Microsoft 365 Assessment Workbook
Executive Summary
This workbook provides a structured framework for assessing Microsoft 365 environments across identity, collaboration, security, compliance, governance and Copilot readiness.
The objective is to identify risks, optimization opportunities and strategic recommendations that support business transformation and cloud modernization.
Executive lens: Use this workbook to move from raw tenant observations to a decision-ready assessment. Scope, evidence, maturity score, risk, recommendation and roadmap should stay connected.
Assessment Workbook
Turn tenant observations into a decision-ready roadmap
The workbook connects scope, tenant evidence, maturity scoring, risks, recommendations and executive roadmap into one reusable assessment structure.
ScopeEvidenceRiskRoadmap
Assessment Operating ModelEvidence to executive recommendations
01ScopeConfirm identity, collaboration, security, compliance, governance and Copilot readiness.02ScoreScore readiness and maturity across identity, security, data and adoption domains.03RiskTrack business impact, mitigation, owner, priority and executive decisions.04RoadmapTranslate findings into remediation, governance, modernization and Copilot readiness waves.
Assessment ruleDo not report observations without evidence, risk meaning, recommendation and owner-ready next action.
Assessment FlowScope to executive workbook and next actions
01ScopeIdentity, devices, collaboration, security, compliance and Copilot readiness.
02CollectTenant settings, licenses, policies, evidence screenshots and stakeholder input.
03ScoreMaturity, readiness, risk, dependency and operational gap scoring.
04RecommendQuick wins, strategic improvements, priorities and licensing recommendations.
05HandoverExecutive workbook with findings, decisions, roadmap and next actions.
Customer Information
| Item | Value |
|---|---|
| Customer Name | |
| Assessment Date | |
| Assessment Team | |
| Executive Sponsor | |
| Project Manager | |
| Number of Users | |
| Number of Devices | |
| Current Licenses |
Assessment Scope
Included Areas
- Identity and Access
- Exchange Online
- Microsoft Teams
- SharePoint Online
- OneDrive
- Microsoft Defender
- Microsoft Purview
- Intune
- Governance
- Copilot Readiness
Identity Assessment
Environment Summary
| Area | Status | Notes |
|---|---|---|
| Entra ID | ||
| MFA | ||
| Conditional Access | ||
| Identity Protection | ||
| PIM | ||
| Guest Access |
Findings
Strengths
Risks
Recommendations
Exchange Online Assessment
Review Areas
| Area | Status | Notes |
|---|---|---|
| Mail Flow | ||
| Anti-Spam | ||
| Anti-Phishing | ||
| External Forwarding | ||
| Shared Mailboxes | ||
| Transport Rules |
Findings
Strengths
Risks
Recommendations
Microsoft Teams Assessment
Review Areas
| Area | Status | Notes |
|---|---|---|
| Teams Governance | ||
| External Access | ||
| Guest Access | ||
| Lifecycle Management | ||
| Meeting Policies | ||
| Team Ownership |
Findings
Strengths
Risks
Recommendations
SharePoint Online Assessment
Review Areas
| Area | Status | Notes |
|---|---|---|
| Site Architecture | ||
| Permission Model | ||
| External Sharing | ||
| Information Architecture | ||
| Search Experience | ||
| Site Ownership |
Findings
Strengths
Risks
Recommendations
OneDrive Assessment
Review Areas
| Area | Status | Notes |
|---|---|---|
| Storage Utilization | ||
| Sharing Configuration | ||
| Ownership Model | ||
| External Sharing | ||
| Retention |
Findings
Strengths
Risks
Recommendations
Security Assessment
Microsoft Defender
| Area | Status | Notes |
|---|---|---|
| Defender for Endpoint | ||
| Defender for Office 365 | ||
| Defender XDR | ||
| Secure Score | ||
| Incident Management |
Findings
Strengths
Risks
Recommendations
Compliance Assessment
Microsoft Purview
| Area | Status | Notes |
|---|---|---|
| Sensitivity Labels | ||
| DLP | ||
| Retention Policies | ||
| Audit | ||
| eDiscovery |
Findings
Strengths
Risks
Recommendations
Intune Assessment
Review Areas
| Area | Status | Notes |
|---|---|---|
| Enrollment | ||
| Compliance Policies | ||
| Configuration Profiles | ||
| Application Deployment | ||
| Windows Update for Business |
Findings
Strengths
Risks
Recommendations
Governance Assessment
Review Areas
| Area | Status | Notes |
|---|---|---|
| Ownership Model | ||
| Teams Governance | ||
| SharePoint Governance | ||
| Security Governance | ||
| Change Management |
Findings
Strengths
Risks
Recommendations
Copilot Readiness Assessment
Readiness Scorecard
| Area | Score (1-5) | Notes |
|---|---|---|
| Identity | ||
| Security | ||
| Governance | ||
| SharePoint | ||
| Teams | ||
| Compliance | ||
| User Readiness |
Overall Readiness
| Score | Readiness Level |
|---|---|
| 0-40 | Not Ready |
| 41-60 | Partially Ready |
| 61-80 | Ready with Improvements |
| 81-100 | Enterprise Ready |
Risk Register
| ID | Risk | Impact | Mitigation |
|---|---|---|---|
| R-001 | |||
| R-002 | |||
| R-003 |
Executive Recommendations
Priority 1 – Critical Actions
Priority 2 – Strategic Improvements
Priority 3 – Optimization Opportunities
Roadmap
Phase 1
Critical Risk Remediation
Phase 2
Governance Foundation
Phase 3
Security Modernization
Phase 4
Operational Optimization
Phase 5
Copilot Readiness
Deliverables
Assessment output should include:
- Executive Summary
- Current State Assessment
- Gap Analysis
- Risk Register
- Target-State Recommendations
- Strategic Roadmap
- Licensing Recommendations
- Copilot Readiness Report
References
- Microsoft Cloud Adoption Framework
- Microsoft Well-Architected Framework
- Microsoft Security Adoption Framework
- Microsoft 365 Documentation
- Microsoft Learn
검색 키워드
- Microsoft 365 template
- consulting asset
- SOW template
- WBS template
- assessment workbook
- Microsoft 365 산출물
- 컨설팅 템플릿
Contact / Asset Request
For editable DOCX, XLSX or PPTX versions of this asset, use Contact and Asset Request and include the intended scenario, workload and audience.