Governance kit · for Copilot and similar rollouts

Roll out the assistant without the data-leak headline.

A generative AI assistant surfaces whatever a user can already open, so oversharing in your environment becomes visible the moment you switch it on. This kit governs the rollout end to end, from the access review before you enable it to the monitoring after.

$499One-time · editable Word and PDF

Instant download · 14-day guarantee

Who this is for

IT and security teams rolling Microsoft 365 Copilot or a similar assistant out to staff, who need to control oversharing and set the rules before people start asking it questions.

What is inside

A pre-launch readiness checklist. The data-access review and remediation to run before you enable it for anyone.
Data oversharing controls. The technical work: broad links, over-permissioned locations, sensitivity labels, and DLP.
Acceptable use for assistants. The clauses staff agree to, from do-not-paste to review-before-use.
A pilot plan and approval workflow. Run a governed pilot, then expand access with sign-off.
User communication and monitoring. A one-page brief for staff and a cadence to keep watch after rollout.
Interactive rollout dashboard. A single HTML file that runs 100% locally: walks the data-access review, tracks every readiness control and sign-off to a printable go or no-go report, and logs pilot findings as they land, all under your company name.

Honest about what this is. This kit is educational, not legal advice. References to Microsoft 365 Copilot and other tools are descriptive only. Validate controls in your own environment. Independent and not affiliated with Microsoft or any vendor.

What you get

Editable WordPDFYours to keep14-day guaranteeFor Copilot and similar

Delivered by email on purchase

Common questions

Is this only for Microsoft 365 Copilot?

No. It is built around the risk any staff-facing assistant creates, that it surfaces what a user can already access. Copilot is the common case, and the controls map to it.

What is the main risk it addresses?

Data oversharing. The assistant makes existing permission drift easy to exploit, so the kit front-loads the access review and remediation.

Do we need technical changes in Microsoft 365?

The controls point at the right areas: sharing links, permissions, sensitivity labels, and DLP. Validate and apply them in your own tenant.

What format is it?

Editable Word and PDF, yours to keep, with a 14-day guarantee.