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

THIS COURSE HAS NOW ENDED
Online Educational Series
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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.
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