Microsoft 365 Readiness Guide
What to check and plan for before migrating to, or getting more from, Microsoft 365.
Licensing & Planning
• Have you mapped which license tier (Business Basic, Standard, Premium) fits each role? • Do you know how many mailboxes, shared mailboxes, and distribution lists need to be created? • Have you audited existing licenses for waste or duplication if you already have Microsoft 365?
Security Configuration
• Is multi-factor authentication planned for every user before go-live? • Have conditional access policies been defined for your risk tolerance? • Is a data loss prevention policy needed for compliance or client confidentiality?
Migration Readiness
• Do you have a full inventory of current mailboxes, files, and shared drives to migrate? • Is there a rollback plan if something doesn't go as expected during migration? • Have you scheduled the migration outside business-critical hours?
Adoption & Training
• Have staff been shown how to use Teams, SharePoint, and OneDrive effectively? • Is there a plan to phase out old tools like shared network drives or legacy email clients? • Who is the internal point of contact for Microsoft 365 questions after go-live?
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