Taxonomies, Classification & Metadata - Getting it Right

A product independent workshop that teaches you the techniques you can use 
to structure content and aid search in Intranets & Document Management

-ONE DAY workshop: 9-4pm
  15 March, Wellington - 88-90 Lambton Quay
  10 May, Christchurch - 203 Papanui Rd
  23 May, Auckland - ArchivesNZ, 95 Richard Pearse Dr, Mangere
-Course size limited to a small group so your issues can be raised & discussed
-Cost: $800 ex GST
-Includes: lunch & refreshments

NB: Course dates are tentative until course confirmation four week prior, please only book your travel and accommodation needs once Information Leadership has contacted you to confirm.


Are users struggling to find content in your 365, SharePoint or ECM system?  Does it feel like your deployment is running wild? Are you about to get started and not sure how to get it right? 

This practical, one day course, draws on our experience with 100+ New Zealand organisations.

It teaches you the techniques needed for ‘behind the scenes’ structures that will help users to file, find and use the content they need and the process how to gain internal agreement.

This includes new innovative techniques that work in technologies like 365 for reducing or eliminating the burden on staff of entering metadata while making sure organisational and compliance requirements are met.

You’ll come away with

a) Techniques for how to design a taxonomy within your organisation that includes a functional business classification and metadata schema.

b) Pragmatic understanding of what makes a good taxonomy and how to avoid common pitfalls.

c) Hands-on experience in designing a taxonomy that you can apply to your own organisation.

d) Knowledge of how you can apply your taxonomy to different IM systems including ECM systems, SharePoint, file shares, Intranet, paper filing.

Training course detail

There will be the opportunity for discussion and Q&A with Information Leadership’s highly experienced experts and case studies and scenarios throughout the course so that you can practice applying the techniques that are taught.

 

WHAT IS COVERED

  1. How to design a successful taxonomy that suits records keeping, business and usability needs 
  2. Applying the taxonomy to different systems and the pitfalls to watch out for 
  3. Learn how to spot and avoid common mistakes when building / re-designing a taxonomy  
  4. Approaches to determining metadata that support finding and information lifecycles 
  5. Principles on planning your findability strategy including how this is supported by the taxonomy 
  6. Learn how to make decisions around metadata including the optimal amount, validation and make-up 

WHAT YOU WILL GET

  1.  Techniques for how to design a taxonomy within your organisation
  2.   Deep understanding of what makes up a good taxonomy and how to avoid common pitfalls.
  3.   Hands-on experience in designing a taxonomy that you can apply to your own organisation.
  4.   Knowledge of how you can apply your taxonomy to different IM systems including:
      ECM systems, SharePoint, file shares, Intranet, paper filing.
  5.  Review exercises that check understanding so that you are confident that you can apply the learning from the course when you are back in the office
  6.  Small group size so that your issues can be raised and discussed
  7.  The opportunity for discussion and Q&A with Information Leadership’s highly experienced experts
  8.  Case studies and scenarios throughout the course so that you can practice applying the techniques that are taught

WHO IS THE COURSE DESIGNED FOR

This course targets people who have responsibility for the management of information in their organisation for example:

 Record managers – who are responsible for managing the business classification and metadata schema for ECM systems.

 IT Managers  - who are responsible for providing electronic document management systems

 EDRMS Project Managers and Support Teams – who need to know how to design a Taxonomy for their EDRMS.

Book Now 1

Book Now

Phone 0800 001 800 or contact us to book

See calendar for other public workshops

Your tutor

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Paddy Plunket
Master IM in Information Systems; BA

Paddy is an information management specialist. Her work includes taxonomy development, retention and disposal schedule design, Public Records Act audits and change management.

View Paddy's full profile and contact details.

Don't take our word for it - here's what attendees say:

  • "presentation was good, steady and allowed good opportunity for interaction"
  • "awesome course"

 

Liked best:

  • "learning about taxonomy from someone who is thoroughly experienced & offered informative course & very good examples"
  • “interaction & small group...prefer how this course style was run. Learnt a lot”
  • “The way the course flowed, each topic built on the previous, pace was good”