Readiness checklist: start with Microsoft Copilot safely, before you scale
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Microsoft 365 Copilot
Are you ready to roll out Microsoft Copilot?
Copilot is easy to use, but the organisations that get the most from it prepare first. This 13-step checklist helps you launch safely and lay the foundation for governed, enterprise-scale AI.
| ✓ | 13 essential readiness steps, from AI policy to adoption metrics |
| ✓ | What to put in place across people, governance and training |
| ✓ | How to prepare for Microsoft 365 E7 and Agent 365 |
Why now: Microsoft's Frontier Suite, including Microsoft 365 E7 and Agent 365, is rolling out from May 1, 2026. Preparing now avoids challenges as AI use matures.
How to use the checklist
This is a working self-check, not just a read. Here is how teams put it to work.
| ✓ | Score yourself against all 13 steps | ✓ | Assign an owner to each gap you find |
| ✓ | Brief your adoption committee and leadership | ✓ | Stand up training and a champions community |
| ✓ | Agree the metrics that define success | ✓ | Talk to SoftwareOne about a Copilot QuickStart |
600K+
Copilot users supported
730+
Microsoft certified practitioners
All 6
Modern Work advanced specialisations
$22bn+
Microsoft licences managed
Get ready to roll out Copilot
Work through the 13-step checklist and launch Copilot safely.
Get ready to roll out Copilot
Work through the 13-step checklist and launch Copilot safely.