Simply AI Ready by Liza Tinker, creator of Simply SharePoint·← Back to free Reset Map
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Simply AI Ready.By Simply SharePoint
Small Paid Offer · Practical Library Architecture

Metadata & Structure Planning Guide

When your main gap is folders, columns or views. Move from identifying a structure problem to planning a practical library design your team can actually use.

One-time digital download$29.00

Self-paced download via Kit · Verified product checkout

Buy the Metadata & Structure Planning Guide

Self-paced digital guide and Excel planning resources. No live workshop or custom tenant implementation is included.

How this fits your Reset Map: The free Reset Map helps you decide what needs attention. If your priority foundation check is Structure & findability (folders, columns, views), this guide helps you work through the detailed library design. If your problem is permissions, records or whole-of-department architecture, involve your internal administrator or explore consulting first.
Package inclusions

Everything inside your download

Tested templates, audit worksheets and planning slides designed by Microsoft MVP Liza Tinker to plan one library at a time.

25-slide step-by-step presentation planning guide (PDF)
Document Type Audit Worksheet (Excel)
Metadata Model Planner for team and departmental libraries (Excel)
Four complete library examples (HR, Projects, Finance, Contracts)
Copilot Readiness Check and Column Type Reference
Two-week implementation plan and metadata cheat sheet

25-Slide Step-by-Step Presentation (PDF)

Clear visual guidance walking you through the why, what, and how of document metadata, natural-language naming, column selection, and view configuration.

  • • Why folders fail at scale
  • • Selecting the 2–3 columns that actually help findability
  • • Creating metadata-driven grouped views

Document Type Audit & Metadata Model Planner (Excel)

Practical Excel workbooks to inventory existing files, identify ROT (redundant, obsolete, trivial), define content types, and map columns before touching SharePoint.

  • • Inventory and clean-up decision tracker
  • • Library model planner with 4 pre-built examples
  • • Copilot readiness checks for columns and views

Who this is for

For site owners, team leads and administrators who need to fix one overloaded library or design a new one properly.

  • ✓ You have folders buried 5 levels deep
  • ✓ Staff cannot tell where new documents belong
  • ✓ You want to prepare for Copilot without over-engineering metadata

What this does NOT do

We believe in honest boundaries so you choose the right level of help.

  • ✕ It does not configure your tenant automatically
  • ✕ It does not replace security/permissions reviews
  • ✕ It is not enterprise-wide taxonomy consulting

Plan your library structure properly today.

Get the 25-slide presentation guide, audit worksheet, model planner, and implementation checklist for $29.00.

Buy now for $29.00