Checklist

Taxonomy & Tagging Audit Checklist

An actionable, savable audit checklist to evaluate whether taxonomy and tagging support discoverability, reuse, and analytics — with built-in remediation suggestions and place to record evidence and next steps.

Interactive Tool

Taxonomy & Tagging Audit Checklist

Use this audit to evaluate whether your tags and taxonomy make knowledge findable, reliable for analytics, and easy to maintain. For each item, choose the best match, add evidence or sample queries, and select remediation actions when necessary. Save the audit to record findings and follow-up work.

Who completed this audit?
Date of the audit (YYYY-MM-DD or free text).
Where was this taxonomy applied? (team, site, platform area)
Are tags applied consistently (naming, casing, punctuation, singular/plural)?
Do tag meanings overlap or create ambiguity?
Are required metadata fields (owner, type, status, date, compliance flags, etc.) defined and enforced?
Are tags mapped to experiment, KPI, analytics taxonomies so reporting is reliable?
Is an owner or steward assigned for taxonomy maintenance?
Is there a scheduled cadence for taxonomy review (quarterly, biannual)?
Are access controls and retention rules for tagged content defined and applied?
Are tag definitions and examples captured (a tag glossary)?
Are there too many low-value tags causing noise?
Have you run sample queries to validate tag coverage and search results?
Are tags mapped to analytics dashboards or reports so metrics are trustworthy?
Rate the overall severity of taxonomy issues (1 low — 5 high)
Common fixes you can apply or assign
If you selected 'Other', describe the action.
Paste sample queries, search snapshots, examples of problematic tags, or links to supporting evidence.
Additional observations, risks, stakeholders to involve, or context.
Record the recommended remediation, who will do it, and a target due date.
Would you like to export a summary or trigger stakeholder notification? (platform automation may be required)
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