Microsoft 365 - 5 min read
Microsoft Copilot Governance Checklist
Governance considerations before and during Microsoft Copilot adoption.
Copilot readiness
Copilot governance depends on information governance. Permissions, sharing, sensitivity, retention, records and lifecycle settings should be reviewed before broad adoption.
Checklist
- Review SharePoint and Teams permissions.
- Identify oversharing risks.
- Check sensitivity and retention controls.
- Establish acceptable-use guidance.
- Register Copilot agents and AI-enabled workflows.
- Monitor incidents, concerns and adoption patterns.