Microsoft 365 Copilot • Readiness Assessment

Microsoft 365 Copilot Readiness Assessment.

Fixed-scope tiers (2/4/6 weeks) delivering decision-grade governance plus a procurement-fileable pack (scope boundaries, acceptance criteria, evidence expectations). Default enterprise path: Standard (4 weeks) — 15,000 CAD.

See tiers & start Procurement pack Acceptance criteria Start intake (non-confidential) QuickScan (5–7 days)
Starter 2 weeks
Standard 4 weeks
Extended 6 weeks
Fixed scope + acceptance
Public intake is non-confidential by design. Avoid secrets, customer data, or identifiers. Secure sharing options (if needed) are confirmed after kickoff.
Commercials: Pricing valid for 60 days. Invoice/PO supported (Net 15/30 by approval).

What this is (buyer-approveable)

A time-boxed readiness engagement that converts “Copilot interest” into a controlled adoption posture: defined scope, accountable owners, baseline controls, evidence expectations, and a board/procurement-ready delivery pack.

Decision posture
Go / Guardrails / Pause
Decision request framed for leadership without over-sharing or guesswork.
Procurement-ready
Scope + acceptance + commercials
Clear “what is bought” with acceptance gates and purchase lane options.
Controls baseline
Owners + approvals + exceptions
Minimal viable governance posture aligned to org reality.
Evidence discipline
Evidence expectations
What can be proven today, what is missing, and what “current” means.
Who this is built for

Same engagement, framed for each decision owner (IT/Sec/Privacy/Procurement).

Audience Primary concern What this pack provides
CIO / IT Enablement sequencing Scope & surfaces, owners, rollout gating, 30/60/90 plan
CISO / Security Oversharing exposure Exposure themes, baseline guardrails, evidence expectations
Privacy / Legal Data boundaries Boundary notes, do-not-use zones, exception pathway model (tier depth varies)
Procurement Purchase defensibility Commercials, scope boundaries, acceptance criteria, deliverables list
Deliverables (baseline, all tiers)

Compact artifacts designed for real workflows (board + operational owners).

Deliverable What it contains
Board Decision Page Decision request (Go/Guardrails/Pause), top priorities, owners, and gate conditions.
Scope & Surface Map Copilot surfaces in-scope, boundary assumptions, and adoption reach model.
Oversharing Exposure Themes High-probability exposure paths (permissions + content sprawl) and containment actions.
Data Boundary Notes Practical red-lines, do-not-use zones, and exception pathway (tier depth varies).
Controls & Ownership Baseline Owners, baseline controls, approvals routing, and exceptions notes (tier depth varies).
Evidence Snapshot What can be evidenced today, freshness notes, gaps, and short evidence plan.
30/60/90 Rollout Plan Sequenced milestones, owners, and decision gates for controlled enablement.
Formats: Board-ready PDF + operational checklist. Optional add-ons: registers/templates, deeper exception modeling, remediation sprint scoping.
What changes by tier

Each tier includes the baseline set; higher tiers expand depth and defensibility.

Tier Primary emphasis What is deeper vs baseline
Starter (2 weeks) Fast scope lock + decision posture Minimal controls baseline; focused exposure themes; lightweight evidence snapshot.
Standard (4 weeks) Procurement-fileable pack Clear ownership routing; stronger evidence plan; adoption gates; defensible boundary notes.
Extended (6 weeks) Complex orgs / regulated expectations Expanded exception model; stronger committee packaging; deeper evidence expectations and traceability.
Timeline by tier

Fixed-scope packaging aligned to procurement and committee cycles.

Tier Duration Cadence Output emphasis
Starter 2 weeks Kickoff → posture capture → decision pack Scope lock, exposure themes, minimal baseline
Standard (default) 4 weeks Alignment → baseline → evidence/acceptance → delivery Procurement pack + owners + gates
Extended 6 weeks Deeper posture → exception model → stronger packaging Committee-grade defensibility
Scope boundaries

Designed to avoid ambiguity, change-order friction, and “silent assumptions”.

In scope Out of scope (by default)
Readiness posture, governance baseline, ownership routing, evidence expectations, decision artifacts, rollout gating.
Read-only exports and minimal access patterns preferred. 		Tenant engineering/remediation work, reconfiguration execution, long training programs, custom development, managed SOC.
Policy/control mapping at a buyer-operational level (what must exist, who owns it, what evidence is expected). Full penetration testing, forensics, incident response, or “guaranteed compliance” certifications.
Implementation note: Remediation/execution can be scoped after delivery as a separate sprint or via a partner.
Inputs required (minimal disruption)

Short touchpoints + controlled access approach. Tier-dependent depth.

  • Accountable owner: one sponsor to confirm scope boundaries and approve the access approach.
  • Read-only posture: evidence exports (where possible) instead of wide permissions.
  • Boundary agreement: what content and domains are excluded from Copilot reach (do-not-use zones).
  • Touchpoints: typically 2–4 short sessions (IT owner + Sec/Privacy + Procurement as needed).
Acceptance criteria (procurement-safe)

Clear “done” definition to reduce purchasing friction.

Acceptance item Evidence of completion Notes
Delivery pack issued Board-ready PDF pack + operational checklist delivered via agreed channel Non-confidential by default; secure channel only after kickoff if needed.
Scope & surface map In-scope surfaces list + boundary assumptions Tier depth varies; always explicit.
Decision page Decision posture + owners + gate conditions Go / Guardrails / Pause framing.
Evidence snapshot Evidence readiness summary + gaps + next evidence steps “Freshness” noted where applicable.
30/60/90 plan Sequenced rollout plan with decision gates Designed for committee cadence.
Commercials / Procurement pack

Structured for enterprise purchasing and vendor onboarding.

Procurement element Position
Purchase paths Invoice/PO (enterprise default) or card (optional).
Payment terms Net 15/30 subject to approval.
Pricing validity 60 days from quote date unless stated otherwise.
Confidentiality Public intake is non-confidential; secure sharing options confirmed after kickoff.
Contracting MSA/SOW or SOW-under-existing agreement (as applicable). Procurement lane available.
Launch incentives (procurement-safe)
Early adopter support is expressed as an upgrade credit (not a list-price discount), applied toward an approved add-on (e.g., remediation sprint scoping, Trust Ledger kickoff) subject to eligibility and governance alignment.
Copilot Readiness — Standard (4 weeks) — 15,000 CAD. Procurement pack + acceptance criteria. Invoice/PO supported.
Start Standard Invoice / PO