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Copilot AI Readiness Assessment
Scoring
Each question is scored 0–3 points:
0
Not in place
1
Partially in place
2
Mostly in place
3
Fully in place / mature
Max Score:
30 points
The Questions
Step 1 of 11
9%
Question 1
Microsoft 365 Licensing Readiness
*
Do you currently have Microsoft 365 licensing that supports Copilot (Business Premium / E3 / E5 + Copilot add-on)?
No / unsure
Some users licensed appropriately
Most users licensed appropriately
Fully licensed and ready for rollout
Question 2
Identity & MFA Security
*
Is MFA enabled for all users and enforced through Conditional Access?
No MFA
MFA for some users
MFA for most users, inconsistent enforcement
MFA + Conditional Access fully enforced
Question 3
Device & Endpoint Management
*
Are company devices managed with an endpoint management solution?
Devices unmanaged
Some devices managed
Most devices managed
Fully managed with compliance policies enforced
Question 4
Data Classification & Sensitivity Labels
*
Do you use Microsoft Purview sensitivity labels or have any formal data classification system?
No classification or labels
Informal guidelines only
Some labeling policies in place
Sensitivity labels + policies fully implemented
Question 5
SharePoint / OneDrive File Organization
*
Is your SharePoint/OneDrive environment organized and actively maintained?
Messy, duplicate files everywhere
Some structure but inconsistent
Mostly organized with some cleanup needed
Well organized with governance and lifecycle policies
Question 6
Permissions Hygiene
*
Are SharePoint, Teams, and file permissions reviewed regularly to prevent oversharing?
No permission reviews
Some manual checks
Occasional reviews / partial governance
Strong governance + least privilege enforced
Question 7
Email & Teams Usage Maturity
*
How standardized is your organization’s use of Outlook, Teams, and collaboration tools?
Everyone works differently / chaotic usage
Some standardization
Mostly consistent usage
Fully standardized workflows + training completed
Question 8
Security Monitoring & Incident Response
*
Do you have a security monitoring strategy and an incident response plan?
No monitoring or plan
Basic antivirus and reactive response
Alerts exist but response is informal
Centralized monitoring + formal IR plan
Question 9
Staff AI Awareness & Training
*
Have employees received training on AI risks (data leakage, prompts, compliance, safe use)?
No training
Some informal awareness
Some training provided to key staff
Organization-wide AI policy + training completed
Question 10
Governance & Compliance Requirements
*
Do you have compliance policies in place (HIPAA, SOC2, FINRA, legal retention, etc.) that are actively enforced?
No compliance structure
Some policies but not enforced
Compliance exists but inconsistent enforcement
Formal governance + auditing + enforcement
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