Resources
Checklists, guides and templates I have put together on real projects. The kind of thing I wish I had the first time around.
Copilot for Excel Rollout Checklist
A practical checklist for rolling out Copilot in Excel to a team, covering licensing, data cleanup, training, and the mistakes that cause the most confusion after launch.
Outlook Mobile App Deployment Checklist
A practical checklist for rolling out Outlook Mobile with app protection policies, so corporate mail and files stay managed on both personal and corporate phones. Covers pre-rollout planning, security settings, deployment steps, and testing.
Power BI Row-Level Security Setup Checklist
A practical checklist for planning, building, and testing row-level security in Power BI so it actually restricts data the way you expect. Covers role design, DAX filters, and the testing steps people usually skip before publishing.
Azure App Configuration Setup Checklist
A practical checklist for setting up Azure App Configuration properly the first time, covering store creation, access control, and feature flag hygiene.
Microsoft 365 Tenant-to-Tenant Migration Checklist
A practical checklist for moving a company from one Microsoft 365 tenant to another after a merger, acquisition, or rebrand, covering identity, mail, files, and Teams.
Microsoft 365 Email Deliverability Checklist
A practical walkthrough for setting up SPF, DKIM, and DMARC on a Microsoft 365 tenant, plus what to keep checking afterward so deliverability doesn't quietly break again.
Azure Log Analytics Workspace Setup Checklist
A practical checklist for setting up a new Azure Log Analytics workspace correctly the first time, covering naming, retention, access, and connecting your first data sources.
Azure Automation Runbook Setup Checklist
A practical checklist for planning, building, and running your first Azure Automation runbooks, covering authentication, testing, and the monitoring that catches a failed job before someone else does.
Microsoft 365 Backup Vendor Evaluation Checklist
A practical checklist for evaluating third party backup tools for Exchange, SharePoint, OneDrive, and Teams, since native retention is not the same thing as a real backup.
Microsoft Whiteboard Rollout Checklist
A practical checklist for rolling out Microsoft Whiteboard to a team, covering settings, permissions, and getting people to actually use it in meetings.
OneDrive Sync Client Troubleshooting Checklist
A step by step checklist for diagnosing and fixing the OneDrive sync client when files stop syncing, show sync errors, or get stuck partway through.
Outlook Inbox Rules Cleanup Checklist
A practical walkthrough for auditing and cleaning up Outlook and Exchange Online inbox rules, so old rules stop hiding or forwarding mail nobody meant to redirect.
Microsoft Teams Shifts Rollout Checklist
A practical checklist for planning and rolling out Shifts in Microsoft Teams for hourly or frontline staff, covering team setup, schedule building, and common rollout mistakes.
Windows 365 Cloud PC Deployment Checklist
A practical checklist for rolling out Windows 365 Cloud PC, covering licensing, provisioning, network and security decisions, and what to check after the first Cloud PCs go live.
Microsoft Teams Webinar Setup Checklist
A step by step checklist for planning and running a webinar in Microsoft Teams, covering registration settings, presenter roles, and what to check before and after you go live.
Azure App Service Custom Domain and SSL Setup Checklist
A step by step checklist for pointing a custom domain at an Azure App Service app and getting a valid SSL certificate attached, without downtime.
Distribution List Cleanup Checklist
A checklist for reviewing distribution lists in Exchange Online, catching the ones that are stale, duplicated, or owned by nobody, and setting rules so the mess doesn't come back.
Azure Virtual Desktop Deployment Checklist
A step by step checklist for planning and deploying Azure Virtual Desktop for the first time, covering licensing, networking, image prep, rollout, and what to check after go-live.
Passwordless Authentication Rollout Checklist
A step by step checklist for rolling out Windows Hello, security keys, and Authenticator phone sign-in in Microsoft Entra ID without locking anyone out.
SharePoint Site Owner Handover Checklist
A step by step checklist for transferring SharePoint site ownership cleanly, covering connected groups, permissions, and cleanup so nothing is left pointing at someone who no longer manages the site.
Copilot for Teams Rollout Checklist
A practical checklist for getting Microsoft 365 Copilot working well inside Teams, covering licensing, data policies, and the pilot steps that actually get people using it in meetings and chats.
