DIG-004 · Active resource

Microsoft Copilot Readiness Policy Template Package

Create a written starting point for responsible Copilot and AI use before broader organizational adoption.

Who this is for

Organizations that need an editable governance baseline for acceptable use, rollout readiness, data/privacy review, and accountable Copilot adoption.

What is included

• An editable AI and Copilot acceptable-use policy framework.
• A rollout-readiness checklist.
• A data and privacy review worksheet.

Use it to

• Document acceptable and prohibited AI use.
• Prepare a controlled Copilot pilot or rollout.
• Assign review responsibilities for information, privacy, and governance questions.
• Create a policy baseline that can be tailored to the organization.

Important package notes

• This package is sold separately and is not included in the six-workbook Governance and Readiness Toolkit Bundle.

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.