DIG-008 · Active resource

Microsoft 365 Governance Assessment Workbook

Assess Microsoft 365 governance conditions and turn findings into documented priorities, accountable owners, and an improvement roadmap.

Who this is for

IT leaders, Microsoft 365 service owners, and governance teams that want a structured self-assessment before commissioning a larger review.

What is included

• Structured assessment material spanning ownership, access, lifecycle, documentation, operating controls, and improvement priorities.
• Working fields for findings, evidence, accountability, and recommended treatment.
• A reusable record for leadership review and ongoing improvement.

Use it to

• Establish a current-state Microsoft 365 governance baseline.
• Document gaps and supporting evidence.
• Prioritize remediation by business impact and dependency.
• Prepare for leadership review, Copilot readiness, or a focused consulting engagement.

How to get the most value

1. Start with the evidence and operating reality you have today.
2. Record unknowns and unresolved decisions rather than guessing.
3. Assign accountable owners and realistic next actions.
4. Revisit the completed material as conditions, systems, or responsibilities change.

Product boundary

This is a self-service governance resource, not a substitute for legal advice, formal audit or certification, specialized cybersecurity testing, or a client-specific consulting assessment. Where interpretation or implementation requires specialist expertise, scope that work separately.