Whitepapers / The Complete Copilot Readiness Assessment Guide

Readiness & Assessment

The Complete Copilot Readiness Assessment Guide

A Technical Framework for Enterprise CIOs

Published: January 15, 2026

50 min

12,500 words

Author: Copilot Consulting Team

Download This Whitepaper

Get instant access to the complete 12,500-word guide. No email required.

Free download • 100% no spam • Instant access

This whitepaper provides a step-by-step technical framework for conducting a thorough Copilot readiness assessment. Includes PowerShell scripts, audit checklists, risk scoring methodology, and remediation roadmaps for common deployment blockers.

Table of Contents

  • Executive Summary

    Page 2

  • Introduction: The Copilot Readiness Challenge

    Page 5

  • Phase 1: Permission Audit & Data Exposure Assessment

    Page 10

  • Phase 2: Data Classification & Sensitivity Labels

    Page 18

  • Phase 3: DLP Policy Configuration

    Page 26

  • Phase 4: Compliance Validation (HIPAA, SOC 2, GDPR)

    Page 34

  • Phase 5: Risk Scoring & Remediation Roadmap

    Page 42

  • Conclusion: Next Steps

    Page 48

  • Appendix: PowerShell Scripts & Checklists

    Page 50

Key Takeaways

  • Comprehensive permission audit methodology using PowerShell scripts and Microsoft Graph API

  • Step-by-step data classification framework with sensitivity label templates

  • DLP policy configuration guide for preventing data exposure via Copilot

  • Compliance validation checklists for HIPAA, SOC 2, GDPR, and attorney-client privilege

  • Risk scoring methodology: Red/Yellow/Green tenant readiness assessment

  • Remediation roadmap templates with timelines and resource requirements

Topics Covered

Copilot Readiness
Risk Assessment
Data Governance
Permission Audit
Compliance
Enterprise Deployment

Need Help Implementing This Framework?

Our team can conduct a full readiness assessment of your Microsoft 365 tenant and provide a detailed remediation roadmap.