Microsoft 365 Licensing Readiness Do you currently have Microsoft 365 licensing that supports Copilot (Business Premium / E3 / E5 + Copilot add-on)?

Identity & MFA Security Is MFA enabled for all users and enforced through Conditional Access?

Device & Endpoint Management Are company devices managed with Intune (or another endpoint management solution)?

Data Classification & Sensitivity Labels Do you use Microsoft Purview sensitivity labels or have any formal data classification system?

SharePoint / OneDrive File Organization Is your SharePoint/OneDrive environment organized and actively maintained?

Permissions Hygiene Are SharePoint, Teams, and file permissions reviewed regularly to prevent oversharing?

Email & Teams Usage Maturity How standardized is your organization’s use of Outlook, Teams, and collaboration tools?

Security Monitoring & Incident Response Do you have a security monitoring strategy (Defender, SIEM, alerts) and an incident response plan?

Staff AI Awareness & Training Have employees received training on AI risks (data leakage, prompts, compliance, safe use)?

Governance & Compliance Requirements Do you have compliance policies in place (HIPAA, SOC2, FINRA, legal retention, etc.) that are actively enforced?