https://store-images.s-microsoft.com/image/apps.43158.eaa99476-3b22-48d9-b54b-445b32c25a89.0e23ca3b-1520-4b5a-b61f-605e560596ee.8814788a-7b03-4723-a396-1137bae7af20

Copilot Governance Blueprint

C5 Insight

Pricing $1

Create a clearly defined governance strategy for Microsoft Copilot, Microsoft 365, Dynamics 365, and the Power Platform.

The Copilot Governance Blueprint is a planning‑only engagement for organizations looking to pilot, implement, or scale Copilot and other AI solutions across the business. We assess your current state, align stakeholders, and define the governance guardrails you need to ensure secure AI adoption.

1) Define Your Governance Foundation

We ensure everyone understands the governance lifecycle and agrees on roles, responsibilities, and guardrails before Copilot is enabled.

  • Governance Lifecycle Assessment: Understand your current position in the 3‑step governance lifecycle (basic, standard, enterprise).
  • Two Stakeholder Workshops: Define governance requirements, roles, and priorities across security, compliance, content, and adoption.

2) Determine the Right Governance Solutions

We assess and recommend Microsoft solutions and third‑party tools to enforce governance.

  • Core SharePoint & Teams security settings
  • Copilot settings and Copilot Control System
  • SharePoint Advanced Management
  • Power Platform Center of Excellence
  • SharePoint Governance Portal by C5 Insight
  • Microsoft Purview
  • ShareGate

3) Build a Project Plan

We translate findings and decisions into a clear plan of action.

  • Stages of Governance Implementation: Sequenced steps for rollout.
  • Required Workshops & Technology: What’s needed for success.
  • Proactive Monitoring & Remediation Strategy: Guidance to ensure adoption, content quality, and security remain well-maintained, with proactive issue resolution.

Key Deliverables

  • Governance charter and policy framework
  • Recommended toolset and configuration guidance
  • Detailed project plan with phases, dependencies, and monitoring strategy

Prerequisites

  • Active Microsoft 365 tenant with Copilot licensing (or planned purchase)
  • Availability of key stakeholders for workshops

Supported Products

  • Microsoft Copilot (Microsoft 365 Copilot, Copilot Studio, custom agents, etc.)
  • Microsoft 365 (SharePoint, Teams, Viva)
  • Microsoft Purview
  • Power Platform
  • Dynamics 365 (CRM solutions)
  • ShareGate

Ready to set the guardrails for secure Copilot adoption? Contact us to schedule your Copilot Governance Blueprint engagement today.

At a glance

https://store-images.s-microsoft.com/image/apps.38451.eaa99476-3b22-48d9-b54b-445b32c25a89.fb22d286-4de1-44d5-950a-e045dd65c788.879fad24-d25a-49e1-8586-541be59dd82d