SharePoint Metadata Training

Each course is a live, instructor-led, 2-hour online session conducted by Greg Zelfond over a web meeting (typically Microsoft Teams or Zoom). Attendees can ask questions in real time throughout the session. A recording of the session is included after the course, so attendees can rewatch and absentees can catch up.

Unlimited attendees per session – the $950 flat fee covers your entire team regardless of headcount. Most clients run sessions with 10–30 attendees, but groups as small as 3 and as large as 50+ have all worked well within the 2-hour format. Larger groups may want to coordinate the timing of questions to keep the session moving.

Most courses are delivered within one week of purchase. After checkout, email Greg with your team’s availability, and the session is typically scheduled within 2-3 business days. If you have a specific date in mind, mentioning it during purchase helps coordinate faster – sessions are confirmed first-come, first-served on Greg’s calendar.

A web browser and an internet connection. The session runs over Microsoft Teams or Zoom (your choice), so attendees just click a meeting link at the scheduled time. No software installation, no specialized hardware, no Microsoft 365 admin access required. The instructor’s screen handles all demonstrations.

Yes – attendees can ask questions during the session. While the demos use generic examples, questions about how concepts apply to your specific setup are welcome and addressed in real time. For deeper organization-specific guidance, hourly consulting ($350/hour) is a better fit for that level of customization.

This course is designed for site owners, power users, records staff, and anyone responsible for organizing document libraries that more than a few people will use. Basic SharePoint familiarity is expected (the Beginner Training is helpful, not strictly required). Good fits include teams already frustrated by folder sprawl and organizations planning to move from network drives to SharePoint.

The Metadata Training covers list-level, library-level, and site-level metadata, plus managed metadata in the SharePoint Term Store. For more advanced content types and document sets – which use metadata as a foundation — see the Advanced Document Management course. For broader site and library configuration, see the Site Owner course.

Standard live training uses generic metadata examples to keep the price flat at $950, and the session focused on universal concepts. For training tailored to your specific document types, term store configuration, and library structures, custom training programs are available – see the Live Training page for details on custom training pricing and scope.

Basic SharePoint familiarity is helpful – knowing what a site and library are, how to upload documents, etc. The SharePoint Beginner Training covers all of that. Attendees without any SharePoint exposure can still follow along, but get more out of the session if they’ve used SharePoint a bit beforehand.

Yes – the course covers managed metadata via the SharePoint Term Store, which is the right answer for organizations needing consistent tagging across multiple sites. Term Store configuration requires SharePoint admin access, so site-only users will learn the concepts but typically work with IT to actually configure it. The course explains the difference between local and managed metadata clearly.