Description
Getting your document structure right in SharePoint doesn’t need to be complicated.
The Document Structure & Metadata Decision Toolkit is a simple, practical resource designed to help you plan a better SharePoint site from the start — or rethink how your current spaces are organised.
Inside, you’ll find:
✅ A Document Organisation Decision Tree — should you use folders, metadata, or a hybrid?
✅ A Metadata Planning Decision Tree — where should you build your metadata (library, site, or Term Store)?
✅ Examples of basic metadata columns you can use straight away for HR, Finance, Marketing, and Project libraries
This toolkit helps you avoid common SharePoint mistakes like messy folder structures, scattered metadata, and difficult navigation as your site grows.
It’s designed for end users, site owners, and consultants who need a simple, best-practice approach — without overwhelming technical jargon.
Note: This is an introductory-level toolkit. It gives you practical, easy-to-use planning tools — a great first step toward building smarter SharePoint spaces, and a strong foundation for more advanced design later.
