Section A — Your Microsoft 365 Foundation

Q1. How ready is your Microsoft 365 setup for AI? Check all that apply:

Our organization uses Microsoft 365 (Teams, SharePoint, Outlook, Excel, Power Automate).
Most of our documents and data live in SharePoint or OneDrive, not local drives.
We have organized folder structures and consistent naming conventions.
We have clear access controls and permissions for files and folders.
User accounts are protected with core security baselines (e.g., MS365 Defender, Conditional Access, MFA).

Score insight: 3+ checks = solid foundation for AI enablement.

Section B — Your Workflow Bottlenecks

Q2. When does your team spend manual effort each week? (Check all that apply.)

Summarizing meetings or emails
Following up on quotes or client requests
Routing invoices, POs, or expense approvals
Onboarding new staff or processing HR requests
Compiling weekly or monthly reports
Drafting content or communications (emails, reports, or summaries)
Answering or routing routine inquiries from the public

If you had to pick just one to automate first, which would it be?

Score insight: 3+ checks = strong candidate for Copilot or AI Agent.

Section C — Your Organizational Readiness

Is your organization prepared to adopt AI confidently?

Question

Yes

Somewhat

Leadership supports AI experimentation.

Our staff are comfortable adopting new digital tools.

We have policies for data retention and sharing.

We have clear data ownership and access controls.

We’re already using Microsoft 365 Copilot or exploring licenses.

Staff are incorporating other AI tools in an ad-hoc basis.

Score insight: Mostly “Yes” = Ready to start; “Somewhat” = Ideal for an ALPHA IT Jumpstart Program.

Thanks for completing your Copilot Readiness Scorecard!

Your results have been recorded.

Microsoft Copilot Readiness Scorecard

Section A — Your Microsoft 365 Foundation

Section B — Your Workflow Bottlenecks

Section C — Your Organizational Readiness

Thanks for completing your Copilot Readiness Scorecard!

Ready to Jumpstart form

Section A — Your Microsoft 365 Foundation

Section B — Your Workflow Bottlenecks

Section C — Your Organizational Readiness

Thanks for completing your Copilot Readiness Scorecard!

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