Whether you're migrating to Microsoft 365 for the first time or trying to get more value out of an existing tenant, a bit of planning goes a long way toward avoiding disruption and security gaps. Use this guide to check your readiness before making changes.

Licensing & Planning

• Have you mapped which license tier (Business Basic, Standard, Premium) fits each role?
• Do you know how many mailboxes, shared mailboxes, and distribution lists need to be created?
• Have you audited existing licenses for waste or duplication if you already have Microsoft 365?

Security Configuration

• Is multi-factor authentication planned for every user before go-live?
• Have conditional access policies been defined for your risk tolerance?
• Is a data loss prevention policy needed for compliance or client confidentiality?

Migration Readiness

• Do you have a full inventory of current mailboxes, files, and shared drives to migrate?
• Is there a rollback plan if something doesn't go as expected during migration?
• Have you scheduled the migration outside business-critical hours?

Adoption & Training

• Have staff been shown how to use Teams, SharePoint, and OneDrive effectively?
• Is there a plan to phase out old tools like shared network drives or legacy email clients?
• Who is the internal point of contact for Microsoft 365 questions after go-live?