M365 Governance Visibility Assessment
+ 90-Day Roadmap
Get a clear read on Teams that accumulated without lifecycle rules, SharePoint sites that multiplied without ownership, guest access that was never reviewed, external sharing exposure, ownership gaps, offboarding breakdowns, and missing classification controls — before they become a security, customer trust, or compliance problem.
Executive clarity on hidden Microsoft 365 governance risk — before an audit, breach, Copilot rollout, or insurance issue exposes it.
Built for organizations running Microsoft 365 without a governance model.
This is for companies that already moved into Microsoft 365, but never built the rules, ownership model, review cadence, or documentation needed to keep the environment under control.
The environment works day to day. But when a customer questionnaire, cyber insurance renewal, assessment, Copilot rollout, or new IT leadership creates pressure, the gaps become visible fast.
If your team cannot clearly answer who owns each Team or SharePoint site, which guest users are still valid, what is externally shared, or how sensitive content is classified — this assessment was built for that moment.
What usually makes Microsoft 365 governance urgent.
Governance gaps rarely surface on their own. Something forces the conversation. These are the moments when organizations realize the environment they built no longer matches the controls their business requires.
Rolling out Microsoft Copilot?
You need to know that sensitive data, permissions, and sharing controls are in order before AI surfaces what your environment already contains.
Cyber insurance renewal coming up?
Get the documented controls and access review evidence your insurer is asking for — without the last-minute scramble.
Receiving security questionnaires from customers or vendors?
Answer confidently with a current-state findings report instead of guessing at controls you have never formally reviewed.
New to your IT leadership role?
Get an independent read on the environment you inherited before you are twelve months in and something surfaces on its own.
Facing an audit or compliance requirement?
Know where your gaps are before the auditor does — and walk in with a remediation roadmap already in motion.
If any of these feel familiar — your environment likely has governance gaps worth understanding before they create urgency on someone else's timeline.
Microsoft 365 did not fail.
Governance never caught up.
Teams kept getting created. SharePoint sites multiplied. Guest users were added for projects and stayed long after the work ended. External sharing became a workaround. Offboarding disabled accounts, but did not always transfer ownership of Teams, Groups, SharePoint sites, or OneDrive content.
Now leadership, auditors, customers, or insurers want answers.
"We think it's under control" is not enough.
Sample Governance Findings Scenario
Beacon Strategy Partners is a 281-user professional services firm. They had been using Microsoft 365 for five years. The environment worked day to day. But when a Fortune 500 client sent a vendor security questionnaire, Beacon could not answer the questions confidently.
What the assessment found
- 420
- Microsoft Teams — 180 inactive for 90+ days
- 890
- SharePoint sites — 140 with broken permissions inheritance
- 312
- Guest users — 80 from domains with no current business relationship
- 60
- Sites with anonymous “Anyone with the link” sharing enabled — exposing an estimated 2,400 files
- 0
- Sensitivity labels deployed
- 0
- DLP policies in place
- 0
- Retention policies beyond defaults
- $35,400
- In annualized license waste
- 12
- Workspaces with no active owner after offboarding gaps
The two highest-priority risks — anonymous external sharing and no information classification — were addressed first because they directly affected the customer questionnaire. The 90-day roadmap gave Beacon's IT team a sequenced cleanup plan they could execute without guessing what mattered first.
Beacon Strategy Partners is a fictitious company created for illustrative purposes. The governance findings and metrics reflect realistic conditions common in mid-sized Microsoft 365 environments.
See findings like these in your own environment.
Book a Governance Risk Fit CallWhat the engagement delivers
Current-State Findings Report
Plain-English assessment of what exists today, where risk is concentrated, and what needs attention.
Risk Register
Prioritized governance risks ranked by severity, urgency, effort, and business impact.
90-Day Cleanup Roadmap
A sequenced plan your internal IT team or MSP can execute without guessing what matters first.
Admin Action Checklist
A task-level list your IT team or MSP can act on immediately — no interpretation required.
Executive Summary
A concise governance risk overview written for leadership, insurers, and auditors — not just IT.
90-Minute Findings Readout
One structured readout call to walk leadership and IT through the findings, risks, and Phase 1 priorities.
Additional meetings, remediation, and implementation are not included unless separately agreed.
What the assessment covers
The assessment includes a governance-level review of Microsoft 365, Entra ID, and related administrative role assignments that affect Microsoft 365 governance, access, guest users, sharing, compliance, and tenant administration. This is not a full Azure subscription security assessment.
Simple process. No tenant access.
Fit Call
We confirm the business trigger, scope, timeline, and whether the assessment is the right fit.
Data Request
Your admin or MSP exports the required Microsoft 365 reports. No admin access is granted.
Assessment
We review the data across Teams, SharePoint, Groups, guests, sharing, Purview, licensing, offboarding, and governance-relevant administrative roles.
Documentation
You receive the findings report, risk register, admin action checklist, executive summary, and 90-day roadmap.
