READINESS CHECKLIST · 10 PAGES

Copilot Rollout
Readiness Checklist

Eight phases every organisation needs before go-live

Most Copilot deployments stall because teams focus on licences and skip readiness. This checklist walks you through eight phases, from technical infrastructure to governance, so nothing gets missed when it matters.

✓ Technical, licensing, and security readiness in one place ✓ People readiness and change management steps ✓ Training plan with four tiers from awareness to advanced ✓ Champion network, comms plan, and governance framework

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Eight phases that build on each other

Buying licences without preparing your people, data, and governance is the fastest way to waste budget. Each phase closes a gap that the next phase depends on.

PHASES 1 – 3

Foundation

Technical readiness, licence procurement, and data security. Confirm your infrastructure, assign access by role, and lock down overshared files before Copilot exposes them.

PHASES 4 – 6

People

Leadership sponsorship, change impact assessment, a four-tier training plan, and a champion network. Technology fails without people readiness.

PHASES 7 – 8

Sustainability