Microsoft 365 Copilot Readiness: A Checklist for SMBs

Your guide to getting the basics covered before deployment.

“79% of leaders agree their company needs to adopt AI to stay competitive, but 59% worry about quantifying the productivity gains of AI.”

Microsoft 365 Copilot offers a powerful way for SMBs to boost productivity, automate tasks, and enhance creativity, but enabling it isn’t enough. Organisations without the right foundations risk stalled adoption and an inability to measure ROI. This checklist covers essential preparation areas like security, governance, user training, and change management. It’s a practical guide to ensure your Copilot rollout delivers real, lasting value.

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Key strategies covered in this checklist

A.

Building Your Copilot Adoption Strategy

B.

Preparing Your Organisation

C.

Assigning and Deploying Copilot

D.

Enabling Adoption and Change Management

E.

Measuring and Driving Impact