Readout
We review the findings in one 90-minute call. Your team owns execution.
Every assessment is built around the Governance Exposure Index — an 8-domain scoring framework that benchmarks your Microsoft 365 environment against the governance standards your auditors, insurers, and customers expect.
GEI measures where Microsoft 365 collaboration, access, sharing, data protection, and ownership gaps may create audit, AI, customer, insurance, or operational exposure.
Each domain scored 0–10. Total score out of 80 determines your GEI rating — Governed, Developing, or At Risk.
The 8 DomainsThe Governance Exposure Index™ is proprietary to The Worthy Advisory Group.
No consulting creep.
The engagement identifies the risk, documents the findings, and gives your team the cleanup roadmap. Your internal team or MSP executes.
Enterprise IT experience applied to Microsoft 365 governance.
This assessment is led by Rory Worthy, an enterprise IT practitioner with 17 years of experience across Microsoft 365, identity and access management, cloud operations, infrastructure, application support, licensing, and service operations.
The work is designed for organizations that need clear visibility into Microsoft 365 governance risk, practical cleanup priorities, and documentation that can support leadership, assessment, security, and compliance conversations.
- Leadership experience managing global support, cloud, application, and infrastructure operations
- Microsoft 365, Entra ID, Azure, IAM, licensing, offboarding, and governance-related experience
- Experience converting technical findings into risk-based documentation, action plans, and executive summaries
- Background building operational processes and cleanup plans inside complex enterprise environments
- Creator of the Governance Exposure Index™ — a proprietary 8-domain Microsoft 365 governance scoring framework
The Cost of Not Knowing
Before this assessment, the environment is a question leadership cannot answer confidently. After it, they can. That shift — from uncertainty to documented clarity — is what the engagement produces.
Inaction is not neutral. The questionnaire arrives before the review is done. The Copilot rollout surfaces what nobody reviewed. The insurance renewal asks for evidence that does not exist yet. None of those timelines wait for internal capacity to free up.
The fit call is thirty minutes. No data shared. No tenant access requested. No commitment made. The only thing it costs is the call.
That clarity has to come from somewhere. The question is whether it comes before the pressure or after it.
The assessment is designed and led by someone who has been inside environments like yours.
Priced after the fit call.
Every environment is different. Tenant size, collaboration footprint, the number of years M365 has been running without governance, and the urgency of the business trigger all affect what the engagement requires.
Pricing is determined after the fit call. Once the engagement is confirmed, the proposal defines the deliverables, timeline, assumptions, and exclusions. Fixed and defined — not open-ended.
This engagement produces documentation your leadership, auditors, and insurers can read and act on — not just your IT team.
What about handling this internally?
Internal teams know the environment better than anyone. They also built it, inherited it, or have been too close to it to see it clearly. An outside assessment gives leadership a second set of eyes with no internal politics attached.
What clients say
We had no idea how exposed our guest access and external sharing settings were until we saw the findings report. The roadmap gave our IT team a clear starting point — no guessing, no prioritization debates.
Testimonials reflect common outcomes in Microsoft 365 governance engagements. Names and details are representative.
What to know before the fit call
Most organizations can complete the export request in one to three business days. Your internal admin or MSP runs standard Microsoft 365 reports — no custom scripting or elevated access is required. A data request guide is provided after the fit call.
All deliverables are provided as structured documents — typically Word or PDF — formatted for both IT and leadership audiences. The risk register is delivered as a prioritized table. The 90-day roadmap is sequenced and ready to hand off to your internal team or MSP.
That is common and works well. The data request can be completed by your MSP. The 90-day roadmap is written to be handed directly to an MSP for execution. The findings readout can include your MSP if that is useful.
If the engagement is a good fit, a proposal is typically sent within two to three business days. Once the proposal is signed and the engagement is confirmed, the data request goes out and the 30-day engagement clock starts.
Yes. A mutual NDA is standard for this engagement and is provided before any data is shared.
No. The entire assessment is based on exported reports your admin or MSP provides. No credentials, no delegated access, no guest accounts are required or requested.
Smaller environments may be a strong fit with adjusted scope. Larger environments are evaluated on a case-by-case basis depending on complexity. The fit call is the right place to determine whether the engagement makes sense for your organization's size.
The engagement is complete after the 90-minute readout. Your team receives all deliverables and owns execution. If additional support is needed — implementation guidance, policy development, or a follow-on engagement — that can be scoped separately.
Need a clean read on your Microsoft 365 governance risk?
If something is forcing the conversation — a questionnaire, a renewal, a new leader, a Copilot rollout, or a growing sense that the environment is no longer under control — the assessment gives you a clear starting point and a 90-day path forward.
The fit call alone will tell you whether your environment has a governance problem worth addressing. If it's not the right time, you'll still leave with clarity.
Book a Governance Risk Fit Call30-day fixed-scope assessment · Admin-provided exports only · One 90-minute findings readout call