advice, best practice, enterprise content management, taxonomy construction, taxonomy maintenance

Creating a Taxonomy Governance Checklist

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Due to the dynamic nature of human language, good taxonomies must grow and change over time in order to remain relevant to their target users: people trying to find information. The life cycle of a taxonomy includes much more than just the initial taxonomy development, and keeping this entire life cycle in mind from the beginning will ensure the long-term success of your taxonomy initiative. The three main life cycle phases are planning, development, and maintenance.

Following a proven strategy, we provide maintenance protocols created with these four core components of governance in mind:

    1. Organizational structure: Who is responsible and has the power to make changes
    2. Processes and procedures: How things get done
    3. Standards, measures, and practices: What is considered good
    4. Tools and solutions : What helps get the job done

The systematic and intentional management of your taxonomy investment is vital to your organization’s goals. In our process, pertinent steps are organized across two domains:

    1. Stage of development (pre-, during, and post-taxonomy implementation)
    2. Role (executive, taxonomy team)

A successful taxonomy allows individual users to find the information salient to their particular positions based on the stage of the taxonomy’s development and the user’s particular role at the organization.

Our taxonomy governance checklist provides a detailed overview of the process we use to create successful taxonomies. Check it out!

Download/view the PDF.

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