Resources
Checklists, guides and templates I have put together on real projects. The kind of thing I wish I had the first time around.
Pre-Copilot Rollout Checklist
What to check in your tenant, your data, and your users before you turn on Microsoft 365 Copilot for anyone beyond a small pilot group.
New Employee Microsoft 365 Setup Checklist
A step by step checklist for getting a new hire ready on day one: mailbox, Teams, group and SharePoint access, licensing, and the small things that get missed when it is done in a rush.
Azure Subscription Governance Checklist
How to keep an Azure subscription structure sane as an organization grows, covering the governance basics that get skipped when subscriptions are created ad hoc.
Intune Endpoint Compliance Baseline Checklist
A starting set of Intune compliance policy settings that cover the basics for both Windows and mobile devices without being excessively strict on day one.
Teams Guest Access Policy Guide
How to think through Teams guest access settings so external collaboration works without leaving the door wide open to anyone with an email address.
Azure Tagging Standards Template
A ready to adapt tagging standard for Azure resources, covering the tags most teams actually need for cost, ownership and environment tracking.
Shared Mailbox Governance Guide
How to keep shared mailboxes from becoming an ungoverned mess of forgotten delegates and unclear ownership over time.
Azure Network Security Group Review Checklist
What to check when auditing network security groups across an Azure environment, especially ones that have accumulated rules over a long period.
Multi-Factor Authentication Rollout Checklist
A practical rollout plan for enforcing MFA across an organization without causing a flood of lockouts and confused support calls on day one.
SharePoint Permissions Cleanup Checklist
How to clean up SharePoint permissions that have drifted over time, without breaking access for people who genuinely still need it.
Azure Backup and Recovery Planning Guide
How to plan Azure Backup coverage and actually test recovery, instead of assuming backups are working until the day you need to restore something.
Power Automate Flow Review Checklist
A checklist for periodically reviewing Power Automate flows across your tenant, so broken or abandoned flows get caught before they cause a real problem.
Employee Offboarding Checklist for Microsoft 365
The Microsoft 365 side of offboarding a departing employee, covering the access removal and data handover steps that are easy to miss under time pressure.
Azure Virtual Machine Hardening Checklist
A practical checklist for hardening an Azure virtual machine before it goes into production, covering the basics that get skipped when a VM is spun up quickly.
Entra ID Dynamic Group Rules Guide
How to plan dynamic membership rules in Entra ID so groups stay accurate automatically, instead of relying on someone remembering to update static membership.
Microsoft 365 Retention Policy Planning Guide
How to plan retention policies across Exchange, SharePoint and Teams so you keep what you are required to and clean up what you do not need to keep forever.
Azure Storage Account Security Checklist
The security settings worth checking on every Azure storage account, especially the ones created quickly during a project and never revisited.
Data Loss Prevention Policy Planning Guide
How to plan a Microsoft Purview DLP rollout that catches real risk without burying your team in false positive alerts in the first week.
Teams Meeting Room Setup Checklist
Getting a physical meeting room properly set up with Teams Rooms hardware and the right calendar configuration, without the usual first week of glitches.
Azure Monthly Cost Review Checklist
What to look at during a monthly Azure cost review so surprises get caught before the invoice arrives, not after.
Conditional Access Baseline Guide
A starting set of Conditional Access policies that cover the basics without locking your own admins out on day one.
Mailbox Migration Cutover Checklist
The practical steps for the actual cutover day of a mailbox migration into Exchange Online, not the whole project plan, just the day it matters most.
New SharePoint Team Site Setup Checklist
What to actually configure when you spin up a new SharePoint team site, beyond just clicking create and walking away.
Azure Resource Group Naming Checklist
A short checklist for agreeing on resource group and resource naming before your Azure environment grows past the point where anyone can clean it up.