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Quick Start Checklist

Agent 365 Governance Quick Start: your first 90 days from Shadow AI to governed AI

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Agent 365 Governance

Your first 90 days from Shadow AI to governed AI

A practical, sequenced checklist for bringing AI agents under control with Microsoft Agent 365. Get the plan, then move from shadow agents to secure, governed AI at scale.

✓ A proven 90-day plan across three phases: Observe, Govern, then Secure and Scale
✓ The right moves to make in each phase, in the right order
✓ A clear picture of what good looks like by day 90
Why now: AI agents are multiplying faster than most teams can track, and Shadow AI already adds about $670,000 to the average data breach (IBM, 2025). This plan helps you get ahead of it.

A clear plan for your first 90 days

The checklist breaks the work into three short phases, so your team always knows the next right move. Here is the shape of it.

  • Days 0 to 30, Observe

    See what you have. The first moves to discover every agent, including shadow agents, and put identity in place before you do anything else.

  • Days 31 to 60, Govern

    Set the rules. How to assign ownership, apply least-privilege access, and publish the guardrails that keep agents in line.

  • Days 61 to 90, Secure and Scale

    Protect and prove value. Turn on threat protection, stand up dashboards, and build the business case for Microsoft 365 E7.

How to use the checklist

This is a working plan, not just a read. Here is how teams put it to work.

✓ Run it as your 90-day governance plan, phase by phase ✓ Assign owners and track progress against each step
✓ Brief your IT and Security leaders on the plan in minutes ✓ Find the gaps in visibility, identity and control you need to close
✓ Build the evidenced business case for the Microsoft 365 E7 attach ✓ See where SoftwareOne can accelerate, including funded steps

  • 600K+

    Copilot users supported

  • 730+

    Microsoft certified practitioners

  • All 6

    Modern Work advanced specializations

  • $22bn+

    Microsoft licenses managed

A swirling, fluid-like abstract shape in shades of purple, blue, and white against a black background

Take control of AI in your first 90 days

Get the practical, sequenced checklist to move from shadow agents to secure, governed AI at scale, with a clear definition of done by day 90.

Get the checklist

Take control of AI in your first 90 days

Get the practical, sequenced checklist to move from shadow agents to secure, governed AI at scale, with a clear definition of done by day 90.