Microsoft 365 Copilot Readiness Assessment — Standard
Market-standard readiness assessment for Microsoft 365 Copilot adoption: governance baseline, control posture, evidence plan, and board/procurement-ready outputs designed to reduce approval friction.
- Decision-ready board memo + options
- Controls map + evidence request list
- Scope boundaries + acceptance criteria
Procurement snapshot
Deliverables • Inputs • Timeline rule • Scope drivers
- Board Memo (PDF) — options, tradeoffs, decision points, actions
- Controls Map (PDF/XLSX) — risks ↔ controls ↔ proofs (traceability)
- Evidence Index (CSV/XLSX) — reviewed items + missing proofs + assumptions
- Acceptance & Scope (PDF) — acceptance criteria + exclusions + constraints
- Copilot scope intent (pilot vs broad) + key business units
- High-level data types in scope (HR/finance/client data categories)
- Stakeholder owners by function (IT/Security/Legal/Business)
- Clock starts after kickoff + scope lock
- Default window: 4 weeks
- Number of business units + material use cases
- Depth of connector/extension review
- Evidence access constraints (recorded as gaps/assumptions)
Invoice/PO: use Gate → Invoice / PO.