Playbooks
Implementation procedures for the FSI Copilot Governance Framework. Each playbook provides step-by-step guidance for implementing, validating, and maintaining governance controls for Microsoft 365 Copilot.
Control Implementation Playbooks
Every control in the framework has four dedicated playbooks:
| Playbook | Purpose |
|---|---|
| Portal Walkthrough | Step-by-step admin portal configuration with screenshots and navigation paths |
| PowerShell Setup | Automation scripts for configuration, bulk operations, and reporting |
| Verification & Testing | Test cases, evidence collection, and compliance validation procedures |
| Troubleshooting | Common issues, diagnostic steps, and resolution guides |
By Pillar
- Pillar 1 — Readiness & Assessment (15 controls, 60 playbooks)
- Pillar 2 — Security & Protection (15 controls, 60 playbooks)
- Pillar 3 — Compliance & Audit (13 controls, 52 playbooks)
- Pillar 4 — Operations & Monitoring (13 controls, 52 playbooks)
Getting Started Playbooks
Phased deployment guides for Copilot rollout:
| Playbook | Phase | Focus |
|---|---|---|
| Phase 0 — Governance Setup | Days 0-30 | Data hygiene, governance committee, baseline controls |
| Phase 1 — Pilot Deployment | Days 30-60 | Controlled rollout, monitoring, initial validation |
| Phase 2 — Expansion | Days 60-90 | Broader deployment, advanced controls, compliance |
Governance Operations Playbooks
Ongoing operational procedures:
| Playbook | Purpose |
|---|---|
| Governance Operating Calendar | Monthly/quarterly/annual governance activities |
| Microsoft Open-Source Copilot Analytics Tools | Companion repository guide for Analytics Hub tools covering readiness, usage, impact, and audit reporting |
| RACI Governance Template | Responsibility assignment for governance activities |
| Escalation Matrix | Incident and issue escalation procedures |
Compliance and Audit Playbooks
Examination and audit preparation:
| Playbook | Purpose |
|---|---|
| Evidence Pack Assembly | Collecting and organizing evidence for regulators |
| Audit Readiness Checklist | Pre-examination preparation procedures |
| Examination Response Guide | Responding to regulatory examination requests |
Incident and Risk Playbooks
Risk management and incident response:
| Playbook | Purpose |
|---|---|
| AI Incident Response Playbook | Copilot-specific incident response procedures |
| AI Risk Assessment Template | Risk assessment methodology for Copilot use cases |
| Remediation Tracking | Tracking and resolving identified governance gaps |
Regulatory Modules
State and regulation-specific guidance:
| Playbook | Purpose |
|---|---|
| Colorado AI Act Readiness | Colorado SB 24-205 compliance for Copilot |
FSI Copilot Governance Framework v1.2.1 - March 2026