Microsoft 365 Group Lifecycle Management Checklist
A practical checklist for keeping Microsoft 365 Groups and the Teams, SharePoint sites, and Planner plans behind them from piling up unused. Covers creation rules, ownership, expiration policies, and cleanup.
Exchange Online Mail Flow Rule Checklist
A working checklist for auditing the mail flow rules you already have and building new ones without breaking mail delivery for the whole company.
Outlook Email Signature Rollout Checklist
A practical checklist for rolling out a standardized email signature across the organization, from design through enforcement and cleanup afterward.
Outlook Delegate Access Setup Checklist
A step by step checklist for setting up delegate access on an Outlook mailbox or calendar, so the right people get the access they need without over-granting permissions.
Azure Front Door Setup Checklist
A practical checklist for planning and configuring Azure Front Door before you put it in front of production traffic, covering backend pools, health probes, TLS, and WAF basics.
Azure DevOps Pipeline Setup Checklist
A step by step checklist for setting up a new Azure DevOps pipeline, covering service connections, agents, build and test stages, and release approvals.
Windows Autopilot Deployment Checklist
A step by step checklist for rolling out Windows Autopilot so new laptops can be shipped straight to employees and set themselves up on first sign-in.
Microsoft 365 Message Center Review Checklist
A practical routine for going through the Microsoft 365 Message Center so you catch the changes that actually affect your users, without reading every single post.
Universal Print Setup Checklist
A practical checklist for rolling out Universal Print so shared printers work across Windows devices without an on-premises print server.
Azure Key Vault Setup Checklist
A practical checklist for setting up a new Azure Key Vault the right way, covering the access model, networking, and day one housekeeping so it does not turn into an unmanaged secrets dump.
Microsoft Bookings Setup Checklist
A practical walkthrough for setting up a Microsoft Bookings page correctly the first time, covering staff, scheduling rules, notifications, and the mistakes that cause double bookings.
SharePoint Online Migration Readiness Checklist
A practical checklist for planning a move into SharePoint Online, covering what to check before you migrate, how to pick a method, what to watch during the move, and what to clean up afterward.
Azure Landing Zone Setup Checklist
A practical checklist for setting up an Azure landing zone, covering identity, networking, and policy foundations, plus the mistakes that cause the most rework later.
Microsoft Teams Phone System Rollout Checklist
A practical checklist for rolling out Teams Phone, whether you are using Calling Plan or Direct Routing, covering licensing, number porting, configuration, testing, and cutover.
Azure App Service Deployment Checklist
A practical checklist for setting up deployment slots, configuring settings correctly, and avoiding downtime when you push new code to an Azure App Service web app.
Viva Engage Community Setup Checklist
A checklist for planning, launching, and moderating a new Viva Engage community so it does not turn into an empty space nobody visits.
Azure Application Gateway Setup Checklist
A practical checklist for planning and deploying an Azure Application Gateway, covering SKU choice, subnet sizing, listener and backend pool setup, and health probe configuration before you go live.
Microsoft Teams Channel Structure Checklist
A practical checklist for setting up Teams channels so they stay usable as a team grows, covering naming, permissions, ownership, and the cleanup that usually gets skipped.
Microsoft Loop Workspace Setup Checklist
A practical checklist for rolling out Microsoft Loop workspaces to a team, covering permissions, workspace structure, and the habits that keep it from turning into another orphaned tool.
Power BI Workspace Governance Checklist
A practical checklist for setting up Power BI workspaces properly, controlling access, and keeping datasets clean before things sprawl out of control.
Azure Virtual Network Planning Checklist
A practical checklist for planning address space, subnets, naming, and connectivity before you create your first Azure virtual network, so you avoid rebuilding it later.
Self-Service Password Reset Rollout Checklist
A practical checklist for planning and rolling out Self-Service Password Reset in Microsoft Entra ID, covering licensing, authentication methods, and how to get users registered without flooding the help desk.
OneDrive Known Folder Move Rollout Checklist
A step by step checklist for rolling out OneDrive Known Folder Move across an organization without flooding your help desk, covering pre-rollout checks, phased deployment, and post-rollout verification.
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.