- $149
SharePoint Metadata Toolkit
- Download
- 3 Files
Overview
If you’ve ever stared at an empty term store wondering where to begin, this toolkit is your shortcut.
The Core Metadata Toolkit gives you a professional starting point for tagging and organising your content the right way — without spending weeks defining structures or naming conventions.
These three essential term sets provide the backbone of every effective information architecture, designed specifically for modern SharePoint and Microsoft 365 environments.
Once imported, your team can immediately start tagging, searching, and managing content more effectively — setting the stage for Copilot readiness and improved AI accuracy.
What's Included
Document Type Term Set
A complete, standardised set of document categories (e.g. Policy, Procedure, Template, Form, Report, Image, Video).
Provides clarity and consistency across every document library.
Department/Function Term Set
An organisational structure term set covering common corporate departments and functions (e.g. HR, Finance, IT, Operations, Marketing).
Perfect for filtering and surfacing department-specific content.
Project Management Term Set
A metadata hierarchy designed for tagging project-related content (e.g. Project Phase, Deliverable Type, Project Owner).
Ideal for teams managing projects across multiple business units.
How It Works
Download the CSV files – each pre-formatted for SharePoint’s Term Store.
Import directly into your environment – no editing required.
Start tagging content instantly – and watch your SharePoint search improve.
Each file is clean, standardised, and ready to use — saving you hours of manual setup and trial-and-error.
Why It Works
Metadata is the backbone of modern SharePoint — and your Copilot experience depends on it.
Without a structured taxonomy, Copilot can’t accurately interpret or return relevant content.
This toolkit provides an AI-ready metadata foundation, ensuring your SharePoint is structured, searchable, and ready for intelligent insights.
Who It's For
SharePoint Administrators and Site Owners
Information Managers and Digital Workplace Leads
AI Readiness and Governance Teams
Organisations starting their Information Architecture journey
If you’re implementing The Container Method™, this is your Phase 1 starting point.
Results You Can Expect
✅ Instant metadata foundation for any SharePoint site
✅ Faster tagging, filtering, and search
✅ Stronger governance and consistency
✅ Improved Copilot responses and content accuracy
✅ A professional IA baseline to build on
What's Included
3 downloadable CSV files
Clear import instructions
Lifetime access to future version updates
About the Author
Microsoft 365 and SharePoint Specialist
Created by Liza Tinker, a Microsoft 365 Information Architect with 20+ years of experience designing metadata frameworks and information management systems for global organisations. Her frameworks are used by thousands of SharePoint users to simplify structure, improve findability, and get AI-ready.