive adoption within an organization.