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Downloads Center

Consulting Asset Gateway

Review the asset structure publicly, then request the right editable version privately

The Downloads Center organizes reusable consulting assets for presales, assessment, architecture, delivery and operational handover. Public pages explain purpose and structure. Editable templates are shared only after scenario and confidentiality review.

Request an AssetM365 WorkbookSOW Template
Sharing ModelContext first
01PreviewReview public-safe purpose, structure and consulting use case.02RequestShare industry, workload, project phase and preferred output format.03SanitizeRemove customer names, tenant identifiers, commercial terms and internal project details.04TailorAdapt scope, assumptions, owners, controls and acceptance criteria.
Actual files are not openly publishedDOCX, XLSX and PPTX versions can be shared after the business scenario, intended audience and confidentiality boundary are clear.

Requestable Asset Catalog​

DiscoveryDiscovery QuestionnaireBusiness, tenant, security, migration and adoption discovery questions for workshops and presales.AssessmentM365 Assessment WorkbookReadiness, risk, scope, dependency and governance review structure.CopilotCopilot Readiness PackData readiness, security readiness, use case priority, adoption WBS and value tracking.AI AgentAgent Factory ModelAgent portfolio intake, prioritization, lifecycle, owner model and operating cadence.ProposalSOW TemplateScope, deliverables, assumptions, exclusions, acceptance criteria and governance structure.DeliveryWBS TemplateWorkstream, activity, owner, milestone, dependency and progress planning model.RiskRisk Register TemplateRisk, issue, dependency, owner, mitigation and escalation model.SecuritySecurity Baseline ChecklistIdentity, device, email, data protection and monitoring review structure.RequestContact Youngsun KangStart with scenario, industry, workload and desired output. Do not include sensitive details first.

Public-to-Private Sharing Model​

01Public pageUnderstand asset purpose, structure, target audience and typical consulting use.
02Contact requestDescribe industry, workload, scenario, phase and output format without customer-sensitive data.
03Boundary reviewConfirm what can be shared, sanitized, edited or kept internal only.
04Asset selectionSelect reusable template, sanitized sample or workshop structure.
05TailoringAdjust scope, assumptions, stakeholders, controls, schedule and acceptance criteria.
06Delivery useUse the asset in a proposal, assessment, workshop, implementation plan or handover.

Sharing Policy​

PublicMethodology overviewAvailable on the site as architecture guidance, decision logic and reusable consulting patterns.
PublicTemplate structureAvailable as public-safe outlines showing sections, purpose and usage model.
RequestEditable DOCX / XLSX / PPTXShared when appropriate after scenario, audience and confidentiality review.
SanitizedCustomer-specific deliverablesShared only as sanitized examples when sensitive details are removed.
RestrictedCommercial or named referencesPricing, discounts, contract terms and named references are not published publicly.

Confidentiality Guardrails​

IdentityRemove customer identityCustomer names, tenant names, project code names and named references are not published.
ArchitectureRemove sensitive architecture detailsTenant IDs, domains, IP ranges, policy IDs, exceptions and internal diagrams are removed.
CommercialRemove commercial informationPricing, discounts, contract terms and internal cost assumptions are not posted publicly.
Editable FilesShare after context reviewDOCX, XLSX and PPTX versions are shared only after confirming intended use.

Request Triage Matrix​

TriageMatch the asset to the business moment.A good request identifies the project stage first: presales, assessment, technical workshop, migration planning, executive steering or delivery handover.
PresalesDiscovery questionnaireUse for early discussion, stakeholder alignment and executive summary structure.AssessmentAssessment workbookUse for readiness, control checklist and evidence pack planning.CopilotAdoption WBSUse for scenario discovery, training, champions, KPI and rollout planning.AI AgentAgent Factory templateUse for agent intake, governance owner, lifecycle, cost and risk boundary.MigrationMigration checklistUse for source inventory, cutover, rollback, hypercare and business continuity planning.SteeringRisk registerUse for decision log, issue escalation, dependency management and value tracking.

Request Flow​

1ReviewReview the public asset pattern and identify the closest asset category.
2DescribeShare scenario, industry, workload, audience and preferred output format.
3ConfirmConfirm confidentiality boundary before any editable or customer-ready document is shared.
4TailorAdapt assumptions, scope, owners, risks, milestones and acceptance criteria.

Start here: Contact and Asset Request

Quality Standard​

ContextBusiness context and target audienceEvery asset should make clear who uses it and which decision or delivery activity it supports.
ScopeScope and out-of-scope boundaryStrong templates prevent ambiguity by separating included work, exclusions and assumptions.
InputsRequired inputs and evidenceAssessment and planning assets should define required data, owners, reviewers and evidence.
DecisionAcceptance or decision criteriaProposal and delivery assets should show how decisions are made and accepted.
GovernanceOwner and approval modelAssets should include owner, reviewer, approval, risk and follow-up sections.
SafetyPublic-safe and editable separationPublic-safe samples and customer-specific editable versions must remain clearly separated.

Field-Informed Download Ideas​

CopilotCopilot readiness workbookData readiness, security readiness, scenario prioritization and adoption plan.CopilotCopilot adoption WBSRole-based enablement, champions, communication, training and KPI structure.SecurityM365 security baseline checklistMFA, Conditional Access, Defender, Purview, Intune and admin role review.ExchangeExchange Online security reviewMail flow, authentication, anti-phishing, transport rule and external sender review.MigrationCutover and rollback runbookWave plan, rollback criteria, communication, validation and hypercare structure.ExecutiveSteering committee status templateExecutive status, decision log, issue escalation, value tracking and risk review.

한국어 요약​

Downloads Center는 실제 컨설팅에서 사용할 수 있는 Microsoft 365, Security, Copilot, AI Agent, Migration, SOW, WBS, Risk Register 관련 자산의 구조와 활용 방식을 설명하는 공간입니다. 실제 편집 가능한 문서는 공개 사이트에 직접 올리지 않고, 목적과 보안 경계를 확인한 뒤 공유하는 방식이 적합합니다.

첫 요청에서는 고객명, tenant ID, domain, 계약 금액, 내부 프로젝트명, 보안 예외 정보처럼 민감한 내용은 제외하고, 업종, 대상 workload, 프로젝트 단계, 필요한 산출물 유형만 전달하는 것이 안전합니다.

검색 키워드​

  • Microsoft 365 template
  • Copilot readiness workbook
  • Agent Factory template
  • Microsoft 365 SOW template
  • Microsoft 365 WBS template
  • Microsoft 365 security baseline checklist
  • Migration pre-assessment checklist
  • Risk register template