Frameworks for better AI decisions

Guides, checklists and templates for evaluating Microsoft 365 Copilot, Copilot Studio, Microsoft Foundry and EU AI Act governance.

Download the 12 free resources

  • The Microsoft AI Governance Playbook for IT Leaders (AI Governance) — A practical 7-page framework for governing Microsoft 365 Copilot, Copilot Studio agents, and Azure AI workloads — built from 20+ real EMEA enterprise deployments. Includes the 3-layer framework, decision matrix, 20-question readiness assessment, and 5 failure modes.
  • AGT + A365 Implementation Blueprint (AI Governance) — A 10-page implementation blueprint: where Microsoft Agent 365 stops and AGT starts, the three integration tiers, a 4-phase rollout plan with real timelines, four ready-to-use policy.yaml patterns, and a RACI for who owns what once the pilot ends.
  • EU AI Act — What Actually Applies Now (AI Governance) — Five-page field brief: what became enforceable on 2 August 2026, what the Digital Omnibus deferred to December 2027, and the five things a Microsoft 365 and Azure estate should do this quarter.
  • The Microsoft AI Decision Cheat Sheet (Azure AI) — A 1-page framework for choosing between Azure OpenAI, AI Foundry, and Copilot Studio — from real EMEA enterprise deployments.
  • M365 Copilot Quick-Win Brief (Microsoft 365 Copilot) — 5 things enterprise IT leaders get wrong when deploying Microsoft 365 Copilot — and what to do instead. Includes a 30-day quick-start checklist.
  • M365 Copilot Readiness Checklist (Microsoft 365 Copilot) — The 45-point tenant assessment I run before every enterprise Copilot rollout. Six domains — licensing, identity, data governance, security, AI policy and adoption — each control mapped to the specific risk it prevents, with a scoring model that tells you whether you are Not Ready, At Risk, Conditionally Ready or Ready to Scale, plus a phased remediation roadmap. Every control grounded in official Microsoft documentation.
  • Enterprise M365 Copilot Activation Pack (Microsoft 365 Copilot) — The 40-point security, governance & adoption checklist built from hundreds of enterprise M365 Copilot deployments across EMEA. Includes: Security & Governance Checklist, 30-Day Adoption Roadmap, Executive Presentation Template (8 slides), and "What Copilot Can and Cannot Access" one-pager.
  • Power Platform VNet Injection Field Card (Power Platform) — One-page reference: the VNet-injection failover checklist, the three misconceptions that cost a rebuild, and the IP-plan rules to lock down before you delegate a subnet.
  • SharePoint AI Readiness Audit Checklist (SharePoint) — A 60-point audit checklist across 5 governance pillars to assess your SharePoint environment's readiness for Microsoft Copilot, Copilot Studio, and Azure AI Foundry agents. Includes scoring template and remediation priority matrix.
  • SharePoint Storage Ceiling Rescue Kit (SharePoint) — A one-page field kit: the 5-lever checklist to free SharePoint storage, a realistic recovery-range worksheet, and the compliance carve-out rule — before you buy more space.
  • SharePoint AI-Readiness Checklist (SharePoint) — 10 gates your SharePoint Online tenant must pass before Copilot agents and Azure AI Foundry touch your content — oversharing, sensitivity labels, term store, search schema and agent pilots, with the exact admin tool for each step.
  • EU AI Act Compliance Toolkit for Microsoft

Who these are for

IT leaders, solution architects, CISOs and compliance owners running or planning Microsoft 365 Copilot, Copilot Studio agents and Azure AI in the enterprise.