Free self-assessment · Copilot Readiness

Is your SharePoint ready for Copilot?

Answer 20 questions (5 areas) and instantly get your readiness level, the breakdown by area and what to prioritize before scaling Microsoft 365 Copilot. Takes 3 minutes.

How it works

Pick Yes / Not sure / No for each question. We score your readiness on a risk matrix and show the result by area. Copilot works on your current permissions and data: reviewing first prevents exposing information.

P Permissions

1. Have you identified and scoped broad access (like "Everyone" or very large groups)?

2. Do you audit unique permissions and broken inheritance?

3. Do you periodically review each site owners?

4. Do you control external guests with access?

C Content

5. Do you know where sensitive or confidential information lives?

6. Do you have a process to archive or remove obsolete content?

7. Do you manage duplicates and old versions?

8. Is content classified or labeled?

G Governance

9. Does every site have a clearly assigned owner?

10. Is there a site lifecycle policy?

11. Do you apply expiration or archiving rules?

12. Do you monitor site activity and usage?

S Storage

13. Do you know your storage growth trend?

14. Do you know which areas or sites consume the most storage?

15. Have you identified sites to archive?

16. Do you remove unnecessary old versions?

AI AI readiness

17. Did you review permissions and content before enabling Copilot?

18. Do you have a defined remediation process?

19. Are owners assigned for the readiness effort?

20. Do you have monitoring after enabling Copilot?

Last step

See my result

Leave your work email and we will show your result (and send it so you can share it with your team).