Microsoft 365 assessment checklist
Define stakeholders, in-scope services, evidence, risk context, and the deliverables needed after the review.
Microsoft 365 security resources
Plan a Microsoft 365 security assessment with fewer unknowns.
Use these buyer-focused guides to define scope, prepare evidence, compare approaches, and decide what your team needs from an independent assessment.
Assessment library
Start with the decision in front of you.
Each guide answers a different buying or planning question. They are designed to help IT and security leaders prepare a useful scope without treating every Microsoft recommendation as equally urgent.
Secure Score vs. security assessment
Understand what Microsoft Secure Score can tell you, what it cannot, and when analyst review changes the decision.
Intune security checklist
Prepare a focused review of enrollment, compliance, configuration, endpoint security, app protection, and operating discipline.
Conditional Access checklist
Examine policy coverage, exclusions, authentication requirements, device conditions, session controls, and safe change practices.
Assessment cost guide
See which scope choices influence effort and how to compare proposals on evidence, analysis, reporting, and remediation boundaries.
Sample assessment
Review the structure of an executive narrative, technical findings, and a prioritized action register before discussing access.
Focused decision guides
Go deeper on identity, assurance triggers, and email controls.
Use the technical checklists when a workload needs closer review, and the buyer guides when timing, external assurance, or organizational change defines the scope.
How many Global Administrators?
Apply Microsoft’s current guidance without confusing routine administration with resilient emergency access.
Audit administrator roles
Turn role assignments, scope, activity, ownership, and protections into a safe decision register.
Assessment timeline guide
Understand which scope, evidence, validation, and stakeholder dependencies determine elapsed time.
CIS Microsoft 365 Benchmark explained
Use a named benchmark version and preserve applicability, evidence, and accepted-exception context.
Prepare for cyber insurance renewal
Validate Microsoft 365 evidence without implying that one assessment determines coverage or pricing.
Assess Microsoft 365 after M&A
Inventory tenants, cross-tenant access, identities, applications, collaboration paths, and integration risk.
Defender for Office 365 checklist
Review policy coverage, Safe Links, Safe Attachments, anti-phishing, exceptions, and response operations.
Exchange Online checklist
Review administrative access, mail flow, forwarding, SMTP AUTH, connectors, auditing, and authentication.
A practical sequence
Move from an open-ended concern to a defined engagement.
Name the decision
Clarify whether the assessment must support risk reduction, leadership planning, a customer request, an audit, or a major Microsoft 365 change.
Map the environment
Identify licensed services, tenant boundaries, identity sources, managed device populations, and important exceptions.
Agree on evidence
Document collection methods, access limits, handling expectations, and who will validate operating context.
Define useful output
Ask for technical evidence, business context, priorities, dependencies, ownership, and a stakeholder readout.
Looking for the service itself? Review the Microsoft 365 Security Assessment, the assessment methodology, and security and data-handling practices.
Industry planning
Put the tenant in its operating context.
Microsoft 365 controls matter differently depending on how an organization handles information, grants access, answers third-party questions, and tolerates disruption.
Microsoft 365 security for law firms
Prepare around privileged identities, email, matter collaboration, external sharing, device access, and evidence needed for client assurance.
Microsoft 365 security for financial services
Connect identity, collaboration, endpoint, and monitoring controls to oversight, third-party assurance, and operational resilience questions.
Microsoft 365 security for healthcare
Review identity, shared devices, email, collaboration, third-party access, audit evidence, and resilience without making compliance claims.
Microsoft 365 security for manufacturing
Connect workforce identity, plant access, suppliers, collaboration, applications, and the Microsoft 365 side of IT/OT boundaries.
Start with a low-friction view of your current posture.
Use the browser-based checker for an initial signal, or request an assessment when you need evidence, context, and a prioritized plan.